401(k) · DOL Form 5500 · 2023

H B Smith Company, Incorporated 401(k) Plan

Data updated 2026-08-25

$1M
Total assets Small plan by assets
5
Participants Small participant base
27th
Percentile by assets National rank
$294,721
Avg per participant High balance/head
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Official DOL plan name: The H. B. Smith Co. Inc. 401(k)/Profit Sharing Plan · Sponsored by H B Smith Company, Incorporated · Massachusetts · Manufacturing

$1M in assets, 5 participants

H B Smith Company, Incorporated's The H. B. Smith Co. Inc. 401(k)/Profit Sharing Plan reported $1M in total assets and 5 participants in its 2023 DOL Form 5500 filing, ranking in the 27th 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.

  • #2,358 in Manufacturing (18,722 peers)

What the 2023 filing shows

The H. B. Smith Co. Inc. 401(k)/Profit Sharing Plan holds $1M for 5 participants - about $294,721 per participant, in the lower half of filed plans by assets.

#2,358
in Manufacturing (18,722 peers)
+3.2%
assets growth YoY

The H. B. Smith Co. Inc. 401(k)/Profit Sharing Plan among the smaller filed plans by assets

The H. B. Smith Co. Inc. 401(k)/Profit Sharing Plan vs every filed plan by assets

End-of-year total assets · plan year 2023 · DOL Form 5500

$1,473,605 27th percentile higher than 27% of 127,068 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 2023

The H. B. Smith Co. Inc. 401(k)/Profit Sharing Plan among micro filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. The H. B. Smith Co. Inc. 401(k)/Profit Sharing Plan is a micro filing (5 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • The H. B. Smith Co. Inc. 401(k)/Profit Sharing Plan reported net income rose from $36K in the plan year 2022 filing to $46K in the plan year 2023 filing.
  • The H. B. Smith Co. Inc. 401(k)/Profit Sharing Plan end-of-year assets rose from $1M in the plan year 2022 filing to $1M in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 041844122 · H B Smith Company, Incorporated PY 2023 · 401(k)

The H. B. Smith Co. Inc. 401(k)/Profit Sharing Plan · $1M · 5 · 27th

  • BOY $1M
  • SCH 5
  • EBSA 27th
  • PART 401(k)
  • TYPE near Shore Manufacturing LLC 401(k) Profit Sharing Plan & Trust
  • NET ind #2358

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 Manufacturing retirement plans → · Plans in Massachusetts →

The H. B. Smith Co. Inc. 401(k)/Profit Sharing Plan in the asset neighbourhood

The H. B. Smith Co. Inc. 401(k)/Profit Sharing PlanThe H. B. Smith Co. Inc. 401…$1MShore Manufacturing LLC 401(k) Profit Sharing Plan & TrustShore Manufacturing LLC 401(…$1MLm & M Enterprises, Inc. 401(k) Profit Sharing PlanLm & M Enterprises, Inc. 401…$1MRosemary Johnson & Associates Clinic Inc. 401(k) PlanRosemary Johnson & Associate…$1MMona Hardas, Md, PC 401(k) Profit Sharing PlanMona Hardas, Md, PC 401(k) P…$1M
End-of-year total assets ($M) among The H. B. Smith Co. Inc. 401(k)/Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Filing particulars (2023)

Total Assets (Beginning of Year)$1M
Net Assets (End of Year)$1M
Net Income$46K
Employer EIN041844122
Plan Effective Date1977-05-01
Filing StatusFILING RECEIVED

Sponsor Plan History (H B Smith Company, Incorporated)

Sponsor-wide plan assets over time

All H B Smith Company, Incorporated plans reported in each filing year

Latest sponsor-wide plan assets
$1M 4.7431026608725375% vs 2022
2024 filing year
$1.3M$1.35M$1.4M$1.45M$1.5M 202220232024 $1.43M $1.36M ▼ -4.9%
Year Plans Participants Total Assets
2022 1 5 $1M
2023 1 5 $1M
2024 1 4 $1M

Nearby 401(k) Plans in Massachusetts

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

The H. B. Smith Co. Inc. 401(k)/Profit Sharing Plan vs. nearby 401(k) plans in Massachusetts, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -10010203040 Total assets ($B) Participants The H. B. Smith Co. Inc. 401(k)/Profit Sharing Plan, Total assets ($B): 0.001473605 · Participants: 5The H. B. Smith Co. Inc. 401(k)/Profit Sharing PlanFidelity Retirement Savings Plan, Total assets ($B): 28.649852331 · Participants: 62289Fidelity Retirement Savings PlanLiberty Mutual 401(k) Plan, Total assets ($B): 10.556596852 · Participants: 37052Liberty Mutual 401(k) PlanMassachusetts Institute of Technology Supplemental 401(k) Plan, Total assets ($B): 6.829912863 · Participants: 14094Massachusetts Institute of Technology Supplemental 401(k) PlanBoston Scientific Corporation 401(k) Retirement Savings Plan, Total assets ($B): 5.786107181 · Participants: 19881Boston Scientific Corporation 401(k) Retirement Savings PlanPhilips North America 401(k) Plan, Total assets ($B): 5.779286156 · Participants: 19120Philips North America 401(k) Plan
The H. B. Smith Co. Inc. 401(k)/Profit Sharing Plan vs. nearby 401(k) plans in Massachusetts, assets vs. participants
Compare The H. B. Smith Co. Inc. 401(k)/Profit Sharing Plan side-by-side with 3 peers →

The H. B. Smith Co. Inc. 401(k)/Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside Massachusetts, the nearest 401(k) by assets is Shore Manufacturing LLC 401(k) Profit Sharing Plan & Trust in NJ ($1M); by covered participants it is Unkar Systems, Inc. 401(k) Plan in CA (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 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did The H. B. Smith Co. Inc. 401(k)/Profit Sharing Plan assets move in 2023? ▼
The H. B. Smith Co. Inc. 401(k)/Profit Sharing Plan edged up modestly - up 3.2% during 2023, from $1M to $1M. Reported net income was $46K.
How have H B Smith Company, Incorporated plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), H B Smith Company, Incorporated's sponsor-wide assets declined 4.7%, from $1M to $1M.
Which 401(k) plans are similar in size to The H. B. Smith Co. Inc. 401(k)/Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Shore Manufacturing LLC 401(k) Profit Sharing Plan & Trust in NJ ($1M, 19 participants).
Which 401(k) plans cover a similar participant headcount to The H. B. Smith Co. Inc. 401(k)/Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Unkar Systems, Inc. 401(k) Plan in CA (5 participants, $4M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2023.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 041844122.

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.