401(k) · DOL Form 5500 · 2024

Smartrise Engineering, Inc. 401(k) Plan

Data updated 2026-08-25

$4M
Total assets Small plan by assets
91
Participants Small participant base
37th
Percentile by assets National rank
$40,450
Avg per participant Low balance/head
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Official DOL plan name: Smartrise Engineering, Inc. 401(k) Profit Sharing Plan and Trust · Sponsored by Smartrise Engineering, Inc. · Texas · Professional & Technical Services

$4M in assets, 91 participants

Smartrise Engineering, Inc.'s Smartrise Engineering, Inc. 401(k) Profit Sharing Plan and Trust reported $4M in total assets and 91 participants in its 2024 DOL Form 5500 filing, ranking in the 37th 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.

  • #6,837 in Professional & Technical Services (20,173 peers)

Smartrise Engineering, Inc. multi-year trail

Smartrise Engineering, Inc.'s plans moved +52.4% in assets from 2022 to 2024; this filing shows Smartrise Engineering, Inc. 401(k) Profit Sharing Plan and Trust at $4M / 91 participants.

#6,837
in Professional & Technical Services (20,173 peers)
+24.3%
assets growth YoY

Smartrise Engineering, Inc. 401(k) Profit Sharing Plan and Trust's mid-pack asset rank among Professional & Technical Services and all filers

Smartrise Engineering, Inc. 401(k) Profit Sharing Plan and Trust vs every filed plan by assets

End-of-year total assets · plan year 2024 · DOL Form 5500

$3,680,909 37th percentile higher than 37% of 123,620 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 2024

Smartrise Engineering, Inc. 401(k) Profit Sharing Plan and Trust among smaller filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Smartrise Engineering, Inc. 401(k) Profit Sharing Plan and Trust is a small filing (91 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Smartrise Engineering, Inc. 401(k) Profit Sharing Plan and Trust reported participants rose from 53 in the plan year 2023 filing to 91 in the plan year 2024 filing.
  • Smartrise Engineering, Inc. 401(k) Profit Sharing Plan and Trust reported net income rose from $547K in the plan year 2023 filing to $719K in the plan year 2024 filing.
  • Smartrise Engineering, Inc. 401(k) Profit Sharing Plan and Trust end-of-year assets rose from $3M in the plan year 2023 filing to $4M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Form 5500 schedule snapshot

Filing strip 202503408 · Smartrise Engineering, Inc. PY 2024 · 401(k)

Smartrise Engineering, Inc. 401(k) Profit Sharing Plan and Trust · $4M · 91 · 37th

  • BOOK $4M
  • VS-ST 91
  • BOY 37th
  • SCH 401(k)
  • EBSA near The Cypress of Charlotte Club, Inc. Retirement Savings Plan
  • PART ind #6837

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 Texas →

Smartrise Engineering, Inc. 401(k) Profit Sharing Plan and Trust in the asset neighbourhood

Smartrise Engineering, Inc. 401(k) Profit Sharing Plan and TrustSmartrise Engineering, Inc. …$4MThe Cypress of Charlotte Club, Inc. Retirement Savings PlanThe Cypress of Charlotte Clu…$4MEcr International, Inc. Dunkirk Division 401(k) Savings Plan for Union EmployeesEcr International, Inc. Dunk…$4MIsaac's Deli, Inc Salary Savings PlanIsaac's Deli, Inc Salary Sav…$4MSjb Group, LLC. 401(k) Profit Sharing PlanSjb Group, LLC. 401(k) Profi…$4M
End-of-year total assets ($M) among Smartrise Engineering, Inc. 401(k) Profit Sharing Plan and Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Smartrise Engineering, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Smartrise Engineering, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$4M 52.38994408504571% vs 2022
2024 filing year
$2M$2.5M$3M$3.5M$4M 202220232024 $2.42M $3.68M ▲ +52.1%
Year Plans Participants Total Assets
2022 1 82 $2M
2023 1 53 $3M
2024 1 91 $4M

Smartrise Engineering, Inc. filing trail (2024)

Total Assets (Beginning of Year)$3M
Net Assets (End of Year)$4M
Net Income$719K
Employer EIN202503408
Plan Effective Date2013-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Texas

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

Smartrise Engineering, Inc. 401(k) Profit Sharing Plan and Trust vs. nearby 401(k) plans in Texas, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -1001020304050 Total assets ($B) Participants Smartrise Engineering, Inc. 401(k) Profit Sharing Plan and Trust, Total assets ($B): 0.003680909 · Participants: 91Smartrise Engineering, Inc. 401(k) Profit Sharing Plan and TrustAT&T Retirement Savings Plan, Total assets ($B): 43.121795 · Participants: 109889AT&T Retirement Savings PlanExxonmobil Savings Plan, Total assets ($B): 23.711 · Participants: 21990Exxonmobil Savings PlanChevron Employee Savings Investment Plan, Total assets ($B): 20.378704663 · Participants: 21505Chevron Employee Savings Investment PlanCaterpillar 401(k) Savings Plan, Total assets ($B): 18.81200478 · Participants: 43873Caterpillar 401(k) Savings PlanSouthwest Airlines Co. Retirement Savings Plan, Total assets ($B): 16.991748637 · Participants: 67820Southwest Airlines Co. Retirement Savings Plan
Smartrise Engineering, Inc. 401(k) Profit Sharing Plan and Trust vs. nearby 401(k) plans in Texas, assets vs. participants
Compare Smartrise Engineering, Inc. 401(k) Profit Sharing Plan and Trust side-by-side with 3 peers →

Smartrise Engineering, Inc. 401(k) Profit Sharing Plan and Trust's out-of-state 401(k) peers by assets and headcount

Outside Texas, the nearest 401(k) by assets is The Cypress of Charlotte Club, Inc. Retirement Savings Plan in NC ($4M); by covered participants it is American Bank of Oklahoma 401(k) Profit Sharing Plan in OK (91 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (91 participants); asset peers above are excluded.

DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Smartrise Engineering, Inc. 401(k) Profit Sharing Plan and Trust assets move in 2024? ▼
Smartrise Engineering, Inc. 401(k) Profit Sharing Plan and Trust grew sharply - up 24.3% during 2024, from $3M to $4M. Reported net income was $719K.
How have Smartrise Engineering, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Smartrise Engineering, Inc.'s sponsor-wide assets grew 52.4%, from $2M to $4M.
Which 401(k) plans are similar in size to Smartrise Engineering, Inc. 401(k) Profit Sharing Plan and Trust? ▼
Among 401(k) plans in other states, the closest by assets is The Cypress of Charlotte Club, Inc. Retirement Savings Plan in NC ($4M, 223 participants).
Which 401(k) plans cover a similar participant headcount to Smartrise Engineering, Inc. 401(k) Profit Sharing Plan and Trust? ▼
Among 401(k) plans in other states, the closest by covered participants is American Bank of Oklahoma 401(k) Profit Sharing Plan in OK (91 participants, $7M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2024.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 202503408.

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.