401(k) · DOL Form 5500 · 2024

Smartsheet Inc. 401(k) Plan

Data updated 2026-08-25

$274M
Total assets Near avg plan size
2,594
Participants Above avg headcount
95th
Percentile by assets National rank
$105,566
Avg per participant Below avg balance/head
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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.

  • #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.

#2,627
in Information & Media (2,822 peers)
+34.0%
assets growth YoY
2.7×
vs typical plan assets (national mean)

Smartsheet Inc. 401(k) P/S Plan's outsized position 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

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

Smartsheet Inc. 401(k) P/S Plan's large-plan peer group by participant headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Smartsheet Inc. 401(k) P/S Plan lands in the large band (2,594 participants).

What changed between DOL Form 5500 filings

plan year 2023 → 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 →

Published 5500 schedule card

Filing strip 202954357 · Smartsheet Inc. PY 2024 · 401(k)

Smartsheet Inc. 401(k) P/S Plan · $274M · 2,594 · 95th

  • PHOTO $274M
  • IND 2,594
  • EOY 95th
  • 5500 401(k)
  • ASSETS near Ravago Americas 401(k) Savings and Profit Sharing Plan
  • PCT ind #2627

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 Information & Media retirement plans → · Plans in Washington →

Smartsheet Inc. 401(k) P/S Plan in the asset neighbourhood

Ppl Retirement Savings Plan$274MKyocera Retirement Savings PlanKyocera Retirement Savings P…$274MOrthovirginia, Inc. 401(k) Profit Sharing Plan and TrustOrthovirginia, Inc. 401(k) P…$274MRavago Americas 401(k) Savings and Profit Sharing PlanRavago Americas 401(k) Savin…$274MSmartsheet Inc. 401(k) P/S PlanSmartsheet Inc. 401(k) P/S P…$274M
End-of-year total assets ($M) among Smartsheet Inc. 401(k) P/S Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Scale-class filing particulars (2024)

Total Assets (Beginning of Year)$204M
Net Assets (End of Year)$274M
Net Income$70M
Employer EIN202954357
Plan Effective Date2008-03-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Smartsheet Inc.)

Sponsor-wide plan assets over time

All Smartsheet Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$274M 109.74570590859423% vs 2022
2024 filing year
$100M$150M$200M$250M$300M 202220232024 $131M $274M ▲ +109.7%
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 Scatter plot of 6 data points. -500000050000010000001500000 -20020406080 Total assets ($B) Participants Smartsheet Inc. 401(k) P/S Plan, Total assets ($B): 0.273839073 · Participants: 2594Smartsheet Inc. 401(k) P/S PlanThe Boeing Company 401(k) Retirement Plan, Total assets ($B): 73.910477714 · Participants: 139394The Boeing Company 401(k) Retirement PlanMicrosoft Corporation Savings Plus 401(k) Plan, Total assets ($B): 65.646011638 · Participants: 118818Microsoft Corporation Savings Plus 401(k) PlanCostco 401(k) Retirement Plan, Total assets ($B): 41.017392708 · Participants: 202468Costco 401(k) Retirement PlanAmazon 401(k) Plan, Total assets ($B): 34.593744657 · Participants: 1209303Amazon 401(k) Plan401(k) Savings Plan, Total assets ($B): 10.074085187 · Participants: 86668401(k) Savings Plan
Smartsheet Inc. 401(k) P/S Plan vs. nearby 401(k) plans in Washington, assets vs. participants
Compare Smartsheet Inc. 401(k) P/S Plan side-by-side with 3 peers →

Smartsheet Inc. 401(k) P/S Plan's out-of-state 401(k) peers by assets and headcount

Outside Washington, the nearest 401(k) by assets is Ravago Americas 401(k) Savings and Profit Sharing Plan in FL ($274M); by covered participants it is Preferred Family Healthcare Employee's Profit Sharing Plan in MO (2,594 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($274M here).

Similar participant headcount

Nearest other-state filings by covered participants (2,594 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 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).
Which 401(k) plans cover a similar participant headcount to Smartsheet Inc. 401(k) P/S Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Preferred Family Healthcare Employee's Profit Sharing Plan in MO (2,594 participants, $68 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 202954357.

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.