401(k) · DOL Form 5500 · 2024
Smith Douglas Holdings LLC 401(k) Plan
Data updated 2026-08-25
- $24M
- Total assets Small plan by assets
- 382
- Participants Below avg headcount
- 73rd
- Percentile by assets National rank
- $62,084
- Avg per participant Low balance/head
Official DOL plan name: Smith Douglas Homes 401(k) Plan · Sponsored by Smith Douglas Holdings LLC · Georgia · Construction
$24M in assets, 382 participants
Smith Douglas Holdings LLC's Smith Douglas Homes 401(k) Plan reported $24M in total assets and 382 participants in its 2024 DOL Form 5500 filing, ranking in the 73rd 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.
- #6,521 in Construction (9,039 peers)
Coverage in Georgia
Smith Douglas Homes 401(k) Plan covers 382 participants in Georgia, about 35% of the average Georgia filer (state average ~1,096 per filing). Assets: $24M.
- #6,521
- in Construction (9,039 peers)
- +21.9%
- assets growth YoY
Smith Douglas Homes 401(k) Plan's outsized position by total assets
Smith Douglas Homes 401(k) Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$23,716,089 Top 27% higher than 73% 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 Douglas Homes 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. Smith Douglas Homes 401(k) Plan sits mid-pack in the medium band (382 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Smith Douglas Homes 401(k) Plan end-of-year assets rose from $19M in the plan year 2023 filing to $24M in the plan year 2024 filing.
- Smith Douglas Homes 401(k) Plan reported participants rose from 332 in the plan year 2023 filing to 382 in the plan year 2024 filing.
- Smith Douglas Homes 401(k) Plan reported net income rose from $4M in the plan year 2023 filing to $4M in the plan year 2024 filing.
Plan-year Form 5500 strip
Filing strip 810981602 · Smith Douglas Holdings LLC PY 2024 · 401(k)
Smith Douglas Homes 401(k) Plan · $24M · 382 · 73rd
- NET $24M
- BOOK 382
- VS-ST 73rd
- BOY 401(k)
- SCH near Gci, Inc. 401(k) Profit Sharing Plan
- EBSA ind #6521
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 Construction retirement plans → · Plans in Georgia →
Smith Douglas Homes 401(k) Plan in the asset neighbourhood
Georgia filing particulars
| Total Assets (Beginning of Year) | $19M |
|---|---|
| Net Assets (End of Year) | $24M |
| Net Income | $4M |
| Employer EIN | 810981602 |
| Plan Effective Date | 2014-07-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Smith Douglas Holdings LLC)
Sponsor-wide plan assets over time
All Smith Douglas Holdings LLC plans reported in each filing year
- Latest sponsor-wide plan assets
- $24M 54.89728231269213% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 311 | $15M |
| 2023 | 1 | 332 | $19M |
| 2024 | 1 | 382 | $24M |
Nearby 401(k) Plans in Georgia
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- The Teamster - UPS National 401(k) Tax Deferred Savings Plan $19.3B · 452,126
- Delta 401(k) Retirement Plan $19.0B · 89,836
- Delta 401(k) Retirement Plan for Pilots $15.9B · 14,473
- UPS 401(k) Savings Plan $14.2B · 95,250
- The Home Depot Futurebuilder $14.1B · 398,464
Smith Douglas Homes 401(k) Plan's out-of-state 401(k) peers by assets and headcount
Outside Georgia, the nearest 401(k) by assets is Gci, Inc. 401(k) Profit Sharing Plan in CA ($24M); by covered participants it is United Medical Systems 401(k) Profit Sharing Plan and Trust in MA (382 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($24M here).
- Gci, Inc. 401(k) Profit Sharing Plan (CA) $24M · 87
- Mmpa Employee Deferred Savings Plan (MI) $24M · 302
- Cutters, Inc. Profit Sharing and 401(k) Plan (IL) $24M · 101
- Shelton Holdings, LLC 401-K Plan (HI) $24M · 186
Similar participant headcount
Nearest other-state filings by covered participants (382 participants); asset peers above are excluded.
- United Medical Systems 401(k) Profit Sharing Plan and Trust (MA) 382 · 0 off
- Branch Financial 401(k) Plan (NH) 382 · 0 off
- Blaine Brothers Maintenance, Inc. Retirement Plan (MN) 382 · 0 off
- Virginia Tile Company 401(k) Plan (MI) 382 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.