401(k) · DOL Form 5500 · 2024

Smith Freed & Eberhard, P.C. 401(k) Plan

Data updated 2026-08-25

$13M
Total assets Small plan by assets
67
Participants Small participant base
61st
Percentile by assets National rank
$190,979
Avg per participant Above avg balance/head
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Official DOL plan name: Smith Freed & Eberhard, P.C. 401(k) Retirement Plan · Sponsored by Smith Freed & Eberhard, P.C. · Oregon · Professional & Technical Services

$13M in assets, 67 participants

Smith Freed & Eberhard, P.C.'s Smith Freed & Eberhard, P.C. 401(k) Retirement Plan reported $13M in total assets and 67 participants in its 2024 DOL Form 5500 filing, ranking in the 61st 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.

  • #12,073 in Professional & Technical Services (20,173 peers)

Smith Freed & Eberhard, P.C. multi-year trail

Smith Freed & Eberhard, P.C.'s plans moved +42.2% in assets from 2022 to 2024; this filing shows Smith Freed & Eberhard, P.C. 401(k) Retirement Plan at $13M / 67 participants.

#12,073
in Professional & Technical Services (20,173 peers)
+17.2%
assets growth YoY

Smith Freed & Eberhard, P.C. 401(k) Retirement Plan's mid-pack asset rank among Professional & Technical Services and all filers

Smith Freed & Eberhard, P.C. 401(k) Retirement Plan vs every filed plan by assets

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

$12,795,585 Top 39% higher than 61% 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 Freed & Eberhard, P.C. 401(k) Retirement 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 Freed & Eberhard, P.C. 401(k) Retirement Plan is a small filing (67 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Smith Freed & Eberhard, P.C. 401(k) Retirement Plan end-of-year assets rose from $11M in the plan year 2023 filing to $13M in the plan year 2024 filing.
  • Smith Freed & Eberhard, P.C. 401(k) Retirement Plan reported participants rose from 62 in the plan year 2023 filing to 67 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Plan-year Form 5500 strip

Filing strip 930944667 · Smith Freed & Eberhard, P.C. PY 2024 · 401(k)

Smith Freed & Eberhard, P.C. 401(k) Retirement Plan · $13M · 67 · 61st

  • EIN $13M
  • EIN 67
  • EIN 61st
  • EIN 401(k)
  • EIN near Clsh 401(k) Plan
  • EIN ind #12073

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 Oregon →

Smith Freed & Eberhard, P.C. 401(k) Retirement Plan in the asset neighbourhood

Smith Freed & Eberhard, P.C. 401(k) Retirement PlanSmith Freed & Eberhard, P.C.…$13MClsh 401(k) Plan$13MKemper and Leila Williams Foundation, Inc., Cash or Deferred Profit Sharing Plan and TrustKemper and Leila Williams Fo…$13MNew Holland 401(k) Plan$13MNew Generation Wellness, Inc. 401(k) Profit Sharing PlanNew Generation Wellness, Inc…$13M
End-of-year total assets ($M) among Smith Freed & Eberhard, P.C. 401(k) Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Smith Freed & Eberhard, P.C. multi-year asset trail

Sponsor-wide plan assets over time

All Smith Freed & Eberhard, P.C. plans reported in each filing year

Latest sponsor-wide plan assets
$13M 42.22782956249518% vs 2022
2024 filing year
$8M$10M$12M$14M 202220232024 $9M $12.8M ▲ +42.2%
Year Plans Participants Total Assets
2022 1 64 $9M
2023 1 62 $11M
2024 1 67 $13M

Smith Freed & Eberhard, P.C. filing trail (2024)

Total Assets (Beginning of Year)$11M
Net Assets (End of Year)$13M
Net Income$2M
Employer EIN930944667
Plan Effective Date1995-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Oregon

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

Smith Freed & Eberhard, P.C. 401(k) Retirement Plan vs. nearby 401(k) plans in Oregon, assets vs. participants Scatter plot of 6 data points. -10000010000200003000040000 -202468 Total assets ($B) Participants Smith Freed & Eberhard, P.C. 401(k) Retirement Plan, Total assets ($B): 0.012795585 · Participants: 67Smith Freed & Eberhard, P.C. 401(k) Retirement Plan401(k) Savings and Profit Sharing Plan for Employees of Nike, Inc., Total assets ($B): 5.896318452 · Participants: 37293401(k) Savings and Profit Sharing Plan for Employees of Nike, Inc.Daimler Truck North America, L.L.C. Employee Retirement Savings Plan, Total assets ($B): 2.72094907 · Participants: 8431Daimler Truck North America, L.L.C. Employee Retirement Savings PlanPrecision Castparts Corp. 401(k) Retirement Savings Plan, Total assets ($B): 2.483708639 · Participants: 17047Precision Castparts Corp. 401(k) Retirement Savings PlanXpo Logistics Retirement Savings Plan, Total assets ($B): 1.888295912 · Participants: 5689Xpo Logistics Retirement Savings PlanPacificorp K Plus Employee Savings Plan, Total assets ($B): 1.771250677 · Participants: 5201Pacificorp K Plus Employee Savings Plan
Smith Freed & Eberhard, P.C. 401(k) Retirement Plan vs. nearby 401(k) plans in Oregon, assets vs. participants
Compare Smith Freed & Eberhard, P.C. 401(k) Retirement Plan side-by-side with 3 peers →

Smith Freed & Eberhard, P.C. 401(k) Retirement Plan's out-of-state 401(k) peers by assets and headcount

Outside Oregon, the nearest 401(k) by assets is Clsh 401(k) Plan in LA ($13M); by covered participants it is Heidler Roofing Services, Inc 401(k) Profit Sharing Plan in PA (67 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (67 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 Freed & Eberhard, P.C. 401(k) Retirement Plan assets move in 2024? ▼
Smith Freed & Eberhard, P.C. 401(k) Retirement Plan grew sharply - up 17.2% during 2024, from $11M to $13M. Reported net income was $2M.
How have Smith Freed & Eberhard, P.C. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Smith Freed & Eberhard, P.C.'s sponsor-wide assets grew 42.2%, from $9M to $13M.
Which 401(k) plans are similar in size to Smith Freed & Eberhard, P.C. 401(k) Retirement Plan? ▼
Among 401(k) plans in other states, the closest by assets is Clsh 401(k) Plan in LA ($13M, 237 participants).
Which 401(k) plans cover a similar participant headcount to Smith Freed & Eberhard, P.C. 401(k) Retirement Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Heidler Roofing Services, Inc 401(k) Profit Sharing Plan in PA (67 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 930944667.

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.