401(k) · DOL Form 5500 · 2024

Stephen T. Smith, Md, PC 401(k) Plan

Data updated 2026-08-25

$1M
Total assets Small plan by assets
5
Participants Small participant base
25th
Percentile by assets National rank
$253,177
Avg per participant Above avg balance/head
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Official DOL plan name: Stephen T. Smith, Md, PC 401(k) Profit Sharing Plan · Sponsored by Stephen T. Smith, Md, PC · Arizona · Healthcare & Social Assistance

$1M in assets, 5 participants

Stephen T. Smith, Md, PC's Stephen T. Smith, Md, PC 401(k) Profit Sharing Plan reported $1M in total assets and 5 participants in its 2024 DOL Form 5500 filing, ranking in the 25th 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.

  • #3,627 in Healthcare & Social Assistance (16,916 peers)

Stephen T. Smith, Md, PC multi-year trail

Stephen T. Smith, Md, PC's plans moved +58.6% in assets from 2022 to 2024; this filing shows Stephen T. Smith, Md, PC 401(k) Profit Sharing Plan at $1M / 5 participants.

#3,627
in Healthcare & Social Assistance (16,916 peers)
+26.8%
assets growth YoY

Stephen T. Smith, Md, PC 401(k) Profit Sharing Plan among the smaller filed plans by assets

Stephen T. Smith, Md, PC 401(k) Profit Sharing Plan vs every filed plan by assets

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

$1,265,885 25th percentile higher than 25% 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

Stephen T. Smith, Md, PC 401(k) Profit Sharing Plan among micro filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Stephen T. Smith, Md, PC 401(k) Profit Sharing Plan is a micro filing (5 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Stephen T. Smith, Md, PC 401(k) Profit Sharing Plan reported net income rose from $200K in the plan year 2023 filing to $268K in the plan year 2024 filing.
  • Stephen T. Smith, Md, PC 401(k) Profit Sharing Plan end-of-year assets rose from $998K in the plan year 2023 filing to $1M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Plan-year Form 5500 strip

Filing strip 271280963 · Stephen T. Smith, Md, PC PY 2024 · 401(k)

Stephen T. Smith, Md, PC 401(k) Profit Sharing Plan · $1M · 5 · 25th

  • VS-ST $1M
  • VS-ST 5
  • VS-ST 25th
  • VS-ST 401(k)
  • VS-ST near Bella Hermida Valiente PA 401(k) Profit Sharing Plan & Trust
  • VS-ST ind #3627

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 Healthcare & Social Assistance retirement plans → · Plans in Arizona →

Stephen T. Smith, Md, PC 401(k) Profit Sharing Plan in the asset neighbourhood

Stephen T. Smith, Md, PC 401(k) Profit Sharing PlanStephen T. Smith, Md, PC 401…$1MBella Hermida Valiente PA 401(k) Profit Sharing Plan & TrustBella Hermida Valiente PA 40…$1MBolanos Insurance & Financial Services, Inc. Retirement PlanBolanos Insurance & Financia…$1MHarborside Holdings Corporation 401(k) PlanHarborside Holdings Corporat…$1MThe Dm Burr Group 401(k) Plan$1M
End-of-year total assets ($M) among Stephen T. Smith, Md, PC 401(k) Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Stephen T. Smith, Md, PC multi-year asset trail

Sponsor-wide plan assets over time

All Stephen T. Smith, Md, PC plans reported in each filing year

Latest sponsor-wide plan assets
$1M 58.593252785030245% vs 2022
2024 filing year
$0.6M$0.8M$1M$1.2M$1.4M 202220232024 $0.8M $1.27M ▲ +58.7%
Year Plans Participants Total Assets
2022 1 5 $798K
2023 1 5 $998K
2024 1 5 $1M

Stephen T. Smith, Md, PC filing trail (2024)

Total Assets (Beginning of Year)$998K
Net Assets (End of Year)$1M
Net Income$268K
Employer EIN271280963
Plan Effective Date2010-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Arizona

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

Stephen T. Smith, Md, PC 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Arizona, assets vs. participants Scatter plot of 6 data points. -200000200004000060000 -202468 Total assets ($B) Participants Stephen T. Smith, Md, PC 401(k) Profit Sharing Plan, Total assets ($B): 0.001265885 · Participants: 5Stephen T. Smith, Md, PC 401(k) Profit Sharing PlanBechtel Trust & Thrift Plan, Total assets ($B): 6.067288511 · Participants: 7971Bechtel Trust & Thrift PlanBanner Health Employees 401(k) Plan, Total assets ($B): 4.918574883 · Participants: 54731Banner Health Employees 401(k) PlanFreeport-Mcmoran Inc. Employee Capital Accumulation Program, Total assets ($B): 2.670667399 · Participants: 13770Freeport-Mcmoran Inc. Employee Capital Accumulation ProgramRepublic Services, Inc. 401(k) Plan, Total assets ($B): 2.666764279 · Participants: 32629Republic Services, Inc. 401(k) PlanStantec 401(k) Plan, Total assets ($B): 2.319061108 · Participants: 11603Stantec 401(k) Plan
Stephen T. Smith, Md, PC 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Arizona, assets vs. participants
Compare Stephen T. Smith, Md, PC 401(k) Profit Sharing Plan side-by-side with 3 peers →

Stephen T. Smith, Md, PC 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside Arizona, the nearest 401(k) by assets is Bella Hermida Valiente PA 401(k) Profit Sharing Plan & Trust in FL ($1M); by covered participants it is Nasr Psychiatric Services 401(k) Plan in IN (5 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (5 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 Stephen T. Smith, Md, PC 401(k) Profit Sharing Plan assets move in 2024? ▼
Stephen T. Smith, Md, PC 401(k) Profit Sharing Plan grew sharply - up 26.8% during 2024, from $998K to $1M. Reported net income was $268K.
How have Stephen T. Smith, Md, PC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Stephen T. Smith, Md, PC's sponsor-wide assets grew 58.6%, from $798K to $1M.
Where does Stephen T. Smith, Md, PC 401(k) Profit Sharing Plan rank by assets among Form 5500 filers? ▼
Stephen T. Smith, Md, PC 401(k) Profit Sharing Plan ranks in the 25th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the lower half of filed plans by assets).
Which 401(k) plans are similar in size to Stephen T. Smith, Md, PC 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Bella Hermida Valiente PA 401(k) Profit Sharing Plan & Trust in FL ($1M, 9 participants).
Which 401(k) plans cover a similar participant headcount to Stephen T. Smith, Md, PC 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Nasr Psychiatric Services 401(k) Plan in IN (5 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 271280963.

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.