401(k) · DOL Form 5500 · 2024

Smith Lake Resort, Inc. 401(k) Plan

Data updated 2026-08-25

$392K
Total assets Small plan by assets
1
Participants Small participant base
16th
Percentile by assets National rank
$392,471
Avg per participant High balance/head
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Official DOL plan name: Smith Lake Resort, Inc. 401(k) Plan · Sponsored by Smith Lake Resort, Inc. · Minnesota · Food Services & Accommodation

$392K in assets, 1 participants

Smith Lake Resort, Inc.'s Smith Lake Resort, Inc. 401(k) Plan reported $392K in total assets and 1 participant in its 2024 DOL Form 5500 filing, ranking in the 16th 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.

  • #1,522 in Food Services & Accommodation (3,672 peers)

Food Services & Accommodation sector rank

Within Food Services & Accommodation, Smith Lake Resort, Inc. 401(k) Plan ranks #1,522 of 3,672 2024 filers by assets (4985% of the sector average)-$392K for 1 participant.

#1,522
in Food Services & Accommodation (3,672 peers)
+18.5%
assets growth YoY

Smith Lake Resort, Inc. 401(k) Plan among the smaller filed plans by assets

Smith Lake Resort, Inc. 401(k) Plan vs every filed plan by assets

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

$392,471 16th percentile higher than 16% 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

Smith Lake Resort, Inc. 401(k) Plan among micro filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Smith Lake Resort, Inc. 401(k) Plan is a micro filing (1 participant), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Smith Lake Resort, Inc. 401(k) Plan reported net income rose from -$136K in the plan year 2023 filing to $61K in the plan year 2024 filing.
  • Smith Lake Resort, Inc. 401(k) Plan end-of-year assets fell from $595K in the plan year 2023 filing to $392K in the plan year 2024 filing.

See the national 2023→2024 release diff →

Plan-year Form 5500 strip

Filing strip 820848629 · Smith Lake Resort, Inc. PY 2024 · 401(k)

Smith Lake Resort, Inc. 401(k) Plan · $392K · 1 · 16th

  • 5500 $392K
  • 5500 1
  • 5500 16th
  • 5500 401(k)
  • 5500 near Swim Jim 401(k) Plan
  • 5500 ind #1522

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 Food Services & Accommodation retirement plans → · Plans in Minnesota →

Smith Lake Resort, Inc. 401(k) Plan in the asset neighbourhood

Smith Lake Resort, Inc. 401(k) PlanSmith Lake Resort, Inc. 401(…$392KSwim Jim 401(k) Plan$392KSwim Jim 401(k) Plan$392KGalfab Holdings, Inc. 401(k) PlanGalfab Holdings, Inc. 401(k)…$392KThe Village Salons - Arboretum, Inc. 401(k) PlanThe Village Salons - Arboret…$392K
End-of-year total assets ($M) among Smith Lake Resort, Inc. 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Food Services & Accommodation filing particulars

Total Assets (Beginning of Year)$331K
Net Assets (End of Year)$392K
Net Income$61K
Employer EIN820848629
Plan Effective Date2017-03-14
Filing StatusFILING RECEIVED

Sponsor Plan History (Smith Lake Resort, Inc.)

Sponsor-wide plan assets over time

All Smith Lake Resort, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$999K 36.66983707738311% vs 2022
2024 filing year
$0.4M$0.6M$0.8M$1M$1.2M 202220232024 $0.73M $1M ▲ +37.0%
Year Plans Participants Total Assets
2022 1 1 $731K
2023 1 1 $595K
2024 3 3 $999K

Nearby 401(k) Plans in Minnesota

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

Smith Lake Resort, Inc. 401(k) Plan vs. nearby 401(k) plans in Minnesota, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000400000500000 -20020406080 Total assets ($B) Participants Smith Lake Resort, Inc. 401(k) Plan, Total assets ($B): 0.000392471 · Participants: 1Smith Lake Resort, Inc. 401(k) PlanWells Fargo & Company 401(k) Plan, Total assets ($B): 57.886997456 · Participants: 179076Wells Fargo & Company 401(k) PlanUnitedhealth Group 401(k) Savings Plan, Total assets ($B): 26.618762181 · Participants: 205460Unitedhealth Group 401(k) Savings PlanTarget Corporation 401(k) Plan, Total assets ($B): 14.419645154 · Participants: 409649Target Corporation 401(k) PlanMedtronic Savings and Investment Plan, Total assets ($B): 13.719378 · Participants: 38480Medtronic Savings and Investment PlanU.S. Bank 401(k) Savings Plan, Total assets ($B): 11.442089862 · Participants: 73109U.S. Bank 401(k) Savings Plan
Smith Lake Resort, Inc. 401(k) Plan vs. nearby 401(k) plans in Minnesota, assets vs. participants
Compare Smith Lake Resort, Inc. 401(k) Plan side-by-side with 3 peers →

Smith Lake Resort, Inc. 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Minnesota, the nearest 401(k) by assets is Swim Jim 401(k) Plan in NY ($392K); by covered participants it is Concorde Support & Development, Inc. 401(k) Profit Sharing Plan in TX (1 participant). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($392K here).

Similar participant headcount

Nearest other-state filings by covered participants (1 participant); 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 Smith Lake Resort, Inc. 401(k) Plan assets move in 2024? ▼
Smith Lake Resort, Inc. 401(k) Plan grew sharply - up 18.5% during 2024, from $331K to $392K. Reported net income was $61K.
How have Smith Lake Resort, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Smith Lake Resort, Inc.'s sponsor-wide assets grew 36.7%, from $731K to $999K.
Where does Smith Lake Resort, Inc. 401(k) Plan rank by assets among Form 5500 filers? ▼
Smith Lake Resort, Inc. 401(k) Plan ranks in the 16th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (among the smaller plans by assets on file).
Which 401(k) plans are similar in size to Smith Lake Resort, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Swim Jim 401(k) Plan in NY ($392K, 121 participants).
Which 401(k) plans cover a similar participant headcount to Smith Lake Resort, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Concorde Support & Development, Inc. 401(k) Profit Sharing Plan in TX (1 participant, $415K 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 820848629.

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.