401(k) · DOL Form 5500 · 2024

The Smith Sawyer Smith Agency, LLC 401(k) Plan

Data updated 2026-08-25

$5M
Total assets Small plan by assets
22
Participants Small participant base
41st
Percentile by assets National rank
$219,382
Avg per participant Above avg balance/head
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Official DOL plan name: Smith, Sawyer, and Smith 401(k) Profit Sharing Retirement Plan · Sponsored by The Smith Sawyer Smith Agency, LLC · Indiana · Finance & Insurance

$5M in assets, 22 participants

The Smith Sawyer Smith Agency, LLC's Smith, Sawyer, and Smith 401(k) Profit Sharing Retirement Plan reported $5M in total assets and 22 participants in its 2024 DOL Form 5500 filing, ranking in the 41st 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.

  • #2,373 in Finance & Insurance (8,549 peers)

The Smith Sawyer Smith Agency, LLC multi-year trail

The Smith Sawyer Smith Agency, LLC's plans moved +32.7% in assets from 2022 to 2024; this filing shows Smith, Sawyer, and Smith 401(k) Profit Sharing Retirement Plan at $5M / 22 participants.

#2,373
in Finance & Insurance (8,549 peers)
+13.9%
assets growth YoY

Smith, Sawyer, and Smith 401(k) Profit Sharing Retirement Plan's mid-pack asset rank among Finance & Insurance and all filers

Smith, Sawyer, and Smith 401(k) Profit Sharing Retirement Plan vs every filed plan by assets

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

$4,826,407 41st percentile higher than 41% 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, Sawyer, and Smith 401(k) Profit Sharing Retirement 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, Sawyer, and Smith 401(k) Profit Sharing Retirement Plan is a small filing (22 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Smith, Sawyer, and Smith 401(k) Profit Sharing Retirement Plan end-of-year assets rose from $4M in the plan year 2023 filing to $5M in the plan year 2024 filing.

See the national 2023→2024 release diff →

DOL schedule card

Filing strip 822689207 · The Smith Sawyer Smith Agency, LLC PY 2024 · 401(k)

Smith, Sawyer, and Smith 401(k) Profit Sharing Retirement Plan · $5M · 22 · 41st

  • SCH $5M
  • EBSA 22
  • PART 41st
  • TYPE 401(k)
  • NET near Dolphin Hotel Management 401(k) Plan
  • BOOK ind #2373

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 Finance & Insurance retirement plans → · Plans in Indiana →

Smith, Sawyer, and Smith 401(k) Profit Sharing Retirement Plan in the asset neighbourhood

Smith, Sawyer, and Smith 401(k) Profit Sharing Retirement PlanSmith, Sawyer, and Smith 401…$5MDolphin Hotel Management 401(k) PlanDolphin Hotel Management 401…$5MMichael O'brien Dds 401(k) PlanMichael O'brien Dds 401(k) P…$5MActive Aging, Inc. Retirement PlanActive Aging, Inc. Retiremen…$5MSeachrome Corporation 401(k) PlanSeachrome Corporation 401(k)…$5M
End-of-year total assets ($M) among Smith, Sawyer, and Smith 401(k) Profit Sharing Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

The Smith Sawyer Smith Agency, LLC multi-year asset trail

Sponsor-wide plan assets over time

All The Smith Sawyer Smith Agency, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$5M 32.68746434634391% vs 2022
2024 filing year
$3.5M$4M$4.5M$5M 202220232024 $3.64M $4.83M ▲ +32.7%
Year Plans Participants Total Assets
2022 1 21 $4M
2023 1 22 $4M
2024 1 22 $5M

The Smith Sawyer Smith Agency, LLC filing trail (2024)

Total Assets (Beginning of Year)$4M
Net Assets (End of Year)$5M
Net Income$589K
Employer EIN822689207
Plan Effective Date1971-12-31
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Indiana

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

Smith, Sawyer, and Smith 401(k) Profit Sharing Retirement Plan vs. nearby 401(k) plans in Indiana, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -5051015 Total assets ($B) Participants Smith, Sawyer, and Smith 401(k) Profit Sharing Retirement Plan, Total assets ($B): 0.004826407 · Participants: 22Smith, Sawyer, and Smith 401(k) Profit Sharing Retirement PlanThe Lilly Employee 401(k) Plan, Total assets ($B): 13.056609955 · Participants: 19977The Lilly Employee 401(k) PlanElevance Health 401(k) Plan, Total assets ($B): 12.109864062 · Participants: 73120Elevance Health 401(k) PlanCummins Retirement and Savings Plan, Total assets ($B): 6.366370789 · Participants: 30272Cummins Retirement and Savings PlanIu Health 401(k) Savings Plan, Total assets ($B): 4.481656061 · Participants: 38460Iu Health 401(k) Savings PlanSteel Dynamics, Inc. Profit Sharing and Retirement Savings Plan, Total assets ($B): 2.996436059 · Participants: 9385Steel Dynamics, Inc. Profit Sharing and Retirement Savings Plan
Smith, Sawyer, and Smith 401(k) Profit Sharing Retirement Plan vs. nearby 401(k) plans in Indiana, assets vs. participants
Compare Smith, Sawyer, and Smith 401(k) Profit Sharing Retirement Plan side-by-side with 3 peers →

Smith, Sawyer, and Smith 401(k) Profit Sharing Retirement Plan's out-of-state 401(k) peers by assets and headcount

Outside Indiana, the nearest 401(k) by assets is Dolphin Hotel Management 401(k) Plan in CA ($5M); by covered participants it is Reed & Witting Company Profit Sharing Plan in PA (22 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($5M here).

Similar participant headcount

Nearest other-state filings by covered participants (22 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, Sawyer, and Smith 401(k) Profit Sharing Retirement Plan assets move in 2024? ▼
Smith, Sawyer, and Smith 401(k) Profit Sharing Retirement Plan grew at a solid clip - up 13.9% during 2024, from $4M to $5M. Reported net income was $589K.
How have The Smith Sawyer Smith Agency, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), The Smith Sawyer Smith Agency, LLC's sponsor-wide assets grew 32.7%, from $4M to $5M.
Which 401(k) plans are similar in size to Smith, Sawyer, and Smith 401(k) Profit Sharing Retirement Plan? ▼
Among 401(k) plans in other states, the closest by assets is Dolphin Hotel Management 401(k) Plan in CA ($5M, 750 participants).
Which 401(k) plans cover a similar participant headcount to Smith, Sawyer, and Smith 401(k) Profit Sharing Retirement Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Reed & Witting Company Profit Sharing Plan in PA (22 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 822689207.

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.