401(k) · DOL Form 5500 · 2024

Smith Ready Mix, Inc. 401(k) Plan

Data updated 2026-08-25

$2M
Total assets Small plan by assets: 38
Participants Small participant base: 27th
Percentile by assets National rank: $42,149
Avg per participant Low balance/head

PlainRetire home → About this data RSS: change history

Official DOL plan name: Smith Ready Mix Union Plan · Sponsored by Smith Ready Mix, Inc. · Indiana · Manufacturing

$2M in assets, 38 participants

Smith Ready Mix, Inc.'s Smith Ready Mix Union Plan reported $2M in total assets and 38 participants in its 2024 DOL Form 5500 filing, ranking in the 27th 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.

#2,191 in Manufacturing (17,777 peers)

Smith Ready Mix, Inc. multi-year trail

Smith Ready Mix, Inc.'s plans moved +23.1% in assets from 2023 to 2024; this filing shows Smith Ready Mix Union Plan at $2M / 38 participants.

#2,191
in Manufacturing (17,777 peers): +34.6%
assets growth YoY

Smith Ready Mix Union Plan among the smaller filed plans by assets

Smith Ready Mix Union Plan vs every filed plan by assets

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

$1,601,661 27th percentile higher than 27% 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 Ready Mix Union 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 Ready Mix Union Plan is a small filing (38 participants) on this national headcount ladder.

Micro (1-10) 33,766 filings (27%) Small (11-100) 26,107 filings (21%) Medium (101-1,000) 54,251 filings (43%) Large (1,001-10,000) 10,349 filings (8%) Mega (10,000+) 1,399 filings (1%)

Smith Ready Mix Union Plan reported net income rose from $293K in the plan year 2023 filing to $412K in the plan year 2024 filing.
Smith Ready Mix Union Plan end-of-year assets rose from $1M in the plan year 2023 filing to $2M in the plan year 2024 filing.
Smith Ready Mix Union Plan reported participants fell from 58 in the plan year 2023 filing to 38 in the plan year 2024 filing.

See the national 2023→2024 release diff →

DOL schedule card

Filing strip 350851934 · Smith Ready Mix, Inc. PY 2024 · 401(k)

Smith Ready Mix Union Plan · $2M · 38 · 27th

PHOTO $2M
PHOTO 38
PHOTO 27th
PHOTO 401(k)
PHOTO near Edg Retirement Plan
PHOTO ind #2191

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 Indiana →

End-of-year total assets ($M) among Smith Ready Mix Union Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Smith Ready Mix, Inc. multi-year asset trail

Latest sponsor-wide plan assets: $12M 23.057924805225348% vs 2023; 2024 filing year

Year	Plans	Participants	Total Assets
2023	2	104	$10M
2024	2	87	$12M

Smith Ready Mix, Inc. filing trail (2024)

Total Assets (Beginning of Year)	$1M
Net Assets (End of Year)	$2M
Net Income	$412K
Employer EIN	350851934
Plan Effective Date	2016-06-28
Filing Status	FILING RECEIVED

Nearby 401(k) Plans in Indiana

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

Smith Ready Mix Union Plan vs. nearby 401(k) plans in Indiana, assets vs. participants

The Lilly Employee 401(k) Plan $13.1B · 19,977
Elevance Health 401(k) Plan $12.1B · 73,120
Cummins Retirement and Savings Plan $6.4B · 30,272
Iu Health 401(k) Savings Plan $4.5B · 38,460
Steel Dynamics, Inc. Profit Sharing and Retirement Savings Plan $3.0B · 9,385

Compare Smith Ready Mix Union Plan side-by-side with 3 peers →

Smith Ready Mix Union Plan's out-of-state 401(k) peers by assets and headcount

Outside Indiana, the nearest 401(k) by assets is Edg Retirement Plan in MO ($2M); by covered participants it is Rochester Radiology Associates, P.C. Profit-Sharing and 401(k) Plan in NY (38 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($2M here).

Edg Retirement Plan (MO) $2M · 12
Better Earth Inc 401(k) Profit Sharing Plan and Trust (CA) $2M · 326
B3 Texas Ventures, Inc. 401(k) Plan (TX) $2M · 1
Bak Ventures Retirement Plan (MN) $2M · 2

Similar participant headcount

Nearest other-state filings by covered participants (38 participants); asset peers above are excluded.

Rochester Radiology Associates, P.C. Profit-Sharing and 401(k) Plan (NY) 38 · 0 off
American Foreign Service Association Cash/Deferred Profit Shafing Plan (DC) 38 · 0 off
Woody Contractors 401(k) Plan (TX) 38 · 0 off
Intech Employees' Savings and Retirement Plan 1165(e) (PR) 38 · 0 off

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 Ready Mix Union Plan assets move in 2024? ▼

Smith Ready Mix Union Plan surged - up 34.6% during 2024, from $1M to $2M. Reported net income was $412K.

How have Smith Ready Mix, Inc. plan assets changed over time? ▼

Across 2 plan years on file (2023-2024), Smith Ready Mix, Inc.'s sponsor-wide assets grew 23.1%, from $10M to $12M.

Which 401(k) plans are similar in size to Smith Ready Mix Union Plan? ▼

Among 401(k) plans in other states, the closest by assets is Edg Retirement Plan in MO ($2M, 12 participants).

Which 401(k) plans cover a similar participant headcount to Smith Ready Mix Union Plan? ▼

Among 401(k) plans in other states, the closest by covered participants is Rochester Radiology Associates, P.C. Profit-Sharing and 401(k) Plan in NY (38 participants, $24M 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 350851934.