401(k) · DOL Form 5500 · 2024

Smith Brothers Insurance, LLC 401(k) Plan

Data updated 2026-08-25

$29M
Total assets Below avg plan size
199
Participants Below avg headcount
77th
Percentile by assets National rank
$146,153
Avg per participant Above avg balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Smith Brothers Insurance, LLC 401(k) Retirement Plan · Sponsored by Smith Brothers Insurance, LLC · Connecticut · Finance & Insurance

$29M in assets, 199 participants

Smith Brothers Insurance, LLC's Smith Brothers Insurance, LLC 401(k) Retirement Plan reported $29M in total assets and 199 participants in its 2024 DOL Form 5500 filing, ranking in the 77th 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.

  • #5,481 in Finance & Insurance (8,549 peers)

Coverage in Connecticut

Smith Brothers Insurance, LLC 401(k) Retirement Plan covers 199 participants in Connecticut, about 28% of the average Connecticut filer (state average ~718 per filing). Assets: $29M.

#5,481
in Finance & Insurance (8,549 peers)
+10.8%
assets growth YoY
0.3×
vs typical plan assets (national mean)

Smith Brothers Insurance, LLC 401(k) Retirement Plan's outsized position by total assets

Smith Brothers Insurance, LLC 401(k) Retirement Plan vs every filed plan by assets

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

$29,084,512 Top 23% higher than 77% 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

Smith Brothers Insurance, LLC 401(k) Retirement 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 Brothers Insurance, LLC 401(k) Retirement Plan sits mid-pack in the medium band (199 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Smith Brothers Insurance, LLC 401(k) Retirement Plan reported net income rose from $943K in the plan year 2023 filing to $3M in the plan year 2024 filing.
  • Smith Brothers Insurance, LLC 401(k) Retirement Plan end-of-year assets rose from $26M in the plan year 2023 filing to $29M in the plan year 2024 filing.

See the national 2023→2024 release diff →

EBSA filing schedule strip

Filing strip 060391040 · Smith Brothers Insurance, LLC PY 2024 · 401(k)

Smith Brothers Insurance, LLC 401(k) Retirement Plan · $29M · 199 · 77th

  • 5500 $29M
  • ASSETS 199
  • PCT 77th
  • EIN 401(k)
  • RANK near Baessler Group Retirement Savings Plan
  • PHOTO ind #5481

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 Connecticut →

Smith Brothers Insurance, LLC 401(k) Retirement Plan in the asset neighbourhood

Baessler Group Retirement Savings PlanBaessler Group Retirement Sa…$29MValenti Trobec Chandler, Inc. 401(k) Retirement PlanValenti Trobec Chandler, Inc…$29MKahlig Motor Company, Inc. North Park Lexus of San Antonio 401(k) PlanKahlig Motor Company, Inc. N…$29MColumbus Oncology Associates, Inc. 401(k) Profit Sharing PlanColumbus Oncology Associates…$29MSmith Brothers Insurance, LLC 401(k) Retirement PlanSmith Brothers Insurance, LL…$29M
End-of-year total assets ($M) among Smith Brothers Insurance, LLC 401(k) Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Connecticut filing particulars

Total Assets (Beginning of Year)$26M
Net Assets (End of Year)$29M
Net Income$3M
Employer EIN060391040
Plan Effective Date1998-05-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Smith Brothers Insurance, LLC)

Sponsor-wide plan assets over time

All Smith Brothers Insurance, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$29M 14.957009665246371% vs 2022
2024 filing year
$24M$26M$28M$30M 202220232024 $25.3M $29.1M ▲ +14.9%
Year Plans Participants Total Assets
2022 1 191 $25M
2023 1 198 $26M
2024 1 199 $29M

Nearby 401(k) Plans in Connecticut

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

Smith Brothers Insurance, LLC 401(k) Retirement Plan vs. nearby 401(k) plans in Connecticut, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -20020406080 Total assets ($B) Participants Smith Brothers Insurance, LLC 401(k) Retirement Plan, Total assets ($B): 0.029084512 · Participants: 199Smith Brothers Insurance, LLC 401(k) Retirement PlanRtx Savings Plan, Total assets ($B): 58.647425 · Participants: 124876Rtx Savings PlanCiti Retirement Savings Plan, Total assets ($B): 23.241033081 · Participants: 78741Citi Retirement Savings PlanThe Hartford Investment and Savings Plan, Total assets ($B): 7.183243 · Participants: 18614The Hartford Investment and Savings PlanEversource 401(k) Plan, Total assets ($B): 4.046347175 · Participants: 10041Eversource 401(k) PlanXerox Corporation Savings Plan, Total assets ($B): 3.976943 · Participants: 9876Xerox Corporation Savings Plan
Smith Brothers Insurance, LLC 401(k) Retirement Plan vs. nearby 401(k) plans in Connecticut, assets vs. participants
Compare Smith Brothers Insurance, LLC 401(k) Retirement Plan side-by-side with 3 peers →

Smith Brothers Insurance, LLC 401(k) Retirement Plan's out-of-state 401(k) peers by assets and headcount

Outside Connecticut, the nearest 401(k) by assets is Baessler Group Retirement Savings Plan in CO ($29M); by covered participants it is Cascade Services, Inc. 401(k) Plan in UT (199 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (199 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 Smith Brothers Insurance, LLC 401(k) Retirement Plan assets move in 2024? ▼
Smith Brothers Insurance, LLC 401(k) Retirement Plan grew at a solid clip - up 10.8% during 2024, from $26M to $29M. Reported net income was $3M.
How have Smith Brothers Insurance, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Smith Brothers Insurance, LLC's sponsor-wide assets grew 15.0%, from $25M to $29M.
Where does Smith Brothers Insurance, LLC 401(k) Retirement Plan rank by assets among Form 5500 filers? ▼
Smith Brothers Insurance, LLC 401(k) Retirement Plan ranks in the 77th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to Smith Brothers Insurance, LLC 401(k) Retirement Plan? ▼
Among 401(k) plans in other states, the closest by assets is Baessler Group Retirement Savings Plan in CO ($29M, 55 participants).
Which 401(k) plans cover a similar participant headcount to Smith Brothers Insurance, LLC 401(k) Retirement Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Cascade Services, Inc. 401(k) Plan in UT (199 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 060391040.

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.