401(k) · DOL Form 5500 · 2023

Smith Health, Inc. 401(k) Plan

Data updated 2026-08-25

$6M
Total assets Small plan by assets
215
Participants Below avg headcount
48th
Percentile by assets National rank
$27,423
Avg per participant Low balance/head
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Official DOL plan name: Smith Health 401(k) Plan · Sponsored by Smith Health, Inc. · California · Finance & Insurance

$6M in assets, 215 participants

Smith Health, Inc.'s Smith Health 401(k) Plan reported $6M in total assets and 215 participants in its 2023 DOL Form 5500 filing, ranking in the 48th 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.

  • #3,013 in Finance & Insurance (8,869 peers)

Coverage in California

Smith Health 401(k) Plan covers 215 participants in California, about 34% of the average California filer (state average ~630 per filing). Assets: $6M.

#3,013
in Finance & Insurance (8,869 peers)
+117.0%
assets growth YoY

Smith Health 401(k) Plan's mid-pack asset rank among Finance & Insurance and all filers

Smith Health 401(k) Plan vs every filed plan by assets

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

$5,895,922 48th percentile higher than 48% 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

Smith Health 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. Smith Health 401(k) Plan sits mid-pack in the medium band (215 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Smith Health 401(k) Plan reported net income rose from $246K in the plan year 2022 filing to $3M in the plan year 2023 filing.
  • Smith Health 401(k) Plan reported participants rose from 92 in the plan year 2022 filing to 215 in the plan year 2023 filing.
  • Smith Health 401(k) Plan end-of-year assets rose from $3M in the plan year 2022 filing to $6M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 811489804 · Smith Health, Inc. PY 2023 · 401(k)

Smith Health 401(k) Plan · $6M · 215 · 48th

  • TYPE $6M
  • NET 215
  • BOOK 48th
  • VS-ST 401(k)
  • BOY near The Hill & Griffith Company Profit Sharing 401(k) Plan
  • SCH ind #3013

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 Finance & Insurance retirement plans → · Plans in California →

Smith Health 401(k) Plan in the asset neighbourhood

Smith Health 401(k) Plan$6MThe Hill & Griffith Company Profit Sharing 401(k) PlanThe Hill & Griffith Company …$6MXgs, LLC 401(k) Plan$6MInterstate Gratings LLC 401(k) Profit Sharing PlanInterstate Gratings LLC 401(…$6MBromfield Sneider Wealth Advisors, Inc. 401(k) Profit Sharing PlanBromfield Sneider Wealth Adv…$6M
End-of-year total assets ($M) among Smith Health 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

California filing particulars

Total Assets (Beginning of Year)$3M
Net Assets (End of Year)$6M
Net Income$3M
Employer EIN811489804
Plan Effective Date2017-04-23
Filing StatusFILING RECEIVED

Sponsor Plan History (Smith Health, Inc.)

Sponsor-wide plan assets over time

All Smith Health, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$11M 286.96533069177815% vs 2022
2024 filing year
$0M$5M$10M$15M 202220232024 $2.72M $10.5M ▲ +286.8%
Year Plans Participants Total Assets
2022 1 92 $3M
2023 1 215 $6M
2024 1 546 $11M

Nearby 401(k) Plans in California

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

Smith Health 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000250000 -200204060 Total assets ($B) Participants Smith Health 401(k) Plan, Total assets ($B): 0.005895922 · Participants: 215Smith Health 401(k) PlanWells Fargo & Company 401(k) Plan, Total assets ($B): 51.831350351 · Participants: 193919Wells Fargo & Company 401(k) PlanGoogle LLC 401(k) Savings Plan, Total assets ($B): 39.047152408 · Participants: 122867Google LLC 401(k) Savings PlanOracle Corporation 401(k) Savings and Investment Plan, Total assets ($B): 26.320437734 · Participants: 63105Oracle Corporation 401(k) Savings and Investment PlanIntel 401(k) Savings Plan, Total assets ($B): 22.17918189 · Participants: 59863Intel 401(k) Savings PlanApple 401(k) Plan, Total assets ($B): 19.779511539 · Participants: 106111Apple 401(k) Plan
Smith Health 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants
Compare Smith Health 401(k) Plan side-by-side with 3 peers →

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

Outside California, the nearest 401(k) by assets is The Hill & Griffith Company Profit Sharing 401(k) Plan in OH ($6M); by covered participants it is West Tennessee Bone & Joint Clinic, P.C. Profit Sharing Plan in TN (215 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (215 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 Smith Health 401(k) Plan assets move in 2023? ▼
Smith Health 401(k) Plan surged - up 117.0% during 2023, from $3M to $6M. Reported net income was $3M.
How have Smith Health, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Smith Health, Inc.'s sponsor-wide assets grew 287.0%, from $3M to $11M.
Which 401(k) plans are similar in size to Smith Health 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is The Hill & Griffith Company Profit Sharing 401(k) Plan in OH ($6M, 39 participants).
Which 401(k) plans cover a similar participant headcount to Smith Health 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is West Tennessee Bone & Joint Clinic, P.C. Profit Sharing Plan in TN (215 participants, $33M 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 811489804.

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.