401(k) · DOL Form 5500 · 2024

E.W. Smith Agency, Inc. 401(k) Plan

Data updated 2026-08-25

$17M
Total assets Small plan by assets
59
Participants Small participant base
66th
Percentile by assets National rank
$280,688
Avg per participant High balance/head
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Official DOL plan name: E.W. Smith Agency Retirement Savings Plan · Sponsored by E.W. Smith Agency, Inc. · Michigan · Finance & Insurance

$17M in assets, 59 participants

E.W. Smith Agency, Inc.'s E.W. Smith Agency Retirement Savings Plan reported $17M in total assets and 59 participants in its 2024 DOL Form 5500 filing, ranking in the 66th 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.

  • #4,343 in Finance & Insurance (8,549 peers)

E.W. Smith Agency, Inc. multi-year trail

E.W. Smith Agency, Inc.'s plans moved +44.2% in assets from 2022 to 2024; this filing shows E.W. Smith Agency Retirement Savings Plan at $17M / 59 participants.

#4,343
in Finance & Insurance (8,549 peers)
+16.6%
assets growth YoY

E.W. Smith Agency Retirement Savings Plan's mid-pack asset rank among Finance & Insurance and all filers

E.W. Smith Agency Retirement Savings Plan vs every filed plan by assets

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

$16,560,620 Top 34% higher than 66% 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

E.W. Smith Agency Retirement Savings 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. E.W. Smith Agency Retirement Savings Plan is a small filing (59 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • E.W. Smith Agency Retirement Savings Plan end-of-year assets rose from $14M in the plan year 2023 filing to $17M in the plan year 2024 filing.
  • E.W. Smith Agency Retirement Savings Plan reported net income fell from $3M in the plan year 2023 filing to $2M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Form 5500 schedule snapshot

Filing strip 381319616 · E.W. Smith Agency, Inc. PY 2024 · 401(k)

E.W. Smith Agency Retirement Savings Plan · $17M · 59 · 66th

  • PHOTO $17M
  • IND 59
  • EOY 66th
  • 5500 401(k)
  • ASSETS near Popli, Architecture Engineering & L.S. D.P.C. Savings and Investment Plan
  • PCT ind #4343

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 Finance & Insurance retirement plans → · Plans in Michigan →

E.W. Smith Agency Retirement Savings Plan in the asset neighbourhood

E.W. Smith Agency Retirement Savings PlanE.W. Smith Agency Retirement…$17MPopli, Architecture Engineering & L.S. D.P.C. Savings and Investment PlanPopli, Architecture Engineer…$17MLmt Mercer Group, Inc. 401(k) PlanLmt Mercer Group, Inc. 401(k…$17MYokohama Off Highway Tires America, Inc. 401(k) Profit Sharing PlanYokohama Off Highway Tires A…$17MOpexus 401(k) Plan$17M
End-of-year total assets ($M) among E.W. Smith Agency Retirement Savings Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

E.W. Smith Agency, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All E.W. Smith Agency, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$17M 44.18298713154072% vs 2022
2024 filing year
$10M$12M$14M$16M$18M 202220232024 $11.5M $16.6M ▲ +44.1%
Year Plans Participants Total Assets
2022 1 56 $11M
2023 1 59 $14M
2024 1 59 $17M

E.W. Smith Agency, Inc. filing trail (2024)

Total Assets (Beginning of Year)$14M
Net Assets (End of Year)$17M
Net Income$2M
Employer EIN381319616
Plan Effective Date1985-08-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Michigan

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

E.W. Smith Agency Retirement Savings Plan vs. nearby 401(k) plans in Michigan, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -100102030 Total assets ($B) Participants E.W. Smith Agency Retirement Savings Plan, Total assets ($B): 0.01656062 · Participants: 59E.W. Smith Agency Retirement Savings PlanGeneral 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
E.W. Smith Agency Retirement Savings Plan vs. nearby 401(k) plans in Michigan, assets vs. participants
Compare E.W. Smith Agency Retirement Savings Plan side-by-side with 3 peers →

E.W. Smith Agency Retirement Savings Plan's out-of-state 401(k) peers by assets and headcount

Outside Michigan, the nearest 401(k) by assets is Popli, Architecture Engineering & L.S. D.P.C. Savings and Investment Plan in NY ($17M); by covered participants it is Elite Cuisine, LLC 401(k) Profit Sharing Plan in MO (59 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (59 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 E.W. Smith Agency Retirement Savings Plan assets move in 2024? ▼
E.W. Smith Agency Retirement Savings Plan grew sharply - up 16.6% during 2024, from $14M to $17M. Reported net income was $2M.
How have E.W. Smith Agency, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), E.W. Smith Agency, Inc.'s sponsor-wide assets grew 44.2%, from $11M to $17M.
Which 401(k) plans are similar in size to E.W. Smith Agency Retirement Savings Plan? ▼
Among 401(k) plans in other states, the closest by assets is Popli, Architecture Engineering & L.S. D.P.C. Savings and Investment Plan in NY ($17M, 187 participants).
Which 401(k) plans cover a similar participant headcount to E.W. Smith Agency Retirement Savings Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Elite Cuisine, LLC 401(k) Profit Sharing Plan in MO (59 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 381319616.

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.