401(k) · DOL Form 5500 · 2024

Smith,Haughey,Rice and Roegge, P.C. 401(k) Plan

Data updated 2026-08-25

$40M
Total assets Below avg plan size
108
Participants Small participant base
82nd
Percentile by assets National rank
$374,819
Avg per participant High balance/head
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Official DOL plan name: Profit Sharing and Retirement Plan of Smith Haughey, Rice and Roegge, P.C. · Sponsored by Smith,Haughey,Rice and Roegge, P.C. · Michigan · Professional & Technical Services

$40M in assets, 108 participants

Smith,Haughey,Rice and Roegge, P.C.'s Profit Sharing and Retirement Plan of Smith Haughey, Rice and Roegge, P.C. reported $40M in total assets and 108 participants in its 2024 DOL Form 5500 filing, ranking in the 82nd 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.

  • #16,569 in Professional & Technical Services (20,173 peers)

Coverage in Michigan

Profit Sharing and Retirement Plan of Smith Haughey, Rice and Roegge, P.C. covers 108 participants in Michigan, about 17% of the average Michigan filer (state average ~638 per filing). Assets: $40M.

#16,569
in Professional & Technical Services (20,173 peers)
+1.5%
assets growth YoY
0.4×
vs typical plan assets (national mean)

Profit Sharing and Retirement Plan of Smith Haughey, Rice and Roegge, P.C.'s outsized position by total assets

Profit Sharing and Retirement Plan of Smith Haughey, Rice and Roegge, P.C. vs every filed plan by assets

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

$40,480,402 Top 18% higher than 82% 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

Profit Sharing and Retirement Plan of Smith Haughey, Rice and Roegge, P.C. 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. Profit Sharing and Retirement Plan of Smith Haughey, Rice and Roegge, P.C. sits mid-pack in the medium band (108 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Profit Sharing and Retirement Plan of Smith Haughey, Rice and Roegge, P.C. reported net income fell from $5M in the plan year 2023 filing to $595K in the plan year 2024 filing.
  • Profit Sharing and Retirement Plan of Smith Haughey, Rice and Roegge, P.C. reported participants fell from 115 in the plan year 2023 filing to 108 in the plan year 2024 filing.
  • Profit Sharing and Retirement Plan of Smith Haughey, Rice and Roegge, P.C. end-of-year assets rose from $40M in the plan year 2023 filing to $40M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Plan-year Form 5500 strip

Filing strip 382234596 · Smith,Haughey,Rice and Roegge, P.C. PY 2024 · 401(k)

Profit Sharing and Retirement Plan of Smith Haughey, Rice and Roegge, P.C. · $40M · 108 · 82nd

  • EBSA $40M
  • EBSA 108
  • EBSA 82nd
  • EBSA 401(k)
  • EBSA near Teaching Strategies, LLC Profit Sharing Plan
  • EBSA ind #16569

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 Michigan →

Profit Sharing and Retirement Plan of Smith Haughey, Rice and Roegge, P.C. in the asset neighbourhood

Profit Sharing and Retirement Plan of Smith Haughey, Rice and Roegge, P.C.Profit Sharing and Retiremen…$40MTeaching Strategies, LLC Profit Sharing PlanTeaching Strategies, LLC Pro…$40MProfit Sharing Plan for the Employees of Rogers, Lovelock & Fritz, Inc.Profit Sharing Plan for the …$40MHeartflow, Inc. 401(k) Plan$40MMarquette Associates, Inc. Employees' Savings & Retirement PlanMarquette Associates, Inc. E…$40M
End-of-year total assets ($M) among Profit Sharing and Retirement Plan of Smith Haughey, Rice and Roegge, P.C. and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Michigan filing particulars

Total Assets (Beginning of Year)$40M
Net Assets (End of Year)$40M
Net Income$595K
Employer EIN382234596
Plan Effective Date1979-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Smith,Haughey,Rice and Roegge, P.C.)

Sponsor-wide plan assets over time

All Smith,Haughey,Rice and Roegge, P.C. plans reported in each filing year

Latest sponsor-wide plan assets
$40M 14.794277539406828% vs 2022
2024 filing year
$34M$36M$38M$40M$42M 202220232024 $35.3M $40.5M ▲ +14.8%
Year Plans Participants Total Assets
2022 1 116 $35M
2023 1 115 $40M
2024 1 108 $40M

Nearby 401(k) Plans in Michigan

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

Profit Sharing and Retirement Plan of Smith Haughey, Rice and Roegge, P.C. vs. nearby 401(k) plans in Michigan, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -100102030 Total assets ($B) Participants Profit Sharing and Retirement Plan of Smith Haughey, Rice and Roegge, P.C., Total assets ($B): 0.040480402 · Participants: 108Profit Sharing and Retirement Plan of Smith Haughey, Rice and Roegge, P.C.General Motors Retirement Savings Plan for Salaried Employees in the United States, Total assets ($B): 23.0591668 · Participants: 43053General Motors Retirement Savings Plan for Salaried Employees in the United StatesFord Motor Co. Savings and Stock Investment Plan for Salaried Employees, Total assets ($B): 17.26893589 · Participants: 31790Ford Motor Co. Savings and Stock Investment Plan for Salaried EmployeesThe Dow Chemical Company Employees' Savings Plan, Total assets ($B): 10.768606712 · Participants: 17128The Dow Chemical Company Employees' Savings PlanThe General Motors Personal Savings Plan for Hourly-Rate Employees in the United States, Total assets ($B): 9.568379082 · Participants: 42513The General Motors Personal Savings Plan for Hourly-Rate Employees in the United StatesFord Motor Co. Tax-Efficient Savings Plan for Hourly Employees, Total assets ($B): 8.2932975 · Participants: 60497Ford Motor Co. Tax-Efficient Savings Plan for Hourly Employees
Profit Sharing and Retirement Plan of Smith Haughey, Rice and Roegge, P.C. vs. nearby 401(k) plans in Michigan, assets vs. participants
Compare Profit Sharing and Retirement Plan of Smith Haughey, Rice and Roegge, P.C. side-by-side with 3 peers →

Profit Sharing and Retirement Plan of Smith Haughey, Rice and Roegge, P.C.'s out-of-state 401(k) peers by assets and headcount

Outside Michigan, the nearest 401(k) by assets is Teaching Strategies, LLC Profit Sharing Plan in DC ($40M); by covered participants it is El Centro De Corazon 401(k) Profit Sharing Plan and Trust in TX (108 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (108 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 Profit Sharing and Retirement Plan of Smith Haughey, Rice and Roegge, P.C. assets move in 2024? ▼
Profit Sharing and Retirement Plan of Smith Haughey, Rice and Roegge, P.C. edged up modestly - up 1.5% during 2024, from $40M to $40M. Reported net income was $595K.
How have Smith,Haughey,Rice and Roegge, P.C. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Smith,Haughey,Rice and Roegge, P.C.'s sponsor-wide assets grew 14.8%, from $35M to $40M.
Where does Profit Sharing and Retirement Plan of Smith Haughey, Rice and Roegge, P.C. rank by assets among Form 5500 filers? ▼
Profit Sharing and Retirement Plan of Smith Haughey, Rice and Roegge, P.C. ranks in the 82nd 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 Profit Sharing and Retirement Plan of Smith Haughey, Rice and Roegge, P.C.? ▼
Among 401(k) plans in other states, the closest by assets is Teaching Strategies, LLC Profit Sharing Plan in DC ($40M, 410 participants).
Which 401(k) plans cover a similar participant headcount to Profit Sharing and Retirement Plan of Smith Haughey, Rice and Roegge, P.C.? ▼
Among 401(k) plans in other states, the closest by covered participants is El Centro De Corazon 401(k) Profit Sharing Plan and Trust in TX (108 participants, $4M 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 382234596.

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.