401(k) · DOL Form 5500 · 2024

Susan S. Smith, Inc. 401(k) Plan

Data updated 2026-08-25

$3M
Total assets Small plan by assets
5
Participants Small participant base
33rd
Percentile by assets National rank
$571,233
Avg per participant High balance/head
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Official DOL plan name: Susan S. Smith, Inc. Profit Sharing Trust · Sponsored by Susan S. Smith, Inc. · Florida · Professional & Technical Services

$3M in assets, 5 participants

Susan S. Smith, Inc.'s Susan S. Smith, Inc. Profit Sharing Trust reported $3M in total assets and 5 participants in its 2024 DOL Form 5500 filing, ranking in the 33rd 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.

  • #6,028 in Professional & Technical Services (20,173 peers)

Susan S. Smith, Inc. multi-year trail

Susan S. Smith, Inc.'s plans moved +15.2% in assets from 2022 to 2024; this filing shows Susan S. Smith, Inc. Profit Sharing Trust at $3M / 5 participants.

#6,028
in Professional & Technical Services (20,173 peers)
+4.8%
assets growth YoY

Susan S. Smith, Inc. Profit Sharing Trust among the smaller filed plans by assets

Susan S. Smith, Inc. Profit Sharing Trust vs every filed plan by assets

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

$2,856,165 33rd percentile higher than 33% 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

Susan S. Smith, Inc. Profit Sharing Trust among micro filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Susan S. Smith, Inc. Profit Sharing Trust is a micro filing (5 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Susan S. Smith, Inc. Profit Sharing Trust reported net income fell from $246K in the plan year 2023 filing to $131K in the plan year 2024 filing.
  • Susan S. Smith, Inc. Profit Sharing Trust end-of-year assets rose from $3M in the plan year 2023 filing to $3M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Plan-year Form 5500 strip

Filing strip 591669598 · Susan S. Smith, Inc. PY 2024 · 401(k)

Susan S. Smith, Inc. Profit Sharing Trust · $3M · 5 · 33rd

  • NET $3M
  • NET 5
  • NET 33rd
  • NET 401(k)
  • NET near Gordon C. Lundy, Md Inc Profit Sharing Plan
  • NET ind #6028

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 Florida →

Susan S. Smith, Inc. Profit Sharing Trust in the asset neighbourhood

Susan S. Smith, Inc. Profit Sharing TrustSusan S. Smith, Inc. Profit …$3MGordon C. Lundy, Md Inc Profit Sharing PlanGordon C. Lundy, Md Inc Prof…$3MCarolina Atm Services, LLC 401(k) Profit Sharing PlanCarolina Atm Services, LLC 4…$3MLima Auto Mall Salary Deferral 401(k) PlanLima Auto Mall Salary Deferr…$3MKepora LLC 401(k) Plan$3M
End-of-year total assets ($M) among Susan S. Smith, Inc. Profit Sharing Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Susan S. Smith, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Susan S. Smith, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$3M 15.20622174464419% vs 2022
2024 filing year
$2.4M$2.6M$2.8M$3M 202220232024 $2.48M $2.86M ▲ +15.3%
Year Plans Participants Total Assets
2022 1 7 $2M
2023 1 5 $3M
2024 1 5 $3M

Susan S. Smith, Inc. filing trail (2024)

Total Assets (Beginning of Year)$3M
Net Assets (End of Year)$3M
Net Income$131K
Employer EIN591669598
Plan Effective Date1981-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Florida

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

Susan S. Smith, Inc. Profit Sharing Trust vs. nearby 401(k) plans in Florida, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000400000 -505101520 Total assets ($B) Participants Susan S. Smith, Inc. Profit Sharing Trust, Total assets ($B): 0.002856165 · Participants: 5Susan S. Smith, Inc. Profit Sharing TrustL3harris Retirement Savings Plan, Total assets ($B): 16.316786122 · Participants: 40330L3harris Retirement Savings PlanSavings Plan for Employees and Partners of Pwc, Total assets ($B): 13.167098888 · Participants: 51081Savings Plan for Employees and Partners of PwcAdp Totalsource Retirement Savings Plan, Total assets ($B): 9.190044852 · Participants: 310261Adp Totalsource Retirement Savings PlanPublix Super Markets, Inc. 401(k) Smart Plan, Total assets ($B): 8.068866271 · Participants: 197102Publix Super Markets, Inc. 401(k) Smart PlanNextera Energy, Inc. Employee Retirement Savings Plan, Total assets ($B): 5.484619612 · Participants: 16678Nextera Energy, Inc. Employee Retirement Savings Plan
Susan S. Smith, Inc. Profit Sharing Trust vs. nearby 401(k) plans in Florida, assets vs. participants
Compare Susan S. Smith, Inc. Profit Sharing Trust side-by-side with 3 peers →

Susan S. Smith, Inc. Profit Sharing Trust's out-of-state 401(k) peers by assets and headcount

Outside Florida, the nearest 401(k) by assets is Gordon C. Lundy, Md Inc Profit Sharing Plan in CA ($3M); by covered participants it is Nasr Psychiatric Services 401(k) Plan in IN (5 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (5 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 Susan S. Smith, Inc. Profit Sharing Trust assets move in 2024? ▼
Susan S. Smith, Inc. Profit Sharing Trust edged up modestly - up 4.8% during 2024, from $3M to $3M. Reported net income was $131K.
How have Susan S. Smith, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Susan S. Smith, Inc.'s sponsor-wide assets grew 15.2%, from $2M to $3M.
Which 401(k) plans are similar in size to Susan S. Smith, Inc. Profit Sharing Trust? ▼
Among 401(k) plans in other states, the closest by assets is Gordon C. Lundy, Md Inc Profit Sharing Plan in CA ($3M, 9 participants).
Which 401(k) plans cover a similar participant headcount to Susan S. Smith, Inc. Profit Sharing Trust? ▼
Among 401(k) plans in other states, the closest by covered participants is Nasr Psychiatric Services 401(k) Plan in IN (5 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 591669598.

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.