401(k) · DOL Form 5500 · 2022

Smart LLC 401(k) Plan

Data updated 2026-08-25

$1M
Total assets Small plan by assets
125
Participants Small participant base
25th
Percentile by assets National rank
$8,368
Avg per participant Low balance/head
PlainRetire home → About this data

Official DOL plan name: Smart LLC 401(k) Profit Sharing Plan & Trust · Sponsored by Smart LLC · California · Wholesale Trade

$1M in assets, 125 participants

Smart LLC's Smart LLC 401(k) Profit Sharing Plan & Trust reported $1M in total assets and 125 participants in its 2022 DOL Form 5500 filing, ranking in the 25th 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.

  • #997 in Wholesale Trade (6,843 peers)

Coverage in California

Smart LLC 401(k) Profit Sharing Plan & Trust covers 125 participants in California, about 20% of the average California filer (state average ~630 per filing). Assets: $1M.

#997
in Wholesale Trade (6,843 peers)
+66.9%
assets growth YoY

Smart LLC 401(k) Profit Sharing Plan & Trust among the smaller filed plans by assets

Smart LLC 401(k) Profit Sharing Plan & Trust vs every filed plan by assets

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

$1,045,955 25th percentile higher than 25% 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 LLC 401(k) Profit Sharing 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 LLC 401(k) Profit Sharing Plan & Trust sits mid-pack in the medium band (125 participants).

EBSA filing schedule strip

Filing strip 810615557 · Smart LLC PY 2022 · 401(k)

Smart LLC 401(k) Profit Sharing Plan & Trust · $1M · 125 · 25th

  • EOY $1M
  • EOY 125
  • EOY 25th
  • EOY 401(k)
  • EOY near Bulldog Industries, Inc. 401(k) Plan
  • EOY ind #997

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 Wholesale Trade retirement plans → · Plans in California →

Smart LLC 401(k) Profit Sharing Plan & Trust in the asset neighbourhood

Smart LLC 401(k) Profit Sharing Plan & TrustSmart LLC 401(k) Profit Shar…$1MBulldog Industries, Inc. 401(k) PlanBulldog Industries, Inc. 401…$1MT2t Retirement Plan & Trust$1MThe Publick House Retirement PlanThe Publick House Retirement…$1MSentinel Pwi 401(k)$1M
End-of-year total assets ($M) among Smart LLC 401(k) Profit Sharing Plan & Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

California filing particulars

Total Assets (Beginning of Year)$627K
Net Assets (End of Year)$1M
Net Income$419K
Employer EIN810615557
Plan Effective Date2015-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in California

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

Smart LLC 401(k) Profit Sharing Plan & Trust vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000250000 -200204060 Total assets ($B) Participants Smart LLC 401(k) Profit Sharing Plan & Trust, Total assets ($B): 0.001045955 · Participants: 125Smart LLC 401(k) Profit Sharing Plan & TrustWells Fargo & Company 401(k) Plan, Total assets ($B): 45.765616608 · Participants: 205865Wells Fargo & Company 401(k) PlanGoogle LLC 401(k) Savings Plan, Total assets ($B): 28.89820221 · Participants: 102963Google LLC 401(k) Savings PlanOracle Corporation 401(k) Savings and Investment Plan, Total assets ($B): 21.851716605 · Participants: 46320Oracle Corporation 401(k) Savings and Investment PlanChevron Employee Savings Investment Plan, Total assets ($B): 18.60989746 · Participants: 19946Chevron Employee Savings Investment PlanIntel 401(k) Savings Plan, Total assets ($B): 18.361585903 · Participants: 54672Intel 401(k) Savings Plan
Smart LLC 401(k) Profit Sharing Plan & Trust vs. nearby 401(k) plans in California, assets vs. participants

Smart LLC 401(k) Profit Sharing Plan & Trust's out-of-state 401(k) peers by assets and headcount

Outside California, the nearest 401(k) by assets is Bulldog Industries, Inc. 401(k) Plan in NC ($1M); by covered participants it is Media Iq Digital N.a. 401(k) Plan in NY (125 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($1M here).

Similar participant headcount

Nearest other-state filings by covered participants (125 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 LLC 401(k) Profit Sharing Plan & Trust assets move in 2022?
Smart LLC 401(k) Profit Sharing Plan & Trust surged - up 66.9% during 2022, from $627K to $1M. Reported net income was $419K.
Where does Smart LLC 401(k) Profit Sharing Plan & Trust rank by assets among Form 5500 filers?
Smart LLC 401(k) Profit Sharing Plan & Trust ranks in the 25th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the lower half of filed plans by assets).
Which 401(k) plans are similar in size to Smart LLC 401(k) Profit Sharing Plan & Trust?
Among 401(k) plans in other states, the closest by assets is Bulldog Industries, Inc. 401(k) Plan in NC ($1M, 7 participants).
Which 401(k) plans cover a similar participant headcount to Smart LLC 401(k) Profit Sharing Plan & Trust?
Among 401(k) plans in other states, the closest by covered participants is Media Iq Digital N.a. 401(k) Plan in NY (125 participants, $2M in assets).