401(k) · DOL Form 5500 · 2023

Smith, Anderson, Et Al L.L.P. 401(k) Plan

Data updated 2026-08-25

$179M
Total assets Near avg plan size
259
Participants Below avg headcount
94th
Percentile by assets National rank
$690,523
Avg per participant High balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Smith, Anderson, Blount, Dorsett, Mitchell & Jernigan 401(k) Profit Sharing Plan · Sponsored by Smith, Anderson, Et Al L.L.P. · North Carolina · Professional & Technical Services

$179M in assets, 259 participants

Smith, Anderson, Et Al L.L.P.'s Smith, Anderson, Blount, Dorsett, Mitchell & Jernigan 401(k) Profit Sharing Plan reported $179M in total assets and 259 participants in its 2023 DOL Form 5500 filing, ranking in the 94th percentile by assets among filed plans. Figures are as reported by the plan sponsor to the Department of Labor, not audited or endorsed by PlainRetire.

  • #19,403 in Professional & Technical Services (20,321 peers)

Coverage in North Carolina

Smith, Anderson, Blount, Dorsett, Mitchell & Jernigan 401(k) Profit Sharing Plan covers 259 participants in North Carolina, about 32% of the average North Carolina filer (state average ~819 per filing). Assets: $179M.

#19,403
in Professional & Technical Services (20,321 peers)
+13.3%
assets growth YoY
1.8×
vs typical plan assets (national mean)

Smith, Anderson, Blount, Dorsett, Mitchell & Jernigan 401(k) Profit Sharing Plan's outsized position by total assets

Smith, Anderson, Blount, Dorsett, Mitchell & Jernigan 401(k) Profit Sharing Plan vs every filed plan by assets

End-of-year total assets · plan year 2023 · DOL Form 5500

$178,845,518 Top 6% higher than 94% of 127,068 filed plans

This plan $0 $2,050,000,000 every filed plan with reported assets, bucketed by value

Dashed line + filled bar = this entry, among filed plans.

Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023

Smith, Anderson, Blount, Dorsett, Mitchell & Jernigan 401(k) Profit Sharing Plan among mid-size filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Smith, Anderson, Blount, Dorsett, Mitchell & Jernigan 401(k) Profit Sharing Plan sits mid-pack in the medium band (259 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Smith, Anderson, Blount, Dorsett, Mitchell & Jernigan 401(k) Profit Sharing Plan reported net income rose from -$42M in the plan year 2022 filing to $21M in the plan year 2023 filing.
  • Smith, Anderson, Blount, Dorsett, Mitchell & Jernigan 401(k) Profit Sharing Plan end-of-year assets rose from $158M in the plan year 2022 filing to $179M in the plan year 2023 filing.
  • Smith, Anderson, Blount, Dorsett, Mitchell & Jernigan 401(k) Profit Sharing Plan reported participants rose from 247 in the plan year 2022 filing to 259 in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 560402850 · Smith, Anderson, Et Al L.L.P. PY 2023 · 401(k)

Smith, Anderson, Blount, Dorsett, Mitchell & Jernigan 401(k) Profit Sharing Plan · $179M · 259 · 94th

  • TYPE $179M
  • TYPE 259
  • TYPE 94th
  • TYPE 401(k)
  • TYPE near Suncoke 401(k) Plan
  • TYPE ind #19403

Stamps derive from this plan's Form 5500 line items (assets, participants, type, EIN, cohort placement) - not a quality rating of the sponsor. Read with Professional & Technical Services retirement plans → · Plans in North Carolina →

Smith, Anderson, Blount, Dorsett, Mitchell & Jernigan 401(k) Profit Sharing Plan in the asset neighbourhood

Advanced Radiology Services, P. C. 401(k) Profit-Sharing PlanAdvanced Radiology Services,…$179MSuncoke 401(k) Plan$179MSmith, Anderson, Blount, Dorsett, Mitchell & Jernigan 401(k) Profit Sharing PlanSmith, Anderson, Blount, Dor…$179MCantel Medical Retirement Savings PlanCantel Medical Retirement Sa…$179MDominion Energy Ohio Union Savings PlanDominion Energy Ohio Union S…$179M
End-of-year total assets ($M) among Smith, Anderson, Blount, Dorsett, Mitchell & Jernigan 401(k) Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

North Carolina filing particulars

Total Assets (Beginning of Year)$158M
Net Assets (End of Year)$179M
Net Income$21M
Employer EIN560402850
Plan Effective Date1997-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Smith, Anderson, Et Al L.L.P.)

Sponsor-wide plan assets over time

All Smith, Anderson, Et Al L.L.P. plans reported in each filing year

Latest sponsor-wide plan assets
$190M 20.6666502896166% vs 2022
2024 filing year
$150M$160M$170M$180M$190M$200M 202220232024 $158M $190M ▲ +20.7%
Year Plans Participants Total Assets
2022 1 247 $158M
2023 1 259 $179M
2024 1 259 $190M

Nearby 401(k) Plans in North Carolina

Peer 401(k) plans, same state, same plan type, ranked by total assets.

Smith, Anderson, Blount, Dorsett, Mitchell & Jernigan 401(k) Profit Sharing Plan vs. nearby 401(k) plans in North Carolina, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000 -200204060 Total assets ($B) Participants Smith, Anderson, Blount, Dorsett, Mitchell & Jernigan 401(k) Profit Sharing Plan, Total assets ($B): 0.178845518 · Participants: 259Smith, Anderson, Blount, Dorsett, Mitchell & Jernigan 401(k) Profit Sharing PlanThe Bank of America 401(k) Plan, Total assets ($B): 54.848846192 · Participants: 173899The Bank of America 401(k) PlanHoneywell 401(k) Plan, Total assets ($B): 15.388124058 · Participants: 40004Honeywell 401(k) PlanDuke Energy Retirement Savings Plan, Total assets ($B): 10.354065 · Participants: 28121Duke Energy Retirement Savings PlanTruist Financial Corporation 401(k) Savings Plan, Total assets ($B): 10.120701726 · Participants: 55480Truist Financial Corporation 401(k) Savings PlanNucor Corporation Profit Sharing and Retirement Savings Plan, Total assets ($B): 8.510660989 · Participants: 24174Nucor Corporation Profit Sharing and Retirement Savings Plan
Smith, Anderson, Blount, Dorsett, Mitchell & Jernigan 401(k) Profit Sharing Plan vs. nearby 401(k) plans in North Carolina, assets vs. participants
Compare Smith, Anderson, Blount, Dorsett, Mitchell & Jernigan 401(k) Profit Sharing Plan side-by-side with 3 peers →

Smith, Anderson, Blount, Dorsett, Mitchell & Jernigan 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside North Carolina, the nearest 401(k) by assets is Suncoke 401(k) Plan in IL ($179M); by covered participants it is The Don Hummer Trucking Corporation 401(k) Retirement Plan in IA (259 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($179M here).

Similar participant headcount

Nearest other-state filings by covered participants (259 participants); asset peers above are excluded.

DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Smith, Anderson, Blount, Dorsett, Mitchell & Jernigan 401(k) Profit Sharing Plan assets move in 2023? ▼
Smith, Anderson, Blount, Dorsett, Mitchell & Jernigan 401(k) Profit Sharing Plan grew at a solid clip - up 13.3% during 2023, from $158M to $179M. Reported net income was $21M.
How have Smith, Anderson, Et Al L.L.P. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Smith, Anderson, Et Al L.L.P.'s sponsor-wide assets grew 20.7%, from $158M to $190M.
Where does Smith, Anderson, Blount, Dorsett, Mitchell & Jernigan 401(k) Profit Sharing Plan rank by assets among Form 5500 filers? ▼
Smith, Anderson, Blount, Dorsett, Mitchell & Jernigan 401(k) Profit Sharing Plan ranks in the 94th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top 10% of all filed plans by assets).
Which 401(k) plans are similar in size to Smith, Anderson, Blount, Dorsett, Mitchell & Jernigan 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Suncoke 401(k) Plan in IL ($179M, 705 participants).
Which 401(k) plans cover a similar participant headcount to Smith, Anderson, Blount, Dorsett, Mitchell & Jernigan 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is The Don Hummer Trucking Corporation 401(k) Retirement Plan in IA (259 participants, N/A in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2023.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 560402850.

Read our methodology - how this data is sourced, computed, and verified.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.