401(k) · DOL Form 5500 · 2022
Smith Health, Inc. 401(k) Plan
Data updated 2026-08-25
- $3M
- Total assets Small plan by assets
- 92
- Participants Small participant base
- 39th
- Percentile by assets National rank
- $29,539
- Avg per participant Low balance/head
Official DOL plan name: Smith Health 401(k) Plan · Sponsored by Smith Health, Inc. · California · Finance & Insurance
$3M in assets, 92 participants
Smith Health, Inc.'s Smith Health 401(k) Plan reported $3M in total assets and 92 participants in its 2022 DOL Form 5500 filing, ranking in the 39th 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.
- #2,420 in Finance & Insurance (9,261 peers)
Smith Health, Inc. multi-year trail
Smith Health, Inc.'s plans moved +287.0% in assets from 2022 to 2024; this filing shows Smith Health 401(k) Plan at $3M / 92 participants.
- #2,420
- in Finance & Insurance (9,261 peers)
- +9.9%
- assets growth YoY
Smith Health 401(k) Plan's mid-pack asset rank among Finance & Insurance and all filers
Smith Health 401(k) Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$2,717,591 39th percentile higher than 39% 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
Smith Health 401(k) Plan among smaller filed plans by headcount
Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Smith Health 401(k) Plan is a small filing (92 participants) on this national headcount ladder.
Published 5500 schedule card
Filing strip 811489804 · Smith Health, Inc. PY 2022 · 401(k)
Smith Health 401(k) Plan · $3M · 92 · 39th
- NET $3M
- NET 92
- NET 39th
- NET 401(k)
- NET near Summus Health Care 401(k) Plan
- NET ind #2420
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 Finance & Insurance retirement plans → · Plans in California →
Smith Health 401(k) Plan in the asset neighbourhood
Smith Health, Inc. multi-year asset trail
Sponsor-wide plan assets over time
All Smith Health, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $11M 286.96533069177815% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 92 | $3M |
| 2023 | 1 | 215 | $6M |
| 2024 | 1 | 546 | $11M |
Smith Health, Inc. filing trail (2022)
| Total Assets (Beginning of Year) | $2M |
|---|---|
| Net Assets (End of Year) | $3M |
| Net Income | $246K |
| Employer EIN | 811489804 |
| Plan Effective Date | 2017-04-23 |
| Filing Status | FILING RECEIVED |
Nearby 401(k) Plans in California
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Wells Fargo & Company 401(k) Plan $45.8B · 205,865
- Google LLC 401(k) Savings Plan $28.9B · 102,963
- Oracle Corporation 401(k) Savings and Investment Plan $21.9B · 46,320
- Chevron Employee Savings Investment Plan $18.6B · 19,946
- Intel 401(k) Savings Plan $18.4B · 54,672
Smith Health 401(k) Plan's out-of-state 401(k) peers by assets and headcount
Outside California, the nearest 401(k) by assets is Summus Health Care 401(k) Plan in TX ($3M); by covered participants it is Republic Companies 401(k) Retirement Plan in IA (92 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($3M here).
Similar participant headcount
Nearest other-state filings by covered participants (92 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.