401(k) · DOL Form 5500 · 2022

Smarsh, Inc. 401(k) Plan

Data updated 2026-08-11

$56M
Total assets
578
Participants
89th
Percentile by assets
$97,084
Avg per participant
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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.

  • 89th percentile by assets (of 139,126 plans)
  • #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.

$56M
total plan assets (2022 EOY)
578
covered participants
89th
percentile by assets (of 139,126 plans)
$97,084
avg assets per participant

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 vs the 2022 asset distribution

By assets, Smarsh 401(k) Plan outranks 89% of the 139,126 plans that filed a Form 5500 for the 2022 plan year, and holds roughly 0.6x the national average plan size of $100M (721 average participants).

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.)

$40M$60M$80M$100M 202220232024 $56.1M $90.1M ▲ +60.6%
Total plan assets by year, all Smarsh, Inc. plans on file
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

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) Plan401(k) Savings and P…Daimler Truck North …Precision Castparts …Xpo Logistics Retire…Pacificorp K Plus Em…
Smarsh 401(k) Plan vs. nearby 401(k) plans in Oregon, assets vs. participants

Similar-Sized 401(k) Plans Nationally

401(k) plans in other states closest to Smarsh 401(k) Plan by total assets, not by location.

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).

Scale reading

Ways to act on Smarsh 401(k) Plan's numbers.