401(k) · DOL Form 5500 · 2023

Smith Companies of Lexington Inc. 401(k) Plan

Data updated 2026-08-25

$6M
Total assets Small plan by assets
65
Participants Small participant base
49th
Percentile by assets National rank
$95,813
Avg per participant Below avg balance/head
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Official DOL plan name: Smith Companies of Lexington, Inc. Retirement Savings Plan · Sponsored by Smith Companies of Lexington Inc. · North Carolina · Retail Trade

$6M in assets, 65 participants

Smith Companies of Lexington Inc.'s Smith Companies of Lexington, Inc. Retirement Savings Plan reported $6M in total assets and 65 participants in its 2023 DOL Form 5500 filing, ranking in the 49th 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.

  • #4,957 in Retail Trade (8,414 peers)

Smith Companies of Lexington Inc. multi-year trail

Smith Companies of Lexington Inc.'s plans moved -26.0% in assets from 2022 to 2024; this filing shows Smith Companies of Lexington, Inc. Retirement Savings Plan at $6M / 65 participants.

#4,957
in Retail Trade (8,414 peers)
+25.1%
assets growth YoY

Smith Companies of Lexington, Inc. Retirement Savings Plan's mid-pack asset rank among Retail Trade and all filers

Smith Companies of Lexington, Inc. Retirement Savings Plan vs every filed plan by assets

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

$6,227,844 49th percentile higher than 49% 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 Companies of Lexington, Inc. Retirement Savings Plan among smaller filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Smith Companies of Lexington, Inc. Retirement Savings Plan is a small filing (65 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Smith Companies of Lexington, Inc. Retirement Savings Plan reported net income rose from $259K in the plan year 2022 filing to $1M in the plan year 2023 filing.
  • Smith Companies of Lexington, Inc. Retirement Savings Plan end-of-year assets rose from $5M in the plan year 2022 filing to $6M in the plan year 2023 filing.
  • Smith Companies of Lexington, Inc. Retirement Savings Plan reported participants rose from 61 in the plan year 2022 filing to 65 in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 561216607 · Smith Companies of Lexington Inc. PY 2023 · 401(k)

Smith Companies of Lexington, Inc. Retirement Savings Plan · $6M · 65 · 49th

  • EIN $6M
  • RANK 65
  • PHOTO 49th
  • IND 401(k)
  • EOY near The Marker Group, Inc. 401(k) Plan
  • 5500 ind #4957

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 Retail Trade retirement plans → · Plans in North Carolina →

Smith Companies of Lexington, Inc. Retirement Savings Plan in the asset neighbourhood

Smith Companies of Lexington, Inc. Retirement Savings PlanSmith Companies of Lexington…$6MThe Marker Group, Inc. 401(k) PlanThe Marker Group, Inc. 401(k…$6MMolloy Bros Trucking Inc 401(k) Profit Sharing Plan & TrustMolloy Bros Trucking Inc 401…$6MOil City Iron Works 401(k) PlanOil City Iron Works 401(k) P…$6MRyan and Wetmore PC 401(k) Profit Sharing Plan & TrustRyan and Wetmore PC 401(k) P…$6M
End-of-year total assets ($M) among Smith Companies of Lexington, Inc. Retirement Savings Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Smith Companies of Lexington Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Smith Companies of Lexington Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$7M 25.988830202319242% vs 2022
2024 filing year
$6M$8M$10M$12M 202220232024 $9.87M $7.31M ▼ -25.9%
Year Plans Participants Total Assets
2022 2 101 $10M
2023 2 107 $11M
2024 1 73 $7M

Smith Companies of Lexington Inc. filing trail (2023)

Total Assets (Beginning of Year)$5M
Net Assets (End of Year)$6M
Net Income$1M
Employer EIN561216607
Plan Effective Date1983-11-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in North Carolina

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

Smith Companies of Lexington, Inc. Retirement Savings Plan vs. nearby 401(k) plans in North Carolina, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000 -200204060 Total assets ($B) Participants Smith Companies of Lexington, Inc. Retirement Savings Plan, Total assets ($B): 0.006227844 · Participants: 65Smith Companies of Lexington, Inc. Retirement Savings 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 Companies of Lexington, Inc. Retirement Savings Plan vs. nearby 401(k) plans in North Carolina, assets vs. participants
Compare Smith Companies of Lexington, Inc. Retirement Savings Plan side-by-side with 3 peers →

Smith Companies of Lexington, Inc. Retirement Savings Plan's out-of-state 401(k) peers by assets and headcount

Outside North Carolina, the nearest 401(k) by assets is The Marker Group, Inc. 401(k) Plan in TX ($6M); by covered participants it is General Insurance Services, Inc. 401(k) Plan in IN (65 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (65 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 Companies of Lexington, Inc. Retirement Savings Plan assets move in 2023? ▼
Smith Companies of Lexington, Inc. Retirement Savings Plan grew sharply - up 25.1% during 2023, from $5M to $6M. Reported net income was $1M.
How have Smith Companies of Lexington Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Smith Companies of Lexington Inc.'s sponsor-wide assets declined 26.0%, from $10M to $7M.
Which 401(k) plans are similar in size to Smith Companies of Lexington, Inc. Retirement Savings Plan? ▼
Among 401(k) plans in other states, the closest by assets is The Marker Group, Inc. 401(k) Plan in TX ($6M, 168 participants).
Which 401(k) plans cover a similar participant headcount to Smith Companies of Lexington, Inc. Retirement Savings Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is General Insurance Services, Inc. 401(k) Plan in IN (65 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 561216607.

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.