401(k) · DOL Form 5500 · 2022

Smartbear Software, Inc. 401(k) Plan

Data updated 2026-08-25

$26M
Total assets Below avg plan size
312
Participants Below avg headcount
81st
Percentile by assets National rank
$82,824
Avg per participant Below avg balance/head
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Official DOL plan name: Smartbear Software, Inc. 401(k) Plan · Sponsored by Smartbear Software, Inc. · Massachusetts · Professional & Technical Services

$26M in assets, 312 participants

Smartbear Software, Inc.'s Smartbear Software, Inc. 401(k) Plan reported $26M in total assets and 312 participants in its 2022 DOL Form 5500 filing, ranking in the 81st 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.

  • #17,570 in Professional & Technical Services (21,562 peers)

Coverage in Massachusetts

Smartbear Software, Inc. 401(k) Plan covers 312 participants in Massachusetts, about 47% of the average Massachusetts filer (state average ~659 per filing). Assets: $26M.

#17,570
in Professional & Technical Services (21,562 peers)
-6.0%
assets change YoY
0.3×
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.

Smartbear Software, Inc. 401(k) Plan's outsized position by total assets

Smartbear Software, Inc. 401(k) Plan vs every filed plan by assets

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

$25,841,218 Top 19% higher than 81% 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

Smartbear Software, Inc. 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. Smartbear Software, Inc. 401(k) Plan sits mid-pack in the medium band (312 participants).

EBSA filing schedule strip

Filing strip 943340607 · Smartbear Software, Inc. PY 2022 · 401(k)

Smartbear Software, Inc. 401(k) Plan · $26M · 312 · 81st

  • BOY $26M
  • BOY 312
  • BOY 81st
  • BOY 401(k)
  • BOY near Crystal Creamery 401(k) Plan
  • BOY ind #17570

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 Massachusetts →

Smartbear Software, Inc. 401(k) Plan in the asset neighbourhood

Smartbear Software, Inc. 401(k) PlanSmartbear Software, Inc. 401…$26MCrystal Creamery 401(k) Plan$26MThe Commercial & Savings Bank 401(k) Retirement PlThe Commercial & Savings Ban…$26MSymphony Multiple Employer PlanSymphony Multiple Employer P…$26MDakota Specialty Enterprises Retirement PlanDakota Specialty Enterprises…$26M
End-of-year total assets ($M) among Smartbear Software, Inc. 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Massachusetts filing particulars

Total Assets (Beginning of Year)$27M
Net Assets (End of Year)$26M
Net Income-$2M
Employer EIN943340607
Plan Effective Date2007-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Smartbear Software, Inc.)

Sponsor-wide plan assets over time

All Smartbear Software, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$39M 51.100977515843105% vs 2022
2024 filing year
$20M$25M$30M$35M$40M$45M 202220232024 $25.8M $39.1M ▲ +51.1%
Year Plans Participants Total Assets
2022 1 312 $26M
2023 1 418 $32M
2024 1 331 $39M

Nearby 401(k) Plans in Massachusetts

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

Smartbear Software, Inc. 401(k) Plan vs. nearby 401(k) plans in Massachusetts, assets vs. participants Scatter plot of 6 data points. -200000200004000060000 -100102030 Total assets ($B) Participants Smartbear Software, Inc. 401(k) Plan, Total assets ($B): 0.025841218 · Participants: 312Smartbear Software, Inc. 401(k) PlanFidelity Retirement Savings Plan, Total assets ($B): 22.953563448 · Participants: 52036Fidelity Retirement Savings PlanLiberty Mutual 401(k) Plan, Total assets ($B): 8.79802945 · Participants: 32843Liberty Mutual 401(k) PlanMassachusetts Institute of Technology Supplemental 401(k) Plan, Total assets ($B): 5.810585521 · Participants: 13690Massachusetts Institute of Technology Supplemental 401(k) PlanPhilips North America 401(k) Plan, Total assets ($B): 5.180251859 · Participants: 19750Philips North America 401(k) PlanBoston Scientific Corporation 401(k) Retirement Savings Plan, Total assets ($B): 4.853752256 · Participants: 18359Boston Scientific Corporation 401(k) Retirement Savings Plan
Smartbear Software, Inc. 401(k) Plan vs. nearby 401(k) plans in Massachusetts, assets vs. participants
Compare Smartbear Software, Inc. 401(k) Plan side-by-side with 3 peers →

Smartbear Software, Inc. 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Massachusetts, the nearest 401(k) by assets is Crystal Creamery 401(k) Plan in CA ($26M); by covered participants it is The Northstar Snf 401(k) Plan in NY (312 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($26M here).

Similar participant headcount

Nearest other-state filings by covered participants (312 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 Smartbear Software, Inc. 401(k) Plan assets move in 2022? ▼
Smartbear Software, Inc. 401(k) Plan pulled back noticeably - down 6.0% during 2022, from $27M to $26M. Reported net income was -$2M.
How have Smartbear Software, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Smartbear Software, Inc.'s sponsor-wide assets grew 51.1%, from $26M to $39M.
Where does Smartbear Software, Inc. 401(k) Plan rank by assets among Form 5500 filers? ▼
Smartbear Software, Inc. 401(k) Plan ranks in the 81st 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 Smartbear Software, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Crystal Creamery 401(k) Plan in CA ($26M, 378 participants).
Which 401(k) plans cover a similar participant headcount to Smartbear Software, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is The Northstar Snf 401(k) Plan in NY (312 participants, $4M 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 943340607.

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.