401(k) · DOL Form 5500 · 2023
Smartly, Inc. 401(k) Plan
Data updated 2026-08-25
- $4M
- Total assets Small plan by assets
- 103
- Participants Small participant base
- 39th
- Percentile by assets National rank
- $35,891
- Avg per participant Low balance/head
Official DOL plan name: Smartly 401 (K) Plan · Sponsored by Smartly, Inc. · New Jersey · Professional & Technical Services
$4M in assets, 103 participants
Smartly, Inc.'s Smartly 401 (K) Plan reported $4M in total assets and 103 participants in its 2023 DOL Form 5500 filing, ranking in the 39th 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.
- #7,339 in Professional & Technical Services (20,321 peers)
Coverage in New Jersey
Smartly 401 (K) Plan covers 103 participants in New Jersey, about 12% of the average New Jersey filer (state average ~844 per filing). Assets: $4M.
- #7,339
- in Professional & Technical Services (20,321 peers)
- +23.1%
- assets growth YoY
Smartly 401 (K) Plan's mid-pack asset rank among Professional & Technical Services and all filers
Smartly 401 (K) Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$3,696,774 39th percentile higher than 39% of 127,068 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023
Smartly 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. Smartly 401 (K) Plan sits mid-pack in the medium band (103 participants).
Plan-year Form 5500 strip
Filing strip 463786879 · Smartly, Inc. PY 2023 · 401(k)
Smartly 401 (K) Plan · $4M · 103 · 39th
- PHOTO $4M
- IND 103
- EOY 39th
- 5500 401(k)
- ASSETS near Columbia Vantage House Corporation 403(b) Tda Plan
- PCT ind #7339
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 New Jersey →
Smartly 401 (K) Plan in the asset neighbourhood
New Jersey filing particulars
| Total Assets (Beginning of Year) | $3M |
|---|---|
| Net Assets (End of Year) | $4M |
| Net Income | $694K |
| Employer EIN | 463786879 |
| Plan Effective Date | 2017-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Smartly, Inc.)
Sponsor-wide plan assets over time
All Smartly, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $4M 11.049931643102878% vs 2023
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2023 | 1 | 103 | $4M |
| 2024 | 1 | 48 | $4M |
Nearby 401(k) Plans in New Jersey
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- JPMorgan Chase 401(k) Savings Plan $44.6B · 176,610
- Verizon Savings Plan for Management Employees $27.8B · 78,072
- Johnson and Johnson Savings Plan $22.2B · 41,291
- Ernst & Young Retirement Savings Plan $15.5B · 59,346
- Merck US Savings Plan $13.4B · 26,850
Smartly 401 (K) Plan's out-of-state 401(k) peers by assets and headcount
Outside New Jersey, the nearest 401(k) by assets is Columbia Vantage House Corporation 403(b) Tda Plan in MD ($4M); by covered participants it is Obstetrics & Gynecology of Indiana, P.C. 401(k) Profit Sharing Plan in IN (103 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($4M here).
Similar participant headcount
Nearest other-state filings by covered participants (103 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.