401(k) · DOL Form 5500 · 2024

Smith Ellison 401(k) Plan

Data updated 2026-08-25

$3M
Total assets Small plan by assets: 5
Participants Small participant base: 35th
Percentile by assets National rank: $648,771
Avg per participant High balance/head

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Official DOL plan name: Smith Ellison 401(k) Plan · Sponsored by Smith Ellison · California · Professional & Technical Services

$3M in assets, 5 participants

Smith Ellison's Smith Ellison 401(k) Plan reported $3M in total assets and 5 participants in its 2024 DOL Form 5500 filing, ranking in the 35th 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.

#6,426 in Professional & Technical Services (20,173 peers)

Smith Ellison multi-year trail

Smith Ellison's plans moved -18.5% in assets from 2022 to 2024; this filing shows Smith Ellison 401(k) Plan at $3M / 5 participants.

#6,426
in Professional & Technical Services (20,173 peers): -31.4%
assets change YoY

The plan reported a net loss of $1M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Smith Ellison 401(k) Plan's mid-pack asset rank among Professional & Technical Services and all filers

Smith Ellison 401(k) Plan vs every filed plan by assets

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

$3,243,853 35th percentile higher than 35% 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 Ellison 401(k) Plan among micro filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Smith Ellison 401(k) Plan is a micro filing (5 participants), the leftmost band.

Micro (1-10) 33,766 filings (27%) Small (11-100) 26,107 filings (21%) Medium (101-1,000) 54,251 filings (43%) Large (1,001-10,000) 10,349 filings (8%) Mega (10,000+) 1,399 filings (1%)

Smith Ellison 401(k) Plan reported net income fell from $747K in the plan year 2023 filing to -$1M in the plan year 2024 filing.
Smith Ellison 401(k) Plan end-of-year assets fell from $5M in the plan year 2023 filing to $3M in the plan year 2024 filing.

See the national 2023→2024 release diff →

DOL schedule card

Filing strip 330691350 · Smith Ellison PY 2024 · 401(k)

Smith Ellison 401(k) Plan · $3M · 5 · 35th

EBSA $3M
PART 5
TYPE 35th
NET 401(k)
BOOK near M & M Consulting, LLC 401(k) Plan
VS-ST ind #6426

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 California →

End-of-year total assets ($M) among Smith Ellison 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Smith Ellison multi-year asset trail

Latest sponsor-wide plan assets: $3M 18.52675942077034% vs 2022; 2024 filing year

Year	Plans	Participants	Total Assets
2022	1	6	$4M
2023	1	5	$5M
2024	1	5	$3M

Smith Ellison filing trail (2024)

Total Assets (Beginning of Year)	$5M
Net Assets (End of Year)	$3M
Net Income	-$1M
Employer EIN	330691350
Plan Effective Date	1994-02-01
Filing Status	FILING RECEIVED

Nearby 401(k) Plans in California

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

Smith Ellison 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants

Google LLC 401(k) Savings Plan $48.7B · 116,712
Oracle Corporation 401(k) Savings and Investment Plan $31.0B · 58,962
Intel 401(k) Savings Plan $24.9B · 55,298
Apple 401(k) Plan $24.7B · 101,450
Cisco Systems,Inc. 401(k) Plan $22.7B · 40,452

Compare Smith Ellison 401(k) Plan side-by-side with 3 peers →

Smith Ellison 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside California, the nearest 401(k) by assets is M & M Consulting, LLC 401(k) Plan in ME ($3M); by covered participants it is Nasr Psychiatric Services 401(k) Plan in IN (5 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($3M here).

M & M Consulting, LLC 401(k) Plan (ME) $3M · 33
Locher & Davis, PLC 401(k) Profit Sharing Plan (IA) $3M · 11
Willow Technologies LLC Retirement Plan (NY) $3M · 56
Avenues Recovery Center 401(k) Plan (NJ) $3M · 764

Similar participant headcount

Nearest other-state filings by covered participants (5 participants); asset peers above are excluded.

Nasr Psychiatric Services 401(k) Plan (IN) 5 · 0 off
Manzanita Private Investment Corporation 401(k) Plan (TX) 5 · 0 off
Melcar Enterprises, Inc. 401(k) Plan (MO) 5 · 0 off
Fallon Holdings, Inc. 401(k) Plan (KY) 5 · 0 off

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 Smith Ellison 401(k) Plan assets move in 2024? ▼

Smith Ellison 401(k) Plan contracted severely - down 31.4% during 2024, from $5M to $3M. Reported net income was -$1M.

How have Smith Ellison plan assets changed over time? ▼

Across 3 plan years on file (2022-2024), Smith Ellison's sponsor-wide assets declined 18.5%, from $4M to $3M.

Which 401(k) plans are similar in size to Smith Ellison 401(k) Plan? ▼

Among 401(k) plans in other states, the closest by assets is M & M Consulting, LLC 401(k) Plan in ME ($3M, 33 participants).

Which 401(k) plans cover a similar participant headcount to Smith Ellison 401(k) Plan? ▼

Among 401(k) plans in other states, the closest by covered participants is Nasr Psychiatric Services 401(k) Plan in IN (5 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 330691350.