401(k) · DOL Form 5500 · 2024

Smrt, Inc. 401(k) Plan

Data updated 2026-08-25

$32M
Total assets Below avg plan size
135
Participants Small participant base
78th
Percentile by assets National rank
$234,062
Avg per participant Above avg balance/head
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Official DOL plan name: Smrt, Inc. 401(k) Profit Sharing Plan · Sponsored by Smrt, Inc. · Maine · Professional & Technical Services

$32M in assets, 135 participants

Smrt, Inc.'s Smrt, Inc. 401(k) Profit Sharing Plan reported $32M in total assets and 135 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.

  • #15,784 in Professional & Technical Services (20,173 peers)

Coverage in Maine

Smrt, Inc. 401(k) Profit Sharing Plan covers 135 participants in Maine, about 29% of the average Maine filer (state average ~472 per filing). Assets: $32M.

#15,784
in Professional & Technical Services (20,173 peers)
+16.8%
assets growth YoY
0.3×
vs typical plan assets (national mean)

Smrt, Inc. 401(k) Profit Sharing Plan's outsized position by total assets

Smrt, Inc. 401(k) Profit Sharing Plan vs every filed plan by assets

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

$31,598,353 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

Smrt, Inc. 401(k) Profit Sharing 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. Smrt, Inc. 401(k) Profit Sharing Plan sits mid-pack in the medium band (135 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Smrt, Inc. 401(k) Profit Sharing Plan end-of-year assets rose from $27M in the plan year 2023 filing to $32M in the plan year 2024 filing.
  • Smrt, Inc. 401(k) Profit Sharing Plan reported participants rose from 124 in the plan year 2023 filing to 135 in the plan year 2024 filing.
  • Smrt, Inc. 401(k) Profit Sharing Plan reported net income fell from $5M in the plan year 2023 filing to $5M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Form 5500 schedule snapshot

Filing strip 010384169 · Smrt, Inc. PY 2024 · 401(k)

Smrt, Inc. 401(k) Profit Sharing Plan · $32M · 135 · 78th

  • RANK $32M
  • RANK 135
  • RANK 78th
  • RANK 401(k)
  • RANK near Foundation Partners Group, LLC Retirement Savings Plan
  • RANK ind #15784

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 Maine →

Smrt, Inc. 401(k) Profit Sharing Plan in the asset neighbourhood

Smrt, Inc. 401(k) Profit Sharing PlanSmrt, Inc. 401(k) Profit Sha…$32MFoundation Partners Group, LLC Retirement Savings PlanFoundation Partners Group, L…$32MMajor Drilling America, Inc. 401(k) PlanMajor Drilling America, Inc.…$32MSandata, LLC 401(k) Salary Savings PlanSandata, LLC 401(k) Salary S…$32MEci, Inc. 401(k) Plan$32M
End-of-year total assets ($M) among Smrt, Inc. 401(k) Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Maine filing particulars

Total Assets (Beginning of Year)$27M
Net Assets (End of Year)$32M
Net Income$5M
Employer EIN010384169
Plan Effective Date1988-09-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Smrt, Inc.)

Sponsor-wide plan assets over time

All Smrt, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$32M 42.57161799787973% vs 2022
2024 filing year
$20M$25M$30M$35M 202220232024 $22.2M $31.6M ▲ +42.6%
Year Plans Participants Total Assets
2022 1 112 $22M
2023 1 124 $27M
2024 1 135 $32M

Nearby 401(k) Plans in Maine

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

Smrt, Inc. 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Maine, assets vs. participants Scatter plot of 6 data points. -10000010000200003000040000 -202468 Total assets ($B) Participants Smrt, Inc. 401(k) Profit Sharing Plan, Total assets ($B): 0.031598353 · Participants: 135Smrt, Inc. 401(k) Profit Sharing PlanTd 401(k) Retirement Plan, Total assets ($B): 5.971163889 · Participants: 31654Td 401(k) Retirement PlanUnum Group 401(k) Retirement Plan, Total assets ($B): 2.479947647 · Participants: 9451Unum Group 401(k) Retirement PlanIdexx Retirement and Incentive Savings Plan, Total assets ($B): 1.243344842 · Participants: 6776Idexx Retirement and Incentive Savings PlanHannaford Bros. Co. 401(k) Plan, Total assets ($B): 1.096724054 · Participants: 29915Hannaford Bros. Co. 401(k) PlanAhold Delhaize USA Services 401(k) Plan, Total assets ($B): 1.001892127 · Participants: 3012Ahold Delhaize USA Services 401(k) Plan
Smrt, Inc. 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Maine, assets vs. participants
Compare Smrt, Inc. 401(k) Profit Sharing Plan side-by-side with 3 peers →

Smrt, Inc. 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside Maine, the nearest 401(k) by assets is Foundation Partners Group, LLC Retirement Savings Plan in FL ($32M); by covered participants it is Ahold Delhaize USA 401(k) Plan in MA (135 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($32M here).

Similar participant headcount

Nearest other-state filings by covered participants (135 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 Smrt, Inc. 401(k) Profit Sharing Plan assets move in 2024? ▼
Smrt, Inc. 401(k) Profit Sharing Plan grew sharply - up 16.8% during 2024, from $27M to $32M. Reported net income was $5M.
How have Smrt, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Smrt, Inc.'s sponsor-wide assets grew 42.6%, from $22M to $32M.
Where does Smrt, Inc. 401(k) Profit Sharing Plan rank by assets among Form 5500 filers? ▼
Smrt, Inc. 401(k) Profit Sharing Plan 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 Smrt, Inc. 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Foundation Partners Group, LLC Retirement Savings Plan in FL ($32M, 1,588 participants).
Which 401(k) plans cover a similar participant headcount to Smrt, Inc. 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Ahold Delhaize USA 401(k) Plan in MA (135 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 010384169.

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.