Profit Sharing · DOL Form 5500 · 2022

Smmartly, Inc. Profit Sharing Plan

Data updated 2026-08-25

$528K
Total assets Small plan by assets
1
Participants Small participant base
19th
Percentile by assets National rank
$528,452
Avg per participant High balance/head
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Official DOL plan name: Smmartly, Inc. Retirement Plan · Sponsored by Smmartly, Inc. · California · Real Estate

$528K in assets, 1 participants

Smmartly, Inc.'s Smmartly, Inc. Retirement Plan reported $528K in total assets and 1 participant in its 2022 DOL Form 5500 filing, ranking in the 19th 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.

  • #1,616 in Real Estate (5,057 peers)

What the 2022 filing shows

Smmartly, Inc. Retirement Plan holds $528K for 1 participant - about $528,452 per participant, among the smaller plans by assets on file.

#1,616
in Real Estate (5,057 peers)
+0.0%
assets growth YoY

Smmartly, Inc. Retirement Plan among the smaller filed plans by assets

Smmartly, Inc. Retirement Plan vs every filed plan by assets

End-of-year total assets · plan year 2022 · DOL Form 5500

$528,452 19th percentile higher than 19% of 139,123 filed plans

This plan $0 $2,050,000,000 every filed plan with reported assets, bucketed by value

Dashed line + filled bar = this entry, among filed plans.

Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022

Smmartly, Inc. Retirement Plan among micro filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Smmartly, Inc. Retirement Plan is a micro filing (1 participant), the leftmost band.

EBSA filing schedule strip

Filing strip 841821991 · Smmartly, Inc. PY 2022 · Profit Sharing

Smmartly, Inc. Retirement Plan · $528K · 1 · 19th

  • PART $528K
  • PART 1
  • PART 19th
  • PART Profit Sharing
  • PART near Farr Better Pets Inc. Retirement Plan
  • PART ind #1616

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 Real Estate retirement plans → · Plans in California →

Smmartly, Inc. Retirement Plan in the asset neighbourhood

Smmartly, Inc. Retirement PlanSmmartly, Inc. Retirement Pl…$528KFarr Better Pets Inc. Retirement PlanFarr Better Pets Inc. Retire…$528KHall Ventures Inc. Profit Sharing PlanHall Ventures Inc. Profit Sh…$529KUltimate Solutions Corp$528KChesapeake Custom Realty Inc, Retirement PlanChesapeake Custom Realty Inc…$529K
End-of-year total assets ($M) among Smmartly, Inc. Retirement Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2022.

Filing particulars (2022)

Total Assets (Beginning of Year)$528K
Net Assets (End of Year)$528K
Net Income$36
Employer EIN841821991
Plan Effective Date2019-05-22
Filing StatusFILING RECEIVED

Sponsor Plan History (Smmartly, Inc.)

Sponsor-wide plan assets over time

All Smmartly, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$521K 1.3259482412782997% vs 2022
2024 filing year
$0.5M$0.51M$0.52M$0.53M$0.54M 202220232024 $0.53M $0.52M ▼ -1.9%
Year Plans Participants Total Assets
2022 1 1 $528K
2023 1 1 $509K
2024 1 1 $521K

Nearby Profit Sharing Plans in California

Peer Profit Sharing plans, same state, same plan type, ranked by total assets.

Smmartly, Inc. Retirement Plan vs. nearby Profit Sharing plans in California, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -202468 Total assets ($B) Participants Smmartly, Inc. Retirement Plan, Total assets ($B): 0.000528452 · Participants: 1Smmartly, Inc. Retirement PlanIntel Retirement Contribution Plan, Total assets ($B): 6.922537047 · Participants: 22216Intel Retirement Contribution PlanScpmg Keogh Plan, Total assets ($B): 5.599096297 · Participants: 9727Scpmg Keogh PlanMotion Picture Industry Individual Account Plan, Total assets ($B): 5.566886773 · Participants: 67173Motion Picture Industry Individual Account PlanMemorialcare Retirement Plan, Total assets ($B): 1.163824 · Participants: 5104Memorialcare Retirement PlanCedars-Sinai Health System Defined Contribution Retirement Plan, Total assets ($B): 0.797223577 · Participants: 11344Cedars-Sinai Health System Defined Contribution Retirement Plan
Smmartly, Inc. Retirement Plan vs. nearby Profit Sharing plans in California, assets vs. participants
Compare Smmartly, Inc. Retirement Plan side-by-side with 3 peers →

Smmartly, Inc. Retirement Plan's out-of-state Profit Sharing peers by assets and headcount

Outside California, the nearest Profit Sharing by assets is Farr Better Pets Inc. Retirement Plan in MT ($528K); by covered participants it is Luke Krumnow, Inc. Employees Profit Sharing Plan in TX (1 participant). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($528K here).

Similar participant headcount

Nearest other-state filings by covered participants (1 participant); asset peers above are excluded.

DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Smmartly, Inc. Retirement Plan assets move in 2022? ▼
Smmartly, Inc. Retirement Plan held essentially flat - up 0.0% during 2022, from $528K to $528K. Reported net income was $36.
How have Smmartly, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Smmartly, Inc.'s sponsor-wide assets declined 1.3%, from $528K to $521K.
Where does Smmartly, Inc. Retirement Plan rank by assets among Form 5500 filers? ▼
Smmartly, Inc. Retirement Plan ranks in the 19th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (among the smaller plans by assets on file).
Which Profit Sharing plans are similar in size to Smmartly, Inc. Retirement Plan? ▼
Among Profit Sharing plans in other states, the closest by assets is Farr Better Pets Inc. Retirement Plan in MT ($528K, 2 participants).
Which Profit Sharing plans cover a similar participant headcount to Smmartly, Inc. Retirement Plan? ▼
Among Profit Sharing plans in other states, the closest by covered participants is Luke Krumnow, Inc. Employees Profit Sharing Plan in TX (1 participant, $272K in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2022.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 841821991.

Read our methodology - how this data is sourced, computed, and verified.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.