401(k) · DOL Form 5500 · 2023

Smarte Carte, Inc. 401(k) Plan

Data updated 2026-08-25

$25M
Total assets Below avg plan size
830
Participants Near avg headcount
77th
Percentile by assets National rank
$30,394
Avg per participant Low balance/head
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Official DOL plan name: Smarte Carte, Inc. 401(k) Plan · Sponsored by Smarte Carte, Inc. · Minnesota · Real Estate

$25M in assets, 830 participants

Smarte Carte, Inc.'s Smarte Carte, Inc. 401(k) Plan reported $25M in total assets and 830 participants in its 2023 DOL Form 5500 filing, ranking in the 77th 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.

  • #4,224 in Real Estate (4,727 peers)

Where Smarte Carte, Inc. 401(k) Plan sits by assets

Smarte Carte, Inc. 401(k) Plan sits in the top quartile of all filed plans by assets, $25M for 830 participants (~$30,394/participant), up 25.9% in 2023.

#4,224
in Real Estate (4,727 peers)
+25.9%
assets growth YoY
0.3×
vs typical plan assets (national mean)

Smarte Carte, Inc. 401(k) Plan's outsized position by total assets

Smarte Carte, Inc. 401(k) Plan vs every filed plan by assets

End-of-year total assets · plan year 2023 · DOL Form 5500

$25,227,154 Top 23% higher than 77% of 127,068 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 2023

Smarte Carte, Inc. 401(k) Plan among mid-size filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Smarte Carte, Inc. 401(k) Plan sits mid-pack in the medium band (830 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Smarte Carte, Inc. 401(k) Plan reported net income rose from -$4M in the plan year 2022 filing to $5M in the plan year 2023 filing.
  • Smarte Carte, Inc. 401(k) Plan reported participants rose from 652 in the plan year 2022 filing to 830 in the plan year 2023 filing.
  • Smarte Carte, Inc. 401(k) Plan end-of-year assets rose from $20M in the plan year 2022 filing to $25M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 410965374 · Smarte Carte, Inc. PY 2023 · 401(k)

Smarte Carte, Inc. 401(k) Plan · $25M · 830 · 77th

  • RANK $25M
  • RANK 830
  • RANK 77th
  • RANK 401(k)
  • RANK near Koerner Distributor, Inc. 401(k) Profit Sharing Plan and Trust
  • RANK ind #4224

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 Real Estate retirement plans → · Plans in Minnesota →

Smarte Carte, Inc. 401(k) Plan in the asset neighbourhood

Smarte Carte, Inc. 401(k) PlanSmarte Carte, Inc. 401(k) Pl…$25MKoerner Distributor, Inc. 401(k) Profit Sharing Plan and TrustKoerner Distributor, Inc. 40…$25MWebpt, Inc. 401(k) Plan$25MG2 Software Systems, Inc. Retirement PlanG2 Software Systems, Inc. Re…$25MCitizens Bank 401(k) Plan$25M
End-of-year total assets ($M) among Smarte Carte, Inc. 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$20M
Net Assets (End of Year)$25M
Net Income$5M
Employer EIN410965374
Plan Effective Date1989-07-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Smarte Carte, Inc.)

Sponsor-wide plan assets over time

All Smarte Carte, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$30M 50.7891465861675% vs 2022
2024 filing year
$15M$20M$25M$30M$35M 202220232024 $20M $30.2M ▲ +50.7%
Year Plans Participants Total Assets
2022 1 652 $20M
2023 1 830 $25M
2024 1 881 $30M

Nearby 401(k) Plans in Minnesota

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

Smarte Carte, Inc. 401(k) Plan vs. nearby 401(k) plans in Minnesota, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000400000500000 -50510152025 Total assets ($B) Participants Smarte Carte, Inc. 401(k) Plan, Total assets ($B): 0.025227154 · Participants: 830Smarte Carte, Inc. 401(k) PlanUnitedhealth Group 401(k) Savings Plan, Total assets ($B): 22.432100178 · Participants: 198972Unitedhealth Group 401(k) Savings PlanTarget Corporation 401(k) Plan, Total assets ($B): 13.008265857 · Participants: 432617Target Corporation 401(k) PlanMedtronic Savings and Investment Plan, Total assets ($B): 12.931979 · Participants: 44342Medtronic Savings and Investment Plan3M Voluntary Investment Plan and Employee Stock Ownership Plan, Total assets ($B): 12.04661588 · Participants: 360493M Voluntary Investment Plan and Employee Stock Ownership PlanU.S. Bank 401(k) Savings Plan, Total assets ($B): 10.271161911 · Participants: 75272U.S. Bank 401(k) Savings Plan
Smarte Carte, Inc. 401(k) Plan vs. nearby 401(k) plans in Minnesota, assets vs. participants
Compare Smarte Carte, Inc. 401(k) Plan side-by-side with 3 peers →

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

Outside Minnesota, the nearest 401(k) by assets is Koerner Distributor, Inc. 401(k) Profit Sharing Plan and Trust in IL ($25M); by covered participants it is Dickinson Wright PLLC Retirement and 401(k) Savings in MI (830 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($25M here).

Similar participant headcount

Nearest other-state filings by covered participants (830 participants); asset peers above are excluded.

DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Smarte Carte, Inc. 401(k) Plan assets move in 2023? ▼
Smarte Carte, Inc. 401(k) Plan grew sharply - up 25.9% during 2023, from $20M to $25M. Reported net income was $5M.
How have Smarte Carte, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Smarte Carte, Inc.'s sponsor-wide assets grew 50.8%, from $20M to $30M.
Where does Smarte Carte, Inc. 401(k) Plan rank by assets among Form 5500 filers? ▼
Smarte Carte, Inc. 401(k) Plan ranks in the 77th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to Smarte Carte, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Koerner Distributor, Inc. 401(k) Profit Sharing Plan and Trust in IL ($25M, 179 participants).
Which 401(k) plans cover a similar participant headcount to Smarte Carte, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Dickinson Wright PLLC Retirement and 401(k) Savings in MI (830 participants, $274M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2023.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 410965374.

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.