401(k) · DOL Form 5500 · 2022

SMARTBANK 401(k) Plan

Data updated 2026-08-25

$40M
Total assets Below avg plan size
556
Participants Below avg headcount
86th
Percentile by assets National rank
$71,726
Avg per participant Below avg balance/head
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Official DOL plan name: Smartbank 401(k) Retirement Plan · Sponsored by SMARTBANK · Tennessee · Finance & Insurance

$40M in assets, 556 participants

SMARTBANK's Smartbank 401(k) Retirement Plan reported $40M in total assets and 556 participants in its 2022 DOL Form 5500 filing, ranking in the 86th 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.

  • #7,180 in Finance & Insurance (9,261 peers)

Coverage in Tennessee

Smartbank 401(k) Retirement Plan covers 556 participants in Tennessee, about 49% of the average Tennessee filer (state average ~1,126 per filing). Assets: $40M.

#7,180
in Finance & Insurance (9,261 peers)
-10.8%
assets change YoY
0.4×
vs typical plan assets (national mean)

The plan reported a net loss of $5M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

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

Smartbank 401(k) Retirement Plan vs every filed plan by assets

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

$39,879,401 Top 14% higher than 86% 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

Smartbank 401(k) Retirement 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. Smartbank 401(k) Retirement Plan sits mid-pack in the medium band (556 participants).

Form 5500 schedule snapshot

Filing strip 204091629 · SMARTBANK PY 2022 · 401(k)

Smartbank 401(k) Retirement Plan · $40M · 556 · 86th

  • BOOK $40M
  • VS-ST 556
  • BOY 86th
  • SCH 401(k)
  • EBSA near Redcom Laboratories, Inc. 401(k) and Profit Sharin
  • PART ind #7180

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 Tennessee →

Smartbank 401(k) Retirement Plan in the asset neighbourhood

Smartbank 401(k) Retirement PlanSmartbank 401(k) Retirement …$40MRedcom Laboratories, Inc. 401(k) and Profit SharinRedcom Laboratories, Inc. 40…$40MLs Technologies Retirement Savings PlanLs Technologies Retirement S…$40MThe 401(k) Retirement Savings Plan of Broadmoor Hotel, Inc.The 401(k) Retirement Saving…$40MVaa, LLC Profit Sharing Plan$40M
End-of-year total assets ($M) among Smartbank 401(k) Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Tennessee filing particulars

Total Assets (Beginning of Year)$45M
Net Assets (End of Year)$40M
Net Income-$5M
Employer EIN204091629
Plan Effective Date2007-05-07
Filing StatusFILING RECEIVED

Sponsor Plan History (SMARTBANK)

Sponsor-wide plan assets over time

All SMARTBANK plans reported in each filing year

Latest sponsor-wide plan assets
$57M 43.527139094055265% vs 2022
2024 filing year
$30M$40M$50M$60M 202220232024 $39.9M $57.3M ▲ +43.5%
Year Plans Participants Total Assets
2022 2 650 $40M
2023 2 592 $48M
2024 2 587 $57M

Nearby 401(k) Plans in Tennessee

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

Smartbank 401(k) Retirement Plan vs. nearby 401(k) plans in Tennessee, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000 -50510152025 Total assets ($B) Participants Smartbank 401(k) Retirement Plan, Total assets ($B): 0.039879401 · Participants: 556Smartbank 401(k) Retirement PlanFedex Corporation Retirement Savings Plan, Total assets ($B): 21.031401128 · Participants: 220835Fedex Corporation Retirement Savings PlanHca 401(k) Plan, Total assets ($B): 18.669830548 · Participants: 280576Hca 401(k) PlanInternational Paper Company Salaried Savings Plan, Total assets ($B): 4.178827147 · Participants: 11839International Paper Company Salaried Savings PlanFederal Express Corporation Pilots Retirement Savings Plan, Total assets ($B): 4.035859621 · Participants: 5305Federal Express Corporation Pilots Retirement Savings PlanChs/Community Health Systems, Inc. Retirement Savings Plan, Total assets ($B): 4.015461486 · Participants: 62485Chs/Community Health Systems, Inc. Retirement Savings Plan
Smartbank 401(k) Retirement Plan vs. nearby 401(k) plans in Tennessee, assets vs. participants
Compare Smartbank 401(k) Retirement Plan side-by-side with 3 peers →

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

Outside Tennessee, the nearest 401(k) by assets is Redcom Laboratories, Inc. 401(k) and Profit Sharin in NY ($40M); by covered participants it is The 401(k) Plan for Certain Hcsc Subsidiaries in PA (556 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (556 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 Smartbank 401(k) Retirement Plan assets move in 2022? ▼
Smartbank 401(k) Retirement Plan pulled back noticeably - down 10.8% during 2022, from $45M to $40M. Reported net income was -$5M.
How have SMARTBANK plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), SMARTBANK's sponsor-wide assets grew 43.5%, from $40M to $57M.
Where does Smartbank 401(k) Retirement Plan rank by assets among Form 5500 filers? ▼
Smartbank 401(k) Retirement Plan ranks in the 86th 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 Smartbank 401(k) Retirement Plan? ▼
Among 401(k) plans in other states, the closest by assets is Redcom Laboratories, Inc. 401(k) and Profit Sharin in NY ($40M, 168 participants).
Which 401(k) plans cover a similar participant headcount to Smartbank 401(k) Retirement Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is The 401(k) Plan for Certain Hcsc Subsidiaries in PA (556 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 204091629.

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.