401(k) · DOL Form 5500 · 2024

Smartsheet Inc. 401(k) Plan

Data updated 2026-08-11

$274M
Total assets: 2,594
Participants: 95th
Percentile by assets: $105,566
Avg per participant

Official DOL plan name: Smartsheet Inc. 401(k) P/S Plan · Sponsored by Smartsheet Inc. · Washington · Information & Media

$274M in assets, 2,594 participants

Smartsheet Inc.'s Smartsheet Inc. 401(k) P/S Plan reported $274M in total assets and 2,594 participants in its 2024 DOL Form 5500 filing, ranking in the 95th 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.

95th percentile by assets (of 123,622 plans)
#2,627 in Information & Media (2,822 peers)

Where Smartsheet Inc. 401(k) P/S Plan sits by assets

Smartsheet Inc. 401(k) P/S Plan sits in the top 5% of all filed plans by assets, $274M for 2,594 participants (~$105,566/participant), up 34.0% in 2024.

$274M
total plan assets (2024 EOY): 2,594
covered participants: 95th
percentile by assets (of 123,622 plans): $105,566
avg assets per participant

Where Smartsheet Inc. 401(k) P/S Plan sits by total assets

Smartsheet Inc. 401(k) P/S Plan vs every filed plan by assets

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

$273,839,073 Top 5% higher than 95% of 123,620 filed plans

Dashed line + filled bar = this entry, among filed plans.

Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2024

Smartsheet Inc. 401(k) P/S Plan end-of-year assets rose from $204M in the plan year 2023 filing to $274M in the plan year 2024 filing.
Smartsheet Inc. 401(k) P/S Plan reported net income fell from $74M in the plan year 2023 filing to $70M in the plan year 2024 filing.
Smartsheet Inc. 401(k) P/S Plan reported participants fell from 2,671 in the plan year 2023 filing to 2,594 in the plan year 2024 filing.

See the national 2023→2024 release diff →

State

Washington

Industry

Information & Media

Smartsheet Inc. 401(k) P/S Plan vs the 2024 asset distribution

By assets, Smartsheet Inc. 401(k) P/S Plan outranks 95% of the 123,622 plans that filed a Form 5500 for the 2024 plan year, and holds roughly 2.7x the national average plan size of $100M (721 average participants).

Scale-class filing particulars (2024)

Total Assets (Beginning of Year)	$204M
Net Assets (End of Year)	$274M
Net Income	$70M
Employer EIN	202954357
Plan Effective Date	2008-03-01
Filing Status	FILING RECEIVED

Sponsor Plan History (Smartsheet Inc.)

Total plan assets by year, all Smartsheet Inc. plans on file

Year	Plans	Participants	Total Assets
2022	1	2,035	$131M
2023	1	2,671	$204M
2024	1	2,594	$274M

Nearby 401(k) Plans in Washington

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

Smartsheet Inc. 401(k) P/S Plan vs. nearby 401(k) plans in Washington, assets vs. participants

The Boeing Company 401(k) Retirement Plan $73.9B · 139,394
Microsoft Corporation Savings Plus 401(k) Plan $65.6B · 118,818
Costco 401(k) Retirement Plan $41.0B · 202,468
Amazon 401(k) Plan $34.6B · 1,209,303
401(k) Savings Plan $10.1B · 86,668

Compare Smartsheet Inc. 401(k) P/S Plan side-by-side with 3 peers →

Similar-Sized 401(k) Plans Nationally

401(k) plans in other states closest to Smartsheet Inc. 401(k) P/S Plan by total assets, not by location.

Ravago Americas 401(k) Savings and Profit Sharing Plan (FL) $274M · 1,542
Orthovirginia, Inc. 401(k) Profit Sharing Plan and Trust (VA) $274M · 1,808
Kyocera Retirement Savings Plan (CA) $274M · 1,068
Ppl Retirement Savings Plan (PA) $274M · 1,565

Frequently Asked Questions

How did Smartsheet Inc. 401(k) P/S Plan assets move in 2024? ▼

Smartsheet Inc. 401(k) P/S Plan surged - up 34.0% during 2024, from $204M to $274M. Reported net income was $70M.

How have Smartsheet Inc. plan assets changed over time? ▼

Across 3 plan years on file (2022-2024), Smartsheet Inc.'s sponsor-wide assets grew 109.7%, from $131M to $274M.

Where does Smartsheet Inc. 401(k) P/S Plan rank by assets among Form 5500 filers? ▼

Smartsheet Inc. 401(k) P/S Plan ranks in the 95th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top 5% of all filed plans by assets).

Which 401(k) plans are similar in size to Smartsheet Inc. 401(k) P/S Plan? ▼

Among 401(k) plans in other states, the closest by assets is Ravago Americas 401(k) Savings and Profit Sharing Plan in FL ($274M, 1,542 participants).

Next read for Smartsheet Inc. 401(k) P/S Plan

Scale reading

Ways to act on Smartsheet Inc. 401(k) P/S Plan's numbers.

By total assets, Smartsheet Inc. 401(k) P/S Plan ranks in the top 5% of all filed plans by assets. See the largest plans
Compare it side-by-side against 3 similar 401(k) plans in Washington. Compare plans
Smartsheet Inc.'s sponsor-wide assets have grown 109.7% since 2022 across 3 plan years on file. More Information & Media plans

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 202954357.