401(k) · DOL Form 5500 · 2023

Smartsheet Inc. 401(k) Plan

Data updated 2026-08-25

$204M
Total assets Near avg plan size
2,671
Participants Above avg headcount
95th
Percentile by assets National rank
$76,500
Avg per participant Below avg balance/head
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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.

  • #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.

#2,594
in Information & Media (2,818 peers)
+56.5%
assets growth YoY
2.1×
vs typical plan assets (national mean)

Smartsheet Inc. 401(k) P/S Plan's outsized position by total assets

Smartsheet Inc. 401(k) P/S Plan vs every filed plan by assets

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

$204,331,016 Top 5% higher than 95% 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

Smartsheet Inc. 401(k) P/S Plan's large-plan peer group by participant headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Smartsheet Inc. 401(k) P/S Plan lands in the large band (2,671 participants).

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.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 202954357 · Smartsheet Inc. PY 2023 · 401(k)

Smartsheet Inc. 401(k) P/S Plan · $204M · 2,671 · 95th

  • 5500 $204M
  • ASSETS 2,671
  • PCT 95th
  • EIN 401(k)
  • RANK near Nortek 401(k) Plan
  • PHOTO ind #2594

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 Information & Media retirement plans → · Plans in Washington →

Smartsheet Inc. 401(k) P/S Plan in the asset neighbourhood

Gep Administrative Services Savings & Profit Sharing 401(k) PlanGep Administrative Services …$204MSmartsheet Inc. 401(k) P/S PlanSmartsheet Inc. 401(k) P/S P…$204MNortek 401(k) Plan$204MAveanna Healthcare 401(k) PlanAveanna Healthcare 401(k) Pl…$204MHarris Associates L.P. Profit Sharing and Savings PlanHarris Associates L.P. Profi…$204M
End-of-year total assets ($M) among Smartsheet Inc. 401(k) P/S Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$131M
Net Assets (End of Year)$204M
Net Income$74M
Employer EIN202954357
Plan Effective Date2008-03-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Smartsheet Inc.)

Sponsor-wide plan assets over time

All Smartsheet Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$274M 109.74570590859423% vs 2022
2024 filing year
$100M$150M$200M$250M$300M 202220232024 $131M $274M ▲ +109.7%
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 Scatter plot of 6 data points. -50000050000100000150000200000250000 -20020406080 Total assets ($B) Participants Smartsheet Inc. 401(k) P/S Plan, Total assets ($B): 0.204331016 · Participants: 2671Smartsheet Inc. 401(k) P/S PlanThe Boeing Company 401(k) Retirement Plan, Total assets ($B): 72.246135158 · Participants: 128910The Boeing Company 401(k) Retirement PlanMicrosoft Corporation Savings Plus 401(k) Plan, Total assets ($B): 53.225853429 · Participants: 123296Microsoft Corporation Savings Plus 401(k) PlanCostco 401(k) Retirement Plan, Total assets ($B): 33.384845813 · Participants: 192744Costco 401(k) Retirement PlanT-Mobile USA, Inc. 401(k) Retirement Savings Plan & Trust, Total assets ($B): 8.338937292 · Participants: 71538T-Mobile USA, Inc. 401(k) Retirement Savings Plan & Trust401(k) Savings Plan, Total assets ($B): 8.118808679 · Participants: 87590401(k) Savings Plan
Smartsheet Inc. 401(k) P/S Plan vs. nearby 401(k) plans in Washington, assets vs. participants
Compare Smartsheet Inc. 401(k) P/S Plan side-by-side with 3 peers →

Smartsheet Inc. 401(k) P/S Plan's out-of-state 401(k) peers by assets and headcount

Outside Washington, the nearest 401(k) by assets is Nortek 401(k) Plan in IL ($204M); by covered participants it is Gannett Fleming, Inc. Tax Deferred 401(k) Savings Plan in PA (2,671 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($204M here).

Similar participant headcount

Nearest other-state filings by covered participants (2,671 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 Smartsheet Inc. 401(k) P/S Plan assets move in 2023? ▼
Smartsheet Inc. 401(k) P/S Plan surged - up 56.5% during 2023, from $131M to $204M. Reported net income was $74M.
How have Smartsheet Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Smartsheet Inc.'s sponsor-wide assets grew 109.7%, from $131M to $274M.
Where does Smartsheet Inc. 401(k) P/S Plan rank by assets among Form 5500 filers? ▼
Smartsheet Inc. 401(k) P/S Plan ranks in the 95th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top 5% of all filed plans by assets).
Which 401(k) plans are similar in size to Smartsheet Inc. 401(k) P/S Plan? ▼
Among 401(k) plans in other states, the closest by assets is Nortek 401(k) Plan in IL ($204M, 2,727 participants).
Which 401(k) plans cover a similar participant headcount to Smartsheet Inc. 401(k) P/S Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Gannett Fleming, Inc. Tax Deferred 401(k) Savings Plan in PA (2,671 participants, $538M 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 202954357.

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.