401(k) · DOL Form 5500 · 2024

Joseph M. Anderson Dba Smokin Joes 401(k) Plan

Data updated 2026-08-25

$5M
Total assets Small plan by assets: 123
Participants Small participant base: 43rd
Percentile by assets National rank: $43,906
Avg per participant Low balance/head

PlainRetire home → About this data RSS: change history

Official DOL plan name: Smokin Joes Retirement Plan · Sponsored by Joseph M. Anderson Dba Smokin Joes · New York · Retail Trade

$5M in assets, 123 participants

Joseph M. Anderson Dba Smokin Joes's Smokin Joes Retirement Plan reported $5M in total assets and 123 participants in its 2024 DOL Form 5500 filing, ranking in the 43rd 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.

#4,348 in Retail Trade (8,048 peers)

Coverage in New York

Smokin Joes Retirement Plan covers 123 participants in New York, about 15% of the average New York filer (state average ~798 per filing). Assets: $5M.

#4,348
in Retail Trade (8,048 peers): +16.6%
assets growth YoY

Smokin Joes Retirement Plan's mid-pack asset rank among Retail Trade and all filers

Smokin Joes Retirement Plan vs every filed plan by assets

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

$5,400,496 43rd percentile higher than 43% 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

Smokin Joes Retirement 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. Smokin Joes Retirement Plan sits mid-pack in the medium band (123 participants).

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%)

Smokin Joes Retirement Plan reported net income fell from $1M in the plan year 2023 filing to $769K in the plan year 2024 filing.
Smokin Joes Retirement Plan end-of-year assets rose from $5M in the plan year 2023 filing to $5M in the plan year 2024 filing.
Smokin Joes Retirement Plan reported participants fell from 127 in the plan year 2023 filing to 123 in the plan year 2024 filing.

See the national 2023→2024 release diff →

DOL schedule card

Filing strip 161316822 · Joseph M. Anderson Dba Smokin Joes PY 2024 · 401(k)

Smokin Joes Retirement Plan · $5M · 123 · 43rd

BOY $5M
SCH 123
EBSA 43rd
PART 401(k)
TYPE near Avlon Industries Inc 401(k) Profit Sharing Plan & Trust
NET ind #4348

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 Retail Trade retirement plans → · Plans in New York →

End-of-year total assets ($M) among Smokin Joes Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

New York filing particulars

Total Assets (Beginning of Year)	$5M
Net Assets (End of Year)	$5M
Net Income	$769K
Employer EIN	161316822
Plan Effective Date	1999-06-01
Filing Status	FILING RECEIVED

Sponsor Plan History (Joseph M. Anderson Dba Smokin Joes)

Latest sponsor-wide plan assets: $5M 51.722382530603674% vs 2022; 2024 filing year

Year	Plans	Participants	Total Assets
2022	1	124	$4M
2023	1	127	$5M
2024	1	123	$5M

Nearby 401(k) Plans in New York

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

Smokin Joes Retirement Plan vs. nearby 401(k) plans in New York, assets vs. participants

IBM 401(k) Plan $60.4B · 52,674
Morgan Stanley 401(k) Plan $22.2B · 53,860
Pfizer Savings Plan $22.0B · 33,309
The Pepsico Savings Plan $14.9B · 137,398
The Goldman Sachs 401(k) Plan $12.8B · 23,227

Compare Smokin Joes Retirement Plan side-by-side with 3 peers →

Smokin Joes Retirement Plan's out-of-state 401(k) peers by assets and headcount

Outside New York, the nearest 401(k) by assets is Avlon Industries Inc 401(k) Profit Sharing Plan & Trust in IL ($5M); by covered participants it is Clark's Termite & Pest Control 401(k) Plan in NJ (123 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($5M here).

Avlon Industries Inc 401(k) Profit Sharing Plan & Trust (IL) $5M · 86
Applewood Controls, Inc. 401(k) Profit Sharing Plan (MA) $5M · 21
Leonardo US Holding, LLC (VA) $5M · 17
T & M Manufacturing Employee Stock Ownership Plan (UT) $5M · 42

Similar participant headcount

Nearest other-state filings by covered participants (123 participants); asset peers above are excluded.

Clark's Termite & Pest Control 401(k) Plan (NJ) 123 · 0 off
App Annie 401(k) Plan (CA) 123 · 0 off
Valley Chrome Plating, Inc. 401(k) Plan (CA) 123 · 0 off
Atg Retirement Savings Plan (FL) 123 · 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 Smokin Joes Retirement Plan assets move in 2024? ▼

Smokin Joes Retirement Plan grew sharply - up 16.6% during 2024, from $5M to $5M. Reported net income was $769K.

How have Joseph M. Anderson Dba Smokin Joes plan assets changed over time? ▼

Across 3 plan years on file (2022-2024), Joseph M. Anderson Dba Smokin Joes's sponsor-wide assets grew 51.7%, from $4M to $5M.

Which 401(k) plans are similar in size to Smokin Joes Retirement Plan? ▼

Among 401(k) plans in other states, the closest by assets is Avlon Industries Inc 401(k) Profit Sharing Plan & Trust in IL ($5M, 86 participants).

Which 401(k) plans cover a similar participant headcount to Smokin Joes Retirement Plan? ▼

Among 401(k) plans in other states, the closest by covered participants is Clark's Termite & Pest Control 401(k) Plan in NJ (123 participants, $2M 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 161316822.