401(k) · DOL Form 5500 · 2024

Smartbridge LLC 401(k) Plan

Data updated 2026-08-25

$7M
Total assets Small plan by assets
47
Participants Small participant base
48th
Percentile by assets National rank
$149,514
Avg per participant Above avg balance/head
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Official DOL plan name: Smartbridge LLC Retirement Plan and Trust · Sponsored by Smartbridge LLC · Texas · Professional & Technical Services

$7M in assets, 47 participants

Smartbridge LLC's Smartbridge LLC Retirement Plan and Trust reported $7M in total assets and 47 participants in its 2024 DOL Form 5500 filing, ranking in the 48th 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.

  • #9,376 in Professional & Technical Services (20,173 peers)

Smartbridge LLC multi-year trail

Smartbridge LLC's plans moved +43.5% in assets from 2022 to 2024; this filing shows Smartbridge LLC Retirement Plan and Trust at $7M / 47 participants.

#9,376
in Professional & Technical Services (20,173 peers)
+22.6%
assets growth YoY

Smartbridge LLC Retirement Plan and Trust's mid-pack asset rank among Professional & Technical Services and all filers

Smartbridge LLC Retirement Plan and Trust vs every filed plan by assets

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

$7,027,173 48th percentile higher than 48% 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

Smartbridge LLC Retirement 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. Smartbridge LLC Retirement Plan and Trust is a small filing (47 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Smartbridge LLC Retirement Plan and Trust reported net income rose from $835K in the plan year 2023 filing to $1M in the plan year 2024 filing.
  • Smartbridge LLC Retirement Plan and Trust end-of-year assets rose from $6M in the plan year 2023 filing to $7M in the plan year 2024 filing.
  • Smartbridge LLC Retirement Plan and Trust reported participants fell from 48 in the plan year 2023 filing to 47 in the plan year 2024 filing.

See the national 2023→2024 release diff →

EBSA filing schedule strip

Filing strip 364523414 · Smartbridge LLC PY 2024 · 401(k)

Smartbridge LLC Retirement Plan and Trust · $7M · 47 · 48th

  • EOY $7M
  • EOY 47
  • EOY 48th
  • EOY 401(k)
  • EOY near Coterie Applications 401(k) Plan
  • EOY ind #9376

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 →

Smartbridge LLC Retirement Plan and Trust in the asset neighbourhood

Smartbridge LLC Retirement Plan and TrustSmartbridge LLC Retirement P…$7MCoterie Applications 401(k) PlanCoterie Applications 401(k) …$7MOrchestra Biomed 401(k) Plan$7MTrendyminds, LLC Retirement PlanTrendyminds, LLC Retirement …$7MBaebies, Inc. 401(k) Plan$7M
End-of-year total assets ($M) among Smartbridge LLC Retirement Plan and Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Smartbridge LLC multi-year asset trail

Sponsor-wide plan assets over time

All Smartbridge LLC plans reported in each filing year

Latest sponsor-wide plan assets
$7M 43.5337268379606% vs 2022
2024 filing year
$4M$5M$6M$7M$8M 202220232024 $4.9M $7.03M ▲ +43.5%
Year Plans Participants Total Assets
2022 1 60 $5M
2023 1 48 $6M
2024 1 47 $7M

Smartbridge LLC filing trail (2024)

Total Assets (Beginning of Year)$6M
Net Assets (End of Year)$7M
Net Income$1M
Employer EIN364523414
Plan Effective Date2004-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Texas

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

Smartbridge LLC Retirement Plan and Trust vs. nearby 401(k) plans in Texas, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -1001020304050 Total assets ($B) Participants Smartbridge LLC Retirement Plan and Trust, Total assets ($B): 0.007027173 · Participants: 47Smartbridge LLC Retirement 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
Smartbridge LLC Retirement Plan and Trust vs. nearby 401(k) plans in Texas, assets vs. participants
Compare Smartbridge LLC Retirement Plan and Trust side-by-side with 3 peers →

Smartbridge LLC Retirement Plan and Trust's out-of-state 401(k) peers by assets and headcount

Outside Texas, the nearest 401(k) by assets is Coterie Applications 401(k) Plan in WI ($7M); by covered participants it is Carl Marks & Co., Inc Retirement Savings Plan in NY (47 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($7M here).

Similar participant headcount

Nearest other-state filings by covered participants (47 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 Smartbridge LLC Retirement Plan and Trust assets move in 2024? ▼
Smartbridge LLC Retirement Plan and Trust grew sharply - up 22.6% during 2024, from $6M to $7M. Reported net income was $1M.
How have Smartbridge LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Smartbridge LLC's sponsor-wide assets grew 43.5%, from $5M to $7M.
Which 401(k) plans are similar in size to Smartbridge LLC Retirement Plan and Trust? ▼
Among 401(k) plans in other states, the closest by assets is Coterie Applications 401(k) Plan in WI ($7M, 139 participants).
Which 401(k) plans cover a similar participant headcount to Smartbridge LLC Retirement Plan and Trust? ▼
Among 401(k) plans in other states, the closest by covered participants is Carl Marks & Co., Inc Retirement Savings Plan in NY (47 participants, $35M 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 364523414.

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.