401(k) · DOL Form 5500 · 2024

Smith & Burgess, LLC 401(k) Plan

Data updated 2026-08-25

$12M
Total assets Small plan by assets
83
Participants Small participant base
60th
Percentile by assets National rank
$147,935
Avg per participant Above avg balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Smith & Burgess 401(k) Plan · Sponsored by Smith & Burgess, LLC · Texas · Professional & Technical Services

$12M in assets, 83 participants

Smith & Burgess, LLC's Smith & Burgess 401(k) Plan reported $12M in total assets and 83 participants in its 2024 DOL Form 5500 filing, ranking in the 60th 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.

  • #11,859 in Professional & Technical Services (20,173 peers)

Smith & Burgess, LLC multi-year trail

Smith & Burgess, LLC's plans moved +36.8% in assets from 2022 to 2024; this filing shows Smith & Burgess 401(k) Plan at $12M / 83 participants.

#11,859
in Professional & Technical Services (20,173 peers)
+16.4%
assets growth YoY

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

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

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

$12,278,603 Top 40% higher than 60% 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 & Burgess 401(k) 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. Smith & Burgess 401(k) Plan is a small filing (83 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Smith & Burgess 401(k) Plan end-of-year assets rose from $11M in the plan year 2023 filing to $12M in the plan year 2024 filing.
  • Smith & Burgess 401(k) Plan reported net income rose from $2M in the plan year 2023 filing to $2M in the plan year 2024 filing.
  • Smith & Burgess 401(k) Plan reported participants fell from 84 in the plan year 2023 filing to 83 in the plan year 2024 filing.

See the national 2023→2024 release diff →

EBSA filing schedule strip

Filing strip 208739445 · Smith & Burgess, LLC PY 2024 · 401(k)

Smith & Burgess 401(k) Plan · $12M · 83 · 60th

  • BOOK $12M
  • BOOK 83
  • BOOK 60th
  • BOOK 401(k)
  • BOOK near American Marketing & Publishing, L.L.C. 401(k) Plan
  • BOOK ind #11859

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 Texas →

Smith & Burgess 401(k) Plan in the asset neighbourhood

Smith & Burgess 401(k) Plan$12MAmerican Marketing & Publishing, L.L.C. 401(k) PlanAmerican Marketing & Publish…$12MTechnical Consumer Products, Inc. 401(k) Profit Sharing PlanTechnical Consumer Products,…$12MFolk Oil Company, Inc. 401(k) Profit Sharing PlanFolk Oil Company, Inc. 401(k…$12MSilver Springs Bottled Water Co. Employees Savings TrustSilver Springs Bottled Water…$12M
End-of-year total assets ($M) among Smith & Burgess 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Smith & Burgess, LLC multi-year asset trail

Sponsor-wide plan assets over time

All Smith & Burgess, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$12M 36.75368182685393% vs 2022
2024 filing year
$8M$9M$10M$11M$12M$13M 202220232024 $8.98M $12.3M ▲ +36.7%
Year Plans Participants Total Assets
2022 1 84 $9M
2023 1 84 $11M
2024 1 83 $12M

Smith & Burgess, LLC filing trail (2024)

Total Assets (Beginning of Year)$11M
Net Assets (End of Year)$12M
Net Income$2M
Employer EIN208739445
Plan Effective Date2012-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Texas

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

Smith & Burgess 401(k) Plan vs. nearby 401(k) plans in Texas, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -1001020304050 Total assets ($B) Participants Smith & Burgess 401(k) Plan, Total assets ($B): 0.012278603 · Participants: 83Smith & Burgess 401(k) PlanAT&T Retirement Savings Plan, Total assets ($B): 43.121795 · Participants: 109889AT&T Retirement Savings PlanExxonmobil Savings Plan, Total assets ($B): 23.711 · Participants: 21990Exxonmobil Savings PlanChevron Employee Savings Investment Plan, Total assets ($B): 20.378704663 · Participants: 21505Chevron Employee Savings Investment PlanCaterpillar 401(k) Savings Plan, Total assets ($B): 18.81200478 · Participants: 43873Caterpillar 401(k) Savings PlanSouthwest Airlines Co. Retirement Savings Plan, Total assets ($B): 16.991748637 · Participants: 67820Southwest Airlines Co. Retirement Savings Plan
Smith & Burgess 401(k) Plan vs. nearby 401(k) plans in Texas, assets vs. participants
Compare Smith & Burgess 401(k) Plan side-by-side with 3 peers →

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

Outside Texas, the nearest 401(k) by assets is American Marketing & Publishing, L.L.C. 401(k) Plan in IL ($12M); by covered participants it is Pepsi-Cola Bottling Co. of Davenport 401(k) Employee Benefit Plan in IA (83 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (83 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 & Burgess 401(k) Plan assets move in 2024? ▼
Smith & Burgess 401(k) Plan grew sharply - up 16.4% during 2024, from $11M to $12M. Reported net income was $2M.
How have Smith & Burgess, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Smith & Burgess, LLC's sponsor-wide assets grew 36.8%, from $9M to $12M.
Which 401(k) plans are similar in size to Smith & Burgess 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is American Marketing & Publishing, L.L.C. 401(k) Plan in IL ($12M, 302 participants).
Which 401(k) plans cover a similar participant headcount to Smith & Burgess 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Pepsi-Cola Bottling Co. of Davenport 401(k) Employee Benefit Plan in IA (83 participants, $22M 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 208739445.

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.