401(k) · DOL Form 5500 · 2024
Stafford-Smith Inc 401(k) Plan
Data updated 2026-08-25
- $13M
- Total assets Small plan by assets
- 265
- Participants Below avg headcount
- 62nd
- Percentile by assets National rank
- $50,522
- Avg per participant Low balance/head
Official DOL plan name: Stafford-Smith, Inc. Retirement and Salary Deferral Plan · Sponsored by Stafford-Smith Inc · Michigan · Construction
$13M in assets, 265 participants
Stafford-Smith Inc's Stafford-Smith, Inc. Retirement and Salary Deferral Plan reported $13M in total assets and 265 participants in its 2024 DOL Form 5500 filing, ranking in the 62nd 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.
- #5,459 in Construction (9,039 peers)
Coverage in Michigan
Stafford-Smith, Inc. Retirement and Salary Deferral Plan covers 265 participants in Michigan, about 42% of the average Michigan filer (state average ~638 per filing). Assets: $13M.
- #5,459
- in Construction (9,039 peers)
- +16.4%
- assets growth YoY
Stafford-Smith, Inc. Retirement and Salary Deferral Plan's mid-pack asset rank among Construction and all filers
Stafford-Smith, Inc. Retirement and Salary Deferral Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$13,388,462 Top 38% higher than 62% 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
Stafford-Smith, Inc. Retirement and Salary Deferral 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. Stafford-Smith, Inc. Retirement and Salary Deferral Plan sits mid-pack in the medium band (265 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Stafford-Smith, Inc. Retirement and Salary Deferral Plan reported net income fell from $2M in the plan year 2023 filing to $2M in the plan year 2024 filing.
- Stafford-Smith, Inc. Retirement and Salary Deferral Plan end-of-year assets rose from $11M in the plan year 2023 filing to $13M in the plan year 2024 filing.
- Stafford-Smith, Inc. Retirement and Salary Deferral Plan reported participants rose from 258 in the plan year 2023 filing to 265 in the plan year 2024 filing.
Published 5500 schedule card
Filing strip 381059585 · Stafford-Smith Inc PY 2024 · 401(k)
Stafford-Smith, Inc. Retirement and Salary Deferral Plan · $13M · 265 · 62nd
- PCT $13M
- PCT 265
- PCT 62nd
- PCT 401(k)
- PCT near 403(b) Thrift Plan of Tessie Cleveland Community Services Corporation
- PCT ind #5459
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 Michigan →
Stafford-Smith, Inc. Retirement and Salary Deferral Plan in the asset neighbourhood
Michigan filing particulars
| Total Assets (Beginning of Year) | $11M |
|---|---|
| Net Assets (End of Year) | $13M |
| Net Income | $2M |
| Employer EIN | 381059585 |
| Plan Effective Date | 1984-12-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Stafford-Smith Inc)
Sponsor-wide plan assets over time
All Stafford-Smith Inc plans reported in each filing year
- Latest sponsor-wide plan assets
- $13M 48.15673618476149% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 229 | $9M |
| 2023 | 1 | 258 | $11M |
| 2024 | 1 | 265 | $13M |
Nearby 401(k) Plans in Michigan
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- General Motors Retirement Savings Plan for Salaried Employees in the United States $23.1B · 43,053
- Ford Motor Co. Savings and Stock Investment Plan for Salaried Employees $17.3B · 31,790
- The Dow Chemical Company Employees' Savings Plan $10.8B · 17,128
- The General Motors Personal Savings Plan for Hourly-Rate Employees in the United States $9.6B · 42,513
- Ford Motor Co. Tax-Efficient Savings Plan for Hourly Employees $8.3B · 60,497
Stafford-Smith, Inc. Retirement and Salary Deferral Plan's out-of-state 401(k) peers by assets and headcount
Outside Michigan, the nearest 401(k) by assets is 403(b) Thrift Plan of Tessie Cleveland Community Services Corporation in CA ($13M); by covered participants it is Territorial Savings Bank 401(k) Plan in HI (265 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($13M here).
- 403(b) Thrift Plan of Tessie Cleveland Community Services Corporation (CA) $13M · 301
- Psychemedics Corporation 401(k) Plan (TX) $13M · 114
- Csc 401(k) Plan (CA) $13M · 3,920
- Goldberg Companies, Inc. 401(k) Plan (OH) $13M · 274
Similar participant headcount
Nearest other-state filings by covered participants (265 participants); asset peers above are excluded.
- Territorial Savings Bank 401(k) Plan (HI) 265 · 0 off
- Hawthorn Bancshares, Inc. Profit Sharing 401(k) Plan (MO) 265 · 0 off
- Helm Group, Inc. 401(k) Plan (IL) 265 · 0 off
- Acclaim Professional Healthcar 401(k) Profit Sharing Plan & Trust (CA) 265 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.