401(k) · DOL Form 5500 · 2022
Smoothie King Franchises, Inc. 401(k) Plan
Data updated 2026-08-25
- $7M
- Total assets Small plan by assets
- 183
- Participants Below avg headcount
- 56th
- Percentile by assets National rank
- $36,209
- Avg per participant Low balance/head
Official DOL plan name: Smoothie King 401(k) Plan & Trust · Sponsored by Smoothie King Franchises, Inc. · Texas · Retail Trade
$7M in assets, 183 participants
Smoothie King Franchises, Inc.'s Smoothie King 401(k) Plan & Trust reported $7M in total assets and 183 participants in its 2022 DOL Form 5500 filing, ranking in the 56th percentile by assets among filed plans. Figures are as reported by the plan sponsor to the Department of Labor, not audited or endorsed by PlainRetire.
- #6,317 in Retail Trade (9,519 peers)
Coverage in Texas
Smoothie King 401(k) Plan & Trust covers 183 participants in Texas, about 27% of the average Texas filer (state average ~688 per filing). Assets: $7M.
- #6,317
- in Retail Trade (9,519 peers)
- -13.6%
- assets change YoY
The plan reported a net loss of $1M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Smoothie King 401(k) Plan & Trust's mid-pack asset rank among Retail Trade and all filers
Smoothie King 401(k) Plan & Trust vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$6,626,217 Top 44% higher than 56% of 139,123 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022
Smoothie King 401(k) Plan & Trust among mid-size filed plans by headcount
Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Smoothie King 401(k) Plan & Trust sits mid-pack in the medium band (183 participants).
EBSA filing schedule strip
Filing strip 721119008 · Smoothie King Franchises, Inc. PY 2022 · 401(k)
Smoothie King 401(k) Plan & Trust · $7M · 183 · 56th
- 5500 $7M
- 5500 183
- 5500 56th
- 5500 401(k)
- 5500 near New Horizons Baking Company 401(k) Retirement & Savings Plan for Norwalk Union Bakers
- 5500 ind #6317
Stamps derive from this plan's Form 5500 line items (assets, participants, type, EIN, cohort placement) - not a quality rating of the sponsor. Read with Retail Trade retirement plans → · Plans in Texas →
Smoothie King 401(k) Plan & Trust in the asset neighbourhood
Texas filing particulars
| Total Assets (Beginning of Year) | $8M |
|---|---|
| Net Assets (End of Year) | $7M |
| Net Income | -$1M |
| Employer EIN | 721119008 |
| Plan Effective Date | 1999-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Smoothie King Franchises, Inc.)
Sponsor-wide plan assets over time
All Smoothie King Franchises, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $12M 78.49543714007555% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 183 | $7M |
| 2023 | 1 | 202 | $9M |
| 2024 | 1 | 225 | $12M |
Nearby 401(k) Plans in Texas
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- AT&T Retirement Savings Plan $37.6B · 144,503
- Exxonmobil Savings Plan $21.3B · 23,619
- Caterpillar 401(k) Savings Plan $13.8B · 38,538
- American Airlines, Inc. 401(k) Plan $12.8B · 85,577
- Dell Inc. 401(k) Plan $12.0B · 47,532
Smoothie King 401(k) Plan & Trust's out-of-state 401(k) peers by assets and headcount
Outside Texas, the nearest 401(k) by assets is New Horizons Baking Company 401(k) Retirement & Savings Plan for Norwalk Union Bakers in OH ($7M); by covered participants it is Masy's Retirement Plan in MA (183 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($7M here).
Similar participant headcount
Nearest other-state filings by covered participants (183 participants); asset peers above are excluded.
- Masy's Retirement Plan (MA) 183 · 0 off
- Foundation for Educational Services, Inc. 401(k) Plan (NE) 183 · 0 off
- Metropolitan Golf Group, LLC 401(k) Ps Plan and Trust (NJ) 183 · 0 off
- All(N)1 Security Services 401kplan (GA) 183 · 0 off
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.