401(k) · DOL Form 5500 · 2024

Smoothie King Franchises, Inc. 401(k) Plan

Data updated 2026-08-25

$12M
Total assets Small plan by assets: 225
Participants Below avg headcount: 59th
Percentile by assets National rank: $52,567
Avg per participant Low balance/head

PlainRetire home → About this data RSS: change history

Official DOL plan name: Smoothie King 401(k) Plan & Trust · Sponsored by Smoothie King Franchises, Inc. · Texas · Retail Trade

$12M in assets, 225 participants

Smoothie King Franchises, Inc.'s Smoothie King 401(k) Plan & Trust reported $12M in total assets and 225 participants in its 2024 DOL Form 5500 filing, ranking in the 59th 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.

#5,664 in Retail Trade (8,048 peers)

Coverage in Texas

Smoothie King 401(k) Plan & Trust covers 225 participants in Texas, about 33% of the average Texas filer (state average ~688 per filing). Assets: $12M.

#5,664
in Retail Trade (8,048 peers): +27.8%
assets growth YoY

Smoothie King 401(k) Plan & Trust's mid-pack asset rank among Retail Trade and all filers

Smoothie King 401(k) Plan & Trust vs every filed plan by assets

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

$11,827,495 Top 41% higher than 59% 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

Smoothie King 401(k) Plan & 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. Smoothie King 401(k) Plan & Trust sits mid-pack in the medium band (225 participants).

Micro (1-10) 33,766 filings (27%) Small (11-100) 26,107 filings (21%) Medium (101-1,000) 54,251 filings (43%) Large (1,001-10,000) 10,349 filings (8%) Mega (10,000+) 1,399 filings (1%)

Smoothie King 401(k) Plan & Trust end-of-year assets rose from $9M in the plan year 2023 filing to $12M in the plan year 2024 filing.
Smoothie King 401(k) Plan & Trust reported participants rose from 202 in the plan year 2023 filing to 225 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Form 5500 schedule snapshot

Filing strip 721119008 · Smoothie King Franchises, Inc. PY 2024 · 401(k)

Smoothie King 401(k) Plan & Trust · $12M · 225 · 59th

IND $12M
EOY 225
5500 59th
ASSETS 401(k)
PCT near Churchill Forge, Inc. 401(k) Plan
EIN ind #5664

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 Retail Trade retirement plans → · Plans in Texas →

End-of-year total assets ($M) among Smoothie King 401(k) Plan & Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Texas filing particulars

Total Assets (Beginning of Year)	$9M
Net Assets (End of Year)	$12M
Net Income	$3M
Employer EIN	721119008
Plan Effective Date	1999-01-01
Filing Status	FILING RECEIVED

Sponsor Plan History (Smoothie King Franchises, Inc.)

Latest sponsor-wide plan assets: $12M 78.49543714007555% vs 2022; 2024 filing year

Year	Plans	Participants	Total Assets
2022	1	183	$7M
2023	1	202	$9M
2024	1	225	$12M

Nearby 401(k) Plans in Texas

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

Smoothie King 401(k) Plan & Trust vs. nearby 401(k) plans in Texas, assets vs. participants

AT&T Retirement Savings Plan $43.1B · 109,889
Exxonmobil Savings Plan $23.7B · 21,990
Chevron Employee Savings Investment Plan $20.4B · 21,505
Caterpillar 401(k) Savings Plan $18.8B · 43,873
Southwest Airlines Co. Retirement Savings Plan $17.0B · 67,820

Compare Smoothie King 401(k) Plan & Trust side-by-side with 3 peers →

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

Outside Texas, the nearest 401(k) by assets is Churchill Forge, Inc. 401(k) Plan in MA ($12M); by covered participants it is West-Mark Retirement Plan in CA (225 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($12M here).

Churchill Forge, Inc. 401(k) Plan (MA) $12M · 218
Automox, Inc. 401(k) Plan (CO) $12M · 293
Chardam Gear Company, Inc. 401(k) Plan (MI) $12M · 130
Icbd Holdings, LLC 401(k) Plan (FL) $12M · 1,229

Similar participant headcount

Nearest other-state filings by covered participants (225 participants); asset peers above are excluded.

West-Mark Retirement Plan (CA) 225 · 0 off
The Corporation of Fine Arts Museums 401(k) Plan (CA) 225 · 0 off
Aunalytics 401(k) Retirement Savings Plan (IN) 225 · 0 off
Cam Properties 401(k) Plan (AZ) 225 · 0 off

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 Smoothie King 401(k) Plan & Trust assets move in 2024? ▼

Smoothie King 401(k) Plan & Trust grew sharply - up 27.8% during 2024, from $9M to $12M. Reported net income was $3M.

How have Smoothie King Franchises, Inc. plan assets changed over time? ▼

Across 3 plan years on file (2022-2024), Smoothie King Franchises, Inc.'s sponsor-wide assets grew 78.5%, from $7M to $12M.

Which 401(k) plans are similar in size to Smoothie King 401(k) Plan & Trust? ▼

Among 401(k) plans in other states, the closest by assets is Churchill Forge, Inc. 401(k) Plan in MA ($12M, 218 participants).

Which 401(k) plans cover a similar participant headcount to Smoothie King 401(k) Plan & Trust? ▼

Among 401(k) plans in other states, the closest by covered participants is West-Mark Retirement Plan in CA (225 participants, $11M 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 721119008.