How big is Donald B. Smith, Inc.'s plan?

Donald B. Smith, Inc.'s plan reported $4.3M in assets and 38 participants for 2025.

Original filing (PDF)20260518115830NAL0000082801001

Donald B. Smith, Inc.

Name: Donald B. Smith, Inc. — Donald B. Smith Retirement, Form 5500 (2025)
Creator: Donald B. Smith, Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Donald B. Smith Retirement Savings Plan

401(k) retirement plan · Donald B. Smith, Inc.'s Donald B. Smith Retirement Savings Plan held $4.3M in plan assets for 38 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$4.3M

Net assets (EOY)

$4.3M

Plan identifiers

Donald B. Smith, Inc.'s EIN is 23-1483449.

EIN 23-1483449

Plan number 001

Plan year 2025

ACK ID 20260518115830NAL0000082801001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Donald B. Smith, Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

Donald B. Smith, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for DONALD B. SMITH, INC..

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Plan health score

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score