Back to filter
Original filing (PDF)20251013171529NAL0001763009002
SMITHS GROUP SERVICES CORPORATION
Form 5500
FILING_RECEIVED
SMITHS GROUP PENSION PLAN
Defined-benefit pension plan
Signals · 1
No recordkeeper disclosed
Active participants
489
Accounts w/ balance
—
Plan assets (EOY)
$236.4M
Net assets (EOY)
$236.4M
How this plan invests
This plan
14 collective trusts
Schedule D
Individual securities
on each trust's filing
This plan doesn't hold securities directly — it invests through trusts. Click a trust below to drill into its securities.
Plan health score (directional)
82
/ 100
Grade B
Above-average plan
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
75
Total plan cost
65
Vendor stack
55
Participation health
100
Knocking points off
- 51 bps in Schedule C fees — 406% above peer band of 10 bps.
- No recordkeeper disclosed on Schedule C.
- Plan is frozen (1I) — no new benefit accrual.
Helping the score
- Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for SMITHS GROUP SERVICES CORPORATION.
Plan sponsor
Name
SMITHS GROUP SERVICES CORPORATION
EIN
22-3015350
Address
25 MASSACHUSETTS AVE NW SUITE 120 · WASHINGTON, DC · 200011430
Phone
—
Industry
Manufacturingsee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-13
Pension benefit codes
1A · Pay-related DB formula
1C · Cash balance or similar hybrid DB
1I · Frozen plan — no new benefit accrual
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
KREISCHER MILLER
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
5 rowsOther
5| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| TOWERS WATSON | 23-1159360 | — | NONE | $934K | — |
| BLACKROCK INSTITUTIONAL TRUST CO. | 94-3112180 | — | NONE | $156K | — |
| PRINCIPAL | 51-0099493 | — | NONE | $60K | — |
| KREISCHER MILLER | 23-1980475 | — | NONE | $35K | — |
| KILPATRICK TOWNSEND | 58-0511774 | ATLANTA, GA | NONE | $11K | — |
Investments
14 pooled funds· $234.5M(99% of reported assets)
Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.
| Investment | Type | Current value | % of plan |
|---|---|---|---|
| LONG US GOVT BOND INDX NL STATE STREET GLOBAL ADVISORS · EIN 04-0025081 / PN 142 | Common Collective Trust | $62.2M | 26.3% |
| LONG CREDIT FUND TOWERS WATSON INVESTMENT SERVICES, INC. · EIN 82-6695738 / PN 004 | Common Collective Trust | $38.3M | 16.2% |
| INTERMED US GOVT BOND INDX NL STATE STREET GLOBAL ADVISORS · EIN 04-0025081 / PN 144 | Common Collective Trust | $33.4M | 14.1% |
| DIVERSIFIED EQUITY FUND TOWERS WATSON INVESTMENT SERVICES, INC. · EIN 82-6695738 / PN 002 | Common Collective Trust | $30.8M | 13.0% |
| DIVERSIFIED CREDIT FUND TOWERS WATSON INVESTMENT SERVICES, INC. · EIN 82-6695738 / PN 001 | Common Collective Trust | $27.4M | 11.6% |
| REAL ASSETS FUND TOWERS WATSON INVESTMENT SERVICES, INC. · EIN 82-6695738 / PN 005 | Common Collective Trust | $22.9M | 9.7% |
| TURF 10 YR NON-LENDING BLACKROCK INSTITUTIONAL TRUST CO · EIN 47-4226866 / PN 001 | Common Collective Trust | $6.5M | 2.8% |
| TURF 15 YR NON-LENDING BLACKROCK INSTITUTIONAL TRUST CO · EIN 45-3856099 / PN 001 | Common Collective Trust | $4.6M | 1.9% |
| TURF 5 YR NON-LENDING BLACKROCK INSTITUTIONAL TRUST CO · EIN 47-4104495 / PN 001 | Common Collective Trust | $4.0M | 1.7% |
| TURF 20 YR NON-LENDING BLACKROCK INSTITUTIONAL TRUST CO · EIN 45-3856189 / PN 001 | Common Collective Trust | $2.4M | 1.0% |
| TURF 25 YR NON-LENDING BLACKROCK INSTITUTIONAL TRUST CO · EIN 45-3856224 / PN 001 | Common Collective Trust | $2.1M | 0.9% |
| LONG DURATION CORPORATE CREDIT BLACKROCK INSTITUTIONAL TRUST CO · EIN 27-4520291 / PN 001 | Common Collective Trust | $0 | <0.1% |
| LONG TERM GOV BOND INDEX FUND BLACKROCK INSTITUTIONAL TRUST CO · EIN 94-3118547 / PN 001 | Common Collective Trust | $0 | <0.1% |
| INTER DURATION CORPORATE CLASS 1 BLACKROCK INSTITUTIONAL TRUST CO · EIN 82-2229248 / PN 001 | Common Collective Trust | $0 | <0.1% |
Related plans
Other plans using TOWERS WATSON
FEDEX CORPORATION
FEDEX CORPORATION EMPLOYEES' PENSION PLAN
$26.9B · 113,256 participants
CHARTER COMMUNICATIONS, INC.
CHARTER COMMUNICATIONS, INC. DEFINED CONTRIBUTION PLANS MASTER TRUST
$10.2B
MANUFACTURERS AND TRADERS TRUST CO.
M & T BANK CORPORATION RETIREMENT SAVINGS PLAN
$5.2B · 22,296 participants
NORTHWELL HEALTH, INC.
NORTHWELL HEALTH PENSION PLAN
$2.8B · 26,078 participants
CHARTER COMMUNICATIONS, INC.
TIME WARNER CABLE PENSION PLANS MASTER TRUST
$2.6B
AIR PRODUCTS AND CHEMICALS, INC.
AIR PRODUCTS AND CHEMICALS MASTER TRUST
$2.5B
Similar-size Manufacturing plans
POWELL INDUSTRIES, INC.
POWELL INDUSTRIES, INC. EMPLOYEES INCENTIVE SAVINGS PLAN
$252.3M · 2,164 participants
OSI SYSTEMS, INC.
OSI SYSTEMS, INC. 401(K) SAVINGS PLAN
$269.8M · 1,920 participants
MORGANITE INDUSTRIES INC.
MORGAN US EMPLOYEES' 401(K) PLAN
$289.8M · 2,315 participants
GEA CARIBBEAN EXPORT, LLC
COMPONENTS PENSION PLAN FOR PUERTO RICO
$180.4M · 93 participants
CENTRAL MOLONEY, INC.
CENTRAL MOLONEY, INC. SALARIED EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST
$180.3M · 115 participants
GE INDUSTRIAL OF PR LLC
COMPONENTS PENSION PLAN FOR PUERTO RICO
$163.0M · 82 participants
Large plans in District of Columbia
BOARD OF TRUSTEES OF THE CPF OF THE IUOE AND PARTICIPATING EMPLOYERS
CENTRAL PENSION FUND OF THE IUOE & PARTICIPATING EMPLOYERS
$27.4B · 104,686 participants
BOARD OF TRUSTEES OF THE I.A.M. NATIONAL PENSION FUND
IAM NATIONAL PENSION FUND
$15.0B · 102,863 participants
VANTAGETRUST COMPANY, LLC
VTI MISSIONSQUARE PLUS FUND
$9.8B
DANAHER CORPORATION
DANAHER CORPORATION & SUBSIDIARIES SAVINGS PLAN
$6.5B · 23,252 participants
GEICO CORPORATION
GEICO 401(K) SAVINGS PLAN
$6.2B · 28,209 participants
FEDERAL NATIONAL MORTGAGE ASSOCIATION
FEDERAL NATIONAL MORTGAGE ASSOCIATION RETIREMENT SAVINGS PLAN FOR EMPLOYEES
$4.6B · 8,187 participants