401(k) · DOL Form 5500 · 2023
Smart Smoothies 3, Inc. 401(k) Plan
Data updated 2026-08-25
- $96K
- Total assets Small plan by assets
- 3
- Participants Small participant base
- 6th
- Percentile by assets National rank
- $31,904
- Avg per participant Low balance/head
Official DOL plan name: Smart Smoothies 3 Retirement Plan · Sponsored by Smart Smoothies 3, Inc. · Florida · Food Services & Accommodation
$96K in assets, 3 participants
Smart Smoothies 3, Inc.'s Smart Smoothies 3 Retirement Plan reported $96K in total assets and 3 participants in its 2023 DOL Form 5500 filing, ranking in the 6th 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.
- #545 in Food Services & Accommodation (3,828 peers)
Smart Smoothies 3, Inc. multi-year trail
Smart Smoothies 3, Inc.'s plans moved +13.8% in assets from 2022 to 2024; this filing shows Smart Smoothies 3 Retirement Plan at $96K / 3 participants.
- #545
- in Food Services & Accommodation (3,828 peers)
- +26.6%
- assets growth YoY
Smart Smoothies 3 Retirement Plan among the smaller filed plans by assets
Smart Smoothies 3 Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$95,712 6th percentile higher than 6% of 127,068 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023
Smart Smoothies 3 Retirement Plan among micro filed plans by headcount
Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Smart Smoothies 3 Retirement Plan is a micro filing (3 participants), the leftmost band.
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Smart Smoothies 3 Retirement Plan reported net income rose from -$25K in the plan year 2022 filing to $20K in the plan year 2023 filing.
- Smart Smoothies 3 Retirement Plan end-of-year assets rose from $76K in the plan year 2022 filing to $96K in the plan year 2023 filing.
Published 5500 schedule card
Filing strip 842611379 · Smart Smoothies 3, Inc. PY 2023 · 401(k)
Smart Smoothies 3 Retirement Plan · $96K · 3 · 6th
- NET $96K
- BOOK 3
- VS-ST 6th
- BOY 401(k)
- SCH near Bnb Investment Properties, Inc. 401(k) Plan
- EBSA ind #545
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 Food Services & Accommodation retirement plans → · Plans in Florida →
Smart Smoothies 3 Retirement Plan in the asset neighbourhood
Smart Smoothies 3, Inc. multi-year asset trail
Sponsor-wide plan assets over time
All Smart Smoothies 3, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $86K 13.815450132917167% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 3 | $76K |
| 2023 | 1 | 3 | $96K |
| 2024 | 1 | 3 | $86K |
Smart Smoothies 3, Inc. filing trail (2023)
| Total Assets (Beginning of Year) | $76K |
|---|---|
| Net Assets (End of Year) | $96K |
| Net Income | $20K |
| Employer EIN | 842611379 |
| Plan Effective Date | 2019-08-06 |
| Filing Status | FILING RECEIVED |
Nearby 401(k) Plans in Florida
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- L3harris Retirement Savings Plan $15.4B · 40,665
- Savings Plan for Employees and Partners of Pwc $11.3B · 50,817
- Adp Totalsource Retirement Savings Plan $8.0B · 308,867
- Trinet 401(k) Plan $7.0B · 157,945
- Publix Super Markets, Inc. 401(k) Smart Plan $6.6B · 184,674
Smart Smoothies 3 Retirement Plan's out-of-state 401(k) peers by assets and headcount
Outside Florida, the nearest 401(k) by assets is Bnb Investment Properties, Inc. 401(k) Plan in IN ($96K); by covered participants it is Cookeville Urology PLC 401(k) Profit Sharing Plan in TN (3 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($96K here).
Similar participant headcount
Nearest other-state filings by covered participants (3 participants); asset peers above are excluded.
- Cookeville Urology PLC 401(k) Profit Sharing Plan (TN) 3 · 0 off
- Md4m, Inc. 401(k) Plan (CO) 3 · 0 off
- Bee Hive Holdings, Inc. 401(k) Plan (AZ) 3 · 0 off
- J K B Solutions Retirement Plan (TX) 3 · 0 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.