401(k) · DOL Form 5500 · 2023

Smartbear Software, Inc. 401(k) Plan

Data updated 2026-08-25

$32M
Total assets Below avg plan size
418
Participants Below avg headcount
80th
Percentile by assets National rank
$76,610
Avg per participant Below avg balance/head
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Official DOL plan name: Smartbear Software, Inc. 401(k) Plan · Sponsored by Smartbear Software, Inc. · Massachusetts · Professional & Technical Services

$32M in assets, 418 participants

Smartbear Software, Inc.'s Smartbear Software, Inc. 401(k) Plan reported $32M in total assets and 418 participants in its 2023 DOL Form 5500 filing, ranking in the 80th 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.

  • #16,397 in Professional & Technical Services (20,321 peers)

Where Smartbear Software, Inc. 401(k) Plan sits by assets

Smartbear Software, Inc. 401(k) Plan sits in the top quartile of all filed plans by assets, $32M for 418 participants (~$76,610/participant), up 23.9% in 2023.

#16,397
in Professional & Technical Services (20,321 peers)
+23.9%
assets growth YoY
0.3×
vs typical plan assets (national mean)

Smartbear Software, Inc. 401(k) Plan's outsized position by total assets

Smartbear Software, Inc. 401(k) Plan vs every filed plan by assets

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

$32,022,903 Top 20% higher than 80% 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

Smartbear Software, Inc. 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. Smartbear Software, Inc. 401(k) Plan sits mid-pack in the medium band (418 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Smartbear Software, Inc. 401(k) Plan reported net income rose from -$2M in the plan year 2022 filing to $6M in the plan year 2023 filing.
  • Smartbear Software, Inc. 401(k) Plan reported participants rose from 312 in the plan year 2022 filing to 418 in the plan year 2023 filing.
  • Smartbear Software, Inc. 401(k) Plan end-of-year assets rose from $26M in the plan year 2022 filing to $32M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 943340607 · Smartbear Software, Inc. PY 2023 · 401(k)

Smartbear Software, Inc. 401(k) Plan · $32M · 418 · 80th

  • EOY $32M
  • EOY 418
  • EOY 80th
  • EOY 401(k)
  • EOY near Swimusa 401(k) Retirement Plan
  • EOY ind #16397

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 Massachusetts →

Smartbear Software, Inc. 401(k) Plan in the asset neighbourhood

Keystone/Kemlon 401(k) Profit-Sharing PlanKeystone/Kemlon 401(k) Profi…$32MSmartbear Software, Inc. 401(k) PlanSmartbear Software, Inc. 401…$32MSwimusa 401(k) Retirement PlanSwimusa 401(k) Retirement Pl…$32MThe Midwest Trust Company Profit Sharing 401(k) PlanThe Midwest Trust Company Pr…$32MLereta, LLC 401(k) Plan$32M
End-of-year total assets ($M) among Smartbear Software, Inc. 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)$26M
Net Assets (End of Year)$32M
Net Income$6M
Employer EIN943340607
Plan Effective Date2007-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Smartbear Software, Inc.)

Sponsor-wide plan assets over time

All Smartbear Software, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$39M 51.100977515843105% vs 2022
2024 filing year
$20M$25M$30M$35M$40M$45M 202220232024 $25.8M $39.1M ▲ +51.1%
Year Plans Participants Total Assets
2022 1 312 $26M
2023 1 418 $32M
2024 1 331 $39M

Nearby 401(k) Plans in Massachusetts

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

Smartbear Software, Inc. 401(k) Plan vs. nearby 401(k) plans in Massachusetts, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -10010203040 Total assets ($B) Participants Smartbear Software, Inc. 401(k) Plan, Total assets ($B): 0.032022903 · Participants: 418Smartbear Software, Inc. 401(k) PlanFidelity Retirement Savings Plan, Total assets ($B): 28.649852331 · Participants: 62289Fidelity Retirement Savings PlanLiberty Mutual 401(k) Plan, Total assets ($B): 10.556596852 · Participants: 37052Liberty Mutual 401(k) PlanMassachusetts Institute of Technology Supplemental 401(k) Plan, Total assets ($B): 6.829912863 · Participants: 14094Massachusetts Institute of Technology Supplemental 401(k) PlanBoston Scientific Corporation 401(k) Retirement Savings Plan, Total assets ($B): 5.786107181 · Participants: 19881Boston Scientific Corporation 401(k) Retirement Savings PlanPhilips North America 401(k) Plan, Total assets ($B): 5.779286156 · Participants: 19120Philips North America 401(k) Plan
Smartbear Software, Inc. 401(k) Plan vs. nearby 401(k) plans in Massachusetts, assets vs. participants
Compare Smartbear Software, Inc. 401(k) Plan side-by-side with 3 peers →

Smartbear Software, Inc. 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Massachusetts, the nearest 401(k) by assets is Swimusa 401(k) Retirement Plan in PA ($32M); by covered participants it is Miller's, Inc. Employees' Profit Sharing Plan in KS (418 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($32M here).

Similar participant headcount

Nearest other-state filings by covered participants (418 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 Smartbear Software, Inc. 401(k) Plan assets move in 2023? ▼
Smartbear Software, Inc. 401(k) Plan grew sharply - up 23.9% during 2023, from $26M to $32M. Reported net income was $6M.
How have Smartbear Software, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Smartbear Software, Inc.'s sponsor-wide assets grew 51.1%, from $26M to $39M.
Where does Smartbear Software, Inc. 401(k) Plan rank by assets among Form 5500 filers? ▼
Smartbear Software, Inc. 401(k) Plan ranks in the 80th 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 Smartbear Software, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Swimusa 401(k) Retirement Plan in PA ($32M, 335 participants).
Which 401(k) plans cover a similar participant headcount to Smartbear Software, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Miller's, Inc. Employees' Profit Sharing Plan in KS (418 participants, $52M 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 943340607.

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.