401(k) · DOL Form 5500 · 2022

Smart Financial Holdings LLC 401(k) Plan

Data updated 2026-08-25

$2M
Total assets Small plan by assets
384
Participants Below avg headcount
31st
Percentile by assets National rank
$4,366
Avg per participant Low balance/head
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Official DOL plan name: Smart 401(k) Plan · Sponsored by Smart Financial Holdings LLC · Florida · Retail Trade

$2M in assets, 384 participants

Smart Financial Holdings LLC's Smart 401(k) Plan reported $2M in total assets and 384 participants in its 2022 DOL Form 5500 filing, ranking in the 31st 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.

  • #3,891 in Retail Trade (9,519 peers)

What the 2022 filing shows

Smart 401(k) Plan holds $2M for 384 participants - about $4,366 per participant, in the lower half of filed plans by assets.

#3,891
in Retail Trade (9,519 peers)
+6.9%
assets growth YoY

Smart 401(k) Plan among the smaller filed plans by assets

Smart 401(k) Plan vs every filed plan by assets

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

$1,676,671 31st percentile higher than 31% 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

Smart 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. Smart 401(k) Plan sits mid-pack in the medium band (384 participants).

EBSA filing schedule strip

Filing strip 813302625 · Smart Financial Holdings LLC PY 2022 · 401(k)

Smart 401(k) Plan · $2M · 384 · 31st

  • EOY $2M
  • EOY 384
  • EOY 31st
  • EOY 401(k)
  • EOY near Academy for Classical Education, Inc. 401(k) Plan
  • EOY ind #3891

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 Retail Trade retirement plans → · Plans in Florida →

Smart 401(k) Plan in the asset neighbourhood

Smart 401(k) Plan$2MAcademy for Classical Education, Inc. 401(k) PlanAcademy for Classical Educat…$2MWillert Home Products, Inc. Union Employees 401(k) PlanWillert Home Products, Inc. …$2MM. Cary, Inc. 401(k) Profit Sharing PlanM. Cary, Inc. 401(k) Profit …$2MFox Group, Inc. 401(k) Retirement PlanFox Group, Inc. 401(k) Retir…$2M
End-of-year total assets ($M) among Smart 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Filing particulars (2022)

Total Assets (Beginning of Year)$2M
Net Assets (End of Year)$2M
Net Income$109K
Employer EIN813302625
Plan Effective Date2019-08-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Smart Financial Holdings LLC)

Sponsor-wide plan assets over time

All Smart Financial Holdings LLC plans reported in each filing year

Latest sponsor-wide plan assets
N/A
2023 filing year
$0M$0.5M$1M$1.5M$2M 20222023 $1.68M $0M ▼ -100.0%
Year Plans Participants Total Assets
2022 1 384 $2M
2023 1 407 N/A

Nearby 401(k) Plans in Florida

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

Smart 401(k) Plan vs. nearby 401(k) plans in Florida, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000400000 -5051015 Total assets ($B) Participants Smart 401(k) Plan, Total assets ($B): 0.001676671 · Participants: 384Smart 401(k) PlanL3harris Retirement Savings Plan, Total assets ($B): 12.863481581 · Participants: 41096L3harris Retirement Savings PlanSavings Plan for Employees and Partners of Pricewatercoopers LLP, Total assets ($B): 9.121428518 · Participants: 50354Savings Plan for Employees and Partners of Pricewatercoopers LLPAdp Totalsource Retirement Savings Plan, Total assets ($B): 6.687694478 · Participants: 287453Adp Totalsource Retirement Savings PlanPublix Super Markets, Inc. 401(k) Smart Plan, Total assets ($B): 6.05990007 · Participants: 176752Publix Super Markets, Inc. 401(k) Smart PlanNextera Energy, Inc. Employee Retirement Savings Plan, Total assets ($B): 5.44531949 · Participants: 14889Nextera Energy, Inc. Employee Retirement Savings Plan
Smart 401(k) Plan vs. nearby 401(k) plans in Florida, assets vs. participants
Compare Smart 401(k) Plan side-by-side with 3 peers →

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

Outside Florida, the nearest 401(k) by assets is Academy for Classical Education, Inc. 401(k) Plan in GA ($2M); by covered participants it is Educational Playcare, Inc. 401(k) Plan in CT (384 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (384 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 Smart 401(k) Plan assets move in 2022? ▼
Smart 401(k) Plan grew at a solid clip - up 6.9% during 2022, from $2M to $2M. Reported net income was $109K.
Which 401(k) plans are similar in size to Smart 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Academy for Classical Education, Inc. 401(k) Plan in GA ($2M, 182 participants).
Which 401(k) plans cover a similar participant headcount to Smart 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Educational Playcare, Inc. 401(k) Plan in CT (384 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 813302625.

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.