401(k) · DOL Form 5500 · 2024

Smith & Bailey Dental, LLC 401(k) Plan

Data updated 2026-08-25

$2M
Total assets Small plan by assets
13
Participants Small participant base
27th
Percentile by assets National rank
$119,638
Avg per participant Near avg balance/head
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Official DOL plan name: Smith & Bailey Dental, LLC 401(k) Plan · Sponsored by Smith & Bailey Dental, LLC · Alabama · Healthcare & Social Assistance

$2M in assets, 13 participants

Smith & Bailey Dental, LLC's Smith & Bailey Dental, LLC 401(k) Plan reported $2M in total assets and 13 participants in its 2024 DOL Form 5500 filing, ranking in the 27th 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.

  • #4,038 in Healthcare & Social Assistance (16,916 peers)

Smith & Bailey Dental, LLC multi-year trail

Smith & Bailey Dental, LLC's plans moved +53.4% in assets from 2022 to 2024; this filing shows Smith & Bailey Dental, LLC 401(k) Plan at $2M / 13 participants.

#4,038
in Healthcare & Social Assistance (16,916 peers)
+16.2%
assets growth YoY

Smith & Bailey Dental, LLC 401(k) Plan among the smaller filed plans by assets

Smith & Bailey Dental, LLC 401(k) Plan vs every filed plan by assets

End-of-year total assets · plan year 2024 · DOL Form 5500

$1,555,296 27th percentile higher than 27% of 123,620 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 2024

Smith & Bailey Dental, LLC 401(k) Plan among smaller filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Smith & Bailey Dental, LLC 401(k) Plan is a small filing (13 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Smith & Bailey Dental, LLC 401(k) Plan reported net income fell from $325K in the plan year 2023 filing to $217K in the plan year 2024 filing.
  • Smith & Bailey Dental, LLC 401(k) Plan end-of-year assets rose from $1M in the plan year 2023 filing to $2M in the plan year 2024 filing.
  • Smith & Bailey Dental, LLC 401(k) Plan reported participants fell from 14 in the plan year 2023 filing to 13 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Published 5500 schedule card

Filing strip 461761803 · Smith & Bailey Dental, LLC PY 2024 · 401(k)

Smith & Bailey Dental, LLC 401(k) Plan · $2M · 13 · 27th

  • PART $2M
  • PART 13
  • PART 27th
  • PART 401(k)
  • PART near Barbeques Galore 401(k) Plan
  • PART ind #4038

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 Healthcare & Social Assistance retirement plans → · Plans in Alabama →

Smith & Bailey Dental, LLC 401(k) Plan in the asset neighbourhood

Smith & Bailey Dental, LLC 401(k) PlanSmith & Bailey Dental, LLC 4…$2MBarbeques Galore 401(k) Plan$2MDevcare Solutions Ltd 401(k) Profit Sharing Plan & TrustDevcare Solutions Ltd 401(k)…$2MEp Sales, Inc. 401(k) Plan$2MElm Ridge Resources$2M
End-of-year total assets ($M) among Smith & Bailey Dental, LLC 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Smith & Bailey Dental, LLC multi-year asset trail

Sponsor-wide plan assets over time

All Smith & Bailey Dental, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$2M 53.429760300526986% vs 2022
2024 filing year
$0.8M$1M$1.2M$1.4M$1.6M$1.8M 202220232024 $1.01M $1.56M ▲ +54.5%
Year Plans Participants Total Assets
2022 1 15 $1M
2023 1 14 $1M
2024 1 13 $2M

Smith & Bailey Dental, LLC filing trail (2024)

Total Assets (Beginning of Year)$1M
Net Assets (End of Year)$2M
Net Income$217K
Employer EIN461761803
Plan Effective Date2015-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Alabama

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

Smith & Bailey Dental, LLC 401(k) Plan vs. nearby 401(k) plans in Alabama, assets vs. participants Scatter plot of 6 data points. -10000010000200003000040000 -101234 Total assets ($B) Participants Smith & Bailey Dental, LLC 401(k) Plan, Total assets ($B): 0.001555296 · Participants: 13Smith & Bailey Dental, LLC 401(k) PlanRegions Financial Corporation 401(k) Plan, Total assets ($B): 3.197489981 · Participants: 20783Regions Financial Corporation 401(k) PlanEncompass Health Corporation 401(k) Retirement Plan, Total assets ($B): 1.722944967 · Participants: 29454Encompass Health Corporation 401(k) Retirement PlanHexagon Employee Retirement Savings Plan, Total assets ($B): 1.651353194 · Participants: 4638Hexagon Employee Retirement Savings PlanVulcan 401(k) Plan, Total assets ($B): 1.472398962 · Participants: 8628Vulcan 401(k) PlanMercedes-Benz U.S. International, Inc. Retirement and Savings Plan, Total assets ($B): 1.234118844 · Participants: 6167Mercedes-Benz U.S. International, Inc. Retirement and Savings Plan
Smith & Bailey Dental, LLC 401(k) Plan vs. nearby 401(k) plans in Alabama, assets vs. participants
Compare Smith & Bailey Dental, LLC 401(k) Plan side-by-side with 3 peers →

Smith & Bailey Dental, LLC 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Alabama, the nearest 401(k) by assets is Barbeques Galore 401(k) Plan in CA ($2M); by covered participants it is Kaspien Inc. 401(k) Plan in WA (13 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($2M here).

Similar participant headcount

Nearest other-state filings by covered participants (13 participants); asset peers above are excluded.

DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Smith & Bailey Dental, LLC 401(k) Plan assets move in 2024? ▼
Smith & Bailey Dental, LLC 401(k) Plan grew sharply - up 16.2% during 2024, from $1M to $2M. Reported net income was $217K.
How have Smith & Bailey Dental, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Smith & Bailey Dental, LLC's sponsor-wide assets grew 53.4%, from $1M to $2M.
Which 401(k) plans are similar in size to Smith & Bailey Dental, LLC 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Barbeques Galore 401(k) Plan in CA ($2M, 76 participants).
Which 401(k) plans cover a similar participant headcount to Smith & Bailey Dental, LLC 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Kaspien Inc. 401(k) Plan in WA (13 participants, N/A in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2024.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 461761803.

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.