The Charles E. Smith Co.
Plan context: Charles E. Smith Management LLC 401(K) Plan
EIN 52-0745065 • Arlington, VA • 27 filings • 5 plans
Current Snapshot
Latest Year
2025
2025 Participants
47
2025 Assets
$9,445,967
2025 Contributions
$326,303
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 | 47 | $9,445,967 | $326,303 | $6,943iApproximate average salary by contribution assumption: employee only about $173,565 at 4% or $115,710 at 6%; with 50% employer match about $115,710 at 4% or $77,140 at 6%; with 100% employer match about $86,783 at 4% or $57,855 at 6%. |
| Charles E. Smith Management LLC 401(K) Plan | - | 47 | $9,445,967 | $326,303 | $6,943iApproximate average salary by contribution assumption: employee only about $173,565 at 4% or $115,710 at 6%; with 50% employer match about $115,710 at 4% or $77,140 at 6%; with 100% employer match about $86,783 at 4% or $57,855 at 6%. |
| 2024 | 1 | 48 | $8,092,129 | $414,182 | $8,629iApproximate average salary by contribution assumption: employee only about $215,720 at 4% or $143,813 at 6%; with 50% employer match about $143,813 at 4% or $95,875 at 6%; with 100% employer match about $107,860 at 4% or $71,907 at 6%. |
| Charles E. Smith Management LLC 401(K) Plan | - | 48 | $8,092,129 | $414,182 | $8,629iApproximate average salary by contribution assumption: employee only about $215,720 at 4% or $143,813 at 6%; with 50% employer match about $143,813 at 4% or $95,875 at 6%; with 100% employer match about $107,860 at 4% or $71,907 at 6%. |
| 2023 | 1 | 27 | $7,061,311 | $355,845 | $13,179iApproximate average salary by contribution assumption: employee only about $329,486 at 4% or $219,657 at 6%; with 50% employer match about $219,657 at 4% or $146,438 at 6%; with 100% employer match about $164,743 at 4% or $109,829 at 6%. |
| Charles E. Smith Management LLC 401(K) Plan | - | 27 | $7,061,311 | $355,845 | $13,179iApproximate average salary by contribution assumption: employee only about $329,486 at 4% or $219,657 at 6%; with 50% employer match about $219,657 at 4% or $146,438 at 6%; with 100% employer match about $164,743 at 4% or $109,829 at 6%. |
| 2022 | 1 | 26 | $7,428,623 | $375,527 | $14,443iApproximate average salary by contribution assumption: employee only about $361,084 at 4% or $240,722 at 6%; with 50% employer match about $240,722 at 4% or $160,482 at 6%; with 100% employer match about $180,542 at 4% or $120,361 at 6%. |
| Charles E. Smith Management LLC 401(K) Plan | - | 26 | $7,428,623 | $375,527 | $14,443iApproximate average salary by contribution assumption: employee only about $361,084 at 4% or $240,722 at 6%; with 50% employer match about $240,722 at 4% or $160,482 at 6%; with 100% employer match about $180,542 at 4% or $120,361 at 6%. |
| 2021 | 1 | 41 | $9,112,353 | $405,327 | $9,886iApproximate average salary by contribution assumption: employee only about $247,151 at 4% or $164,767 at 6%; with 50% employer match about $164,767 at 4% or $109,845 at 6%; with 100% employer match about $123,575 at 4% or $82,384 at 6%. |
| Charles E. Smith Management LLC 401(K) Plan | - | 41 | $9,112,353 | $405,327 | $9,886iApproximate average salary by contribution assumption: employee only about $247,151 at 4% or $164,767 at 6%; with 50% employer match about $164,767 at 4% or $109,845 at 6%; with 100% employer match about $123,575 at 4% or $82,384 at 6%. |
| 2020 | 1 | 47 | $9,077,084 | $469,651 | $9,993iApproximate average salary by contribution assumption: employee only about $249,814 at 4% or $166,543 at 6%; with 50% employer match about $166,543 at 4% or $111,029 at 6%; with 100% employer match about $124,907 at 4% or $83,271 at 6%. |
| Charles E. Smith Management LLC 401(K) Plan | - | 47 | $9,077,084 | $469,651 | $9,993iApproximate average salary by contribution assumption: employee only about $249,814 at 4% or $166,543 at 6%; with 50% employer match about $166,543 at 4% or $111,029 at 6%; with 100% employer match about $124,907 at 4% or $83,271 at 6%. |
| 2019 | 1 | 45 | $8,626,672 | $487,562 | $10,835iApproximate average salary by contribution assumption: employee only about $270,868 at 4% or $180,579 at 6%; with 50% employer match about $180,579 at 4% or $120,386 at 6%; with 100% employer match about $135,434 at 4% or $90,289 at 6%. |
| Charles E. Smith Management LLC 401(K) Plan | - | 45 | $8,626,672 | $487,562 | $10,835iApproximate average salary by contribution assumption: employee only about $270,868 at 4% or $180,579 at 6%; with 50% employer match about $180,579 at 4% or $120,386 at 6%; with 100% employer match about $135,434 at 4% or $90,289 at 6%. |
| 2018 | 1 | 52 | $7,024,923 | $636,423 | $12,239iApproximate average salary by contribution assumption: employee only about $305,973 at 4% or $203,982 at 6%; with 50% employer match about $203,982 at 4% or $135,988 at 6%; with 100% employer match about $152,986 at 4% or $101,991 at 6%. |
| Charles E. Smith Management LLC 401(K) Plan | - | 52 | $7,024,923 | $636,423 | $12,239iApproximate average salary by contribution assumption: employee only about $305,973 at 4% or $203,982 at 6%; with 50% employer match about $203,982 at 4% or $135,988 at 6%; with 100% employer match about $152,986 at 4% or $101,991 at 6%. |
| 2017 | 1 | 53 | $7,015,990 | $469,450 | $8,858iApproximate average salary by contribution assumption: employee only about $221,439 at 4% or $147,626 at 6%; with 50% employer match about $147,626 at 4% or $98,417 at 6%; with 100% employer match about $110,719 at 4% or $73,813 at 6%. |
| Charles E. Smith Management LLC 401(K) Plan | - | 53 | $7,015,990 | $469,450 | $8,858iApproximate average salary by contribution assumption: employee only about $221,439 at 4% or $147,626 at 6%; with 50% employer match about $147,626 at 4% or $98,417 at 6%; with 100% employer match about $110,719 at 4% or $73,813 at 6%. |
| 2016 | 1 | 55 | $5,960,776 | $400,131 | $7,275iApproximate average salary by contribution assumption: employee only about $181,878 at 4% or $121,252 at 6%; with 50% employer match about $121,252 at 4% or $80,835 at 6%; with 100% employer match about $90,939 at 4% or $60,626 at 6%. |
| Charles E. Smith Management LLC 401(K) Plan | - | 55 | $5,960,776 | $400,131 | $7,275iApproximate average salary by contribution assumption: employee only about $181,878 at 4% or $121,252 at 6%; with 50% employer match about $121,252 at 4% or $80,835 at 6%; with 100% employer match about $90,939 at 4% or $60,626 at 6%. |
| 2015 | 1 | 57 | $5,626,007 | $393,971 | $6,912iApproximate average salary by contribution assumption: employee only about $172,794 at 4% or $115,196 at 6%; with 50% employer match about $115,196 at 4% or $76,797 at 6%; with 100% employer match about $86,397 at 4% or $57,598 at 6%. |
| Charles E. Smith Management LLC 401(K) Plan | - | 57 | $5,626,007 | $393,971 | $6,912iApproximate average salary by contribution assumption: employee only about $172,794 at 4% or $115,196 at 6%; with 50% employer match about $115,196 at 4% or $76,797 at 6%; with 100% employer match about $86,397 at 4% or $57,598 at 6%. |
| 2014 | 1 | 57 | $5,440,472 | $367,956 | $6,455iApproximate average salary by contribution assumption: employee only about $161,384 at 4% or $107,589 at 6%; with 50% employer match about $107,589 at 4% or $71,726 at 6%; with 100% employer match about $80,692 at 4% or $53,795 at 6%. |
| Charles E. Smith Management LLC 401(K) Plan | - | 57 | $5,440,472 | $367,956 | $6,455iApproximate average salary by contribution assumption: employee only about $161,384 at 4% or $107,589 at 6%; with 50% employer match about $107,589 at 4% or $71,726 at 6%; with 100% employer match about $80,692 at 4% or $53,795 at 6%. |
| 2013 | 1 | 52 | $4,995,497 | $345,128 | $6,637iApproximate average salary by contribution assumption: employee only about $165,927 at 4% or $110,618 at 6%; with 50% employer match about $110,618 at 4% or $73,745 at 6%; with 100% employer match about $82,963 at 4% or $55,309 at 6%. |
| Charles E. Smith Management LLC 401(K) Plan | - | 52 | $4,995,497 | $345,128 | $6,637iApproximate average salary by contribution assumption: employee only about $165,927 at 4% or $110,618 at 6%; with 50% employer match about $110,618 at 4% or $73,745 at 6%; with 100% employer match about $82,963 at 4% or $55,309 at 6%. |
| 2012 | 1 | 55 | $3,945,089 | $333,442 | $6,063iApproximate average salary by contribution assumption: employee only about $151,565 at 4% or $101,043 at 6%; with 50% employer match about $101,043 at 4% or $67,362 at 6%; with 100% employer match about $75,782 at 4% or $50,522 at 6%. |
| Charles E. Smith Management LLC 401(K) Plan | - | 55 | $3,945,089 | $333,442 | $6,063iApproximate average salary by contribution assumption: employee only about $151,565 at 4% or $101,043 at 6%; with 50% employer match about $101,043 at 4% or $67,362 at 6%; with 100% employer match about $75,782 at 4% or $50,522 at 6%. |
| 2011 | 1 | 81 | $3,291,294 | $293,491 | $3,623iApproximate average salary by contribution assumption: employee only about $90,584 at 4% or $60,389 at 6%; with 50% employer match about $60,389 at 4% or $40,259 at 6%; with 100% employer match about $45,292 at 4% or $30,195 at 6%. |
| Charles E. Smith Management LLC 401(K) Plan | - | 81 | $3,291,294 | $293,491 | $3,623iApproximate average salary by contribution assumption: employee only about $90,584 at 4% or $60,389 at 6%; with 50% employer match about $60,389 at 4% or $40,259 at 6%; with 100% employer match about $45,292 at 4% or $30,195 at 6%. |
| 2010 | 1 | 85 | $3,451,659 | $307,132 | $3,613iApproximate average salary by contribution assumption: employee only about $90,333 at 4% or $60,222 at 6%; with 50% employer match about $60,222 at 4% or $40,148 at 6%; with 100% employer match about $45,166 at 4% or $30,111 at 6%. |
| Charles E. Smith Management LLC 401(K) Plan | - | 85 | $3,451,659 | $307,132 | $3,613iApproximate average salary by contribution assumption: employee only about $90,333 at 4% or $60,222 at 6%; with 50% employer match about $60,222 at 4% or $40,148 at 6%; with 100% employer match about $45,166 at 4% or $30,111 at 6%. |
| 2009 | 1 | 82 | $2,809,886 | $297,500 | $3,628iApproximate average salary by contribution assumption: employee only about $90,701 at 4% or $60,467 at 6%; with 50% employer match about $60,467 at 4% or $40,312 at 6%; with 100% employer match about $45,351 at 4% or $30,234 at 6%. |
| Charles E. Smith Management LLC 401(K) Plan | - | 82 | $2,809,886 | $297,500 | $3,628iApproximate average salary by contribution assumption: employee only about $90,701 at 4% or $60,467 at 6%; with 50% employer match about $60,467 at 4% or $40,312 at 6%; with 100% employer match about $45,351 at 4% or $30,234 at 6%. |
| 2008 | 1 | 59 | $2,278,703 | $543,065 | $9,204iApproximate average salary by contribution assumption: employee only about $230,112 at 4% or $153,408 at 6%; with 50% employer match about $153,408 at 4% or $102,272 at 6%; with 100% employer match about $115,056 at 4% or $76,704 at 6%. |
| Charles E. Smith Management LLC 401(K) Plan | - | 59 | $2,278,703 | $543,065 | $9,204iApproximate average salary by contribution assumption: employee only about $230,112 at 4% or $153,408 at 6%; with 50% employer match about $153,408 at 4% or $102,272 at 6%; with 100% employer match about $115,056 at 4% or $76,704 at 6%. |
| 2007 | 1 | 129 | $2,746,810 | $246,007 | $1,907iApproximate average salary by contribution assumption: employee only about $47,676 at 4% or $31,784 at 6%; with 50% employer match about $31,784 at 4% or $21,189 at 6%; with 100% employer match about $23,838 at 4% or $15,892 at 6%. |
| Charles E. Smith Management LLC 401(K) Plan | - | 129 | $2,746,810 | $246,007 | $1,907iApproximate average salary by contribution assumption: employee only about $47,676 at 4% or $31,784 at 6%; with 50% employer match about $31,784 at 4% or $21,189 at 6%; with 100% employer match about $23,838 at 4% or $15,892 at 6%. |
| 2006 | 1 | 121 | $2,561,304 | $215,049 | $1,777iApproximate average salary by contribution assumption: employee only about $44,432 at 4% or $29,621 at 6%; with 50% employer match about $29,621 at 4% or $19,747 at 6%; with 100% employer match about $22,216 at 4% or $14,811 at 6%. |
| Charles E. Smith Companies Employees Retirement Plan - Non Reit | - | 121 | $2,561,304 | $215,049 | $1,777iApproximate average salary by contribution assumption: employee only about $44,432 at 4% or $29,621 at 6%; with 50% employer match about $29,621 at 4% or $19,747 at 6%; with 100% employer match about $22,216 at 4% or $14,811 at 6%. |
| 2005 | 1 | 134 | $2,062,223 | $205,932 | $1,537iApproximate average salary by contribution assumption: employee only about $38,420 at 4% or $25,613 at 6%; with 50% employer match about $25,613 at 4% or $17,076 at 6%; with 100% employer match about $19,210 at 4% or $12,807 at 6%. |
| Charles E. Smith Companies Employees Retirement Plan - Non Reit | - | 134 | $2,062,223 | $205,932 | $1,537iApproximate average salary by contribution assumption: employee only about $38,420 at 4% or $25,613 at 6%; with 50% employer match about $25,613 at 4% or $17,076 at 6%; with 100% employer match about $19,210 at 4% or $12,807 at 6%. |
| 2004 | 1 | 135 | $2,805,877 | $183,680 | $1,361iApproximate average salary by contribution assumption: employee only about $34,015 at 4% or $22,677 at 6%; with 50% employer match about $22,677 at 4% or $15,118 at 6%; with 100% employer match about $17,007 at 4% or $11,338 at 6%. |
| Charles E. Smith Companies Employees Retirement Plan - Non Reit | - | 135 | $2,805,877 | $183,680 | $1,361iApproximate average salary by contribution assumption: employee only about $34,015 at 4% or $22,677 at 6%; with 50% employer match about $22,677 at 4% or $15,118 at 6%; with 100% employer match about $17,007 at 4% or $11,338 at 6%. |
| 2003 | 1 | 132 | $2,859,771 | $189,825 | $1,438iApproximate average salary by contribution assumption: employee only about $35,952 at 4% or $23,968 at 6%; with 50% employer match about $23,968 at 4% or $15,979 at 6%; with 100% employer match about $17,976 at 4% or $11,984 at 6%. |
| Charles E. Smith Companies Employees Retirement Plan - Non Reit | - | 132 | $2,859,771 | $189,825 | $1,438iApproximate average salary by contribution assumption: employee only about $35,952 at 4% or $23,968 at 6%; with 50% employer match about $23,968 at 4% or $15,979 at 6%; with 100% employer match about $17,976 at 4% or $11,984 at 6%. |
| 2002 | 1 | 131 | $2,337,565 | $142,049 | $1,084iApproximate average salary by contribution assumption: employee only about $27,109 at 4% or $18,072 at 6%; with 50% employer match about $18,072 at 4% or $12,048 at 6%; with 100% employer match about $13,554 at 4% or $9,036 at 6%. |
| Charles E. Smith Companies Employees Retirement Plan - Non Reit | - | 131 | $2,337,565 | $142,049 | $1,084iApproximate average salary by contribution assumption: employee only about $27,109 at 4% or $18,072 at 6%; with 50% employer match about $18,072 at 4% or $12,048 at 6%; with 100% employer match about $13,554 at 4% or $9,036 at 6%. |
| 2001 | 1 | 113 | $2,802,071 | $99,306 | $879iApproximate average salary by contribution assumption: employee only about $21,970 at 4% or $14,647 at 6%; with 50% employer match about $14,647 at 4% or $9,765 at 6%; with 100% employer match about $10,985 at 4% or $7,323 at 6%. |
| Charles E. Smith Companies Employees Retirement Plan - Non Reit | - | 113 | $2,802,071 | $99,306 | $879iApproximate average salary by contribution assumption: employee only about $21,970 at 4% or $14,647 at 6%; with 50% employer match about $14,647 at 4% or $9,765 at 6%; with 100% employer match about $10,985 at 4% or $7,323 at 6%. |
| 2000 | 1 | 40 | $4,187,442 | $121,015 | $3,025iApproximate average salary by contribution assumption: employee only about $75,634 at 4% or $50,423 at 6%; with 50% employer match about $50,423 at 4% or $33,615 at 6%; with 100% employer match about $37,817 at 4% or $25,211 at 6%. |
| Charles E. Smith Companies Employees Retirement Plan - Non Reit | - | 40 | $4,187,442 | $121,015 | $3,025iApproximate average salary by contribution assumption: employee only about $75,634 at 4% or $50,423 at 6%; with 50% employer match about $50,423 at 4% or $33,615 at 6%; with 100% employer match about $37,817 at 4% or $25,211 at 6%. |
| 1999 | 1 | 77 | $4,677,998 | $227,129 | $2,950iApproximate average salary by contribution assumption: employee only about $73,743 at 4% or $49,162 at 6%; with 50% employer match about $49,162 at 4% or $32,775 at 6%; with 100% employer match about $36,872 at 4% or $24,581 at 6%. |
| Charles E. Smith Companies Employees Retirement Plan - Non Reit | - | 77 | $4,677,998 | $227,129 | $2,950iApproximate average salary by contribution assumption: employee only about $73,743 at 4% or $49,162 at 6%; with 50% employer match about $49,162 at 4% or $32,775 at 6%; with 100% employer match about $36,872 at 4% or $24,581 at 6%. |