401(k) · DOL Form 5500 · 2022
Smart Source Inc 401(k) Plan
Data updated 2026-08-25
- $4M
- Total assets Small plan by assets
- 284
- Participants Below avg headcount
- 48th
- Percentile by assets National rank
- $15,486
- Avg per participant Low balance/head
Official DOL plan name: Smart Source Inc 401(k) Plan & Trust · Sponsored by Smart Source Inc · Illinois · Professional & Technical Services
$4M in assets, 284 participants
Smart Source Inc's Smart Source Inc 401(k) Plan & Trust reported $4M in total assets and 284 participants in its 2022 DOL Form 5500 filing, ranking in the 48th 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.
- #9,831 in Professional & Technical Services (21,562 peers)
Coverage in Illinois
Smart Source Inc 401(k) Plan & Trust covers 284 participants in Illinois, about 36% of the average Illinois filer (state average ~779 per filing). Assets: $4M.
- #9,831
- in Professional & Technical Services (21,562 peers)
- -11.3%
- assets change YoY
The plan reported a net loss of $562K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Smart Source Inc 401(k) Plan & Trust's mid-pack asset rank among Professional & Technical Services and all filers
Smart Source Inc 401(k) Plan & Trust vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$4,398,030 48th percentile higher than 48% 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
Smart Source Inc 401(k) Plan & 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. Smart Source Inc 401(k) Plan & Trust sits mid-pack in the medium band (284 participants).
DOL schedule card
Filing strip 364089168 · Smart Source Inc PY 2022 · 401(k)
Smart Source Inc 401(k) Plan & Trust · $4M · 284 · 48th
- BOOK $4M
- VS-ST 284
- BOY 48th
- SCH 401(k)
- EBSA near Wholistic Management Inc 401(k) Profit Sharing Plan & Trust
- PART ind #9831
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 Illinois →
Smart Source Inc 401(k) Plan & Trust in the asset neighbourhood
Illinois filing particulars
| Total Assets (Beginning of Year) | $5M |
|---|---|
| Net Assets (End of Year) | $4M |
| Net Income | -$562K |
| Employer EIN | 364089168 |
| Plan Effective Date | 2008-04-01 |
| Filing Status | FILING RECEIVED |
Nearby 401(k) Plans in Illinois
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- State Farm 401(k) Savings Plan $14.7B · 53,616
- Accenture United States 401(k) Match and Savings Plan $14.3B · 66,653
- Abbott Laboratories Stock Retirement Plan $13.3B · 36,136
- United Airlines Pilot Retirement Account Plan $11.8B · 13,437
- Walgreens Retirement Savings Plan $11.7B · 238,072
Smart Source Inc 401(k) Plan & Trust's out-of-state 401(k) peers by assets and headcount
Outside Illinois, the nearest 401(k) by assets is Wholistic Management Inc 401(k) Profit Sharing Plan & Trust in MD ($4M); by covered participants it is Lectra USA 401(k) Plan in CT (284 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($4M here).
Similar participant headcount
Nearest other-state filings by covered participants (284 participants); asset peers above are excluded.
- Lectra USA 401(k) Plan (CT) 284 · 0 off
- Bemobile, Inc. 401(k) Plan (ND) 284 · 0 off
- Apex Logistics, LLC 401(k) Plan (CA) 284 · 0 off
- Delmonte Hotel Group 401(k) Plan (NY) 284 · 0 off
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.