401(k) · DOL Form 5500 · 2024
Smith Management Company 401(k) Plan
Data updated 2026-08-25
- $12M
- Total assets Small plan by assets
- 27
- Participants Small participant base
- 60th
- Percentile by assets National rank
- $459,820
- Avg per participant High balance/head
Official DOL plan name: Smith Management Company Safe Harbor 401(k) Plan · Sponsored by Smith Management Company · Texas · Mining & Oil Extraction
$12M in assets, 27 participants
Smith Management Company's Smith Management Company Safe Harbor 401(k) Plan reported $12M in total assets and 27 participants in its 2024 DOL Form 5500 filing, ranking in the 60th 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.
- #320 in Mining & Oil Extraction (785 peers)
Smith Management Company multi-year trail
Smith Management Company's plans moved +53.9% in assets from 2022 to 2024; this filing shows Smith Management Company Safe Harbor 401(k) Plan at $12M / 27 participants.
- #320
- in Mining & Oil Extraction (785 peers)
- +21.5%
- assets growth YoY
Smith Management Company Safe Harbor 401(k) Plan's mid-pack asset rank among Mining & Oil Extraction and all filers
Smith Management Company Safe Harbor 401(k) Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$12,415,127 Top 40% higher than 60% of 123,620 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2024
Smith Management Company Safe Harbor 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 Management Company Safe Harbor 401(k) Plan is a small filing (27 participants) on this national headcount ladder.
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Smith Management Company Safe Harbor 401(k) Plan end-of-year assets rose from $10M in the plan year 2023 filing to $12M in the plan year 2024 filing.
- Smith Management Company Safe Harbor 401(k) Plan reported participants fell from 30 in the plan year 2023 filing to 27 in the plan year 2024 filing.
Published 5500 schedule card
Filing strip 760209406 · Smith Management Company PY 2024 · 401(k)
Smith Management Company Safe Harbor 401(k) Plan · $12M · 27 · 60th
- NET $12M
- NET 27
- NET 60th
- NET 401(k)
- NET near Mountain State Auto Auction in 401(k) Profit Sharing Plan & Trust
- NET ind #320
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 Mining & Oil Extraction retirement plans → · Plans in Texas →
Smith Management Company Safe Harbor 401(k) Plan in the asset neighbourhood
Smith Management Company multi-year asset trail
Sponsor-wide plan assets over time
All Smith Management Company plans reported in each filing year
- Latest sponsor-wide plan assets
- $12M 53.889319074928274% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 30 | $8M |
| 2023 | 1 | 30 | $10M |
| 2024 | 1 | 27 | $12M |
Smith Management Company filing trail (2024)
| Total Assets (Beginning of Year) | $10M |
|---|---|
| Net Assets (End of Year) | $12M |
| Net Income | $2M |
| Employer EIN | 760209406 |
| Plan Effective Date | 1989-08-01 |
| Filing Status | FILING RECEIVED |
Nearby 401(k) Plans in Texas
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- AT&T Retirement Savings Plan $43.1B · 109,889
- Exxonmobil Savings Plan $23.7B · 21,990
- Chevron Employee Savings Investment Plan $20.4B · 21,505
- Caterpillar 401(k) Savings Plan $18.8B · 43,873
- Southwest Airlines Co. Retirement Savings Plan $17.0B · 67,820
Smith Management Company Safe Harbor 401(k) Plan's out-of-state 401(k) peers by assets and headcount
Outside Texas, the nearest 401(k) by assets is Mountain State Auto Auction in 401(k) Profit Sharing Plan & Trust in WV ($12M); by covered participants it is Allen Searcy Builder-Contractor, Inc. 401(k) Retirement Plan in TN (27 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($12M here).
- Mountain State Auto Auction in 401(k) Profit Sharing Plan & Trust (WV) $12M · 1,139
- Edp Pc's 401(k) Plan (IL) $12M · 156
- Neology, Inc. 401(k) Discretionary P/S Plan (CA) $12M · 310
- Gs Engineering, Inc. Employees Savings Trust (MI) $12M · 87
Similar participant headcount
Nearest other-state filings by covered participants (27 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.