401(k) · DOL Form 5500 · 2023
Smarsh, Inc. 401(k) Plan
Data updated 2026-08-11
- $73M
- Total assets
- 665
- Participants
- 89th
- Percentile by assets
- $110,503
- Avg per participant
Official DOL plan name: Smarsh 401(k) Plan · Sponsored by Smarsh, Inc. · Oregon · Professional & Technical Services
$73M in assets, 665 participants
Smarsh, Inc.'s Smarsh 401(k) Plan reported $73M in total assets and 665 participants in its 2023 DOL Form 5500 filing, ranking in the 89th 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.
- 89th percentile by assets (of 127,072 plans)
- #18,342 in Professional & Technical Services (20,321 peers)
Where Smarsh 401(k) Plan sits by assets
Smarsh 401(k) Plan sits in the top quartile of all filed plans by assets, $73M for 665 participants (~$110,503/participant), up 31.0% in 2023.
- $73M
- total plan assets (2023 EOY)
- 665
- covered participants
- 89th
- percentile by assets (of 127,072 plans)
- $110,503
- avg assets per participant
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Smarsh 401(k) Plan reported net income rose from -$2M in the plan year 2022 filing to $17M in the plan year 2023 filing.
- Smarsh 401(k) Plan end-of-year assets rose from $56M in the plan year 2022 filing to $73M in the plan year 2023 filing.
- Smarsh 401(k) Plan reported participants rose from 578 in the plan year 2022 filing to 665 in the plan year 2023 filing.
Smarsh 401(k) Plan vs the 2023 asset distribution
By assets, Smarsh 401(k) Plan outranks 89% of the 127,072 plans that filed a Form 5500 for the 2023 plan year, and holds roughly 0.7x the national average plan size of $100M (721 average participants).
Scale-class filing particulars (2023)
| Total Assets (Beginning of Year) | $56M |
|---|---|
| Net Assets (End of Year) | $73M |
| Net Income | $17M |
| Employer EIN | 752984566 |
| Plan Effective Date | 2007-02-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Smarsh, Inc.)
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 578 | $56M |
| 2023 | 1 | 665 | $73M |
| 2024 | 1 | 551 | $90M |
Nearby 401(k) Plans in Oregon
Peer 401(k) plans, same state, same plan type, ranked by total assets.
Smarsh 401(k) Plan vs. nearby 401(k) plans in Oregon, assets vs. participants
- 401(k) Savings and Profit Sharing Plan for Employees of Nike, Inc. $5.9B · 40,345
- Daimler Truck North America, L.L.C. Employee Retirement Savings Plan $2.4B · 8,353
- Precision Castparts Corp. 401(k) Retirement Savings Plan $2.2B · 16,687
- Xpo Logistics Retirement Savings Plan $1.8B · 6,189
- Pacificorp K Plus Employee Savings Plan $1.6B · 4,968
Similar-Sized 401(k) Plans Nationally
401(k) plans in other states closest to Smarsh 401(k) Plan by total assets, not by location.
Frequently Asked Questions
How did Smarsh 401(k) Plan assets move in 2023? ▼
How have Smarsh, Inc. plan assets changed over time? ▼
Where does Smarsh 401(k) Plan rank by assets among Form 5500 filers? ▼
Which 401(k) plans are similar in size to Smarsh 401(k) Plan? ▼
Next read for Smarsh 401(k) Plan
Scale reading
Ways to act on Smarsh 401(k) Plan's numbers.
- By total assets, Smarsh 401(k) Plan ranks in the top quartile of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar 401(k) plans in Oregon. Compare plans
- Smarsh, Inc.'s sponsor-wide assets have grown 60.6% since 2022 across 3 plan years on file. More Professional & Technical Services plans