Profit Sharing · DOL Form 5500 · 2024
Jack T. Smith Consulting Profit Sharing Plan
Data updated 2026-08-25
- $2M
- Total assets Small plan by assets
- 2
- Participants Small participant base
- 27th
- Percentile by assets National rank
- $795,334
- Avg per participant High balance/head
Official DOL plan name: Jack T. Smith Profit Sharing Plan & Trust · Sponsored by Jack T. Smith Consulting · Texas · Professional & Technical Services
$2M in assets, 2 participants
Jack T. Smith Consulting's Jack T. Smith Profit Sharing Plan & Trust reported $2M in total assets and 2 participants in its 2024 DOL Form 5500 filing, ranking in the 27th 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.
- #4,543 in Professional & Technical Services (20,173 peers)
2024 asset change
Jack T. Smith Profit Sharing Plan & Trust pulled back noticeably 13.6% in 2024 ($2M → $2M) for 2 participants.
- #4,543
- in Professional & Technical Services (20,173 peers)
- -13.6%
- assets change YoY
The plan reported a net loss of $251K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Jack T. Smith Profit Sharing Plan & Trust among the smaller filed plans by assets
Jack T. Smith Profit Sharing Plan & Trust vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$1,590,668 27th percentile higher than 27% of 123,620 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2024
Jack T. Smith Profit Sharing Plan & Trust among micro filed plans by headcount
Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Jack T. Smith Profit Sharing Plan & Trust is a micro filing (2 participants), the leftmost band.
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Jack T. Smith Profit Sharing Plan & Trust reported net income fell from $90K in the plan year 2023 filing to -$251K in the plan year 2024 filing.
- Jack T. Smith Profit Sharing Plan & Trust end-of-year assets fell from $2M in the plan year 2023 filing to $2M in the plan year 2024 filing.
DOL schedule card
Filing strip 752916193 · Jack T. Smith Consulting PY 2024 · Profit Sharing
Jack T. Smith Profit Sharing Plan & Trust · $2M · 2 · 27th
- ASSETS $2M
- ASSETS 2
- ASSETS 27th
- ASSETS Profit Sharing
- ASSETS near Deal with It, Inc. Profit Sharing Plan
- ASSETS ind #4543
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 →
Jack T. Smith Profit Sharing Plan & Trust in the asset neighbourhood
Jack T. Smith Consulting years around the 2024 move
Sponsor-wide plan assets over time
All Jack T. Smith Consulting plans reported in each filing year
- Latest sponsor-wide plan assets
- $2M 9.189476797093457% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 2 | $2M |
| 2023 | 1 | 2 | $2M |
| 2024 | 1 | 2 | $2M |
2024 asset-move particulars
| Total Assets (Beginning of Year) | $2M |
|---|---|
| Net Assets (End of Year) | $2M |
| Net Income | -$251K |
| Employer EIN | 752916193 |
| Plan Effective Date | 1983-01-01 |
| Filing Status | FILING RECEIVED |
Nearby Profit Sharing Plans in Texas
Peer Profit Sharing plans, same state, same plan type, ranked by total assets.
- Baylor College of Medicine Retirement Plan $2.0B · 10,721
- H-E-B Partner Stock Plan $1.6B · 103,962
- The Defined Contribution Plan of the Methodist Hospital $1.1B · 31,848
- American Heart Association, Inc. Qualified Retirement Plan $514M · 3,779
- Haynes and Boone Investment Directed Profit Sharing Plan $310M · 1,069
Jack T. Smith Profit Sharing Plan & Trust's out-of-state Profit Sharing peers by assets and headcount
Outside Texas, the nearest Profit Sharing by assets is Deal with It, Inc. Profit Sharing Plan in CA ($2M); by covered participants it is Johnson Goldberg & Brown, Ltd Profit Sharing Plan in IL (2 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($2M here).
Similar participant headcount
Nearest other-state filings by covered participants (2 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.