401(k) · DOL Form 5500 · 2023

Smart Retirement Solutions, Inc. 401(k) Plan

Data updated 2026-08-25

$91M
Total assets Below avg plan size: 5,911
Participants Above avg headcount: 91st
Percentile by assets National rank: $15,436
Avg per participant Low balance/head

Official DOL plan name: Choice Pooled Employer Plan I · Sponsored by Smart Retirement Solutions, Inc. · Tennessee · Finance & Insurance

$91M in assets, 5,911 participants

Smart Retirement Solutions, Inc.'s Choice Pooled Employer Plan I reported $91M in total assets and 5,911 participants in its 2023 DOL Form 5500 filing, ranking in the 91st 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.

#7,593 in Finance & Insurance (8,869 peers)

Coverage in Tennessee

Choice Pooled Employer Plan I covers 5,911 participants in Tennessee, 5.2x the typical Tennessee plan (state average ~1,126 per filing). Assets: $91M.

#7,593
in Finance & Insurance (8,869 peers): $10M
reported net income: 0.9×
vs typical plan assets (national mean)

Choice Pooled Employer Plan I's outsized position by total assets

Choice Pooled Employer Plan I vs every filed plan by assets

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

$91,243,303 Top 9% higher than 91% 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

Choice Pooled Employer Plan I'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. Choice Pooled Employer Plan I lands in the large band (5,911 participants).

Micro (1-10) 35,718 filings (27%) Small (11-100) 27,089 filings (21%) Medium (101-1,000) 55,445 filings (43%) Large (1,001-10,000) 10,273 filings (8%) Mega (10,000+) 1,374 filings (1%)

Plan-year Form 5500 strip

Filing strip 881526902 · Smart Retirement Solutions, Inc. PY 2023 · 401(k)

Choice Pooled Employer Plan I · $91M · 5,911 · 91st

SCH $91M
EBSA 5,911
PART 91st
TYPE 401(k)
NET near Lincoln Technical Institute, Inc 401(k) Plan
BOOK ind #7593

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 Tennessee →

End-of-year total assets ($M) among Choice Pooled Employer Plan I and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Tennessee filing particulars

Total Assets (Beginning of Year)	N/A
Net Assets (End of Year)	$89M
Net Income	$10M
Employer EIN	881526902
Plan Effective Date	2023-01-01
Filing Status	FILING RECEIVED

Nearby 401(k) Plans in Tennessee

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

Choice Pooled Employer Plan I vs. nearby 401(k) plans in Tennessee, assets vs. participants

Fedex Corporation Retirement Savings Plan $23.9B · 127,010
Hca 401(k) Plan $21.5B · 291,649
Federal Express Corporation Pilots Retirement Savings Plan $4.7B · 5,728
International Paper Company Salaried Savings Plan $4.6B · 12,153
Chs/Community Health Systems, Inc. Retirement Savings Plan $4.5B · 62,487

Compare Choice Pooled Employer Plan I side-by-side with 3 peers →

Choice Pooled Employer Plan I's out-of-state 401(k) peers by assets and headcount

Outside Tennessee, the nearest 401(k) by assets is Lincoln Technical Institute, Inc 401(k) Plan in NJ ($91M); by covered participants it is The Gores Group, LLC - 401(k) Plan in CO (5,909 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($91M here).

Lincoln Technical Institute, Inc 401(k) Plan (NJ) $91M · 1,909
Colonial Williamsburg Tax Deferred Savings Plan (VA) $91M · 1,468
Oblon, Mcclelland, Maier & Neustadt, LLP Retirement Plan (VA) $91M · 232
Chugach Electric Association, Inc. Employees 401(k) Plan (AK) $91M · 418

Similar participant headcount

Nearest other-state filings by covered participants (5,911 participants); asset peers above are excluded.

The Gores Group, LLC - 401(k) Plan (CO) 5,909 · 2 off
Rich's 401(k) Plan (NY) 5,915 · 4 off
Local 52 401 (K) Fund (NY) 5,907 · 4 off
Veolia North America 401(k) Savings Plan (MA) 5,906 · 5 off

DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

Where does Choice Pooled Employer Plan I rank by assets among Form 5500 filers? ▼

Choice Pooled Employer Plan I ranks in the 91st percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top 10% of all filed plans by assets).

Which 401(k) plans are similar in size to Choice Pooled Employer Plan I? ▼

Among 401(k) plans in other states, the closest by assets is Lincoln Technical Institute, Inc 401(k) Plan in NJ ($91M, 1,909 participants).

Which 401(k) plans cover a similar participant headcount to Choice Pooled Employer Plan I? ▼

Among 401(k) plans in other states, the closest by covered participants is The Gores Group, LLC - 401(k) Plan in CO (5,909 participants, $362M 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 881526902.