401(k) · DOL Form 5500 · 2024

Smith Industries, Inc. 401(k) Plan

Data updated 2026-08-25

$28M
Total assets Below avg plan size
296
Participants Below avg headcount
76th
Percentile by assets National rank
$95,050
Avg per participant Below avg balance/head
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Official DOL plan name: Smith Industries, Inc. 401(k) Plan · Sponsored by Smith Industries, Inc. · Alabama · Manufacturing

$28M in assets, 296 participants

Smith Industries, Inc.'s Smith Industries, Inc. 401(k) Plan reported $28M in total assets and 296 participants in its 2024 DOL Form 5500 filing, ranking in the 76th 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.

  • #11,982 in Manufacturing (17,777 peers)

Where Smith Industries, Inc. 401(k) Plan sits by assets

Smith Industries, Inc. 401(k) Plan sits in the top quartile of all filed plans by assets, $28M for 296 participants (~$95,050/participant), up 8.4% in 2024.

#11,982
in Manufacturing (17,777 peers)
+8.4%
assets growth YoY
0.3×
vs typical plan assets (national mean)

Smith Industries, Inc. 401(k) Plan's outsized position by total assets

Smith Industries, Inc. 401(k) Plan vs every filed plan by assets

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

$28,134,725 Top 24% higher than 76% 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 Industries, Inc. 401(k) 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 Industries, Inc. 401(k) Plan sits mid-pack in the medium band (296 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Smith Industries, Inc. 401(k) Plan reported net income fell from $3M in the plan year 2023 filing to $2M in the plan year 2024 filing.
  • Smith Industries, Inc. 401(k) Plan end-of-year assets rose from $26M in the plan year 2023 filing to $28M in the plan year 2024 filing.
  • Smith Industries, Inc. 401(k) Plan reported participants rose from 291 in the plan year 2023 filing to 296 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Published 5500 schedule card

Filing strip 272803061 · Smith Industries, Inc. PY 2024 · 401(k)

Smith Industries, Inc. 401(k) Plan · $28M · 296 · 76th

  • EBSA $28M
  • PART 296
  • TYPE 76th
  • NET 401(k)
  • BOOK near Nlb Corporation Employees' Savings Trust
  • VS-ST ind #11982

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 Manufacturing retirement plans → · Plans in Alabama →

Smith Industries, Inc. 401(k) Plan in the asset neighbourhood

Aisc 401(k) Plan$28MGlobal Tbm Company Retirement Savings PlanGlobal Tbm Company Retiremen…$28MWisconsin Vision Associates, Inc. 401(k) Profit Sharing PlanWisconsin Vision Associates,…$28MSmith Industries, Inc. 401(k) PlanSmith Industries, Inc. 401(k…$28MNlb Corporation Employees' Savings TrustNlb Corporation Employees' S…$28M
End-of-year total assets ($M) among Smith Industries, Inc. 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Scale-class filing particulars (2024)

Total Assets (Beginning of Year)$26M
Net Assets (End of Year)$28M
Net Income$2M
Employer EIN272803061
Plan Effective Date1957-04-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Smith Industries, Inc.)

Sponsor-wide plan assets over time

All Smith Industries, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$28M 22.364925915979033% vs 2022
2024 filing year
$22M$24M$26M$28M$30M 202220232024 $23M $28.1M ▲ +22.4%
Year Plans Participants Total Assets
2022 1 267 $23M
2023 1 291 $26M
2024 1 296 $28M

Nearby 401(k) Plans in Alabama

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

Smith Industries, Inc. 401(k) Plan vs. nearby 401(k) plans in Alabama, assets vs. participants Scatter plot of 6 data points. -10000010000200003000040000 -101234 Total assets ($B) Participants Smith Industries, Inc. 401(k) Plan, Total assets ($B): 0.028134725 · Participants: 296Smith Industries, Inc. 401(k) PlanRegions Financial Corporation 401(k) Plan, Total assets ($B): 3.197489981 · Participants: 20783Regions Financial Corporation 401(k) PlanEncompass Health Corporation 401(k) Retirement Plan, Total assets ($B): 1.722944967 · Participants: 29454Encompass Health Corporation 401(k) Retirement PlanHexagon Employee Retirement Savings Plan, Total assets ($B): 1.651353194 · Participants: 4638Hexagon Employee Retirement Savings PlanVulcan 401(k) Plan, Total assets ($B): 1.472398962 · Participants: 8628Vulcan 401(k) PlanMercedes-Benz U.S. International, Inc. Retirement and Savings Plan, Total assets ($B): 1.234118844 · Participants: 6167Mercedes-Benz U.S. International, Inc. Retirement and Savings Plan
Smith Industries, Inc. 401(k) Plan vs. nearby 401(k) plans in Alabama, assets vs. participants
Compare Smith Industries, Inc. 401(k) Plan side-by-side with 3 peers →

Smith Industries, Inc. 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Alabama, the nearest 401(k) by assets is Nlb Corporation Employees' Savings Trust in MI ($28M); by covered participants it is Bonhams & Butterfields 401(k) Plan in NY (296 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($28M here).

Similar participant headcount

Nearest other-state filings by covered participants (296 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 Industries, Inc. 401(k) Plan assets move in 2024? ▼
Smith Industries, Inc. 401(k) Plan grew at a solid clip - up 8.4% during 2024, from $26M to $28M. Reported net income was $2M.
How have Smith Industries, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Smith Industries, Inc.'s sponsor-wide assets grew 22.4%, from $23M to $28M.
Where does Smith Industries, Inc. 401(k) Plan rank by assets among Form 5500 filers? ▼
Smith Industries, Inc. 401(k) Plan ranks in the 76th 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 Industries, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Nlb Corporation Employees' Savings Trust in MI ($28M, 234 participants).
Which 401(k) plans cover a similar participant headcount to Smith Industries, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Bonhams & Butterfields 401(k) Plan in NY (296 participants, $35M 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 272803061.

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.