Smithgroup Inc.
Plan context: Smithgroup Inc. Retirement Accumulation Plan
EIN 38-2247428 • 53 filings • 5 plans
Current Snapshot
Latest Year
2025
2025 Participants
1,605
2025 Assets
$335,275,658
2025 Contributions
$28,033,618
Historical Graphs
Total Assets Over Time
Aggregate end-of-year assets by filing year, excluding zero-asset years
Participants Over Time
Largest reported end-of-year plan headcount by filing year, used to avoid double-counting participants across overlapping plans
Company Timeline
Year summaries and individual filings are combined here so you can stay in one place while moving across years and plan filings.
| Year / Filing | Filings | Participants | Assets | Contributions | Contrib./Participant |
|---|---|---|---|---|---|
| 2025 | 1 | 1,605 | $0 | $0 | - |
| Smithgroup Inc. Welfare Benefit Plan | - | 1,605 | - | - | - |
| 2024 | 2 | 1,547 | $335,275,658 | $28,033,618 | $18,121iApproximate average salary by contribution assumption: employee only about $453,032 at 4% or $302,021 at 6%; with 50% employer match about $302,021 at 4% or $201,348 at 6%; with 100% employer match about $226,516 at 4% or $151,011 at 6%. |
| Smithgroup Inc. Retirement Accumulation Plan | - | 1,547 | $335,275,658 | $28,033,618 | $18,121iApproximate average salary by contribution assumption: employee only about $453,032 at 4% or $302,021 at 6%; with 50% employer match about $302,021 at 4% or $201,348 at 6%; with 100% employer match about $226,516 at 4% or $151,011 at 6%. |
| Smithgroup Inc. Welfare Benefit Plan | - | 1,521 | - | - | - |
| 2023 | 2 | 1,404 | $290,364,652 | $24,252,861 | $17,274iApproximate average salary by contribution assumption: employee only about $431,853 at 4% or $287,902 at 6%; with 50% employer match about $287,902 at 4% or $191,935 at 6%; with 100% employer match about $215,926 at 4% or $143,951 at 6%. |
| Smithgroup Inc. Retirement Accumulation Plan | - | 1,404 | $290,364,652 | $24,252,861 | $17,274iApproximate average salary by contribution assumption: employee only about $431,853 at 4% or $287,902 at 6%; with 50% employer match about $287,902 at 4% or $191,935 at 6%; with 100% employer match about $215,926 at 4% or $143,951 at 6%. |
| Smithgroup Inc. Welfare Benefit Plan | - | 1,384 | - | - | - |
| 2022 | 2 | 1,352 | $232,324,398 | $17,139,380 | $12,677iApproximate average salary by contribution assumption: employee only about $316,926 at 4% or $211,284 at 6%; with 50% employer match about $211,284 at 4% or $140,856 at 6%; with 100% employer match about $158,463 at 4% or $105,642 at 6%. |
| Smithgroup Inc. Retirement Accumulation Plan | - | 1,352 | $232,324,398 | $17,139,380 | $12,677iApproximate average salary by contribution assumption: employee only about $316,926 at 4% or $211,284 at 6%; with 50% employer match about $211,284 at 4% or $140,856 at 6%; with 100% employer match about $158,463 at 4% or $105,642 at 6%. |
| Smithgroup Inc. Welfare Benefit Plan | - | 1,323 | - | - | - |
| 2021 | 2 | 1,200 | $286,034,188 | $15,402,679 | $12,836iApproximate average salary by contribution assumption: employee only about $320,889 at 4% or $213,926 at 6%; with 50% employer match about $213,926 at 4% or $142,617 at 6%; with 100% employer match about $160,445 at 4% or $106,963 at 6%. |
| Smithgroup Inc. Retirement Accumulation Plan | - | 1,191 | $286,034,188 | $15,402,679 | $12,933iApproximate average salary by contribution assumption: employee only about $323,314 at 4% or $215,543 at 6%; with 50% employer match about $215,543 at 4% or $143,695 at 6%; with 100% employer match about $161,657 at 4% or $107,771 at 6%. |
| Smithgroup Inc. Welfare Benefit Plan | - | 1,200 | - | - | - |
| 2020 | 2 | 1,181 | $251,460,164 | $13,345,114 | $11,300iApproximate average salary by contribution assumption: employee only about $282,496 at 4% or $188,331 at 6%; with 50% employer match about $188,331 at 4% or $125,554 at 6%; with 100% employer match about $141,248 at 4% or $94,165 at 6%. |
| Smithgroup Inc. Retirement Accumulation Plan | - | 1,181 | $251,460,164 | $13,345,114 | $11,300iApproximate average salary by contribution assumption: employee only about $282,496 at 4% or $188,331 at 6%; with 50% employer match about $188,331 at 4% or $125,554 at 6%; with 100% employer match about $141,248 at 4% or $94,165 at 6%. |
| Smithgroup Inc. Welfare Benefit Plan | - | 1,161 | - | - | - |
| 2019 | 2 | 1,307 | $213,561,251 | $15,312,556 | $11,716iApproximate average salary by contribution assumption: employee only about $292,895 at 4% or $195,263 at 6%; with 50% employer match about $195,263 at 4% or $130,176 at 6%; with 100% employer match about $146,448 at 4% or $97,632 at 6%. |
| Smithgroup Inc. Retirement Accumulation Plan | - | 1,307 | $213,561,251 | $15,312,556 | $11,716iApproximate average salary by contribution assumption: employee only about $292,895 at 4% or $195,263 at 6%; with 50% employer match about $195,263 at 4% or $130,176 at 6%; with 100% employer match about $146,448 at 4% or $97,632 at 6%. |
| Smithgroup Inc. Welfare Benefit Plan | - | 1,269 | - | - | - |
| 2018 | 2 | 1,296 | $181,508,768 | $15,280,211 | $11,790iApproximate average salary by contribution assumption: employee only about $294,757 at 4% or $196,505 at 6%; with 50% employer match about $196,505 at 4% or $131,003 at 6%; with 100% employer match about $147,379 at 4% or $98,252 at 6%. |
| Smithgroup Inc. Retirement Accumulation Plan | - | 1,296 | $181,508,768 | $15,280,211 | $11,790iApproximate average salary by contribution assumption: employee only about $294,757 at 4% or $196,505 at 6%; with 50% employer match about $196,505 at 4% or $131,003 at 6%; with 100% employer match about $147,379 at 4% or $98,252 at 6%. |
| Smithgroup Inc. Welfare Benefit Plan | - | 1,270 | - | - | - |
| 2017 | 2 | 1,177 | $177,406,642 | $12,827,939 | $10,899iApproximate average salary by contribution assumption: employee only about $272,471 at 4% or $181,647 at 6%; with 50% employer match about $181,647 at 4% or $121,098 at 6%; with 100% employer match about $136,236 at 4% or $90,824 at 6%. |
| Smithgroup Inc. Retirement Accumulation Plan | - | 1,177 | $177,406,642 | $12,827,939 | $10,899iApproximate average salary by contribution assumption: employee only about $272,471 at 4% or $181,647 at 6%; with 50% employer match about $181,647 at 4% or $121,098 at 6%; with 100% employer match about $136,236 at 4% or $90,824 at 6%. |
| Smithgroup Inc. Welfare Benefit Plan | - | 1,152 | - | - | - |
| 2016 | 2 | 1,190 | $144,519,340 | $10,293,639 | $8,650iApproximate average salary by contribution assumption: employee only about $216,253 at 4% or $144,169 at 6%; with 50% employer match about $144,169 at 4% or $96,112 at 6%; with 100% employer match about $108,126 at 4% or $72,084 at 6%. |
| Smithgroup Inc. Retirement Accumulation Plan | - | 1,190 | $144,519,340 | $10,293,639 | $8,650iApproximate average salary by contribution assumption: employee only about $216,253 at 4% or $144,169 at 6%; with 50% employer match about $144,169 at 4% or $96,112 at 6%; with 100% employer match about $108,126 at 4% or $72,084 at 6%. |
| Smithgroup Inc. Welfare Benefit Plan | - | 1,053 | - | - | - |
| 2015 | 2 | 1,026 | $133,913,267 | $8,891,130 | $8,666iApproximate average salary by contribution assumption: employee only about $216,645 at 4% or $144,430 at 6%; with 50% employer match about $144,430 at 4% or $96,287 at 6%; with 100% employer match about $108,323 at 4% or $72,215 at 6%. |
| Smithgroup Inc. Retirement Accumulation Plan | - | 1,026 | $133,913,267 | $8,891,130 | $8,666iApproximate average salary by contribution assumption: employee only about $216,645 at 4% or $144,430 at 6%; with 50% employer match about $144,430 at 4% or $96,287 at 6%; with 100% employer match about $108,323 at 4% or $72,215 at 6%. |
| Smithgroup Inc. Welfare Benefit Plan | - | 983 | - | - | - |
| 2014 | 2 | 933 | $134,419,229 | $7,663,293 | $8,214iApproximate average salary by contribution assumption: employee only about $205,340 at 4% or $136,893 at 6%; with 50% employer match about $136,893 at 4% or $91,262 at 6%; with 100% employer match about $102,670 at 4% or $68,447 at 6%. |
| Smithgroup Inc. Retirement Accumulation Plan | - | 933 | $134,419,229 | $7,663,293 | $8,214iApproximate average salary by contribution assumption: employee only about $205,340 at 4% or $136,893 at 6%; with 50% employer match about $136,893 at 4% or $91,262 at 6%; with 100% employer match about $102,670 at 4% or $68,447 at 6%. |
| Smithgroup Inc. Welfare Benefit Plan | - | 840 | - | - | - |
| 2013 | 2 | 811 | $125,998,970 | $7,162,039 | $8,831iApproximate average salary by contribution assumption: employee only about $220,778 at 4% or $147,185 at 6%; with 50% employer match about $147,185 at 4% or $98,124 at 6%; with 100% employer match about $110,389 at 4% or $73,593 at 6%. |
| Smithgroup Inc. Retirement Accumulation Plan | - | 811 | $125,998,970 | $7,162,039 | $8,831iApproximate average salary by contribution assumption: employee only about $220,778 at 4% or $147,185 at 6%; with 50% employer match about $147,185 at 4% or $98,124 at 6%; with 100% employer match about $110,389 at 4% or $73,593 at 6%. |
| Smithgroup Inc. Welfare Benefit Plan | - | 779 | - | - | - |
| 2012 | 2 | 883 | $102,526,091 | $7,845,429 | $8,885iApproximate average salary by contribution assumption: employee only about $222,124 at 4% or $148,083 at 6%; with 50% employer match about $148,083 at 4% or $98,722 at 6%; with 100% employer match about $111,062 at 4% or $74,041 at 6%. |
| Smithgroup Inc. Retirement Accumulation Plan | - | 883 | $102,526,091 | $7,845,429 | $8,885iApproximate average salary by contribution assumption: employee only about $222,124 at 4% or $148,083 at 6%; with 50% employer match about $148,083 at 4% or $98,722 at 6%; with 100% employer match about $111,062 at 4% or $74,041 at 6%. |
| Smithgroup Inc. Welfare Benefit Plan | - | 780 | - | - | - |
| 2011 | 2 | 835 | $90,290,531 | $6,845,524 | $8,198iApproximate average salary by contribution assumption: employee only about $204,956 at 4% or $136,637 at 6%; with 50% employer match about $136,637 at 4% or $91,091 at 6%; with 100% employer match about $102,478 at 4% or $68,319 at 6%. |
| Smithgroup Inc. Retirement Accumulation Plan | - | 835 | $90,290,531 | $6,845,524 | $8,198iApproximate average salary by contribution assumption: employee only about $204,956 at 4% or $136,637 at 6%; with 50% employer match about $136,637 at 4% or $91,091 at 6%; with 100% employer match about $102,478 at 4% or $68,319 at 6%. |
| Smithgroup Inc. Welfare Benefit Plan | - | 764 | - | - | - |
| 2010 | 2 | 774 | $91,413,479 | $6,352,577 | $8,207iApproximate average salary by contribution assumption: employee only about $205,187 at 4% or $136,791 at 6%; with 50% employer match about $136,791 at 4% or $91,194 at 6%; with 100% employer match about $102,593 at 4% or $68,396 at 6%. |
| Smithgroup Inc. Retirement Accumulation Plan | - | 774 | $91,413,479 | $6,352,577 | $8,207iApproximate average salary by contribution assumption: employee only about $205,187 at 4% or $136,791 at 6%; with 50% employer match about $136,791 at 4% or $91,194 at 6%; with 100% employer match about $102,593 at 4% or $68,396 at 6%. |
| Smithgroup Inc. Welfare Benefit Plan | - | 715 | - | - | - |
| 2009 | 2 | 767 | $78,046,763 | $5,886,968 | $7,675iApproximate average salary by contribution assumption: employee only about $191,883 at 4% or $127,922 at 6%; with 50% employer match about $127,922 at 4% or $85,281 at 6%; with 100% employer match about $95,941 at 4% or $63,961 at 6%. |
| Smithgroup Inc. Retirement Accumulation Plan | - | 767 | $78,046,763 | $5,886,968 | $7,675iApproximate average salary by contribution assumption: employee only about $191,883 at 4% or $127,922 at 6%; with 50% employer match about $127,922 at 4% or $85,281 at 6%; with 100% employer match about $95,941 at 4% or $63,961 at 6%. |
| Smithgroup Inc. Welfare Benefit Plan | - | 754 | - | - | - |
| 2008 | 2 | 811 | $59,713,069 | $6,260,370 | $7,719iApproximate average salary by contribution assumption: employee only about $192,983 at 4% or $128,655 at 6%; with 50% employer match about $128,655 at 4% or $85,770 at 6%; with 100% employer match about $96,492 at 4% or $64,328 at 6%. |
| Smithgroup Inc. Retirement Accumulation Plan | - | 811 | $59,713,069 | $6,260,370 | $7,719iApproximate average salary by contribution assumption: employee only about $192,983 at 4% or $128,655 at 6%; with 50% employer match about $128,655 at 4% or $85,770 at 6%; with 100% employer match about $96,492 at 4% or $64,328 at 6%. |
| Smithgroup Inc. Welfare Benefit Plan | - | 788 | - | - | - |
| 2007 | 2 | 886 | $83,223,168 | $6,108,670 | $6,895iApproximate average salary by contribution assumption: employee only about $172,367 at 4% or $114,911 at 6%; with 50% employer match about $114,911 at 4% or $76,607 at 6%; with 100% employer match about $86,183 at 4% or $57,456 at 6%. |
| Smithgroup Inc. Retirement Accumulation Plan | - | 886 | $83,223,168 | $6,108,670 | $6,895iApproximate average salary by contribution assumption: employee only about $172,367 at 4% or $114,911 at 6%; with 50% employer match about $114,911 at 4% or $76,607 at 6%; with 100% employer match about $86,183 at 4% or $57,456 at 6%. |
| Smithgroup Inc. Welfare Benefit Plan | - | 766 | - | - | - |
| 2006 | 2 | 805 | $76,456,606 | $5,804,344 | $7,210iApproximate average salary by contribution assumption: employee only about $180,259 at 4% or $120,173 at 6%; with 50% employer match about $120,173 at 4% or $80,115 at 6%; with 100% employer match about $90,130 at 4% or $60,086 at 6%. |
| Smithgroup Inc. Retirement Accumulation Plan | - | 805 | $76,456,606 | $5,804,344 | $7,210iApproximate average salary by contribution assumption: employee only about $180,259 at 4% or $120,173 at 6%; with 50% employer match about $120,173 at 4% or $80,115 at 6%; with 100% employer match about $90,130 at 4% or $60,086 at 6%. |
| Smithgroup Inc. Welfare Benefit Plan | - | 670 | - | - | - |
| 2005 | 2 | 751 | $65,625,504 | $4,637,108 | $6,175iApproximate average salary by contribution assumption: employee only about $154,364 at 4% or $102,910 at 6%; with 50% employer match about $102,910 at 4% or $68,606 at 6%; with 100% employer match about $77,182 at 4% or $51,455 at 6%. |
| Smithgroup Inc. Retirement Accumulation Plan | - | 751 | $65,625,504 | $4,637,108 | $6,175iApproximate average salary by contribution assumption: employee only about $154,364 at 4% or $102,910 at 6%; with 50% employer match about $102,910 at 4% or $68,606 at 6%; with 100% employer match about $77,182 at 4% or $51,455 at 6%. |
| Smithgroup Inc. Welfare Benefit Plan | - | 741 | - | - | - |
| 2004 | 1 | 1,001 | $0 | $0 | - |
| Smithgroup Inc. Welfare Benefit Plan | - | 1,001 | - | - | - |
| 2003 | 2 | 903 | $59,017,371 | $4,829,557 | $5,348iApproximate average salary by contribution assumption: employee only about $133,709 at 4% or $89,139 at 6%; with 50% employer match about $89,139 at 4% or $59,426 at 6%; with 100% employer match about $66,854 at 4% or $44,570 at 6%. |
| Smithgroup Inc. Retirement Accumulation Plan | - | 739 | $59,017,371 | $4,829,557 | $6,535iApproximate average salary by contribution assumption: employee only about $163,381 at 4% or $108,921 at 6%; with 50% employer match about $108,921 at 4% or $72,614 at 6%; with 100% employer match about $81,691 at 4% or $54,460 at 6%. |
| Smithgroup Inc. Welfare Benefit Plan | - | 903 | - | - | - |
| 2002 | 2 | 1,013 | $47,404,519 | $4,641,948 | $4,582iApproximate average salary by contribution assumption: employee only about $114,559 at 4% or $76,373 at 6%; with 50% employer match about $76,373 at 4% or $50,915 at 6%; with 100% employer match about $57,280 at 4% or $38,186 at 6%. |
| Smithgroup Inc. Retirement Accumulation Plan | - | 1,013 | $47,404,519 | $4,641,948 | $4,582iApproximate average salary by contribution assumption: employee only about $114,559 at 4% or $76,373 at 6%; with 50% employer match about $76,373 at 4% or $50,915 at 6%; with 100% employer match about $57,280 at 4% or $38,186 at 6%. |
| Smithgroup Inc. Welfare Benefit Plan | - | 803 | - | - | - |
| 2001 | 3 | 1,039 | $108,519,077 | $11,629,801 | $11,193iApproximate average salary by contribution assumption: employee only about $279,832 at 4% or $186,554 at 6%; with 50% employer match about $186,554 at 4% or $124,370 at 6%; with 100% employer match about $139,916 at 4% or $93,277 at 6%. |
| Smithgroup Inc. Retirement Accumulation Plan | - | 1,039 | $54,758,583 | $5,829,387 | $5,611iApproximate average salary by contribution assumption: employee only about $140,264 at 4% or $93,510 at 6%; with 50% employer match about $93,510 at 4% or $62,340 at 6%; with 100% employer match about $70,132 at 4% or $46,755 at 6%. |
| Smithgroup Inc. Retirement Accumulation Plan | - | 1,039 | $53,760,494 | $5,800,414 | $5,583iApproximate average salary by contribution assumption: employee only about $139,567 at 4% or $93,045 at 6%; with 50% employer match about $93,045 at 4% or $62,030 at 6%; with 100% employer match about $69,784 at 4% or $46,522 at 6%. |
| Smithgroup Inc. Welfare Benefit Plan | - | 877 | - | - | - |
| 2000 | 3 | 967 | $57,322,457 | $5,069,628 | $5,243iApproximate average salary by contribution assumption: employee only about $131,066 at 4% or $87,377 at 6%; with 50% employer match about $87,377 at 4% or $58,251 at 6%; with 100% employer match about $65,533 at 4% or $43,689 at 6%. |
| Smithgroup Inc. Retirement Accumulation Plan | - | 967 | $57,322,457 | $5,069,628 | $5,243iApproximate average salary by contribution assumption: employee only about $131,066 at 4% or $87,377 at 6%; with 50% employer match about $87,377 at 4% or $58,251 at 6%; with 100% employer match about $65,533 at 4% or $43,689 at 6%. |
| Smithgroup Inc. Welfare Benefit Plan | - | 950 | - | - | - |
| Smithgroup Inc. Retirement Accumulation Plan | - | 967 | - | - | - |
| 1999 | 1 | 1,058 | $59,976,542 | $4,020,391 | $3,800iApproximate average salary by contribution assumption: employee only about $95,000 at 4% or $63,333 at 6%; with 50% employer match about $63,333 at 4% or $42,222 at 6%; with 100% employer match about $47,500 at 4% or $31,667 at 6%. |
| Smithgroup Inc. Retirement Accumulation Plan | - | 1,058 | $59,976,542 | $4,020,391 | $3,800iApproximate average salary by contribution assumption: employee only about $95,000 at 4% or $63,333 at 6%; with 50% employer match about $63,333 at 4% or $42,222 at 6%; with 100% employer match about $47,500 at 4% or $31,667 at 6%. |