401(k) · DOL Form 5500 · 2024

Ward and Smith, P.a. 401(k) Plan

Data updated 2026-08-11

$120M
Total assets: 232
Participants: 92nd
Percentile by assets: $515,115
Avg per participant

Official DOL plan name: Ward and Smith, P.a. 401(k) and Profit Sharing Plan · Sponsored by Ward and Smith, P.a. · North Carolina · Professional & Technical Services

$120M in assets, 232 participants

Ward and Smith, P.a.'s Ward and Smith, P.a. 401(k) and Profit Sharing Plan reported $120M in total assets and 232 participants in its 2024 DOL Form 5500 filing, ranking in the 92nd 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.

92nd percentile by assets (of 123,622 plans)
#18,714 in Professional & Technical Services (20,173 peers)

Coverage in North Carolina

Ward and Smith, P.a. 401(k) and Profit Sharing Plan covers 232 participants in North Carolina, about 28% of the average North Carolina filer (state average ~819 per filing). Assets: $120M.

$120M
total plan assets (2024 EOY): 232
covered participants: 92nd
percentile by assets (of 123,622 plans): $515,115
avg assets per participant

Where Ward and Smith, P.a. 401(k) and Profit Sharing Plan sits by total assets

Ward and Smith, P.a. 401(k) and Profit Sharing Plan vs every filed plan by assets

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

$119,506,651 Top 8% higher than 92% 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

Ward and Smith, P.a. 401(k) and Profit Sharing Plan end-of-year assets rose from $102M in the plan year 2023 filing to $120M in the plan year 2024 filing.
Ward and Smith, P.a. 401(k) and Profit Sharing Plan reported participants fell from 235 in the plan year 2023 filing to 232 in the plan year 2024 filing.
Ward and Smith, P.a. 401(k) and Profit Sharing Plan reported net income rose from $17M in the plan year 2023 filing to $17M 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. Ward and Smith, P.a. 401(k) and Profit Sharing Plan reports 232 participants - about 28% of that state average ($120M EOY assets).

North Carolina filing particulars

Total Assets (Beginning of Year)	$102M
Net Assets (End of Year)	$119M
Net Income	$17M
Employer EIN	561034724
Plan Effective Date	1972-12-27
Filing Status	FILING RECEIVED

Sponsor Plan History (Ward and Smith, P.a.)

Total plan assets by year, all Ward and Smith, P.a. plans on file

Year	Plans	Participants	Total Assets
2022	1	216	$85M
2023	1	235	$102M
2024	1	232	$120M

Nearby 401(k) Plans in North Carolina

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

Ward and Smith, P.a. 401(k) and Profit Sharing Plan vs. nearby 401(k) plans in North Carolina, assets vs. participants

The Bank of America 401(k) Plan $62.9B · 168,963
Honeywell 401(k) Plan $16.3B · 39,468
Duke Energy Retirement Savings Plan $11.3B · 27,341
Nucor Corporation Profit Sharing and Retirement Savings Plan $9.3B · 27,070
Truist Financial Corporation 401(k) Savings Plan $9.2B · 52,699

Compare Ward and Smith, P.a. 401(k) and Profit S… side-by-side with 3 peers →

Similar-Sized 401(k) Plans Nationally

401(k) plans in other states closest to Ward and Smith, P.a. 401(k) and Profit Sharing Plan by total assets, not by location.

Klaviyo, Inc. 401(k) Plan (MA) $120M · 1,461
Supplyone 401(k) Plan (PA) $120M · 2,115
First National Bank Alaska Profit Sharing & 401(k) Plan (AK) $120M · 620
Ciox Health 401(k) Plan (AZ) $119M · 8,969

Frequently Asked Questions

How did Ward and Smith, P.a. 401(k) and Profit Sharing Plan assets move in 2024? ▼

Ward and Smith, P.a. 401(k) and Profit Sharing Plan grew sharply - up 16.9% during 2024, from $102M to $120M. Reported net income was $17M.

How have Ward and Smith, P.a. plan assets changed over time? ▼

Across 3 plan years on file (2022-2024), Ward and Smith, P.a.'s sponsor-wide assets grew 40.5%, from $85M to $120M.

Where does Ward and Smith, P.a. 401(k) and Profit Sharing Plan rank by assets among Form 5500 filers? ▼

Ward and Smith, P.a. 401(k) and Profit Sharing Plan ranks in the 92nd 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 Ward and Smith, P.a. 401(k) and Profit Sharing Plan? ▼

Among 401(k) plans in other states, the closest by assets is Klaviyo, Inc. 401(k) Plan in MA ($120M, 1,461 participants).

Next read for Ward and Smith, P.a. 401(k) and Profit S…

Filing takeaways

Ways to act on Ward and Smith, P.a. 401(k) and Profit Sharing Plan's numbers.

By total assets, Ward and Smith, P.a. 401(k) and Profit Sharing Plan ranks in the top 10% of all filed plans by assets. See the largest plans
Compare it side-by-side against 3 similar 401(k) plans in North Carolina. Compare plans
Ward and Smith, P.a.'s sponsor-wide assets have grown 40.5% 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 561034724.