401(k) · DOL Form 5500 · 2024

Smith-Rowe, LLC 401(k) Plan

Data updated 2026-08-25

$9M
Total assets Small plan by assets
256
Participants Below avg headcount
54th
Percentile by assets National rank
$36,550
Avg per participant Low balance/head
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Official DOL plan name: Employees of Smith-Rowe, LLC 401(k) Profit Sharing Plan · Sponsored by Smith-Rowe, LLC · North Carolina · Construction

$9M in assets, 256 participants

Smith-Rowe, LLC's Employees of Smith-Rowe, LLC 401(k) Profit Sharing Plan reported $9M in total assets and 256 participants in its 2024 DOL Form 5500 filing, ranking in the 54th 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.

  • #4,756 in Construction (9,039 peers)

Coverage in North Carolina

Employees of Smith-Rowe, LLC 401(k) Profit Sharing Plan covers 256 participants in North Carolina, about 31% of the average North Carolina filer (state average ~819 per filing). Assets: $9M.

#4,756
in Construction (9,039 peers)
+33.8%
assets growth YoY

Employees of Smith-Rowe, LLC 401(k) Profit Sharing Plan's mid-pack asset rank among Construction and all filers

Employees of Smith-Rowe, LLC 401(k) Profit Sharing Plan vs every filed plan by assets

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

$9,356,713 Top 46% higher than 54% 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

Employees of Smith-Rowe, LLC 401(k) 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. Employees of Smith-Rowe, LLC 401(k) Profit Sharing Plan sits mid-pack in the medium band (256 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Employees of Smith-Rowe, LLC 401(k) Profit Sharing Plan reported net income rose from $2M in the plan year 2023 filing to $2M in the plan year 2024 filing.
  • Employees of Smith-Rowe, LLC 401(k) Profit Sharing Plan end-of-year assets rose from $7M in the plan year 2023 filing to $9M in the plan year 2024 filing.
  • Employees of Smith-Rowe, LLC 401(k) Profit Sharing Plan reported participants rose from 253 in the plan year 2023 filing to 256 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Plan-year Form 5500 strip

Filing strip 273317950 · Smith-Rowe, LLC PY 2024 · 401(k)

Employees of Smith-Rowe, LLC 401(k) Profit Sharing Plan · $9M · 256 · 54th

  • ASSETS $9M
  • PCT 256
  • EIN 54th
  • RANK 401(k)
  • PHOTO near Inservices, LLC, 401(k) and Profit Sharing Plan
  • IND ind #4756

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 Construction retirement plans → · Plans in North Carolina →

Employees of Smith-Rowe, LLC 401(k) Profit Sharing Plan in the asset neighbourhood

Employees of Smith-Rowe, LLC 401(k) Profit Sharing PlanEmployees of Smith-Rowe, LLC…$9MInservices, LLC, 401(k) and Profit Sharing PlanInservices, LLC, 401(k) and …$9MBlue Sage Solutions 401(k) PlanBlue Sage Solutions 401(k) P…$9MV.I.P., Inc. Retirement Savings Plan & TrustV.I.P., Inc. Retirement Savi…$9MVerisma Systems, Inc. 401(k) PlanVerisma Systems, Inc. 401(k)…$9M
End-of-year total assets ($M) among Employees of Smith-Rowe, LLC 401(k) 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)$7M
Net Assets (End of Year)$9M
Net Income$2M
Employer EIN273317950
Plan Effective Date1992-09-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Smith-Rowe, LLC)

Sponsor-wide plan assets over time

All Smith-Rowe, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$9M 74.81925727655864% vs 2022
2024 filing year
$4M$6M$8M$10M 202220232024 $5.35M $9.36M ▲ +75.0%
Year Plans Participants Total Assets
2022 1 257 $5M
2023 1 253 $7M
2024 1 256 $9M

Nearby 401(k) Plans in North Carolina

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

Employees of Smith-Rowe, LLC 401(k) Profit Sharing Plan vs. nearby 401(k) plans in North Carolina, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000 -20020406080 Total assets ($B) Participants Employees of Smith-Rowe, LLC 401(k) Profit Sharing Plan, Total assets ($B): 0.009356713 · Participants: 256Employees of Smith-Rowe, LLC 401(k) 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
Employees of Smith-Rowe, LLC 401(k) Profit Sharing Plan vs. nearby 401(k) plans in North Carolina, assets vs. participants
Compare Employees of Smith-Rowe, LLC 401(k) Profit Sharing Plan side-by-side with 3 peers →

Employees of Smith-Rowe, LLC 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside North Carolina, the nearest 401(k) by assets is Inservices, LLC, 401(k) and Profit Sharing Plan in OK ($9M); by covered participants it is The Architect 401(k) Plan the Printer, Inc. in IA (256 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($9M here).

Similar participant headcount

Nearest other-state filings by covered participants (256 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 Employees of Smith-Rowe, LLC 401(k) Profit Sharing Plan assets move in 2024? ▼
Employees of Smith-Rowe, LLC 401(k) Profit Sharing Plan surged - up 33.8% during 2024, from $7M to $9M. Reported net income was $2M.
How have Smith-Rowe, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Smith-Rowe, LLC's sponsor-wide assets grew 74.8%, from $5M to $9M.
Which 401(k) plans are similar in size to Employees of Smith-Rowe, LLC 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Inservices, LLC, 401(k) and Profit Sharing Plan in OK ($9M, 63 participants).
Which 401(k) plans cover a similar participant headcount to Employees of Smith-Rowe, LLC 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is The Architect 401(k) Plan the Printer, Inc. in IA (256 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 273317950.

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.