401(k) · DOL Form 5500 · 2024

R.a. Smith, Inc. 401(k) Plan

Data updated 2026-08-25

$56M
Total assets Below avg plan size
216
Participants Below avg headcount
85th
Percentile by assets National rank
$258,847
Avg per participant Above avg balance/head
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Official DOL plan name: R.a. Smith, Inc. 401(k) Plan · Sponsored by R.a. Smith, Inc. · Wisconsin · Professional & Technical Services

$56M in assets, 216 participants

R.a. Smith, Inc.'s R.a. Smith, Inc. 401(k) Plan reported $56M in total assets and 216 participants in its 2024 DOL Form 5500 filing, ranking in the 85th 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.

  • #17,392 in Professional & Technical Services (20,173 peers)

Coverage in Wisconsin

R.a. Smith, Inc. 401(k) Plan covers 216 participants in Wisconsin, about 38% of the average Wisconsin filer (state average ~563 per filing). Assets: $56M.

#17,392
in Professional & Technical Services (20,173 peers)
+9.8%
assets growth YoY
0.6×
vs typical plan assets (national mean)

R.a. Smith, Inc. 401(k) Plan's outsized position by total assets

R.a. Smith, Inc. 401(k) Plan vs every filed plan by assets

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

$55,911,049 Top 15% higher than 85% 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

R.a. Smith, Inc. 401(k) 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. R.a. Smith, Inc. 401(k) Plan sits mid-pack in the medium band (216 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • R.a. Smith, Inc. 401(k) Plan end-of-year assets rose from $51M in the plan year 2023 filing to $56M in the plan year 2024 filing.
  • R.a. Smith, Inc. 401(k) Plan reported net income fell from $5M in the plan year 2023 filing to $5M in the plan year 2024 filing.
  • R.a. Smith, Inc. 401(k) Plan reported participants fell from 223 in the plan year 2023 filing to 216 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Published 5500 schedule card

Filing strip 391318572 · R.a. Smith, Inc. PY 2024 · 401(k)

R.a. Smith, Inc. 401(k) Plan · $56M · 216 · 85th

  • RANK $56M
  • RANK 216
  • RANK 85th
  • RANK 401(k)
  • RANK near Uma Education, Inc. 401(k) Retirement Plan
  • RANK ind #17392

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 Wisconsin →

R.a. Smith, Inc. 401(k) Plan in the asset neighbourhood

Applied Research Solutions, Inc. 401(k) PlanApplied Research Solutions, …$56MR.a. Smith, Inc. 401(k) Plan$56MUma Education, Inc. 401(k) Retirement PlanUma Education, Inc. 401(k) R…$56MLion Copolymer Geismar LLC Savings and Supplemental PlanLion Copolymer Geismar LLC S…$56MNexpera 401(k) Plan$56M
End-of-year total assets ($M) among R.a. Smith, Inc. 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Wisconsin filing particulars

Total Assets (Beginning of Year)$51M
Net Assets (End of Year)$56M
Net Income$5M
Employer EIN391318572
Plan Effective Date1985-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (R.a. Smith, Inc.)

Sponsor-wide plan assets over time

All R.a. Smith, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$56M 22.965177821113766% vs 2022
2024 filing year
$40M$45M$50M$55M$60M 202220232024 $45.5M $55.9M ▲ +23.0%
Year Plans Participants Total Assets
2022 1 213 $45M
2023 1 223 $51M
2024 1 216 $56M

Nearby 401(k) Plans in Wisconsin

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

R.a. Smith, Inc. 401(k) Plan vs. nearby 401(k) plans in Wisconsin, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000100000 -5051015 Total assets ($B) Participants R.a. Smith, Inc. 401(k) Plan, Total assets ($B): 0.055911049 · Participants: 216R.a. Smith, Inc. 401(k) PlanAdvocate Aurora Health 401(k) Plan, Total assets ($B): 10.487791739 · Participants: 80015Advocate Aurora Health 401(k) PlanJohnson Controls Retirement Savings and Investment Plan, Total assets ($B): 7.188548319 · Participants: 28489Johnson Controls Retirement Savings and Investment PlanFiserv 401(k) Savings Plan, Total assets ($B): 5.136404794 · Participants: 26372Fiserv 401(k) Savings PlanKimberly-Clark Corporation 401(k) & Profit Sharing Plan, Total assets ($B): 4.988151 · Participants: 11661Kimberly-Clark Corporation 401(k) & Profit Sharing PlanRockwell Automation Retirement Savings Plan, Total assets ($B): 3.765132976 · Participants: 9217Rockwell Automation Retirement Savings Plan
R.a. Smith, Inc. 401(k) Plan vs. nearby 401(k) plans in Wisconsin, assets vs. participants
Compare R.a. Smith, Inc. 401(k) Plan side-by-side with 3 peers →

R.a. Smith, Inc. 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Wisconsin, the nearest 401(k) by assets is Uma Education, Inc. 401(k) Retirement Plan in FL ($56M); by covered participants it is Garden of Life 401(k) Plan in FL (216 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($56M here).

Similar participant headcount

Nearest other-state filings by covered participants (216 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 R.a. Smith, Inc. 401(k) Plan assets move in 2024? ▼
R.a. Smith, Inc. 401(k) Plan grew at a solid clip - up 9.8% during 2024, from $51M to $56M. Reported net income was $5M.
How have R.a. Smith, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), R.a. Smith, Inc.'s sponsor-wide assets grew 23.0%, from $45M to $56M.
Where does R.a. Smith, Inc. 401(k) Plan rank by assets among Form 5500 filers? ▼
R.a. Smith, Inc. 401(k) Plan ranks in the 85th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to R.a. Smith, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Uma Education, Inc. 401(k) Retirement Plan in FL ($56M, 1,958 participants).
Which 401(k) plans cover a similar participant headcount to R.a. Smith, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Garden of Life 401(k) Plan in FL (216 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 391318572.

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.