401(k) · DOL Form 5500 · 2023

Smartstop Storage Advisors, LLC 401(k) Plan

Data updated 2026-08-25

$9M
Total assets Small plan by assets
383
Participants Below avg headcount
56th
Percentile by assets National rank
$23,015
Avg per participant Low balance/head
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Official DOL plan name: Smartstop Storage Advisors 401(k) Plan · Sponsored by Smartstop Storage Advisors, LLC · California · Real Estate

$9M in assets, 383 participants

Smartstop Storage Advisors, LLC's Smartstop Storage Advisors 401(k) Plan reported $9M in total assets and 383 participants in its 2023 DOL Form 5500 filing, ranking in the 56th 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.

  • #3,495 in Real Estate (4,727 peers)

Smartstop Storage Advisors, LLC multi-year trail

Smartstop Storage Advisors, LLC's plans moved +94.6% in assets from 2022 to 2024; this filing shows Smartstop Storage Advisors 401(k) Plan at $9M / 383 participants.

#3,495
in Real Estate (4,727 peers)
+45.4%
assets growth YoY

Smartstop Storage Advisors 401(k) Plan's mid-pack asset rank among Real Estate and all filers

Smartstop Storage Advisors 401(k) Plan vs every filed plan by assets

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

$8,814,616 Top 44% higher than 56% 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

Smartstop Storage Advisors 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. Smartstop Storage Advisors 401(k) Plan sits mid-pack in the medium band (383 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Smartstop Storage Advisors 401(k) Plan reported net income rose from -$5K in the plan year 2022 filing to $3M in the plan year 2023 filing.
  • Smartstop Storage Advisors 401(k) Plan end-of-year assets rose from $6M in the plan year 2022 filing to $9M in the plan year 2023 filing.
  • Smartstop Storage Advisors 401(k) Plan reported participants fell from 393 in the plan year 2022 filing to 383 in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 834447046 · Smartstop Storage Advisors, LLC PY 2023 · 401(k)

Smartstop Storage Advisors 401(k) Plan · $9M · 383 · 56th

  • RANK $9M
  • RANK 383
  • RANK 56th
  • RANK 401(k)
  • RANK near Cristo Rey Jesuit High School 401(k) Plan
  • RANK ind #3495

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 Real Estate retirement plans → · Plans in California →

Smartstop Storage Advisors 401(k) Plan in the asset neighbourhood

Visifi, Inc 401(k) Plan$9MSmartstop Storage Advisors 401(k) PlanSmartstop Storage Advisors 4…$9MCristo Rey Jesuit High School 401(k) PlanCristo Rey Jesuit High Schoo…$9MLiberty Kenworth 401(k) Profit Sharing PlanLiberty Kenworth 401(k) Prof…$9MEmployee Benefit Plan of Sutter Roofing Company of FloridaEmployee Benefit Plan of Sut…$9M
End-of-year total assets ($M) among Smartstop Storage Advisors 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Smartstop Storage Advisors, LLC multi-year asset trail

Sponsor-wide plan assets over time

All Smartstop Storage Advisors, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$12M 94.59588056515237% vs 2022
2024 filing year
$4M$6M$8M$10M$12M$14M 202220232024 $6.06M $11.8M ▲ +94.7%
Year Plans Participants Total Assets
2022 1 393 $6M
2023 1 383 $9M
2024 1 426 $12M

Smartstop Storage Advisors, LLC filing trail (2023)

Total Assets (Beginning of Year)$6M
Net Assets (End of Year)$9M
Net Income$3M
Employer EIN834447046
Plan Effective Date2021-05-15
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in California

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

Smartstop Storage Advisors 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000250000 -200204060 Total assets ($B) Participants Smartstop Storage Advisors 401(k) Plan, Total assets ($B): 0.008814616 · Participants: 383Smartstop Storage Advisors 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
Smartstop Storage Advisors 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants
Compare Smartstop Storage Advisors 401(k) Plan side-by-side with 3 peers →

Smartstop Storage Advisors 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside California, the nearest 401(k) by assets is Cristo Rey Jesuit High School 401(k) Plan in IL ($9M); by covered participants it is Roundtower Technologies 401(k) Plan in OH (383 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (383 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 Smartstop Storage Advisors 401(k) Plan assets move in 2023? ▼
Smartstop Storage Advisors 401(k) Plan surged - up 45.4% during 2023, from $6M to $9M. Reported net income was $3M.
How have Smartstop Storage Advisors, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Smartstop Storage Advisors, LLC's sponsor-wide assets grew 94.6%, from $6M to $12M.
Which 401(k) plans are similar in size to Smartstop Storage Advisors 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Cristo Rey Jesuit High School 401(k) Plan in IL ($9M, 117 participants).
Which 401(k) plans cover a similar participant headcount to Smartstop Storage Advisors 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Roundtower Technologies 401(k) Plan in OH (383 participants, $10M 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 834447046.

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.