SMITHS GROUP INCENTIVE SAVINGS PLAN

Plan Contact

  • Address: 25 MASSACHUSETTS AVENUE NW,,WASHINGTON,DC
  • Contact person: PAULA DUENAS
  • Phone: (800) 835-5095

Plan General Information

SMITHS GROUP INCENTIVE SAVINGS PLAN Total Retirement Plan Assets

At the end of 2023, the total retirement plan assets of SMITHS GROUP INCENTIVE SAVINGS PLAN is $923,406,640.00.This plan was established in 1986.

SMITHS GROUP INCENTIVE SAVINGS PLAN Total Number of Retirement Plan Participants

At the end of 2023, the total number of retirement plan participants in SMITHS GROUP INCENTIVE SAVINGS PLAN is 8690

SMITHS GROUP INCENTIVE SAVINGS PLAN Average Participant Retirement Account Value

In 2023, the average participant retirement account value for SMITHS GROUP INCENTIVE SAVINGS PLAN is $106,260.00

SMITHS GROUP INCENTIVE SAVINGS PLAN Estimated Average Employee Contribution Amount

In 2023, the estimated average employee contribution amount per participant for SMITHS GROUP INCENTIVE SAVINGS PLAN is $5,382.00.

SMITHS GROUP INCENTIVE SAVINGS PLAN Estimated Average Employer Match

In 2023, the estimated average employer match for an employee in SMITHS GROUP INCENTIVE SAVINGS PLAN is approximately $1,777.00
Investing in this additonal $1,777.00 for 20 years would give you extra $113,788.00, assuming a 10% annual return.

SMITHS GROUP INCENTIVE SAVINGS PLAN Total Employer Contribution and Match Rate

In 2023, SMITHS GROUP INCENTIVE SAVINGS PLAN allocates $15,450,307.00 to match its employees' contributions, providing an employer match rate of 66.06% of their contributions

SMITHS GROUP INCENTIVE SAVINGS PLAN Total Retirement Plan Asset Growth Rate

In 2023, the total retirement plan asset growth rate of SMITHS GROUP INCENTIVE SAVINGS PLAN is 12.02%.

SMITHS GROUP INCENTIVE SAVINGS PLAN Estimated Aggregate Retirement Account Investment Gain/Loss

In 2023, the estimated aggregate retirement account investment gain/loss for SMITHS GROUP INCENTIVE SAVINGS PLAN is 20.60%. This measures the effectiveness of the plan participants' investments in the year.

SMITHS GROUP INCENTIVE SAVINGS PLAN Expense Ratio

In 2023, the investment and administrative expense ratio of SMITHS GROUP INCENTIVE SAVINGS PLAN is 0.04%.

Enrollment Features

SMITHS GROUP INCENTIVE SAVINGS PLAN has the following features:
    Default Investments: It uses a default investment account for participants or employees who fail to direct assets in their account.
    Self-directed Brokerage: It allows participants or employees to allocate part or all of its account to a self directed brokereage account as an investment option.


Free newsletters

High quality resources for 401k, 403b, 529 retirement plans on investment, contribution, fees, retirement planning and much more ...

Puzzled on what to invest?

  • We ask a few questions to decide your personal return and risk expectations
  • We build a custom portfolio for your plan (401(k), 403(b), 529 ...) or for a  brokerage account
  • We monitor and send timely rebalance emails on what investment funds to buy and sell

Looking for ideas to generate income?

  • ETF or mutual fund income portfolios for 4-7% annual income
  • Dividend stock funds
  • Passive real estate investments
  • more ...

Portfolio Calculator (Simulator)

Quickly enter fund allocation and get a back test result on the performance of this 'lazy' portfolio.

Customize Asset Allocation Portfolios

Build a custom model portfolio using our asset strategic or tactical strategies, tailored to a 401(k) plan or for a brokerage account.

Retirement Calculator

See how much you can save for retirement.

Investment Calculator

Grow your wealth and see the power of compounding.


Looking for a (forgotten) 401(k)?

Find plan contact info, plan expenses, investment options, rollover your old plan, or learn how to select investments on your 401k plan ...