401(k) · DOL Form 5500 · 2022

Smith Senior Living 401(k) Plan

Data updated 2026-08-25

$13M
Total assets Small plan by assets
490
Participants Below avg headcount
71st
Percentile by assets National rank
$27,453
Avg per participant Low balance/head
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Official DOL plan name: Smith Senior Living 401(k) Plan · Sponsored by Smith Senior Living · Illinois · Healthcare & Social Assistance

$13M in assets, 490 participants

Smith Senior Living's Smith Senior Living 401(k) Plan reported $13M in total assets and 490 participants in its 2022 DOL Form 5500 filing, ranking in the 71st 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.

  • #15,115 in Healthcare & Social Assistance (20,060 peers)

Smith Senior Living multi-year trail

Smith Senior Living's plans moved +24.0% in assets from 2022 to 2024; this filing shows Smith Senior Living 401(k) Plan at $13M / 490 participants.

#15,115
in Healthcare & Social Assistance (20,060 peers)
+11.7%
assets growth YoY

Smith Senior Living 401(k) Plan's outsized position by total assets

Smith Senior Living 401(k) Plan vs every filed plan by assets

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

$13,452,032 Top 29% higher than 71% 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

Smith Senior Living 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. Smith Senior Living 401(k) Plan sits mid-pack in the medium band (490 participants).

DOL schedule card

Filing strip 364335178 · Smith Senior Living PY 2022 · 401(k)

Smith Senior Living 401(k) Plan · $13M · 490 · 71st

  • ASSETS $13M
  • PCT 490
  • EIN 71st
  • RANK 401(k)
  • PHOTO near Velocity Credit Union Thrift and Savings Plan
  • IND ind #15115

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 Healthcare & Social Assistance retirement plans → · Plans in Illinois →

Smith Senior Living 401(k) Plan in the asset neighbourhood

Smith Senior Living 401(k) PlanSmith Senior Living 401(k) P…$13MVelocity Credit Union Thrift and Savings PlanVelocity Credit Union Thrift…$13MLafata Contract Services LLC 401(k) Profit Sharing Plan & TrustLafata Contract Services LLC…$13MThe 401(k) Retirement Plan$13MVersability Resources, Inc. 401(k) PlanVersability Resources, Inc. …$13M
End-of-year total assets ($M) among Smith Senior Living 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Smith Senior Living multi-year asset trail

Sponsor-wide plan assets over time

All Smith Senior Living plans reported in each filing year

Latest sponsor-wide plan assets
$17M 24.00519118598588% vs 2022
2024 filing year
$13M$14M$15M$16M$17M$18M 202220232024 $13.5M $16.7M ▲ +24.0%
Year Plans Participants Total Assets
2022 1 490 $13M
2023 1 545 $15M
2024 1 537 $17M

Smith Senior Living filing trail (2022)

Total Assets (Beginning of Year)$12M
Net Assets (End of Year)$13M
Net Income$1M
Employer EIN364335178
Plan Effective Date2009-07-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Illinois

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

Smith Senior Living 401(k) Plan vs. nearby 401(k) plans in Illinois, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000 -505101520 Total assets ($B) Participants Smith Senior Living 401(k) Plan, Total assets ($B): 0.013452032 · Participants: 490Smith Senior Living 401(k) PlanState Farm 401(k) Savings Plan, Total assets ($B): 14.651519685 · Participants: 53616State Farm 401(k) Savings PlanAccenture United States 401(k) Match and Savings Plan, Total assets ($B): 14.283954811 · Participants: 66653Accenture United States 401(k) Match and Savings PlanAbbott Laboratories Stock Retirement Plan, Total assets ($B): 13.333286 · Participants: 36136Abbott Laboratories Stock Retirement PlanUnited Airlines Pilot Retirement Account Plan, Total assets ($B): 11.816542826 · Participants: 13437United Airlines Pilot Retirement Account PlanWalgreens Retirement Savings Plan, Total assets ($B): 11.682551768 · Participants: 238072Walgreens Retirement Savings Plan
Smith Senior Living 401(k) Plan vs. nearby 401(k) plans in Illinois, assets vs. participants
Compare Smith Senior Living 401(k) Plan side-by-side with 3 peers →

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

Outside Illinois, the nearest 401(k) by assets is Velocity Credit Union Thrift and Savings Plan in TX ($13M); by covered participants it is Hills Bank and Trust Co 401(k) Profit Sharing Plan in IA (490 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (490 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 Smith Senior Living 401(k) Plan assets move in 2022? ▼
Smith Senior Living 401(k) Plan grew at a solid clip - up 11.7% during 2022, from $12M to $13M. Reported net income was $1M.
How have Smith Senior Living plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Smith Senior Living's sponsor-wide assets grew 24.0%, from $13M to $17M.
Which 401(k) plans are similar in size to Smith Senior Living 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Velocity Credit Union Thrift and Savings Plan in TX ($13M, 198 participants).
Which 401(k) plans cover a similar participant headcount to Smith Senior Living 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Hills Bank and Trust Co 401(k) Profit Sharing Plan in IA (490 participants, $60M 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 364335178.

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.