401(k) · DOL Form 5500 · 2024

G. H. Smart & Company, LLC 401(k) Plan

Data updated 2026-08-25

$30M
Total assets Below avg plan size
136
Participants Small participant base
77th
Percentile by assets National rank
$218,147
Avg per participant Above avg balance/head
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Official DOL plan name: G. H. Smart & Company, LLC 401(k) Ps Plan & Trust · Sponsored by G. H. Smart & Company, LLC · Illinois · Professional & Technical Services

$30M in assets, 136 participants

G. H. Smart & Company, LLC's G. H. Smart & Company, LLC 401(k) Ps Plan & Trust reported $30M in total assets and 136 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.

  • #15,558 in Professional & Technical Services (20,173 peers)

Coverage in Illinois

G. H. Smart & Company, LLC 401(k) Ps Plan & Trust covers 136 participants in Illinois, about 17% of the average Illinois filer (state average ~779 per filing). Assets: $30M.

#15,558
in Professional & Technical Services (20,173 peers)
+23.7%
assets growth YoY
0.3×
vs typical plan assets (national mean)

G. H. Smart & Company, LLC 401(k) Ps Plan & Trust's outsized position by total assets

G. H. Smart & Company, LLC 401(k) Ps Plan & Trust vs every filed plan by assets

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

$29,668,047 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

G. H. Smart & Company, LLC 401(k) Ps Plan & Trust 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. G. H. Smart & Company, LLC 401(k) Ps Plan & Trust sits mid-pack in the medium band (136 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • G. H. Smart & Company, LLC 401(k) Ps Plan & Trust end-of-year assets rose from $24M in the plan year 2023 filing to $30M in the plan year 2024 filing.
  • G. H. Smart & Company, LLC 401(k) Ps Plan & Trust reported net income fell from $7M in the plan year 2023 filing to $6M in the plan year 2024 filing.
  • G. H. Smart & Company, LLC 401(k) Ps Plan & Trust reported participants rose from 130 in the plan year 2023 filing to 136 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Plan-year Form 5500 strip

Filing strip 364036593 · G. H. Smart & Company, LLC PY 2024 · 401(k)

G. H. Smart & Company, LLC 401(k) Ps Plan & Trust · $30M · 136 · 77th

  • PART $30M
  • PART 136
  • PART 77th
  • PART 401(k)
  • PART near Stach & Liu, LLC. 401(k) Plan
  • PART ind #15558

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 Illinois →

G. H. Smart & Company, LLC 401(k) Ps Plan & Trust in the asset neighbourhood

G. H. Smart & Company, LLC 401(k) Ps Plan & TrustG. H. Smart & Company, LLC 4…$30MStach & Liu, LLC. 401(k) Plan$30MThe Pittsburgh Post-Gazette Union 401(k) PlanThe Pittsburgh Post-Gazette …$30MIntegrus Architecture, P.S. Incentive Savings PlaIntegrus Architecture, P.S. …$30MShepherd Pooled Employer Plan$30M
End-of-year total assets ($M) among G. H. Smart & Company, LLC 401(k) Ps Plan & Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Illinois filing particulars

Total Assets (Beginning of Year)$24M
Net Assets (End of Year)$30M
Net Income$6M
Employer EIN364036593
Plan Effective Date2004-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (G. H. Smart & Company, LLC)

Sponsor-wide plan assets over time

All G. H. Smart & Company, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$30M 71.89656163386994% vs 2022
2024 filing year
$15M$20M$25M$30M$35M 202220232024 $17.3M $29.7M ▲ +71.9%
Year Plans Participants Total Assets
2022 1 115 $17M
2023 1 130 $24M
2024 1 136 $30M

Nearby 401(k) Plans in Illinois

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

G. H. Smart & Company, LLC 401(k) Ps Plan & Trust vs. nearby 401(k) plans in Illinois, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000 -50510152025 Total assets ($B) Participants G. H. Smart & Company, LLC 401(k) Ps Plan & Trust, Total assets ($B): 0.029668047 · Participants: 136G. H. Smart & Company, LLC 401(k) Ps Plan & TrustAccenture United States 401(k) Match and Savings Plan, Total assets ($B): 21.302643276 · Participants: 66965Accenture United States 401(k) Match and Savings PlanState Farm 401(k) Savings Plan, Total assets ($B): 19.010099056 · Participants: 63297State Farm 401(k) Savings PlanUnited Airlines Pilot Retirement Account Plan, Total assets ($B): 16.835964452 · Participants: 16659United Airlines Pilot Retirement Account PlanAbbott Laboratories Stock Retirement Plan, Total assets ($B): 15.755668 · Participants: 38229Abbott Laboratories Stock Retirement PlanWalgreens Retirement Savings Plan, Total assets ($B): 14.535873337 · Participants: 233635Walgreens Retirement Savings Plan
G. H. Smart & Company, LLC 401(k) Ps Plan & Trust vs. nearby 401(k) plans in Illinois, assets vs. participants
Compare G. H. Smart & Company, LLC 401(k) Ps Plan & Trust side-by-side with 3 peers →

G. H. Smart & Company, LLC 401(k) Ps Plan & Trust's out-of-state 401(k) peers by assets and headcount

Outside Illinois, the nearest 401(k) by assets is Stach & Liu, LLC. 401(k) Plan in AZ ($30M); by covered participants it is Coretelligent LLC 401(k) Profit Sharing Plan and Trust in MA (136 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($30M here).

Similar participant headcount

Nearest other-state filings by covered participants (136 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 G. H. Smart & Company, LLC 401(k) Ps Plan & Trust assets move in 2024? ▼
G. H. Smart & Company, LLC 401(k) Ps Plan & Trust grew sharply - up 23.7% during 2024, from $24M to $30M. Reported net income was $6M.
How have G. H. Smart & Company, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), G. H. Smart & Company, LLC's sponsor-wide assets grew 71.9%, from $17M to $30M.
Where does G. H. Smart & Company, LLC 401(k) Ps Plan & Trust rank by assets among Form 5500 filers? ▼
G. H. Smart & Company, LLC 401(k) Ps Plan & Trust 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 G. H. Smart & Company, LLC 401(k) Ps Plan & Trust? ▼
Among 401(k) plans in other states, the closest by assets is Stach & Liu, LLC. 401(k) Plan in AZ ($30M, 247 participants).
Which 401(k) plans cover a similar participant headcount to G. H. Smart & Company, LLC 401(k) Ps Plan & Trust? ▼
Among 401(k) plans in other states, the closest by covered participants is Coretelligent LLC 401(k) Profit Sharing Plan and Trust in MA (136 participants, $4M 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 364036593.

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.