Filings through .
Smith & Downey
Matched across 17 name variants in the filings
Smith & Downey summary
Smith & Downey appears on 20 retirement plans in Form 5500 Schedule C filings through plan year 2024. Those plans hold $26.5B in assets for 222,011 participants. The median client plan holds $51.4M. Most client plans are sponsored in NY, MD and FL. The largest clients by plan assets are Bank of America Corporation, Geisinger System Services and Breakthru Beverage Group, LLC. Plans reported $383K in direct and indirect compensation paid to Smith & Downey. The median is $8K per plan.
- Participants
- 222,011
- Median plan assets
- $51.4M
- Median plan participants
- 914
- Median fees per plan
- $8K
- Schedule C direct + indirect
Top 20 client plans by assets
Latest Form 5500 filing per plan through 2024
| Sponsor | State | Assets | Participants |
|---|---|---|---|
| Bank of America Corporation | RI | $19.9B | 154,763 |
| Geisinger System Services | PA | $3.5B | 30,934 |
| Breakthru Beverage Group, LLC | NY | $827M | 9,486 |
| Ramboll Limited | NY | $737M | 3,121 |
| Ramboll Limited | NY | $659M | 3,099 |
| Adventhealth Benefits Administrative Committee, plan 001 | FL | $356M | 3,884 |
| Adventhealth Benefits Administrative Committee, plan 002 | FL | $120M | 2,204 |
| Young Adult Institute, Inc., plan 002 | NY | $73.3M | 5,836 |
| Harkins Builders, Inc. | MD | $61.8M | 446 |
| Atlas Technologies, Inc. | SC | $51.7M | 498 |
| American Diabetes Association | VA | $51.1M | 862 |
| Young Adult Institute, Inc., plan 001 | NY | $49.4M | 2,772 |
| Komline-Sanderson | NJ | $46.0M | 742 |
| Greater Baltimore Medical Center | MD | $35.8M | 841 |
| Semmes, Bowen & Semmes a Professional Corporation | MD | $29.6M | 192 |
| Birch Family Services, Inc., plan 002 | NY | $26.7M | 823 |
| Calvert School | MD | $25.3M | 382 |
| Consolidated Asset Management Services, LLC | TX | $20.4M | 160 |
| Birch Family Services, Inc., plan 001 | NY | $18.1M | 966 |
| University Community Health System | FL | $4.5M | 0 |
- RIParticipants 154,763
- PAParticipants 30,934
- NYParticipants 9,486
- Ramboll Limited$737MNYParticipants 3,121
- Ramboll Limited$659MNYParticipants 3,099
- FLParticipants 3,884
- FLParticipants 2,204
- NYParticipants 5,836
- Harkins Builders, Inc.$61.8MMDParticipants 446
- Atlas Technologies, Inc.$51.7MSCParticipants 498
- VAParticipants 862
- NYParticipants 2,772
- Komline-Sanderson$46.0MNJParticipants 742
- MDParticipants 841
- MDParticipants 192
- NYParticipants 823
- Calvert School$25.3MMDParticipants 382
- TXParticipants 160
- NYParticipants 966
- FLParticipants 0
Top client states
- NY7 plans
- MD4 plans
- FL3 plans
- NJ1 plan
- PA1 plan
Frequently asked questions
- Who uses Smith & Downey?
- 20 retirement plans list Smith & Downey as a service provider on Schedule C of Form 5500. The largest clients by plan assets include Bank of America Corporation, Geisinger System Services, Breakthru Beverage Group, LLC and Ramboll Limited. Most client plans are sponsored in NY, MD and FL.
- How many plans does Smith & Downey serve?
- Smith & Downey serves 20 retirement plans with $26.5B in plan assets and 222,011 participants, based on the latest Form 5500 filings through 2024.
- What does Smith & Downey charge?
- Plans reported $383K in total Schedule C compensation paid to Smith & Downey. The median plan paid $8K. Fees vary with plan size and the services each plan buys.
Analytics
Market position · 2024
Plans served20+1 YoYRank #654 of mapped providers
Assets under administration$26.5B0.0%Rank #530 by share of filed assets
Fees received$382,861Median $7,766/planSum across Schedule C direct + indirect
Net wins YoY+512 won - 7 lostPlan-level switch detection
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