401(k) · DOL Form 5500 · 2024

Smarthealth, Inc. 401(k) Plan

Data updated 2026-08-25

$31M
Total assets Below avg plan size
255
Participants Below avg headcount
78th
Percentile by assets National rank
$121,534
Avg per participant Near avg balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Smarthealth 401(k) Plan and Trust · Sponsored by Smarthealth, Inc. · Arizona · Manufacturing

$31M in assets, 255 participants

Smarthealth, Inc.'s Smarthealth 401(k) Plan and Trust reported $31M in total assets and 255 participants in its 2024 DOL Form 5500 filing, ranking in the 78th 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.

  • #12,345 in Manufacturing (17,777 peers)

Coverage in Arizona

Smarthealth 401(k) Plan and Trust covers 255 participants in Arizona, about 45% of the average Arizona filer (state average ~564 per filing). Assets: $31M.

#12,345
in Manufacturing (17,777 peers)
+14.5%
assets growth YoY
0.3×
vs typical plan assets (national mean)

Smarthealth 401(k) Plan and Trust's outsized position by total assets

Smarthealth 401(k) Plan and Trust vs every filed plan by assets

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

$30,991,218 Top 22% higher than 78% 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

Smarthealth 401(k) Plan and Trust among mid-size filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Smarthealth 401(k) Plan and Trust sits mid-pack in the medium band (255 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Smarthealth 401(k) Plan and Trust reported net income rose from $2M in the plan year 2023 filing to $4M in the plan year 2024 filing.
  • Smarthealth 401(k) Plan and Trust end-of-year assets rose from $27M in the plan year 2023 filing to $31M in the plan year 2024 filing.
  • Smarthealth 401(k) Plan and Trust reported participants rose from 244 in the plan year 2023 filing to 255 in the plan year 2024 filing.

See the national 2023→2024 release diff →

DOL schedule card

Filing strip 860225261 · Smarthealth, Inc. PY 2024 · 401(k)

Smarthealth 401(k) Plan and Trust · $31M · 255 · 78th

  • PCT $31M
  • EIN 255
  • RANK 78th
  • PHOTO 401(k)
  • IND near Teamvantage 401(k) Retirement Plan.
  • EOY ind #12345

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 Manufacturing retirement plans → · Plans in Arizona →

Smarthealth 401(k) Plan and Trust in the asset neighbourhood

Smarthealth 401(k) Plan and TrustSmarthealth 401(k) Plan and …$31MTeamvantage 401(k) Retirement Plan.Teamvantage 401(k) Retiremen…$31MElectro-Mechanical Retirement PlanElectro-Mechanical Retiremen…$31MThe Bank & Trust 401(k) and Profit Sharing PlanThe Bank & Trust 401(k) and …$31MCorium, LLC 401(k) Plan$31M
End-of-year total assets ($M) among Smarthealth 401(k) Plan and Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Arizona filing particulars

Total Assets (Beginning of Year)$27M
Net Assets (End of Year)$31M
Net Income$4M
Employer EIN860225261
Plan Effective Date1974-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Smarthealth, Inc.)

Sponsor-wide plan assets over time

All Smarthealth, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$31M 26.174875412805456% vs 2022
2024 filing year
$22M$24M$26M$28M$30M$32M 202220232024 $24.6M $31M ▲ +26.2%
Year Plans Participants Total Assets
2022 1 235 $25M
2023 1 244 $27M
2024 1 255 $31M

Nearby 401(k) Plans in Arizona

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

Smarthealth 401(k) Plan and Trust vs. nearby 401(k) plans in Arizona, assets vs. participants Scatter plot of 6 data points. -200000200004000060000 -202468 Total assets ($B) Participants Smarthealth 401(k) Plan and Trust, Total assets ($B): 0.030991218 · Participants: 255Smarthealth 401(k) Plan and TrustBechtel Trust & Thrift Plan, Total assets ($B): 6.067288511 · Participants: 7971Bechtel Trust & Thrift PlanBanner Health Employees 401(k) Plan, Total assets ($B): 4.918574883 · Participants: 54731Banner Health Employees 401(k) PlanFreeport-Mcmoran Inc. Employee Capital Accumulation Program, Total assets ($B): 2.670667399 · Participants: 13770Freeport-Mcmoran Inc. Employee Capital Accumulation ProgramRepublic Services, Inc. 401(k) Plan, Total assets ($B): 2.666764279 · Participants: 32629Republic Services, Inc. 401(k) PlanStantec 401(k) Plan, Total assets ($B): 2.319061108 · Participants: 11603Stantec 401(k) Plan
Smarthealth 401(k) Plan and Trust vs. nearby 401(k) plans in Arizona, assets vs. participants
Compare Smarthealth 401(k) Plan and Trust side-by-side with 3 peers →

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

Outside Arizona, the nearest 401(k) by assets is Teamvantage 401(k) Retirement Plan. in MN ($31M); by covered participants it is National Auto Care 401(k) Plan in OH (255 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($31M here).

Similar participant headcount

Nearest other-state filings by covered participants (255 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 Smarthealth 401(k) Plan and Trust assets move in 2024? ▼
Smarthealth 401(k) Plan and Trust grew at a solid clip - up 14.5% during 2024, from $27M to $31M. Reported net income was $4M.
How have Smarthealth, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Smarthealth, Inc.'s sponsor-wide assets grew 26.2%, from $25M to $31M.
Where does Smarthealth 401(k) Plan and Trust rank by assets among Form 5500 filers? ▼
Smarthealth 401(k) Plan and Trust ranks in the 78th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to Smarthealth 401(k) Plan and Trust? ▼
Among 401(k) plans in other states, the closest by assets is Teamvantage 401(k) Retirement Plan. in MN ($31M, 538 participants).
Which 401(k) plans cover a similar participant headcount to Smarthealth 401(k) Plan and Trust? ▼
Among 401(k) plans in other states, the closest by covered participants is National Auto Care 401(k) Plan in OH (255 participants, N/A 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 860225261.

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.