401(k) · DOL Form 5500 · 2024
Smith, Anderson, Et Al L.L.P. 401(k) Plan
Data updated 2026-08-25
- $190M
- Total assets Near avg plan size
- 259
- Participants Below avg headcount
- 94th
- Percentile by assets National rank
- $735,476
- Avg per participant High balance/head
Official DOL plan name: Smith, Anderson, Blount, Dorsett, Mitchell & Jernigan 401(k) Profit Sharing Plan · Sponsored by Smith, Anderson, Et Al L.L.P. · North Carolina · Professional & Technical Services
$190M in assets, 259 participants
Smith, Anderson, Et Al L.L.P.'s Smith, Anderson, Blount, Dorsett, Mitchell & Jernigan 401(k) Profit Sharing Plan reported $190M in total assets and 259 participants in its 2024 DOL Form 5500 filing, ranking in the 94th 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.
- #19,210 in Professional & Technical Services (20,173 peers)
Coverage in North Carolina
Smith, Anderson, Blount, Dorsett, Mitchell & Jernigan 401(k) Profit Sharing Plan covers 259 participants in North Carolina, about 32% of the average North Carolina filer (state average ~819 per filing). Assets: $190M.
- #19,210
- in Professional & Technical Services (20,173 peers)
- +6.5%
- assets growth YoY
- 1.9×
- vs typical plan assets (national mean)
Smith, Anderson, Blount, Dorsett, Mitchell & Jernigan 401(k) Profit Sharing Plan's outsized position by total assets
Smith, Anderson, Blount, Dorsett, Mitchell & Jernigan 401(k) Profit Sharing Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$190,488,221 Top 6% higher than 94% 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
Smith, Anderson, Blount, Dorsett, Mitchell & Jernigan 401(k) Profit Sharing 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, Anderson, Blount, Dorsett, Mitchell & Jernigan 401(k) Profit Sharing Plan sits mid-pack in the medium band (259 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Smith, Anderson, Blount, Dorsett, Mitchell & Jernigan 401(k) Profit Sharing Plan reported net income fell from $21M in the plan year 2023 filing to $12M in the plan year 2024 filing.
- Smith, Anderson, Blount, Dorsett, Mitchell & Jernigan 401(k) Profit Sharing Plan end-of-year assets rose from $179M in the plan year 2023 filing to $190M in the plan year 2024 filing.
Published 5500 schedule card
Filing strip 560402850 · Smith, Anderson, Et Al L.L.P. PY 2024 · 401(k)
Smith, Anderson, Blount, Dorsett, Mitchell & Jernigan 401(k) Profit Sharing Plan · $190M · 259 · 94th
- EOY $190M
- 5500 259
- ASSETS 94th
- PCT 401(k)
- EIN near Sa Recycling, LLC 401(k) Profit Sharing Plan
- RANK ind #19210
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 North Carolina →
Smith, Anderson, Blount, Dorsett, Mitchell & Jernigan 401(k) Profit Sharing Plan in the asset neighbourhood
North Carolina filing particulars
| Total Assets (Beginning of Year) | $179M |
|---|---|
| Net Assets (End of Year) | $190M |
| Net Income | $12M |
| Employer EIN | 560402850 |
| Plan Effective Date | 1997-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Smith, Anderson, Et Al L.L.P.)
Sponsor-wide plan assets over time
All Smith, Anderson, Et Al L.L.P. plans reported in each filing year
- Latest sponsor-wide plan assets
- $190M 20.6666502896166% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 247 | $158M |
| 2023 | 1 | 259 | $179M |
| 2024 | 1 | 259 | $190M |
Nearby 401(k) Plans in North Carolina
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- The Bank of America 401(k) Plan $62.9B · 168,963
- Honeywell 401(k) Plan $16.3B · 39,468
- Duke Energy Retirement Savings Plan $11.3B · 27,341
- Nucor Corporation Profit Sharing and Retirement Savings Plan $9.3B · 27,070
- Truist Financial Corporation 401(k) Savings Plan $9.2B · 52,699
Smith, Anderson, Blount, Dorsett, Mitchell & Jernigan 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount
Outside North Carolina, the nearest 401(k) by assets is Sa Recycling, LLC 401(k) Profit Sharing Plan in CA ($190M); by covered participants it is The Tustin Group 401(k) Retirement in PA (259 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($190M here).
- Sa Recycling, LLC 401(k) Profit Sharing Plan (CA) $190M · 2,976
- Cmt Profit Sharing/401(k) Plan (IL) $191M · 450
- Orthomidwest, PLLC 401(k) Retirement Plan (IL) $190M · 1,634
- Mileone Autogroup, Inc. 401(k) Plan (MD) $191M · 2,830
Similar participant headcount
Nearest other-state filings by covered participants (259 participants); asset peers above are excluded.
- The Tustin Group 401(k) Retirement (PA) 259 · 0 off
- L.E. Bell Construction Company Inc., 401(k) Plan (AL) 259 · 0 off
- Kaizen Clinical Partners Retirement Plan (TX) 259 · 0 off
- Tides Advocacy 401(k) Plan (CA) 259 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.