401(k) · DOL Form 5500 · 2022

Smarthealth, Inc. 401(k) Plan

Data updated 2026-08-25

$25M
Total assets Small plan by assets
235
Participants Below avg headcount
80th
Percentile by assets National rank
$104,520
Avg per participant Below avg balance/head
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Official DOL plan name: Smarthealth 401(k) Plan and Trust · Sponsored by Smarthealth, Inc. · Arizona · Manufacturing

$25M in assets, 235 participants

Smarthealth, Inc.'s Smarthealth 401(k) Plan and Trust reported $25M in total assets and 235 participants in its 2022 DOL Form 5500 filing, ranking in the 80th 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.

  • #14,839 in Manufacturing (20,602 peers)

Coverage in Arizona

Smarthealth 401(k) Plan and Trust covers 235 participants in Arizona, about 42% of the average Arizona filer (state average ~564 per filing). Assets: $25M.

#14,839
in Manufacturing (20,602 peers)
-15.2%
assets change YoY
0.2×
vs typical plan assets (national mean)

The plan reported a net loss of $4M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Smarthealth 401(k) Plan and Trust's outsized position by total assets

Smarthealth 401(k) Plan and Trust vs every filed plan by assets

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

$24,562,115 Top 20% higher than 80% 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

Smarthealth 401(k) Plan and 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. Smarthealth 401(k) Plan and Trust sits mid-pack in the medium band (235 participants).

DOL schedule card

Filing strip 860225261 · Smarthealth, Inc. PY 2022 · 401(k)

Smarthealth 401(k) Plan and Trust · $25M · 235 · 80th

  • EOY $25M
  • EOY 235
  • EOY 80th
  • EOY 401(k)
  • EOY near Amoco Federal Credit Union Capital Accumulation Plan
  • EOY ind #14839

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 Manufacturing retirement plans → · Plans in Arizona →

Smarthealth 401(k) Plan and Trust in the asset neighbourhood

Smarthealth 401(k) Plan and TrustSmarthealth 401(k) Plan and …$25MAmoco Federal Credit Union Capital Accumulation PlanAmoco Federal Credit Union C…$25MThe Presbyterian Homes, Inc. 401(k) Retirement PlanThe Presbyterian Homes, Inc.…$25MDeltrol Corp. 401(k) Savings PlanDeltrol Corp. 401(k) Savings…$25MAircastle Advisor LLC 401(k) PlanAircastle Advisor LLC 401(k)…$25M
End-of-year total assets ($M) among Smarthealth 401(k) Plan and Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Arizona filing particulars

Total Assets (Beginning of Year)$29M
Net Assets (End of Year)$25M
Net Income-$4M
Employer EIN860225261
Plan Effective Date1974-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Smarthealth, Inc.)

Sponsor-wide plan assets over time

All Smarthealth, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$31M 26.174875412805456% vs 2022
2024 filing year
$22M$24M$26M$28M$30M$32M 202220232024 $24.6M $31M ▲ +26.2%
Year Plans Participants Total Assets
2022 1 235 $25M
2023 1 244 $27M
2024 1 255 $31M

Nearby 401(k) Plans in Arizona

Peer 401(k) plans, same state, same plan type, ranked by total assets.

Smarthealth 401(k) Plan and Trust vs. nearby 401(k) plans in Arizona, assets vs. participants Scatter plot of 6 data points. -200000200004000060000 -101234 Total assets ($B) Participants Smarthealth 401(k) Plan and Trust, Total assets ($B): 0.024562115 · Participants: 235Smarthealth 401(k) Plan and TrustBanner Health Employees 401(k) Plan, Total assets ($B): 3.566847679 · Participants: 50602Banner Health Employees 401(k) PlanFreeport-Mcmoran Inc. Employee Capital Accumulation Program, Total assets ($B): 1.923226111 · Participants: 12362Freeport-Mcmoran Inc. Employee Capital Accumulation ProgramRepublic Services, Inc. 401(k) Plan, Total assets ($B): 1.806929859 · Participants: 28320Republic Services, Inc. 401(k) PlanStantec 401(k) Plan, Total assets ($B): 1.682454193 · Participants: 8764Stantec 401(k) PlanReliance Steel & Aluminum Co. Master 401(k) Plan, Total assets ($B): 1.33677823 · Participants: 9895Reliance Steel & Aluminum Co. Master 401(k) Plan
Smarthealth 401(k) Plan and Trust vs. nearby 401(k) plans in Arizona, assets vs. participants
Compare Smarthealth 401(k) Plan and Trust side-by-side with 3 peers →

Smarthealth 401(k) Plan and Trust's out-of-state 401(k) peers by assets and headcount

Outside Arizona, the nearest 401(k) by assets is Amoco Federal Credit Union Capital Accumulation Plan in TX ($25M); by covered participants it is Pinterest 401(k) Plan in CA (235 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (235 participants); 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 Smarthealth 401(k) Plan and Trust assets move in 2022? ▼
Smarthealth 401(k) Plan and Trust declined sharply - down 15.2% during 2022, from $29M to $25M. Reported net income was -$4M.
How have Smarthealth, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Smarthealth, Inc.'s sponsor-wide assets grew 26.2%, from $25M to $31M.
Where does Smarthealth 401(k) Plan and Trust rank by assets among Form 5500 filers? ▼
Smarthealth 401(k) Plan and Trust ranks in the 80th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to Smarthealth 401(k) Plan and Trust? ▼
Among 401(k) plans in other states, the closest by assets is Amoco Federal Credit Union Capital Accumulation Plan in TX ($25M, 254 participants).
Which 401(k) plans cover a similar participant headcount to Smarthealth 401(k) Plan and Trust? ▼
Among 401(k) plans in other states, the closest by covered participants is Pinterest 401(k) Plan in CA (235 participants, $5M 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 860225261.

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.