401(k) · DOL Form 5500 · 2022

Smarsh, Inc. 401(k) Plan

Data updated 2026-08-25

$56M
Total assets Below avg plan size
578
Participants Below avg headcount
89th
Percentile by assets National rank
$97,084
Avg per participant Below avg balance/head
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Official DOL plan name: Smarsh 401(k) Plan · Sponsored by Smarsh, Inc. · Oregon · Professional & Technical Services

$56M in assets, 578 participants

Smarsh, Inc.'s Smarsh 401(k) Plan reported $56M in total assets and 578 participants in its 2022 DOL Form 5500 filing, ranking in the 89th 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.

  • #19,408 in Professional & Technical Services (21,562 peers)

Where Smarsh 401(k) Plan sits by assets

Smarsh 401(k) Plan sits in the top quartile of all filed plans by assets, $56M for 578 participants (~$97,084/participant), down 3.3% in 2022.

#19,408
in Professional & Technical Services (21,562 peers)
-3.3%
assets change YoY
0.6×
vs typical plan assets (national mean)

The plan reported a net loss of $2M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Smarsh 401(k) Plan's outsized position by total assets

Smarsh 401(k) Plan vs every filed plan by assets

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

$56,114,449 Top 11% higher than 89% 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

Smarsh 401(k) Plan 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. Smarsh 401(k) Plan sits mid-pack in the medium band (578 participants).

Published 5500 schedule card

Filing strip 752984566 · Smarsh, Inc. PY 2022 · 401(k)

Smarsh 401(k) Plan · $56M · 578 · 89th

  • NET $56M
  • BOOK 578
  • VS-ST 89th
  • BOY 401(k)
  • SCH near Post Acute Medical, LLC 401(k) Plan
  • EBSA ind #19408

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 Professional & Technical Services retirement plans → · Plans in Oregon →

Smarsh 401(k) Plan in the asset neighbourhood

Pryor Cashman LLP Profit Sharing PlanPryor Cashman LLP Profit Sha…$56MTexas United Corporation 401(k) PlanTexas United Corporation 401…$56MSmarsh 401(k) Plan$56MPost Acute Medical, LLC 401(k) PlanPost Acute Medical, LLC 401(…$56MNumerica Credit Union Retirement PlanNumerica Credit Union Retire…$56M
End-of-year total assets ($M) among Smarsh 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Scale-class filing particulars (2022)

Total Assets (Beginning of Year)$58M
Net Assets (End of Year)$56M
Net Income-$2M
Employer EIN752984566
Plan Effective Date2007-02-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Smarsh, Inc.)

Sponsor-wide plan assets over time

All Smarsh, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$90M 60.581885068496355% vs 2022
2024 filing year
$40M$60M$80M$100M 202220232024 $56.1M $90.1M ▲ +60.6%
Year Plans Participants Total Assets
2022 1 578 $56M
2023 1 665 $73M
2024 1 551 $90M

Nearby 401(k) Plans in Oregon

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

Smarsh 401(k) Plan vs. nearby 401(k) plans in Oregon, assets vs. participants Scatter plot of 6 data points. -10000010000200003000040000 -20246 Total assets ($B) Participants Smarsh 401(k) Plan, Total assets ($B): 0.056114449 · Participants: 578Smarsh 401(k) Plan401(k) Savings and Profit Sharing Plan for Employees of Nike, Inc., Total assets ($B): 5.187214067 · Participants: 36913401(k) Savings and Profit Sharing Plan for Employees of Nike, Inc.Daimler Truck North America, L.L.C. Employee Retirement Savings Plan, Total assets ($B): 1.954507017 · Participants: 7492Daimler Truck North America, L.L.C. Employee Retirement Savings PlanPrecision Castparts Corp. 401(k) Retirement Savings Plan, Total assets ($B): 1.865300803 · Participants: 14939Precision Castparts Corp. 401(k) Retirement Savings PlanXpo Logistics Retirement Savings Plan, Total assets ($B): 1.656566716 · Participants: 6855Xpo Logistics Retirement Savings PlanPacificorp K Plus Employee Savings Plan, Total assets ($B): 1.398948692 · Participants: 4905Pacificorp K Plus Employee Savings Plan
Smarsh 401(k) Plan vs. nearby 401(k) plans in Oregon, assets vs. participants
Compare Smarsh 401(k) Plan side-by-side with 3 peers →

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

Outside Oregon, the nearest 401(k) by assets is Post Acute Medical, LLC 401(k) Plan in PA ($56M); by covered participants it is The Sydell Group LLC 401(k) Plan in FL (578 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($56M here).

Similar participant headcount

Nearest other-state filings by covered participants (578 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 Smarsh 401(k) Plan assets move in 2022? ▼
Smarsh 401(k) Plan edged down modestly - down 3.3% during 2022, from $58M to $56M. Reported net income was -$2M.
How have Smarsh, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Smarsh, Inc.'s sponsor-wide assets grew 60.6%, from $56M to $90M.
Where does Smarsh 401(k) Plan rank by assets among Form 5500 filers? ▼
Smarsh 401(k) Plan ranks in the 89th 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 Smarsh 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Post Acute Medical, LLC 401(k) Plan in PA ($56M, 6,025 participants).
Which 401(k) plans cover a similar participant headcount to Smarsh 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is The Sydell Group LLC 401(k) Plan in FL (578 participants, N/A 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 752984566.

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.