401(k) · DOL Form 5500 · 2024

Smith-Rowe, LLC 401(k) Plan

Data updated 2026-08-11

$9M
Total assets
256
Participants
54th
Percentile by assets
$36,550
Avg per participant
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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.

  • 54th percentile by assets (of 123,622 plans)
  • #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.

$9M
total plan assets (2024 EOY)
256
covered participants
54th
percentile by assets (of 123,622 plans)
$36,550
avg assets per participant

Where Employees of Smith-Rowe, LLC 401(k) Profit Sharing Plan sits by total assets

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 $2,010,000,000 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

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 →

State
North Carolina
Industry
Construction

Participants vs North Carolina filers

In North Carolina, the average filing covers about 819 participants across 3,515 plans. Employees of Smith-Rowe, LLC 401(k) Profit Sharing Plan reports 256 participants - about 31% of that state average ($9M EOY assets).

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)

$4M$6M$8M$10M 202220232024 $5.35M $9.36M ▲ +75.0%
Total plan assets by year, all Smith-Rowe, LLC plans on file
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 ($B) Participants Employees of Smith-R…, Total assets ($B): 0.009356713 · Participants: 256Employees of Smith-R…The Bank of America …, Total assets ($B): 62.902405616 · Participants: 168963The Bank of America …Honeywell 401(k) Plan, Total assets ($B): 16.316486587 · Participants: 39468Honeywell 401(k) PlanDuke Energy Retireme…, Total assets ($B): 11.269744 · Participants: 27341Duke Energy Retireme…Nucor Corporation Pr…, Total assets ($B): 9.349291649 · Participants: 27070Nucor Corporation Pr…Truist Financial Cor…, Total assets ($B): 9.231001739 · Participants: 52699Truist Financial Cor…
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) Prof… side-by-side with 3 peers →

Similar-Sized 401(k) Plans Nationally

401(k) plans in other states closest to Employees of Smith-Rowe, LLC 401(k) Profit Sharing Plan by total assets, not by location.

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).

Next read for Employees of Smith-Rowe, LLC 401(k) Prof…

Filing takeaways

Ways to act on Employees of Smith-Rowe, LLC 401(k) Profit Sharing Plan's numbers.

  • By total assets, Employees of Smith-Rowe, LLC 401(k) Profit Sharing Plan ranks above the median plan by assets. See the largest plans
  • Compare it side-by-side against 3 similar 401(k) plans in North Carolina. Compare plans
  • Smith-Rowe, LLC's sponsor-wide assets have grown 74.8% since 2022 across 3 plan years on file. More Construction 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 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.