401(k) · DOL Form 5500 · 2023

Smith & Loveless, Inc. 401(k) Plan

Data updated 2026-08-25

$27M
Total assets Below avg plan size
148
Participants Small participant base
78th
Percentile by assets National rank
$184,375
Avg per participant Above avg balance/head
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Official DOL plan name: Smith & Loveless, Inc. Profit Sharing Plan and Trust · Sponsored by Smith & Loveless, Inc. · Kansas · Manufacturing

$27M in assets, 148 participants

Smith & Loveless, Inc.'s Smith & Loveless, Inc. Profit Sharing Plan and Trust reported $27M in total assets and 148 participants in its 2023 DOL Form 5500 filing, ranking in the 78th 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.

  • #12,957 in Manufacturing (18,722 peers)

Coverage in Kansas

Smith & Loveless, Inc. Profit Sharing Plan and Trust covers 148 participants in Kansas, about 41% of the average Kansas filer (state average ~360 per filing). Assets: $27M.

#12,957
in Manufacturing (18,722 peers)
+19.6%
assets growth YoY
0.3×
vs typical plan assets (national mean)

Smith & Loveless, Inc. Profit Sharing Plan and Trust's outsized position by total assets

Smith & Loveless, Inc. Profit Sharing Plan and Trust vs every filed plan by assets

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

$27,287,427 Top 22% higher than 78% 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 & Loveless, Inc. Profit Sharing Plan and Trust among mid-size filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Smith & Loveless, Inc. Profit Sharing Plan and Trust sits mid-pack in the medium band (148 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Smith & Loveless, Inc. Profit Sharing Plan and Trust reported net income rose from $2M in the plan year 2022 filing to $4M in the plan year 2023 filing.
  • Smith & Loveless, Inc. Profit Sharing Plan and Trust end-of-year assets rose from $23M in the plan year 2022 filing to $27M in the plan year 2023 filing.
  • Smith & Loveless, Inc. Profit Sharing Plan and Trust reported participants fell from 150 in the plan year 2022 filing to 148 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 480924021 · Smith & Loveless, Inc. PY 2023 · 401(k)

Smith & Loveless, Inc. Profit Sharing Plan and Trust · $27M · 148 · 78th

  • BOOK $27M
  • BOOK 148
  • BOOK 78th
  • BOOK 401(k)
  • BOOK near Pottstown Medical Specialists, Inc Profit Sharing 401(k) Plan
  • BOOK ind #12957

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 Manufacturing retirement plans → · Plans in Kansas →

Smith & Loveless, Inc. Profit Sharing Plan and Trust in the asset neighbourhood

Smith & Loveless, Inc. Profit Sharing Plan and TrustSmith & Loveless, Inc. Profi…$27MPottstown Medical Specialists, Inc Profit Sharing 401(k) PlanPottstown Medical Specialist…$27MGastroenterology Assoc. 401(k) P/S PlanGastroenterology Assoc. 401(…$27MMann Mortgage, LLC 401(k) PlanMann Mortgage, LLC 401(k) Pl…$27MContractors Materials Company 401(k) Profit Sharing PlanContractors Materials Compan…$27M
End-of-year total assets ($M) among Smith & Loveless, Inc. Profit Sharing Plan and Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Kansas filing particulars

Total Assets (Beginning of Year)$23M
Net Assets (End of Year)$27M
Net Income$4M
Employer EIN480924021
Plan Effective Date1984-10-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Smith & Loveless, Inc.)

Sponsor-wide plan assets over time

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

Latest sponsor-wide plan assets
$30M 31.286444456341833% vs 2022
2024 filing year
$20M$25M$30M$35M 202220232024 $22.8M $30M ▲ +31.3%
Year Plans Participants Total Assets
2022 1 150 $23M
2023 1 148 $27M
2024 1 164 $30M

Nearby 401(k) Plans in Kansas

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

Smith & Loveless, Inc. Profit Sharing Plan and Trust vs. nearby 401(k) plans in Kansas, assets vs. participants Scatter plot of 6 data points. -5000050001000015000 -1012345 Total assets ($B) Participants Smith & Loveless, Inc. Profit Sharing Plan and Trust, Total assets ($B): 0.027287427 · Participants: 148Smith & Loveless, Inc. Profit Sharing Plan and TrustKoch Employees' Savings Plan, Total assets ($B): 3.870107696 · Participants: 11911Koch Employees' Savings PlanPerformance Contracting Group, Inc. ESOP/401(k) Plan, Total assets ($B): 2.90283952 · Participants: 1223Performance Contracting Group, Inc. ESOP/401(k) PlanBlack & Veatch Retirement Program, Total assets ($B): 2.732675203 · Participants: 6890Black & Veatch Retirement ProgramGarmin International, Inc. Retirement Plan, Total assets ($B): 1.784810901 · Participants: 6332Garmin International, Inc. Retirement PlanSpirit Aerosystems Holdings, Inc. Retirement & Savings Plan, Total assets ($B): 1.15584277 · Participants: 7704Spirit Aerosystems Holdings, Inc. Retirement & Savings Plan
Smith & Loveless, Inc. Profit Sharing Plan and Trust vs. nearby 401(k) plans in Kansas, assets vs. participants
Compare Smith & Loveless, Inc. Profit Sharing Plan and Trust side-by-side with 3 peers →

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

Outside Kansas, the nearest 401(k) by assets is Pottstown Medical Specialists, Inc Profit Sharing 401(k) Plan in PA ($27M); by covered participants it is Frontier Auto Sales 401(k) Plan in CA (148 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (148 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 & Loveless, Inc. Profit Sharing Plan and Trust assets move in 2023? ▼
Smith & Loveless, Inc. Profit Sharing Plan and Trust grew sharply - up 19.6% during 2023, from $23M to $27M. Reported net income was $4M.
How have Smith & Loveless, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Smith & Loveless, Inc.'s sponsor-wide assets grew 31.3%, from $23M to $30M.
Where does Smith & Loveless, Inc. Profit Sharing Plan and Trust rank by assets among Form 5500 filers? ▼
Smith & Loveless, Inc. Profit Sharing Plan and Trust ranks in the 78th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to Smith & Loveless, Inc. Profit Sharing Plan and Trust? ▼
Among 401(k) plans in other states, the closest by assets is Pottstown Medical Specialists, Inc Profit Sharing 401(k) Plan in PA ($27M, 147 participants).
Which 401(k) plans cover a similar participant headcount to Smith & Loveless, Inc. Profit Sharing Plan and Trust? ▼
Among 401(k) plans in other states, the closest by covered participants is Frontier Auto Sales 401(k) Plan in CA (148 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 480924021.

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.