401(k) · DOL Form 5500 · 2024

Smith-Emery International, Inc. 401(k) Plan

Data updated 2026-08-25

$14M
Total assets Small plan by assets
155
Participants Small participant base
62nd
Percentile by assets National rank
$87,297
Avg per participant Below avg balance/head
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Official DOL plan name: Smith-Emery International, Inc. 401(k) Plan · Sponsored by Smith-Emery International, Inc. · California · Professional & Technical Services

$14M in assets, 155 participants

Smith-Emery International, Inc.'s Smith-Emery International, Inc. 401(k) Plan reported $14M in total assets and 155 participants in its 2024 DOL Form 5500 filing, ranking in the 62nd 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.

  • #12,339 in Professional & Technical Services (20,173 peers)

Coverage in California

Smith-Emery International, Inc. 401(k) Plan covers 155 participants in California, about 25% of the average California filer (state average ~630 per filing). Assets: $14M.

#12,339
in Professional & Technical Services (20,173 peers)
+5.3%
assets growth YoY

Smith-Emery International, Inc. 401(k) Plan's mid-pack asset rank among Professional & Technical Services and all filers

Smith-Emery International, Inc. 401(k) Plan vs every filed plan by assets

End-of-year total assets · plan year 2024 · DOL Form 5500

$13,531,049 Top 38% higher than 62% of 123,620 filed plans

This plan $0 $2,050,000,000 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

Smith-Emery International, 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-Emery International, Inc. 401(k) Plan sits mid-pack in the medium band (155 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Smith-Emery International, Inc. 401(k) Plan reported net income fell from $1M in the plan year 2023 filing to $687K in the plan year 2024 filing.
  • Smith-Emery International, Inc. 401(k) Plan reported participants rose from 138 in the plan year 2023 filing to 155 in the plan year 2024 filing.
  • Smith-Emery International, Inc. 401(k) Plan end-of-year assets rose from $13M in the plan year 2023 filing to $14M in the plan year 2024 filing.

See the national 2023→2024 release diff →

EBSA filing schedule strip

Filing strip 953072721 · Smith-Emery International, Inc. PY 2024 · 401(k)

Smith-Emery International, Inc. 401(k) Plan · $14M · 155 · 62nd

  • EBSA $14M
  • PART 155
  • TYPE 62nd
  • NET 401(k)
  • BOOK near Professional Healthcare Management, Inc. 401(k) Retirement Plan
  • VS-ST ind #12339

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 California →

Smith-Emery International, Inc. 401(k) Plan in the asset neighbourhood

Smith-Emery International, Inc. 401(k) PlanSmith-Emery International, I…$14MProfessional Healthcare Management, Inc. 401(k) Retirement PlanProfessional Healthcare Mana…$14MHotel Employees Retirement Savings PlanHotel Employees Retirement S…$14MFiber Instrument Sales, Inc. 401(k) Profit Sharing PlanFiber Instrument Sales, Inc.…$14MDC Engineering 401(k) Plan$14M
End-of-year total assets ($M) among Smith-Emery International, Inc. 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

California filing particulars

Total Assets (Beginning of Year)$13M
Net Assets (End of Year)$14M
Net Income$687K
Employer EIN953072721
Plan Effective Date1944-09-29
Filing StatusFILING RECEIVED

Sponsor Plan History (Smith-Emery International, Inc.)

Sponsor-wide plan assets over time

All Smith-Emery International, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$14M 17.871599621279646% vs 2022
2024 filing year
$12M$14M$16M$18M 202220232024 $16.5M $13.5M ▼ -17.9%
Year Plans Participants Total Assets
2022 2 327 $16M
2023 1 138 $13M
2024 1 155 $14M

Nearby 401(k) Plans in California

Peer 401(k) plans, same state, same plan type, ranked by total assets.

Smith-Emery International, Inc. 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -200204060 Total assets ($B) Participants Smith-Emery International, Inc. 401(k) Plan, Total assets ($B): 0.013531049 · Participants: 155Smith-Emery International, Inc. 401(k) PlanGoogle LLC 401(k) Savings Plan, Total assets ($B): 48.738057415 · Participants: 116712Google LLC 401(k) Savings PlanOracle Corporation 401(k) Savings and Investment Plan, Total assets ($B): 31.02646504 · Participants: 58962Oracle Corporation 401(k) Savings and Investment PlanIntel 401(k) Savings Plan, Total assets ($B): 24.850880304 · Participants: 55298Intel 401(k) Savings PlanApple 401(k) Plan, Total assets ($B): 24.714519387 · Participants: 101450Apple 401(k) PlanCisco Systems,Inc. 401(k) Plan, Total assets ($B): 22.728425546 · Participants: 40452Cisco Systems,Inc. 401(k) Plan
Smith-Emery International, Inc. 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants
Compare Smith-Emery International, Inc. 401(k) Plan side-by-side with 3 peers →

Smith-Emery International, Inc. 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside California, the nearest 401(k) by assets is Professional Healthcare Management, Inc. 401(k) Retirement Plan in TN ($14M); by covered participants it is Gerresheimer Peachtree City, Inc. 401(k) Plan in GA (155 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (155 participants); asset peers above are excluded.

DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Smith-Emery International, Inc. 401(k) Plan assets move in 2024? ▼
Smith-Emery International, Inc. 401(k) Plan grew at a solid clip - up 5.3% during 2024, from $13M to $14M. Reported net income was $687K.
How have Smith-Emery International, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Smith-Emery International, Inc.'s sponsor-wide assets declined 17.9%, from $16M to $14M.
Which 401(k) plans are similar in size to Smith-Emery International, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Professional Healthcare Management, Inc. 401(k) Retirement Plan in TN ($14M, 547 participants).
Which 401(k) plans cover a similar participant headcount to Smith-Emery International, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Gerresheimer Peachtree City, Inc. 401(k) Plan in GA (155 participants, $6M in assets).

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 953072721.

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.