401(k) · DOL Form 5500 · 2023

Smarsh, Inc. 401(k) Plan

Data updated 2026-08-25

$73M
Total assets Below avg plan size
665
Participants Below avg headcount
89th
Percentile by assets National rank
$110,503
Avg per participant Below avg balance/head
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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.

  • #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.

#18,342
in Professional & Technical Services (20,321 peers)
+31.0%
assets growth YoY
0.7×
vs typical plan assets (national mean)

Smarsh 401(k) Plan's outsized position by total assets

Smarsh 401(k) Plan vs every filed plan by assets

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

$73,484,370 Top 11% higher than 89% 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

Smarsh 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. Smarsh 401(k) Plan sits mid-pack in the medium band (665 participants).

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.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 752984566 · Smarsh, Inc. PY 2023 · 401(k)

Smarsh 401(k) Plan · $73M · 665 · 89th

  • RANK $73M
  • PHOTO 665
  • IND 89th
  • EOY 401(k)
  • 5500 near Hills Bank and Trust Co 401(k) Profit Sharing Plan
  • ASSETS ind #18342

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 Professional & Technical Services retirement plans → · Plans in Oregon →

Smarsh 401(k) Plan in the asset neighbourhood

The Habegger Corporation 401(k) Profit Sharing Plan and TrustThe Habegger Corporation 401…$74MWorldwide Flight Services, Inc. 401(k) PlanWorldwide Flight Services, I…$74MSmarsh 401(k) Plan$73MHills Bank and Trust Co 401(k) Profit Sharing PlanHills Bank and Trust Co 401(…$73MGoya Foods, Inc. Retirement & 401(k) Savings PlanGoya Foods, Inc. Retirement …$73M
End-of-year total assets ($M) among Smarsh 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)$56M
Net Assets (End of Year)$73M
Net Income$17M
Employer EIN752984566
Plan Effective Date2007-02-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Smarsh, Inc.)

Sponsor-wide plan assets over time

All Smarsh, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$90M 60.581885068496355% vs 2022
2024 filing year
$40M$60M$80M$100M 202220232024 $56.1M $90.1M ▲ +60.6%
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 Scatter plot of 6 data points. -1000001000020000300004000050000 -202468 Total assets ($B) Participants Smarsh 401(k) Plan, Total assets ($B): 0.07348437 · Participants: 665Smarsh 401(k) Plan401(k) Savings and Profit Sharing Plan for Employees of Nike, Inc., Total assets ($B): 5.902107007 · Participants: 40345401(k) Savings and Profit Sharing Plan for Employees of Nike, Inc.Daimler Truck North America, L.L.C. Employee Retirement Savings Plan, Total assets ($B): 2.354402812 · Participants: 8353Daimler Truck North America, L.L.C. Employee Retirement Savings PlanPrecision Castparts Corp. 401(k) Retirement Savings Plan, Total assets ($B): 2.192492885 · Participants: 16687Precision Castparts Corp. 401(k) Retirement Savings PlanXpo Logistics Retirement Savings Plan, Total assets ($B): 1.809963509 · Participants: 6189Xpo Logistics Retirement Savings PlanPacificorp K Plus Employee Savings Plan, Total assets ($B): 1.59531627 · Participants: 4968Pacificorp K Plus Employee Savings Plan
Smarsh 401(k) Plan vs. nearby 401(k) plans in Oregon, assets vs. participants
Compare Smarsh 401(k) Plan side-by-side with 3 peers →

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

Outside Oregon, the nearest 401(k) by assets is Hills Bank and Trust Co 401(k) Profit Sharing Plan in IA ($73M); by covered participants it is Grand Itasca Clinic & Hospital 401(k) Plan and Trust in MN (665 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (665 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 Smarsh 401(k) Plan assets move in 2023? ▼
Smarsh 401(k) Plan surged - up 31.0% during 2023, from $56M to $73M. Reported net income was $17M.
How have Smarsh, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Smarsh, Inc.'s sponsor-wide assets grew 60.6%, from $56M to $90M.
Where does Smarsh 401(k) Plan rank by assets among Form 5500 filers? ▼
Smarsh 401(k) Plan ranks in the 89th 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 Smarsh 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Hills Bank and Trust Co 401(k) Profit Sharing Plan in IA ($73M, 502 participants).
Which 401(k) plans cover a similar participant headcount to Smarsh 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Grand Itasca Clinic & Hospital 401(k) Plan and Trust in MN (665 participants, $99M 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 752984566.

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.