401(k) · DOL Form 5500 · 2023
Smartsheet Inc. 401(k) Plan
Data updated 2026-08-11
- $204M
- Total assets
- 2,671
- Participants
- 95th
- Percentile by assets
- $76,500
- Avg per participant
Official DOL plan name: Smartsheet Inc. 401(k) P/S Plan · Sponsored by Smartsheet Inc. · Washington · Information & Media
$204M in assets, 2,671 participants
Smartsheet Inc.'s Smartsheet Inc. 401(k) P/S Plan reported $204M in total assets and 2,671 participants in its 2023 DOL Form 5500 filing, ranking in the 95th 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.
- 95th percentile by assets (of 127,072 plans)
- #2,594 in Information & Media (2,818 peers)
Where Smartsheet Inc. 401(k) P/S Plan sits by assets
Smartsheet Inc. 401(k) P/S Plan sits in the top 5% of all filed plans by assets, $204M for 2,671 participants (~$76,500/participant), up 56.5% in 2023.
- $204M
- total plan assets (2023 EOY)
- 2,671
- covered participants
- 95th
- percentile by assets (of 127,072 plans)
- $76,500
- avg assets per participant
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Smartsheet Inc. 401(k) P/S Plan reported net income rose from $17M in the plan year 2022 filing to $74M in the plan year 2023 filing.
- Smartsheet Inc. 401(k) P/S Plan end-of-year assets rose from $131M in the plan year 2022 filing to $204M in the plan year 2023 filing.
- Smartsheet Inc. 401(k) P/S Plan reported participants rose from 2,035 in the plan year 2022 filing to 2,671 in the plan year 2023 filing.
Smartsheet Inc. 401(k) P/S Plan vs the 2023 asset distribution
By assets, Smartsheet Inc. 401(k) P/S Plan outranks 95% of the 127,072 plans that filed a Form 5500 for the 2023 plan year, and holds roughly 2.1x the national average plan size of $100M (721 average participants).
Scale-class filing particulars (2023)
| Total Assets (Beginning of Year) | $131M |
|---|---|
| Net Assets (End of Year) | $204M |
| Net Income | $74M |
| Employer EIN | 202954357 |
| Plan Effective Date | 2008-03-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Smartsheet Inc.)
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 2,035 | $131M |
| 2023 | 1 | 2,671 | $204M |
| 2024 | 1 | 2,594 | $274M |
Nearby 401(k) Plans in Washington
Peer 401(k) plans, same state, same plan type, ranked by total assets.
Smartsheet Inc. 401(k) P/S Plan vs. nearby 401(k) plans in Washington, assets vs. participants
- The Boeing Company 401(k) Retirement Plan $72.2B · 128,910
- Microsoft Corporation Savings Plus 401(k) Plan $53.2B · 123,296
- Costco 401(k) Retirement Plan $33.4B · 192,744
- T-Mobile USA, Inc. 401(k) Retirement Savings Plan & Trust $8.3B · 71,538
- 401(k) Savings Plan $8.1B · 87,590
Similar-Sized 401(k) Plans Nationally
401(k) plans in other states closest to Smartsheet Inc. 401(k) P/S Plan by total assets, not by location.
- Nortek 401(k) Plan (IL) $204M · 2,727
- Aveanna Healthcare 401(k) Plan (GA) $204M · 28,376
- Gep Administrative Services Savings & Profit Sharing 401(k) Plan (CA) $204M · 961
- Harris Associates L.P. Profit Sharing and Savings Plan (IL) $204M · 212
Frequently Asked Questions
How did Smartsheet Inc. 401(k) P/S Plan assets move in 2023? ▼
How have Smartsheet Inc. plan assets changed over time? ▼
Where does Smartsheet Inc. 401(k) P/S Plan rank by assets among Form 5500 filers? ▼
Which 401(k) plans are similar in size to Smartsheet Inc. 401(k) P/S Plan? ▼
Next read for Smartsheet Inc. 401(k) P/S Plan
Scale reading
Ways to act on Smartsheet Inc. 401(k) P/S Plan's numbers.
- By total assets, Smartsheet Inc. 401(k) P/S Plan ranks in the top 5% of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar 401(k) plans in Washington. Compare plans
- Smartsheet Inc.'s sponsor-wide assets have grown 109.7% since 2022 across 3 plan years on file. More Information & Media plans