Civic Intelligence

Smith & Monroe & Gray

Plan context: Smith & Monroe & Gray 401K Retirement Plan

EIN 93-0593065 • Beaverton, OR • 27 filings • 3 plans

8625 SW Cascade Ave., Suite 600Beaverton, OR 97008-7199
Current Snapshot

Latest Year

2025

2025 Participants

39

2025 Assets

$7,644,899

2025 Contributions

$501,318

Historical Graphs

Total Assets Over Time

Aggregate end-of-year assets by filing year, excluding zero-asset years

$7,644,899$3,822,450$0199920122025YearValue
$7,644,899Latest year 2025

Participants Over Time

Largest reported end-of-year plan headcount by filing year, used to avoid double-counting participants across overlapping plans

39200199920122025YearValue
39Latest year 2025

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 / FilingFilingsParticipantsAssetsContributionsContrib./Participant
2025139$7,644,899$501,318$12,854iApproximate average salary by contribution assumption: employee only about $321,358 at 4% or $214,238 at 6%; with 50% employer match about $214,238 at 4% or $142,826 at 6%; with 100% employer match about $160,679 at 4% or $107,119 at 6%.
Smith & Monroe & Gray 401K Retirement Plan-39$7,644,899$501,318$12,854iApproximate average salary by contribution assumption: employee only about $321,358 at 4% or $214,238 at 6%; with 50% employer match about $214,238 at 4% or $142,826 at 6%; with 100% employer match about $160,679 at 4% or $107,119 at 6%.
2024136$6,992,426$522,012$14,500iApproximate average salary by contribution assumption: employee only about $362,508 at 4% or $241,672 at 6%; with 50% employer match about $241,672 at 4% or $161,115 at 6%; with 100% employer match about $181,254 at 4% or $120,836 at 6%.
Smith & Monroe & Gray 401K Retirement Plan-36$6,992,426$522,012$14,500iApproximate average salary by contribution assumption: employee only about $362,508 at 4% or $241,672 at 6%; with 50% employer match about $241,672 at 4% or $161,115 at 6%; with 100% employer match about $181,254 at 4% or $120,836 at 6%.
2023135$6,855,283$497,577$14,216iApproximate average salary by contribution assumption: employee only about $355,412 at 4% or $236,941 at 6%; with 50% employer match about $236,941 at 4% or $157,961 at 6%; with 100% employer match about $177,706 at 4% or $118,471 at 6%.
Smith & Monroe & Gray 401K Retirement Plan-35$6,855,283$497,577$14,216iApproximate average salary by contribution assumption: employee only about $355,412 at 4% or $236,941 at 6%; with 50% employer match about $236,941 at 4% or $157,961 at 6%; with 100% employer match about $177,706 at 4% or $118,471 at 6%.
2022129$5,450,487$442,331$15,253iApproximate average salary by contribution assumption: employee only about $381,320 at 4% or $254,213 at 6%; with 50% employer match about $254,213 at 4% or $169,475 at 6%; with 100% employer match about $190,660 at 4% or $127,107 at 6%.
Smith & Monroe & Gray 401K Retirement Plan-29$5,450,487$442,331$15,253iApproximate average salary by contribution assumption: employee only about $381,320 at 4% or $254,213 at 6%; with 50% employer match about $254,213 at 4% or $169,475 at 6%; with 100% employer match about $190,660 at 4% or $127,107 at 6%.
2021131$6,742,767$438,642$14,150iApproximate average salary by contribution assumption: employee only about $353,744 at 4% or $235,829 at 6%; with 50% employer match about $235,829 at 4% or $157,219 at 6%; with 100% employer match about $176,872 at 4% or $117,915 at 6%.
Smith & Monroe & Gray 401K Retirement Plan-31$6,742,767$438,642$14,150iApproximate average salary by contribution assumption: employee only about $353,744 at 4% or $235,829 at 6%; with 50% employer match about $235,829 at 4% or $157,219 at 6%; with 100% employer match about $176,872 at 4% or $117,915 at 6%.
2020128$7,564,069$415,484$14,839iApproximate average salary by contribution assumption: employee only about $370,968 at 4% or $247,312 at 6%; with 50% employer match about $247,312 at 4% or $164,875 at 6%; with 100% employer match about $185,484 at 4% or $123,656 at 6%.
Smith & Monroe & Gray 401K Retirement Plan-28$7,564,069$415,484$14,839iApproximate average salary by contribution assumption: employee only about $370,968 at 4% or $247,312 at 6%; with 50% employer match about $247,312 at 4% or $164,875 at 6%; with 100% employer match about $185,484 at 4% or $123,656 at 6%.
2019129$6,481,837$383,400$13,221iApproximate average salary by contribution assumption: employee only about $330,517 at 4% or $220,345 at 6%; with 50% employer match about $220,345 at 4% or $146,897 at 6%; with 100% employer match about $165,259 at 4% or $110,172 at 6%.
Smith & Monroe & Gray 401K Retirement Plan-29$6,481,837$383,400$13,221iApproximate average salary by contribution assumption: employee only about $330,517 at 4% or $220,345 at 6%; with 50% employer match about $220,345 at 4% or $146,897 at 6%; with 100% employer match about $165,259 at 4% or $110,172 at 6%.
2018127$4,911,501$371,648$13,765iApproximate average salary by contribution assumption: employee only about $344,119 at 4% or $229,412 at 6%; with 50% employer match about $229,412 at 4% or $152,942 at 6%; with 100% employer match about $172,059 at 4% or $114,706 at 6%.
Smith & Monroe & Gray 401K Retirement Plan-27$4,911,501$371,648$13,765iApproximate average salary by contribution assumption: employee only about $344,119 at 4% or $229,412 at 6%; with 50% employer match about $229,412 at 4% or $152,942 at 6%; with 100% employer match about $172,059 at 4% or $114,706 at 6%.
2017126$4,935,178$288,877$11,111iApproximate average salary by contribution assumption: employee only about $277,766 at 4% or $185,178 at 6%; with 50% employer match about $185,178 at 4% or $123,452 at 6%; with 100% employer match about $138,883 at 4% or $92,589 at 6%.
Smith & Monroe & Gray 401K Retirement Plan-26$4,935,178$288,877$11,111iApproximate average salary by contribution assumption: employee only about $277,766 at 4% or $185,178 at 6%; with 50% employer match about $185,178 at 4% or $123,452 at 6%; with 100% employer match about $138,883 at 4% or $92,589 at 6%.
2016131$3,952,389$332,197$10,716iApproximate average salary by contribution assumption: employee only about $267,901 at 4% or $178,601 at 6%; with 50% employer match about $178,601 at 4% or $119,067 at 6%; with 100% employer match about $133,950 at 4% or $89,300 at 6%.
Smith & Monroe & Gray 401K Retirement Plan-31$3,952,389$332,197$10,716iApproximate average salary by contribution assumption: employee only about $267,901 at 4% or $178,601 at 6%; with 50% employer match about $178,601 at 4% or $119,067 at 6%; with 100% employer match about $133,950 at 4% or $89,300 at 6%.
2015133$3,558,387$328,923$9,967iApproximate average salary by contribution assumption: employee only about $249,184 at 4% or $166,123 at 6%; with 50% employer match about $166,123 at 4% or $110,748 at 6%; with 100% employer match about $124,592 at 4% or $83,061 at 6%.
Smith & Monroe & Gray 401K Retirement Plan-33$3,558,387$328,923$9,967iApproximate average salary by contribution assumption: employee only about $249,184 at 4% or $166,123 at 6%; with 50% employer match about $166,123 at 4% or $110,748 at 6%; with 100% employer match about $124,592 at 4% or $83,061 at 6%.
2014134$3,346,945$355,715$10,462iApproximate average salary by contribution assumption: employee only about $261,555 at 4% or $174,370 at 6%; with 50% employer match about $174,370 at 4% or $116,247 at 6%; with 100% employer match about $130,778 at 4% or $87,185 at 6%.
Smith & Monroe & Gray 401K Retirement Plan-34$3,346,945$355,715$10,462iApproximate average salary by contribution assumption: employee only about $261,555 at 4% or $174,370 at 6%; with 50% employer match about $174,370 at 4% or $116,247 at 6%; with 100% employer match about $130,778 at 4% or $87,185 at 6%.
2013133$2,839,207$396,063$12,002iApproximate average salary by contribution assumption: employee only about $300,048 at 4% or $200,032 at 6%; with 50% employer match about $200,032 at 4% or $133,355 at 6%; with 100% employer match about $150,024 at 4% or $100,016 at 6%.
Smith & Monroe & Gray 401K Retirement Plan-33$2,839,207$396,063$12,002iApproximate average salary by contribution assumption: employee only about $300,048 at 4% or $200,032 at 6%; with 50% employer match about $200,032 at 4% or $133,355 at 6%; with 100% employer match about $150,024 at 4% or $100,016 at 6%.
2012130$2,022,640$291,161$9,705iApproximate average salary by contribution assumption: employee only about $242,634 at 4% or $161,756 at 6%; with 50% employer match about $161,756 at 4% or $107,837 at 6%; with 100% employer match about $121,317 at 4% or $80,878 at 6%.
Smith & Monroe & Gray 401K Retirement Plan-30$2,022,640$291,161$9,705iApproximate average salary by contribution assumption: employee only about $242,634 at 4% or $161,756 at 6%; with 50% employer match about $161,756 at 4% or $107,837 at 6%; with 100% employer match about $121,317 at 4% or $80,878 at 6%.
2011130$1,917,950$212,563$7,085iApproximate average salary by contribution assumption: employee only about $177,136 at 4% or $118,091 at 6%; with 50% employer match about $118,091 at 4% or $78,727 at 6%; with 100% employer match about $88,568 at 4% or $59,045 at 6%.
Smith & Monroe & Gray 401K Retirement Plan-30$1,917,950$212,563$7,085iApproximate average salary by contribution assumption: employee only about $177,136 at 4% or $118,091 at 6%; with 50% employer match about $118,091 at 4% or $78,727 at 6%; with 100% employer match about $88,568 at 4% or $59,045 at 6%.
2010129$1,767,796$210,691$7,265iApproximate average salary by contribution assumption: employee only about $181,630 at 4% or $121,087 at 6%; with 50% employer match about $121,087 at 4% or $80,725 at 6%; with 100% employer match about $90,815 at 4% or $60,543 at 6%.
Smith & Monroe & Gray 401K Retirement Plan-29$1,767,796$210,691$7,265iApproximate average salary by contribution assumption: employee only about $181,630 at 4% or $121,087 at 6%; with 50% employer match about $121,087 at 4% or $80,725 at 6%; with 100% employer match about $90,815 at 4% or $60,543 at 6%.
2009130$1,463,247$246,720$8,224iApproximate average salary by contribution assumption: employee only about $205,600 at 4% or $137,067 at 6%; with 50% employer match about $137,067 at 4% or $91,378 at 6%; with 100% employer match about $102,800 at 4% or $68,533 at 6%.
Smith & Monroe & Gray 401K Retirement Plan-30$1,463,247$246,720$8,224iApproximate average salary by contribution assumption: employee only about $205,600 at 4% or $137,067 at 6%; with 50% employer match about $137,067 at 4% or $91,378 at 6%; with 100% employer match about $102,800 at 4% or $68,533 at 6%.
2008133$966,924$220,857$6,693iApproximate average salary by contribution assumption: employee only about $167,316 at 4% or $111,544 at 6%; with 50% employer match about $111,544 at 4% or $74,363 at 6%; with 100% employer match about $83,658 at 4% or $55,772 at 6%.
Smith & Monroe & Gray 401K Retirement Plan-33$966,924$220,857$6,693iApproximate average salary by contribution assumption: employee only about $167,316 at 4% or $111,544 at 6%; with 50% employer match about $111,544 at 4% or $74,363 at 6%; with 100% employer match about $83,658 at 4% or $55,772 at 6%.
2007129$1,148,371$210,527$7,260iApproximate average salary by contribution assumption: employee only about $181,489 at 4% or $120,993 at 6%; with 50% employer match about $120,993 at 4% or $80,662 at 6%; with 100% employer match about $90,744 at 4% or $60,496 at 6%.
Smith & Monroe & Gray 401K Retirement Plan-29$1,148,371$210,527$7,260iApproximate average salary by contribution assumption: employee only about $181,489 at 4% or $120,993 at 6%; with 50% employer match about $120,993 at 4% or $80,662 at 6%; with 100% employer match about $90,744 at 4% or $60,496 at 6%.
2006127$1,055,580$144,368$5,347iApproximate average salary by contribution assumption: employee only about $133,674 at 4% or $89,116 at 6%; with 50% employer match about $89,116 at 4% or $59,411 at 6%; with 100% employer match about $66,837 at 4% or $44,558 at 6%.
Smith & Monroe & Gray 401K Retirement Plan-27$1,055,580$144,368$5,347iApproximate average salary by contribution assumption: employee only about $133,674 at 4% or $89,116 at 6%; with 50% employer match about $89,116 at 4% or $59,411 at 6%; with 100% employer match about $66,837 at 4% or $44,558 at 6%.
2005127$836,517$142,055$5,261iApproximate average salary by contribution assumption: employee only about $131,532 at 4% or $87,688 at 6%; with 50% employer match about $87,688 at 4% or $58,459 at 6%; with 100% employer match about $65,766 at 4% or $43,844 at 6%.
Smith & Monroe & Gray 401K Retirement Plan-27$836,517$142,055$5,261iApproximate average salary by contribution assumption: employee only about $131,532 at 4% or $87,688 at 6%; with 50% employer match about $87,688 at 4% or $58,459 at 6%; with 100% employer match about $65,766 at 4% or $43,844 at 6%.
2004123$766,461$147,079$6,395iApproximate average salary by contribution assumption: employee only about $159,868 at 4% or $106,579 at 6%; with 50% employer match about $106,579 at 4% or $71,053 at 6%; with 100% employer match about $79,934 at 4% or $53,289 at 6%.
Smith & Monroe & Gray 401K Retirement Plan-23$766,461$147,079$6,395iApproximate average salary by contribution assumption: employee only about $159,868 at 4% or $106,579 at 6%; with 50% employer match about $106,579 at 4% or $71,053 at 6%; with 100% employer match about $79,934 at 4% or $53,289 at 6%.
2003125$567,243$109,817$4,393iApproximate average salary by contribution assumption: employee only about $109,817 at 4% or $73,211 at 6%; with 50% employer match about $73,211 at 4% or $48,808 at 6%; with 100% employer match about $54,909 at 4% or $36,606 at 6%.
Smith & Monroe & Gray 401K Retirement Plan-25$567,243$109,817$4,393iApproximate average salary by contribution assumption: employee only about $109,817 at 4% or $73,211 at 6%; with 50% employer match about $73,211 at 4% or $48,808 at 6%; with 100% employer match about $54,909 at 4% or $36,606 at 6%.
2002121$367,052$123,360$5,874iApproximate average salary by contribution assumption: employee only about $146,857 at 4% or $97,905 at 6%; with 50% employer match about $97,905 at 4% or $65,270 at 6%; with 100% employer match about $73,429 at 4% or $48,952 at 6%.
Smith & Monroe & Gray 401K Retirement Plan-21$367,052$123,360$5,874iApproximate average salary by contribution assumption: employee only about $146,857 at 4% or $97,905 at 6%; with 50% employer match about $97,905 at 4% or $65,270 at 6%; with 100% employer match about $73,429 at 4% or $48,952 at 6%.
2001123$371,203$94,502$4,109iApproximate average salary by contribution assumption: employee only about $102,720 at 4% or $68,480 at 6%; with 50% employer match about $68,480 at 4% or $45,653 at 6%; with 100% employer match about $51,360 at 4% or $34,240 at 6%.
Smith & Monroe & Gray 401K Retirement Plan-23$371,203$94,502$4,109iApproximate average salary by contribution assumption: employee only about $102,720 at 4% or $68,480 at 6%; with 50% employer match about $68,480 at 4% or $45,653 at 6%; with 100% employer match about $51,360 at 4% or $34,240 at 6%.
2000123$325,078$161,249$7,011iApproximate average salary by contribution assumption: employee only about $175,271 at 4% or $116,847 at 6%; with 50% employer match about $116,847 at 4% or $77,898 at 6%; with 100% employer match about $87,635 at 4% or $58,424 at 6%.
Smith & Monroe & Gray 401K Retirement Plan-23$325,078$161,249$7,011iApproximate average salary by contribution assumption: employee only about $175,271 at 4% or $116,847 at 6%; with 50% employer match about $116,847 at 4% or $77,898 at 6%; with 100% employer match about $87,635 at 4% or $58,424 at 6%.
1999120$208,374$129,745$6,487iApproximate average salary by contribution assumption: employee only about $162,181 at 4% or $108,121 at 6%; with 50% employer match about $108,121 at 4% or $72,081 at 6%; with 100% employer match about $81,091 at 4% or $54,060 at 6%.
Smith & Monroe & Gray 401K Retirement Plan-20$208,374$129,745$6,487iApproximate average salary by contribution assumption: employee only about $162,181 at 4% or $108,121 at 6%; with 50% employer match about $108,121 at 4% or $72,081 at 6%; with 100% employer match about $81,091 at 4% or $54,060 at 6%.