401(k) · DOL Form 5500 · 2023

Smith Senior Living 401(k) Plan

Data updated 2026-08-25

$15M
Total assets Small plan by assets
545
Participants Below avg headcount
68th
Percentile by assets National rank
$28,152
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Smith Senior Living 401(k) Plan · Sponsored by Smith Senior Living · Illinois · Healthcare & Social Assistance

$15M in assets, 545 participants

Smith Senior Living's Smith Senior Living 401(k) Plan reported $15M in total assets and 545 participants in its 2023 DOL Form 5500 filing, ranking in the 68th 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.

  • #12,851 in Healthcare & Social Assistance (17,684 peers)

Smith Senior Living multi-year trail

Smith Senior Living's plans moved +24.0% in assets from 2022 to 2024; this filing shows Smith Senior Living 401(k) Plan at $15M / 545 participants.

#12,851
in Healthcare & Social Assistance (17,684 peers)
+14.1%
assets growth YoY

Smith Senior Living 401(k) Plan's outsized position by total assets

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

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

$15,342,618 Top 32% higher than 68% 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 Senior Living 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 Senior Living 401(k) Plan sits mid-pack in the medium band (545 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Smith Senior Living 401(k) Plan reported net income rose from $1M in the plan year 2022 filing to $2M in the plan year 2023 filing.
  • Smith Senior Living 401(k) Plan end-of-year assets rose from $13M in the plan year 2022 filing to $15M in the plan year 2023 filing.
  • Smith Senior Living 401(k) Plan reported participants rose from 490 in the plan year 2022 filing to 545 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 364335178 · Smith Senior Living PY 2023 · 401(k)

Smith Senior Living 401(k) Plan · $15M · 545 · 68th

  • EOY $15M
  • 5500 545
  • ASSETS 68th
  • PCT 401(k)
  • EIN near Gulf Stream Marine, Inc. 401(k) Plan
  • RANK ind #12851

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 Healthcare & Social Assistance retirement plans → · Plans in Illinois →

Smith Senior Living 401(k) Plan in the asset neighbourhood

Smith Senior Living 401(k) PlanSmith Senior Living 401(k) P…$15MGulf Stream Marine, Inc. 401(k) PlanGulf Stream Marine, Inc. 401…$15MIntertape Polymer Corp. Menasha Union 401(k) PlanIntertape Polymer Corp. Mena…$15MHolt's Cigar Co., Inc. 401(k) Savings PlanHolt's Cigar Co., Inc. 401(k…$15MPinnacle Engineering, Inc. 401(k) Profit Sharing PlanPinnacle Engineering, Inc. 4…$15M
End-of-year total assets ($M) among Smith Senior Living 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Smith Senior Living multi-year asset trail

Sponsor-wide plan assets over time

All Smith Senior Living plans reported in each filing year

Latest sponsor-wide plan assets
$17M 24.00519118598588% vs 2022
2024 filing year
$13M$14M$15M$16M$17M$18M 202220232024 $13.5M $16.7M ▲ +24.0%
Year Plans Participants Total Assets
2022 1 490 $13M
2023 1 545 $15M
2024 1 537 $17M

Smith Senior Living filing trail (2023)

Total Assets (Beginning of Year)$13M
Net Assets (End of Year)$15M
Net Income$2M
Employer EIN364335178
Plan Effective Date2009-07-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Illinois

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

Smith Senior Living 401(k) Plan vs. nearby 401(k) plans in Illinois, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000 -505101520 Total assets ($B) Participants Smith Senior Living 401(k) Plan, Total assets ($B): 0.015342618 · Participants: 545Smith Senior Living 401(k) PlanAccenture United States 401(k) Match Savings Plan, Total assets ($B): 17.594548115 · Participants: 69974Accenture United States 401(k) Match Savings PlanState Farm 401(k) Savings Plan, Total assets ($B): 16.935002041 · Participants: 60246State Farm 401(k) Savings PlanAbbott Laboratories Stock Retirement Plan, Total assets ($B): 14.496191 · Participants: 38012Abbott Laboratories Stock Retirement PlanUnited Airlines Pilot Retirement Account Plan, Total assets ($B): 14.367975914 · Participants: 14959United Airlines Pilot Retirement Account PlanWalgreens Retirement Savings Plan, Total assets ($B): 13.444551767 · Participants: 235331Walgreens Retirement Savings Plan
Smith Senior Living 401(k) Plan vs. nearby 401(k) plans in Illinois, assets vs. participants
Compare Smith Senior Living 401(k) Plan side-by-side with 3 peers →

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

Outside Illinois, the nearest 401(k) by assets is Gulf Stream Marine, Inc. 401(k) Plan in TX ($15M); by covered participants it is Ref-Chem Retirement Plan in TX (545 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (545 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 Senior Living 401(k) Plan assets move in 2023? ▼
Smith Senior Living 401(k) Plan grew at a solid clip - up 14.1% during 2023, from $13M to $15M. Reported net income was $2M.
How have Smith Senior Living plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Smith Senior Living's sponsor-wide assets grew 24.0%, from $13M to $17M.
Which 401(k) plans are similar in size to Smith Senior Living 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Gulf Stream Marine, Inc. 401(k) Plan in TX ($15M, 669 participants).
Which 401(k) plans cover a similar participant headcount to Smith Senior Living 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Ref-Chem Retirement Plan in TX (545 participants, N/A 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 364335178.

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.