401(k) · DOL Form 5500 · 2024

Smartbear Software, Inc. 401(k) Plan

Data updated 2026-08-25

$39M
Total assets Below avg plan size
331
Participants Below avg headcount
81st
Percentile by assets National rank
$117,965
Avg per participant Below avg balance/head
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Official DOL plan name: Smartbear Software, Inc. 401(k) Plan · Sponsored by Smartbear Software, Inc. · Massachusetts · Professional & Technical Services

$39M in assets, 331 participants

Smartbear Software, Inc.'s Smartbear Software, Inc. 401(k) Plan reported $39M in total assets and 331 participants in its 2024 DOL Form 5500 filing, ranking in the 81st 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.

  • #16,464 in Professional & Technical Services (20,173 peers)

Where Smartbear Software, Inc. 401(k) Plan sits by assets

Smartbear Software, Inc. 401(k) Plan sits in the top quartile of all filed plans by assets, $39M for 331 participants (~$117,965/participant), up 21.9% in 2024.

#16,464
in Professional & Technical Services (20,173 peers)
+21.9%
assets growth YoY
0.4×
vs typical plan assets (national mean)

Smartbear Software, Inc. 401(k) Plan's outsized position by total assets

Smartbear Software, Inc. 401(k) Plan vs every filed plan by assets

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

$39,046,333 Top 19% higher than 81% 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

Smartbear Software, Inc. 401(k) Plan 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. Smartbear Software, Inc. 401(k) Plan sits mid-pack in the medium band (331 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Smartbear Software, Inc. 401(k) Plan end-of-year assets rose from $32M in the plan year 2023 filing to $39M in the plan year 2024 filing.
  • Smartbear Software, Inc. 401(k) Plan reported participants fell from 418 in the plan year 2023 filing to 331 in the plan year 2024 filing.
  • Smartbear Software, Inc. 401(k) Plan reported net income fell from $6M in the plan year 2023 filing to $5M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Published 5500 schedule card

Filing strip 943340607 · Smartbear Software, Inc. PY 2024 · 401(k)

Smartbear Software, Inc. 401(k) Plan · $39M · 331 · 81st

  • SCH $39M
  • SCH 331
  • SCH 81st
  • SCH 401(k)
  • SCH near Prairie Farms Dairy 401(k) Plan
  • SCH ind #16464

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 Massachusetts →

Smartbear Software, Inc. 401(k) Plan in the asset neighbourhood

Smartbear Software, Inc. 401(k) PlanSmartbear Software, Inc. 401…$39MPrairie Farms Dairy 401(k) PlanPrairie Farms Dairy 401(k) P…$39MIncentive Savings Plan and Trust for Employees of the Kws Seeds GroupIncentive Savings Plan and T…$39MOrlando Magic 401(k) Savings PlanOrlando Magic 401(k) Savings…$39MNibbi Bros. Associates, Inc. 401(k) PlanNibbi Bros. Associates, Inc.…$39M
End-of-year total assets ($M) among Smartbear Software, Inc. 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Scale-class filing particulars (2024)

Total Assets (Beginning of Year)$32M
Net Assets (End of Year)$39M
Net Income$5M
Employer EIN943340607
Plan Effective Date2007-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Smartbear Software, Inc.)

Sponsor-wide plan assets over time

All Smartbear Software, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$39M 51.100977515843105% vs 2022
2024 filing year
$20M$25M$30M$35M$40M$45M 202220232024 $25.8M $39.1M ▲ +51.1%
Year Plans Participants Total Assets
2022 1 312 $26M
2023 1 418 $32M
2024 1 331 $39M

Nearby 401(k) Plans in Massachusetts

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

Smartbear Software, Inc. 401(k) Plan vs. nearby 401(k) plans in Massachusetts, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -10010203040 Total assets ($B) Participants Smartbear Software, Inc. 401(k) Plan, Total assets ($B): 0.039046333 · Participants: 331Smartbear Software, Inc. 401(k) PlanFidelity Retirement Savings Plan, Total assets ($B): 34.201609937 · Participants: 66907Fidelity Retirement Savings PlanLiberty Mutual 401(k) Plan, Total assets ($B): 11.352606499 · Participants: 34618Liberty Mutual 401(k) PlanMassachusetts Institute of Technology Supplemental 401(k) Plan, Total assets ($B): 7.720373045 · Participants: 14762Massachusetts Institute of Technology Supplemental 401(k) PlanBoston Scientific Corporation 401(k) Retirement Savings Plan, Total assets ($B): 6.775289067 · Participants: 20639Boston Scientific Corporation 401(k) Retirement Savings PlanState Street Salary Savings Program, Total assets ($B): 6.532301643 · Participants: 12777State Street Salary Savings Program
Smartbear Software, Inc. 401(k) Plan vs. nearby 401(k) plans in Massachusetts, assets vs. participants
Compare Smartbear Software, Inc. 401(k) Plan side-by-side with 3 peers →

Smartbear Software, Inc. 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Massachusetts, the nearest 401(k) by assets is Prairie Farms Dairy 401(k) Plan in IL ($39M); by covered participants it is F.H. Furr Plumbing, Heating & Air Conditioning, Inc. 401(k) Plan in VA (331 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (331 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 Smartbear Software, Inc. 401(k) Plan assets move in 2024? ▼
Smartbear Software, Inc. 401(k) Plan grew sharply - up 21.9% during 2024, from $32M to $39M. Reported net income was $5M.
How have Smartbear Software, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Smartbear Software, Inc.'s sponsor-wide assets grew 51.1%, from $26M to $39M.
Where does Smartbear Software, Inc. 401(k) Plan rank by assets among Form 5500 filers? ▼
Smartbear Software, Inc. 401(k) Plan ranks in the 81st 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 Smartbear Software, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Prairie Farms Dairy 401(k) Plan in IL ($39M, 1,393 participants).
Which 401(k) plans cover a similar participant headcount to Smartbear Software, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is F.H. Furr Plumbing, Heating & Air Conditioning, Inc. 401(k) Plan in VA (331 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 943340607.

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.