401(k) · DOL Form 5500 · 2024

Smallwood, Reynolds, Stewart, 401(k) Plan

Data updated 2026-08-11

$11M
Total assets: 76
Participants: 59th
Percentile by assets: $150,991
Avg per participant

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.

59th percentile by assets (of 123,622 plans)
#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.

$11M
total plan assets (2024 EOY): 76
covered participants: 59th
percentile by assets (of 123,622 plans): $150,991
avg assets per participant

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.

Where Smallwood, Reynolds, Stewart, Stewart & Asssoc. Inc. Profit Sharing 401(k) Plan & Trust sits by total assets

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 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.

See the national 2023→2024 release diff →

State

Georgia

Industry

Professional & Technical Services

2024 asset move for Smallwood, Reynolds, Stewart, Stewart & Asssoc. Inc. Profit Sharing 401(k) Plan & Trust

Year over year, total assets pulled back noticeably from $13M at the start of 2024 to $11M at year-end (down 14.9%). Net assets closed at $11M; reported net income -$2M.

Smallwood, Reynolds, Stewart, years around the 2024 move

Total plan assets by year, all Smallwood, Reynolds, Stewart, plans on file

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.

Smallwood, Reynolds, Stewart, Stewart & Asssoc. Inc. Profit Sharing 401(k) Plan & Trust vs. nearby 401(k) plans in Georgia, assets vs. participants

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

Compare Smallwood, Reynolds, Stewart, Stewart & … side-by-side with 3 peers →

Similar-Sized 401(k) Plans Nationally

401(k) plans in other states closest to Smallwood, Reynolds, Stewart, Stewart & Asssoc. Inc. Profit Sharing 401(k) Plan & Trust by total assets, not by location.

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

Frequently Asked Questions

How did Smallwood, Reynolds, Stewart, Stewart & Asssoc. Inc. Profit Sharing 401(k) Plan & Trust assets move in 2024? ▼

Smallwood, Reynolds, Stewart, Stewart & Asssoc. Inc. Profit Sharing 401(k) Plan & Trust pulled back noticeably - down 14.9% during 2024, from $13M to $11M. Reported net income was -$2M.

How have Smallwood, Reynolds, Stewart, plan assets changed over time? ▼

Across 3 plan years on file (2022-2024), Smallwood, Reynolds, Stewart,'s sponsor-wide assets declined 5.0%, from $19M to $18M.

Which 401(k) plans are similar in size to Smallwood, Reynolds, Stewart, Stewart & Asssoc. Inc. Profit Sharing 401(k) Plan & Trust? ▼

Among 401(k) plans in other states, the closest by assets is Intuvie Holdings LLC 401(k) Profit Sharing Plan & Trust in MA ($11M, 124 participants).

Next read for Smallwood, Reynolds, Stewart, Stewart & …

2024 change

Ways to act on Smallwood, Reynolds, Stewart, Stewart & Asssoc. Inc. Profit Sharing 401(k) Plan & Trust's numbers.

By total assets, Smallwood, Reynolds, Stewart, Stewart & Asssoc. Inc. Profit Sharing 401(k) Plan & Trust ranks above the median plan by assets. See the largest plans
Compare it side-by-side against 3 similar 401(k) plans in Georgia. Compare plans
Smallwood, Reynolds, Stewart,'s sponsor-wide assets have declined 5.0% since 2022 across 3 plan years on file. More Professional & Technical Services plans

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 581353898.