401(k) · DOL Form 5500 · 2024

Smith, Anderson, Et Al L.L.P. 401(k) Plan

Data updated 2026-08-11

$190M
Total assets
259
Participants
94th
Percentile by assets
$735,476
Avg per participant
PlainRetire home → About this data

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.

  • 94th percentile by assets (of 123,622 plans)
  • #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.

$190M
total plan assets (2024 EOY)
259
covered participants
94th
percentile by assets (of 123,622 plans)
$735,476
avg assets per participant

Where Smith, Anderson, Blount, Dorsett, Mitchell & Jernigan 401(k) Profit Sharing Plan sits 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

This plan $0 $2,010,000,000 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

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.

See the national 2023→2024 release diff →

State
North Carolina
Industry
Professional & Technical Services

Participants vs North Carolina filers

In North Carolina, the average filing covers about 819 participants across 3,515 plans. Smith, Anderson, Blount, Dorsett, Mitchell & Jernigan 401(k) Profit Sharing Plan reports 259 participants - about 32% of that state average ($190M EOY assets).

North Carolina filing particulars

Total Assets (Beginning of Year)$179M
Net Assets (End of Year)$190M
Net Income$12M
Employer EIN560402850
Plan Effective Date1997-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Smith, Anderson, Et Al L.L.P.)

$150M$160M$170M$180M$190M$200M 202220232024 $158M $190M ▲ +20.7%
Total plan assets by year, all Smith, Anderson, Et Al L.L.P. plans on file
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.

Smith, Anderson, Blount, Dorsett, Mitchell & Jernigan 401(k) Profit Sharing Plan vs. nearby 401(k) plans in North Carolina, assets vs. participants

Smith, Anderson, Blount, Dorsett, Mitchell & Jernigan 401(k) Profit Sharing Plan vs. nearby 401(k) plans in North Carolina, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000 -20020406080 Total assets ($B) Participants Smith, Anderson, Blo…The Bank of America …Honeywell 401(k) PlanDuke Energy Retireme…Nucor Corporation Pr…Truist Financial Cor…
Smith, Anderson, Blount, Dorsett, Mitchell & Jernigan 401(k) Profit Sharing Plan vs. nearby 401(k) plans in North Carolina, assets vs. participants
Compare Smith, Anderson, Blount, Dorsett, Mitche… side-by-side with 3 peers →

Similar-Sized 401(k) Plans Nationally

401(k) plans in other states closest to Smith, Anderson, Blount, Dorsett, Mitchell & Jernigan 401(k) Profit Sharing Plan by total assets, not by location.

Frequently Asked Questions

How did Smith, Anderson, Blount, Dorsett, Mitchell & Jernigan 401(k) Profit Sharing Plan assets move in 2024? ▼
Smith, Anderson, Blount, Dorsett, Mitchell & Jernigan 401(k) Profit Sharing Plan grew at a solid clip - up 6.5% during 2024, from $179M to $190M. Reported net income was $12M.
How have Smith, Anderson, Et Al L.L.P. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Smith, Anderson, Et Al L.L.P.'s sponsor-wide assets grew 20.7%, from $158M to $190M.
Where does Smith, Anderson, Blount, Dorsett, Mitchell & Jernigan 401(k) Profit Sharing Plan rank by assets among Form 5500 filers? ▼
Smith, Anderson, Blount, Dorsett, Mitchell & Jernigan 401(k) Profit Sharing Plan ranks in the 94th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top 10% of all filed plans by assets).
Which 401(k) plans are similar in size to Smith, Anderson, Blount, Dorsett, Mitchell & Jernigan 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Sa Recycling, LLC 401(k) Profit Sharing Plan in CA ($190M, 2,976 participants).

Next read for Smith, Anderson, Blount, Dorsett, Mitche…

Filing takeaways

Ways to act on Smith, Anderson, Blount, Dorsett, Mitchell & Jernigan 401(k) Profit Sharing Plan's numbers.

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 560402850.

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.