401(k) · DOL Form 5500 · 2024
Smallwood, Reynolds, Stewart, 401(k) Plan
Data updated 2026-08-25
- $11M
- Total assets Small plan by assets
- 76
- Participants Small participant base
- 59th
- Percentile by assets National rank
- $150,991
- Avg per participant Above avg balance/head
Official DOL plan name: Smallwood, Reynolds, Stewart, Stewart & Asssoc. Inc. Profit Sharing 401(k) Plan & Trust · Sponsored by Smallwood, Reynolds, Stewart, · Georgia · Professional & Technical Services
$11M in assets, 76 participants
Smallwood, Reynolds, Stewart,'s Smallwood, Reynolds, Stewart, Stewart & Asssoc. Inc. Profit Sharing 401(k) Plan & Trust reported $11M in total assets and 76 participants in its 2024 DOL Form 5500 filing, ranking in the 59th 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.
- #11,538 in Professional & Technical Services (20,173 peers)
2024 asset change
Smallwood, Reynolds, Stewart, Stewart & Asssoc. Inc. Profit Sharing 401(k) Plan & Trust pulled back noticeably 14.9% in 2024 ($13M → $11M) for 76 participants.
- #11,538
- in Professional & Technical Services (20,173 peers)
- -14.9%
- assets change YoY
The plan reported a net loss of $2M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Smallwood, Reynolds, Stewart, Stewart & Asssoc. Inc. Profit Sharing 401(k) Plan & Trust's mid-pack asset rank among Professional & Technical Services and all filers
Smallwood, Reynolds, Stewart, Stewart & Asssoc. Inc. Profit Sharing 401(k) Plan & Trust vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$11,475,334 Top 41% higher than 59% 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
Smallwood, Reynolds, Stewart, Stewart & Asssoc. Inc. Profit Sharing 401(k) Plan & Trust among smaller filed plans by headcount
Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Smallwood, Reynolds, Stewart, Stewart & Asssoc. Inc. Profit Sharing 401(k) Plan & Trust is a small filing (76 participants) on this national headcount ladder.
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Smallwood, Reynolds, Stewart, Stewart & Asssoc. Inc. Profit Sharing 401(k) Plan & Trust reported net income fell from $2M in the plan year 2023 filing to -$2M in the plan year 2024 filing.
- Smallwood, Reynolds, Stewart, Stewart & Asssoc. Inc. Profit Sharing 401(k) Plan & Trust end-of-year assets fell from $13M in the plan year 2023 filing to $11M in the plan year 2024 filing.
- Smallwood, Reynolds, Stewart, Stewart & Asssoc. Inc. Profit Sharing 401(k) Plan & Trust reported participants fell from 83 in the plan year 2023 filing to 76 in the plan year 2024 filing.
EBSA filing schedule strip
Filing strip 581353898 · Smallwood, Reynolds, Stewart, PY 2024 · 401(k)
Smallwood, Reynolds, Stewart, Stewart & Asssoc. Inc. Profit Sharing 401(k) Plan & Trust · $11M · 76 · 59th
- BOOK $11M
- BOOK 76
- BOOK 59th
- BOOK 401(k)
- BOOK near Intuvie Holdings LLC 401(k) Profit Sharing Plan & Trust
- BOOK ind #11538
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 Georgia →
Smallwood, Reynolds, Stewart, Stewart & Asssoc. Inc. Profit Sharing 401(k) Plan & Trust in the asset neighbourhood
Smallwood, Reynolds, Stewart, years around the 2024 move
Sponsor-wide plan assets over time
All Smallwood, Reynolds, Stewart, plans reported in each filing year
- Latest sponsor-wide plan assets
- $18M 4.9726667349762295% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 161 | $19M |
| 2023 | 2 | 167 | $20M |
| 2024 | 2 | 155 | $18M |
2024 asset-move particulars
| Total Assets (Beginning of Year) | $13M |
|---|---|
| Net Assets (End of Year) | $11M |
| Net Income | -$2M |
| Employer EIN | 581353898 |
| Plan Effective Date | 1992-01-01 |
| Filing Status | FILING RECEIVED |
Nearby 401(k) Plans in Georgia
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- The Teamster - UPS National 401(k) Tax Deferred Savings Plan $19.3B · 452,126
- Delta 401(k) Retirement Plan $19.0B · 89,836
- Delta 401(k) Retirement Plan for Pilots $15.9B · 14,473
- UPS 401(k) Savings Plan $14.2B · 95,250
- The Home Depot Futurebuilder $14.1B · 398,464
Smallwood, Reynolds, Stewart, Stewart & Asssoc. Inc. Profit Sharing 401(k) Plan & Trust's out-of-state 401(k) peers by assets and headcount
Outside Georgia, the nearest 401(k) by assets is Intuvie Holdings LLC 401(k) Profit Sharing Plan & Trust in MA ($11M); by covered participants it is Maxalea, Inc. 401(k) Plan in MD (76 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($11M here).
- Intuvie Holdings LLC 401(k) Profit Sharing Plan & Trust (MA) $11M · 124
- Brooks Tropicals 401(k) Plan (FL) $11M · 107
- Marlboro Podiatry Center LLC 401(k) (NJ) $11M · 7
- The Family Office 401(k) Plan (TN) $11M · 17
Similar participant headcount
Nearest other-state filings by covered participants (76 participants); asset peers above are excluded.
- Maxalea, Inc. 401(k) Plan (MD) 76 · 0 off
- Conceptions Reproductive Associates 401(k) Plan (CO) 76 · 0 off
- Generations Bank 401(k) Plan (NY) 76 · 0 off
- Ursuline Academy Dedham 401(k) Plan (MA) 76 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.