401(k) · DOL Form 5500 · 2024
Smith Family Companies, Inc. 401(k) Plan
Data updated 2026-08-25
- $7M
- Total assets Small plan by assets
- 195
- Participants Below avg headcount
- 49th
- Percentile by assets National rank
- $38,018
- Avg per participant Low balance/head
Official DOL plan name: Smith Family Companies, Inc. 401(k) Plan · Sponsored by Smith Family Companies, Inc. · Alabama · Professional & Technical Services
$7M in assets, 195 participants
Smith Family Companies, Inc.'s Smith Family Companies, Inc. 401(k) Plan reported $7M in total assets and 195 participants in its 2024 DOL Form 5500 filing, ranking in the 49th 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.
- #9,598 in Professional & Technical Services (20,173 peers)
Smith Family Companies, Inc. multi-year trail
Smith Family Companies, Inc.'s plans moved +75.0% in assets from 2022 to 2024; this filing shows Smith Family Companies, Inc. 401(k) Plan at $7M / 195 participants.
- #9,598
- in Professional & Technical Services (20,173 peers)
- +26.4%
- assets growth YoY
Smith Family Companies, Inc. 401(k) Plan's mid-pack asset rank among Professional & Technical Services and all filers
Smith Family Companies, Inc. 401(k) Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$7,413,425 49th percentile higher than 49% 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 Family Companies, Inc. 401(k) 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 Family Companies, Inc. 401(k) Plan sits mid-pack in the medium band (195 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Smith Family Companies, Inc. 401(k) Plan end-of-year assets rose from $6M in the plan year 2023 filing to $7M in the plan year 2024 filing.
- Smith Family Companies, Inc. 401(k) Plan reported participants rose from 165 in the plan year 2023 filing to 195 in the plan year 2024 filing.
Published 5500 schedule card
Filing strip 631085030 · Smith Family Companies, Inc. PY 2024 · 401(k)
Smith Family Companies, Inc. 401(k) Plan · $7M · 195 · 49th
- PCT $7M
- EIN 195
- RANK 49th
- PHOTO 401(k)
- IND near Brown Industries, LLC 401(k) Plan
- EOY ind #9598
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 Alabama →
Smith Family Companies, Inc. 401(k) Plan in the asset neighbourhood
Smith Family Companies, Inc. multi-year asset trail
Sponsor-wide plan assets over time
All Smith Family Companies, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $7M 74.9548949988613% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 142 | $4M |
| 2023 | 1 | 165 | $6M |
| 2024 | 1 | 195 | $7M |
Smith Family Companies, Inc. filing trail (2024)
| Total Assets (Beginning of Year) | $6M |
|---|---|
| Net Assets (End of Year) | $7M |
| Net Income | $2M |
| Employer EIN | 631085030 |
| Plan Effective Date | 2002-01-01 |
| Filing Status | FILING RECEIVED |
Nearby 401(k) Plans in Alabama
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Regions Financial Corporation 401(k) Plan $3.2B · 20,783
- Encompass Health Corporation 401(k) Retirement Plan $1.7B · 29,454
- Hexagon Employee Retirement Savings Plan $1.7B · 4,638
- Vulcan 401(k) Plan $1.5B · 8,628
- Mercedes-Benz U.S. International, Inc. Retirement and Savings Plan $1.2B · 6,167
Smith Family Companies, Inc. 401(k) Plan's out-of-state 401(k) peers by assets and headcount
Outside Alabama, the nearest 401(k) by assets is Brown Industries, LLC 401(k) Plan in KS ($7M); by covered participants it is Greenhill & Co., Inc. 401(k) Profit Sharing Plan in NY (195 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($7M here).
- Brown Industries, LLC 401(k) Plan (KS) $7M · 85
- G.S. Wiring Systems, Inc. Savings Plan (OH) $7M · 93
- Indian Nation Wholesale Employee 401(k) Plan (OK) $7M · 198
- Onvo 401(k) Plan (PA) $7M · 610
Similar participant headcount
Nearest other-state filings by covered participants (195 participants); asset peers above are excluded.
- Greenhill & Co., Inc. 401(k) Profit Sharing Plan (NY) 195 · 0 off
- Cgt U.S. Limited/Textileather Corporation 401(k) Profit Sharing Plan (TX) 195 · 0 off
- Pesi, Inc. Retirement Trust (WI) 195 · 0 off
- On Q Financial 401(k) Plan (AZ) 195 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.