401(k) · DOL Form 5500 · 2024

William C. Smith & Co. 401(k) Plan

Data updated 2026-08-25

$35M
Total assets Below avg plan size
457
Participants Below avg headcount
80th
Percentile by assets National rank
$77,393
Avg per participant Below avg balance/head
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Official DOL plan name: William C. Smith & Co. 401(k) Plan · Sponsored by William C. Smith & Co. · District of Columbia · Real Estate

$35M in assets, 457 participants

William C. Smith & Co.'s William C. Smith & Co. 401(k) Plan reported $35M in total assets and 457 participants in its 2024 DOL Form 5500 filing, ranking in the 80th 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.

  • #4,187 in Real Estate (4,605 peers)

Coverage in District of Columbia

William C. Smith & Co. 401(k) Plan covers 457 participants in District of Columbia, about 31% of the average District of Columbia filer (state average ~1,456 per filing). Assets: $35M.

#4,187
in Real Estate (4,605 peers)
+18.2%
assets growth YoY
0.4×
vs typical plan assets (national mean)

William C. Smith & Co. 401(k) Plan's outsized position by total assets

William C. Smith & Co. 401(k) Plan vs every filed plan by assets

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

$35,368,457 Top 20% higher than 80% 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

William C. Smith & Co. 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. William C. Smith & Co. 401(k) Plan sits mid-pack in the medium band (457 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • William C. Smith & Co. 401(k) Plan reported net income rose from $3M in the plan year 2023 filing to $5M in the plan year 2024 filing.
  • William C. Smith & Co. 401(k) Plan end-of-year assets rose from $30M in the plan year 2023 filing to $35M in the plan year 2024 filing.
  • William C. Smith & Co. 401(k) Plan reported participants fell from 483 in the plan year 2023 filing to 457 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Form 5500 schedule snapshot

Filing strip 521092879 · William C. Smith & Co. PY 2024 · 401(k)

William C. Smith & Co. 401(k) Plan · $35M · 457 · 80th

  • EOY $35M
  • EOY 457
  • EOY 80th
  • EOY 401(k)
  • EOY near Alliance Entertainment 401(k) Plan
  • EOY ind #4187

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 Real Estate retirement plans → · Plans in District of Columbia →

William C. Smith & Co. 401(k) Plan in the asset neighbourhood

William C. Smith & Co. 401(k) PlanWilliam C. Smith & Co. 401(k…$35MAlliance Entertainment 401(k) PlanAlliance Entertainment 401(k…$35MVideoamp 401(k) Plan$35MAsap 401(k) & Profit Sharing PlanAsap 401(k) & Profit Sharing…$35MThe Trust Company of Tennessee 401 (K) Profit Sharing PlanThe Trust Company of Tenness…$35M
End-of-year total assets ($M) among William C. Smith & Co. 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

District of Columbia filing particulars

Total Assets (Beginning of Year)$30M
Net Assets (End of Year)$35M
Net Income$5M
Employer EIN521092879
Plan Effective Date1997-08-01
Filing StatusFILING RECEIVED

Sponsor Plan History (William C. Smith & Co.)

Sponsor-wide plan assets over time

All William C. Smith & Co. plans reported in each filing year

Latest sponsor-wide plan assets
$35M 31.136155077400403% vs 2022
2024 filing year
$25M$30M$35M$40M 202220232024 $27M $35.4M ▲ +31.1%
Year Plans Participants Total Assets
2022 1 533 $27M
2023 1 483 $30M
2024 1 457 $35M

Nearby 401(k) Plans in District of Columbia

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

William C. Smith & Co. 401(k) Plan vs. nearby 401(k) plans in District of Columbia, assets vs. participants Scatter plot of 6 data points. -10000010000200003000040000 -202468 Total assets ($B) Participants William C. Smith & Co. 401(k) Plan, Total assets ($B): 0.035368457 · Participants: 457William C. Smith & Co. 401(k) PlanDanaher Corporation & Subsidiaries Savings Plan, Total assets ($B): 6.46217777 · Participants: 23090Danaher Corporation & Subsidiaries Savings PlanGeico 401(k) Savings Plan, Total assets ($B): 6.227697332 · Participants: 30641Geico 401(k) Savings PlanFederal National Mortgage Association Retirement Savings Plan for Employees, Total assets ($B): 4.602350192 · Participants: 8108Federal National Mortgage Association Retirement Savings Plan for EmployeesFinra Savings Plus Plan, Total assets ($B): 2.487396082 · Participants: 4201Finra Savings Plus PlanHogan Lovells US LLP Retirement Savings Plan, Total assets ($B): 1.905912868 · Participants: 1973Hogan Lovells US LLP Retirement Savings Plan
William C. Smith & Co. 401(k) Plan vs. nearby 401(k) plans in District of Columbia, assets vs. participants
Compare William C. Smith & Co. 401(k) Plan side-by-side with 3 peers →

William C. Smith & Co. 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside District of Columbia, the nearest 401(k) by assets is Alliance Entertainment 401(k) Plan in FL ($35M); by covered participants it is The Willamette Valley Company and Subsidiary Companies 401(k) Profit Sharing Plan in OR (457 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($35M here).

Similar participant headcount

Nearest other-state filings by covered participants (457 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 William C. Smith & Co. 401(k) Plan assets move in 2024? ▼
William C. Smith & Co. 401(k) Plan grew sharply - up 18.2% during 2024, from $30M to $35M. Reported net income was $5M.
How have William C. Smith & Co. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), William C. Smith & Co.'s sponsor-wide assets grew 31.1%, from $27M to $35M.
Where does William C. Smith & Co. 401(k) Plan rank by assets among Form 5500 filers? ▼
William C. Smith & Co. 401(k) Plan ranks in the 80th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to William C. Smith & Co. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Alliance Entertainment 401(k) Plan in FL ($35M, 1,173 participants).
Which 401(k) plans cover a similar participant headcount to William C. Smith & Co. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is The Willamette Valley Company and Subsidiary Companies 401(k) Profit Sharing Plan in OR (457 participants, $63M 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 521092879.

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.