401(k) · DOL Form 5500 · 2024

Shah Smith & Associates, Inc. 401(k) Plan

Data updated 2026-08-25

$23M
Total assets Small plan by assets
110
Participants Small participant base
73rd
Percentile by assets National rank
$212,855
Avg per participant Above avg balance/head
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Official DOL plan name: Shah Smith & Associates, Inc. Profit Sharing Plan · Sponsored by Shah Smith & Associates, Inc. · Texas · Professional & Technical Services

$23M in assets, 110 participants

Shah Smith & Associates, Inc.'s Shah Smith & Associates, Inc. Profit Sharing Plan reported $23M in total assets and 110 participants in its 2024 DOL Form 5500 filing, ranking in the 73rd 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.

  • #14,684 in Professional & Technical Services (20,173 peers)

Coverage in Texas

Shah Smith & Associates, Inc. Profit Sharing Plan covers 110 participants in Texas, about 16% of the average Texas filer (state average ~688 per filing). Assets: $23M.

#14,684
in Professional & Technical Services (20,173 peers)
+25.6%
assets growth YoY

Shah Smith & Associates, Inc. Profit Sharing Plan's outsized position by total assets

Shah Smith & Associates, Inc. Profit Sharing Plan vs every filed plan by assets

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

$23,413,996 Top 27% higher than 73% 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

Shah Smith & Associates, Inc. Profit Sharing Plan among mid-size filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Shah Smith & Associates, Inc. Profit Sharing Plan sits mid-pack in the medium band (110 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Shah Smith & Associates, Inc. Profit Sharing Plan end-of-year assets rose from $19M in the plan year 2023 filing to $23M in the plan year 2024 filing.
  • Shah Smith & Associates, Inc. Profit Sharing Plan reported net income rose from $4M in the plan year 2023 filing to $5M in the plan year 2024 filing.
  • Shah Smith & Associates, Inc. Profit Sharing Plan reported participants rose from 106 in the plan year 2023 filing to 110 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Plan-year Form 5500 strip

Filing strip 760423147 · Shah Smith & Associates, Inc. PY 2024 · 401(k)

Shah Smith & Associates, Inc. Profit Sharing Plan · $23M · 110 · 73rd

  • PHOTO $23M
  • IND 110
  • EOY 73rd
  • 5500 401(k)
  • ASSETS near American Association for Justice 401(k) Profit Sharing Plan
  • PCT ind #14684

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 Texas →

Shah Smith & Associates, Inc. Profit Sharing Plan in the asset neighbourhood

Monday Properties Services, LLC.401(k) Retirement PlanMonday Properties Services, …$23MShah Smith & Associates, Inc. Profit Sharing PlanShah Smith & Associates, Inc…$23MAmerican Association for Justice 401(k) Profit Sharing PlanAmerican Association for Jus…$23MBayard, P.a. 401(k) Plan$23MThe Buckner Company 401(k) Profit Sharing PlanThe Buckner Company 401(k) P…$23M
End-of-year total assets ($M) among Shah Smith & Associates, Inc. Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Texas filing particulars

Total Assets (Beginning of Year)$19M
Net Assets (End of Year)$23M
Net Income$5M
Employer EIN760423147
Plan Effective Date1996-06-30
Filing StatusFILING RECEIVED

Sponsor Plan History (Shah Smith & Associates, Inc.)

Sponsor-wide plan assets over time

All Shah Smith & Associates, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$23M 59.24174961104308% vs 2022
2024 filing year
$10M$15M$20M$25M 202220232024 $14.7M $23.4M ▲ +59.3%
Year Plans Participants Total Assets
2022 1 102 $15M
2023 1 106 $19M
2024 1 110 $23M

Nearby 401(k) Plans in Texas

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

Shah Smith & Associates, Inc. Profit Sharing Plan vs. nearby 401(k) plans in Texas, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -1001020304050 Total assets ($B) Participants Shah Smith & Associates, Inc. Profit Sharing Plan, Total assets ($B): 0.023413996 · Participants: 110Shah Smith & Associates, Inc. Profit Sharing PlanAT&T Retirement Savings Plan, Total assets ($B): 43.121795 · Participants: 109889AT&T Retirement Savings PlanExxonmobil Savings Plan, Total assets ($B): 23.711 · Participants: 21990Exxonmobil Savings PlanChevron Employee Savings Investment Plan, Total assets ($B): 20.378704663 · Participants: 21505Chevron Employee Savings Investment PlanCaterpillar 401(k) Savings Plan, Total assets ($B): 18.81200478 · Participants: 43873Caterpillar 401(k) Savings PlanSouthwest Airlines Co. Retirement Savings Plan, Total assets ($B): 16.991748637 · Participants: 67820Southwest Airlines Co. Retirement Savings Plan
Shah Smith & Associates, Inc. Profit Sharing Plan vs. nearby 401(k) plans in Texas, assets vs. participants
Compare Shah Smith & Associates, Inc. Profit Sharing Plan side-by-side with 3 peers →

Shah Smith & Associates, Inc. Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside Texas, the nearest 401(k) by assets is American Association for Justice 401(k) Profit Sharing Plan in DC ($23M); by covered participants it is Baymeadows Animal Hospital LLC 401(k) Profit Sharing Plan & Trust in FL (110 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (110 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 Shah Smith & Associates, Inc. Profit Sharing Plan assets move in 2024? ▼
Shah Smith & Associates, Inc. Profit Sharing Plan grew sharply - up 25.6% during 2024, from $19M to $23M. Reported net income was $5M.
How have Shah Smith & Associates, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Shah Smith & Associates, Inc.'s sponsor-wide assets grew 59.2%, from $15M to $23M.
Which 401(k) plans are similar in size to Shah Smith & Associates, Inc. Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is American Association for Justice 401(k) Profit Sharing Plan in DC ($23M, 85 participants).
Which 401(k) plans cover a similar participant headcount to Shah Smith & Associates, Inc. Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Baymeadows Animal Hospital LLC 401(k) Profit Sharing Plan & Trust in FL (110 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 760423147.

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.