401(k) · DOL Form 5500 · 2023

S.J. Smith Co., Inc. 401(k) Plan

Data updated 2026-08-25

$14M
Total assets Small plan by assets
140
Participants Small participant base
65th
Percentile by assets National rank
$98,689
Avg per participant Below avg balance/head
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Official DOL plan name: S.J. Smith Co., Inc. Employees' Profit Sharing 401(k) Plan · Sponsored by S.J. Smith Co., Inc. · Iowa · Wholesale Trade

$14M in assets, 140 participants

S.J. Smith Co., Inc.'s S.J. Smith Co., Inc. Employees' Profit Sharing 401(k) Plan reported $14M in total assets and 140 participants in its 2023 DOL Form 5500 filing, ranking in the 65th 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.

  • #3,728 in Wholesale Trade (6,309 peers)

Coverage in Iowa

S.J. Smith Co., Inc. Employees' Profit Sharing 401(k) Plan covers 140 participants in Iowa, about 23% of the average Iowa filer (state average ~609 per filing). Assets: $14M.

#3,728
in Wholesale Trade (6,309 peers)
+13.6%
assets growth YoY

S.J. Smith Co., Inc. Employees' Profit Sharing 401(k) Plan's mid-pack asset rank among Wholesale Trade and all filers

S.J. Smith Co., Inc. Employees' Profit Sharing 401(k) Plan vs every filed plan by assets

End-of-year total assets · plan year 2023 · DOL Form 5500

$13,816,426 Top 35% higher than 65% of 127,068 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 2023

S.J. Smith Co., Inc. Employees' Profit Sharing 401(k) Plan among mid-size filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. S.J. Smith Co., Inc. Employees' Profit Sharing 401(k) Plan sits mid-pack in the medium band (140 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • S.J. Smith Co., Inc. Employees' Profit Sharing 401(k) Plan reported net income rose from $374K in the plan year 2022 filing to $2M in the plan year 2023 filing.
  • S.J. Smith Co., Inc. Employees' Profit Sharing 401(k) Plan end-of-year assets rose from $12M in the plan year 2022 filing to $14M in the plan year 2023 filing.
  • S.J. Smith Co., Inc. Employees' Profit Sharing 401(k) Plan reported participants rose from 135 in the plan year 2022 filing to 140 in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 420842910 · S.J. Smith Co., Inc. PY 2023 · 401(k)

S.J. Smith Co., Inc. Employees' Profit Sharing 401(k) Plan · $14M · 140 · 65th

  • VS-ST $14M
  • BOY 140
  • SCH 65th
  • EBSA 401(k)
  • PART near Crossfuze 401(k) Plan
  • TYPE ind #3728

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 Wholesale Trade retirement plans → · Plans in Iowa →

S.J. Smith Co., Inc. Employees' Profit Sharing 401(k) Plan in the asset neighbourhood

S.J. Smith Co., Inc. Employees' Profit Sharing 401(k) PlanS.J. Smith Co., Inc. Employe…$14MCrossfuze 401(k) Plan$14MOne Network Enterprises, Inc. 401(k) Ps Plan & TrustOne Network Enterprises, Inc…$14MTriple J Enterprises, Inc. 401(k) Retirement Savings PlanTriple J Enterprises, Inc. 4…$14MAstranis Space Technologies 401(k) PlanAstranis Space Technologies …$14M
End-of-year total assets ($M) among S.J. Smith Co., Inc. Employees' Profit Sharing 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Iowa filing particulars

Total Assets (Beginning of Year)$12M
Net Assets (End of Year)$14M
Net Income$2M
Employer EIN420842910
Plan Effective Date1972-10-01
Filing StatusFILING RECEIVED

Sponsor Plan History (S.J. Smith Co., Inc.)

Sponsor-wide plan assets over time

All S.J. Smith Co., Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$14M 13.562565487973554% vs 2022
2023 filing year
$12M$12.5M$13M$13.5M$14M 20222023 $12.2M $13.8M ▲ +13.6%
Year Plans Participants Total Assets
2022 1 135 $12M
2023 1 140 $14M

Nearby 401(k) Plans in Iowa

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

S.J. Smith Co., Inc. Employees' Profit Sharing 401(k) Plan vs. nearby 401(k) plans in Iowa, assets vs. participants Scatter plot of 6 data points. -200000200004000060000 -1012345 Total assets ($B) Participants S.J. Smith Co., Inc. Employees' Profit Sharing 401(k) Plan, Total assets ($B): 0.013816426 · Participants: 140S.J. Smith Co., Inc. Employees' Profit Sharing 401(k) PlanThe Principal Select Savings Plan, Total assets ($B): 4.134174305 · Participants: 12827The Principal Select Savings PlanIowa Health System Section 401(k) Retirement Savings Plan, Total assets ($B): 2.955731563 · Participants: 28959Iowa Health System Section 401(k) Retirement Savings PlanThe Hy-Vee and Affiliates 401(k) Plan, Total assets ($B): 2.941182172 · Participants: 56181The Hy-Vee and Affiliates 401(k) PlanThe Rsm US LLP Retirement Plan, Total assets ($B): 2.890404508 · Participants: 14720The Rsm US LLP Retirement PlanTransamerica 401(k) Retirement Savings Plan, Total assets ($B): 2.425600114 · Participants: 6999Transamerica 401(k) Retirement Savings Plan
S.J. Smith Co., Inc. Employees' Profit Sharing 401(k) Plan vs. nearby 401(k) plans in Iowa, assets vs. participants
Compare S.J. Smith Co., Inc. Employees' Profit Sharing 401(k) Plan side-by-side with 3 peers →

S.J. Smith Co., Inc. Employees' Profit Sharing 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Iowa, the nearest 401(k) by assets is Crossfuze 401(k) Plan in MN ($14M); by covered participants it is Pds 401(k) Plan for Corporate Staff Employees in TX (140 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (140 participants); asset peers above are excluded.

DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did S.J. Smith Co., Inc. Employees' Profit Sharing 401(k) Plan assets move in 2023? ▼
S.J. Smith Co., Inc. Employees' Profit Sharing 401(k) Plan grew at a solid clip - up 13.6% during 2023, from $12M to $14M. Reported net income was $2M.
How have S.J. Smith Co., Inc. plan assets changed over time? ▼
Across 2 plan years on file (2022-2023), S.J. Smith Co., Inc.'s sponsor-wide assets grew 13.6%, from $12M to $14M.
Which 401(k) plans are similar in size to S.J. Smith Co., Inc. Employees' Profit Sharing 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Crossfuze 401(k) Plan in MN ($14M, 191 participants).
Which 401(k) plans cover a similar participant headcount to S.J. Smith Co., Inc. Employees' Profit Sharing 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Pds 401(k) Plan for Corporate Staff Employees in TX (140 participants, N/A in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2023.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 420842910.

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.