401(k) · DOL Form 5500 · 2024

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

Data updated 2026-08-25

$120M
Total assets Near avg plan size
232
Participants Below avg headcount
92nd
Percentile by assets National rank
$515,115
Avg per participant High balance/head
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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.

  • #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.

#18,714
in Professional & Technical Services (20,173 peers)
+16.9%
assets growth YoY
1.2×
vs typical plan assets (national mean)

Ward and Smith, P.a. 401(k) and Profit Sharing Plan's outsized position 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

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

Ward and Smith, P.a. 401(k) and Profit Sharing 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. Ward and Smith, P.a. 401(k) and Profit Sharing Plan sits mid-pack in the medium band (232 participants).

What changed between DOL Form 5500 filings

plan year 2023 → 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 →

DOL schedule card

Filing strip 561034724 · Ward and Smith, P.a. PY 2024 · 401(k)

Ward and Smith, P.a. 401(k) and Profit Sharing Plan · $120M · 232 · 92nd

  • SCH $120M
  • EBSA 232
  • PART 92nd
  • TYPE 401(k)
  • NET near Klaviyo, Inc. 401(k) Plan
  • BOOK ind #18714

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 North Carolina →

Ward and Smith, P.a. 401(k) and Profit Sharing Plan in the asset neighbourhood

Ward and Smith, P.a. 401(k) and Profit Sharing PlanWard and Smith, P.a. 401(k) …$120MKlaviyo, Inc. 401(k) Plan$120MSupplyone 401(k) Plan$120MFirst National Bank Alaska Profit Sharing & 401(k) PlanFirst National Bank Alaska P…$120MCiox Health 401(k) Plan$119M
End-of-year total assets ($M) among Ward and Smith, P.a. 401(k) and Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

North Carolina filing particulars

Total Assets (Beginning of Year)$102M
Net Assets (End of Year)$119M
Net Income$17M
Employer EIN561034724
Plan Effective Date1972-12-27
Filing StatusFILING RECEIVED

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

Sponsor-wide plan assets over time

All Ward and Smith, P.a. plans reported in each filing year

Latest sponsor-wide plan assets
$120M 40.51104255389944% vs 2022
2024 filing year
$80M$100M$120M$140M 202220232024 $85.1M $120M ▲ +40.5%
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 Scatter plot of 6 data points. -50000050000100000150000200000 -20020406080 Total assets ($B) Participants Ward and Smith, P.a. 401(k) and Profit Sharing Plan, Total assets ($B): 0.119506651 · Participants: 232Ward and Smith, P.a. 401(k) and Profit Sharing PlanThe Bank of America 401(k) Plan, Total assets ($B): 62.902405616 · Participants: 168963The Bank of America 401(k) PlanHoneywell 401(k) Plan, Total assets ($B): 16.316486587 · Participants: 39468Honeywell 401(k) PlanDuke Energy Retirement Savings Plan, Total assets ($B): 11.269744 · Participants: 27341Duke Energy Retirement Savings PlanNucor Corporation Profit Sharing and Retirement Savings Plan, Total assets ($B): 9.349291649 · Participants: 27070Nucor Corporation Profit Sharing and Retirement Savings PlanTruist Financial Corporation 401(k) Savings Plan, Total assets ($B): 9.231001739 · Participants: 52699Truist Financial Corporation 401(k) Savings Plan
Ward and Smith, P.a. 401(k) and Profit Sharing Plan vs. nearby 401(k) plans in North Carolina, assets vs. participants
Compare Ward and Smith, P.a. 401(k) and Profit Sharing Plan side-by-side with 3 peers →

Ward and Smith, P.a. 401(k) and Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside North Carolina, the nearest 401(k) by assets is Klaviyo, Inc. 401(k) Plan in MA ($120M); by covered participants it is Aspen Therapy 401(k) Plan in OH (232 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($120M here).

Similar participant headcount

Nearest other-state filings by covered participants (232 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 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).
Which 401(k) plans cover a similar participant headcount to Ward and Smith, P.a. 401(k) and Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Aspen Therapy 401(k) Plan in OH (232 participants, N/A 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 561034724.

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.