401(k) · DOL Form 5500 · 2024

Smith Health, Inc. 401(k) Plan

Data updated 2026-08-25

$11M
Total assets Small plan by assets
546
Participants Below avg headcount
57th
Percentile by assets National rank
$19,260
Avg per participant Low balance/head
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Official DOL plan name: Smith Health 401(k) Plan · Sponsored by Smith Health, Inc. · California · Finance & Insurance

$11M in assets, 546 participants

Smith Health, Inc.'s Smith Health 401(k) Plan reported $11M in total assets and 546 participants in its 2024 DOL Form 5500 filing, ranking in the 57th 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.

  • #3,483 in Finance & Insurance (8,549 peers)

Smith Health, Inc. multi-year trail

Smith Health, Inc.'s plans moved +287.0% in assets from 2022 to 2024; this filing shows Smith Health 401(k) Plan at $11M / 546 participants.

#3,483
in Finance & Insurance (8,549 peers)
+78.4%
assets growth YoY

Smith Health 401(k) Plan's mid-pack asset rank among Finance & Insurance and all filers

Smith Health 401(k) Plan vs every filed plan by assets

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

$10,516,135 Top 43% higher than 57% 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

Smith Health 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. Smith Health 401(k) Plan sits mid-pack in the medium band (546 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Smith Health 401(k) Plan reported participants rose from 215 in the plan year 2023 filing to 546 in the plan year 2024 filing.
  • Smith Health 401(k) Plan end-of-year assets rose from $6M in the plan year 2023 filing to $11M in the plan year 2024 filing.
  • Smith Health 401(k) Plan reported net income rose from $3M in the plan year 2023 filing to $5M in the plan year 2024 filing.

See the national 2023→2024 release diff →

EBSA filing schedule strip

Filing strip 811489804 · Smith Health, Inc. PY 2024 · 401(k)

Smith Health 401(k) Plan · $11M · 546 · 57th

  • ASSETS $11M
  • ASSETS 546
  • ASSETS 57th
  • ASSETS 401(k)
  • ASSETS near International Crankshaft, Inc. 401(k) Plan
  • ASSETS ind #3483

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 Finance & Insurance retirement plans → · Plans in California →

Smith Health 401(k) Plan in the asset neighbourhood

Smith Health 401(k) Plan$11MInternational Crankshaft, Inc. 401(k) PlanInternational Crankshaft, In…$11MZm Holdings Multiple Employer 401(k) PlanZm Holdings Multiple Employe…$11MPharmacy's 401(k) Retirement PlanPharmacy's 401(k) Retirement…$11MInterplan LLC Profit Sharing 401(k) PlanInterplan LLC Profit Sharing…$11M
End-of-year total assets ($M) among Smith Health 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Smith Health, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Smith Health, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$11M 286.96533069177815% vs 2022
2024 filing year
$0M$5M$10M$15M 202220232024 $2.72M $10.5M ▲ +286.8%
Year Plans Participants Total Assets
2022 1 92 $3M
2023 1 215 $6M
2024 1 546 $11M

Smith Health, Inc. filing trail (2024)

Total Assets (Beginning of Year)$6M
Net Assets (End of Year)$11M
Net Income$5M
Employer EIN811489804
Plan Effective Date2017-04-23
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in California

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

Smith Health 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -200204060 Total assets ($B) Participants Smith Health 401(k) Plan, Total assets ($B): 0.010516135 · Participants: 546Smith Health 401(k) PlanGoogle LLC 401(k) Savings Plan, Total assets ($B): 48.738057415 · Participants: 116712Google LLC 401(k) Savings PlanOracle Corporation 401(k) Savings and Investment Plan, Total assets ($B): 31.02646504 · Participants: 58962Oracle Corporation 401(k) Savings and Investment PlanIntel 401(k) Savings Plan, Total assets ($B): 24.850880304 · Participants: 55298Intel 401(k) Savings PlanApple 401(k) Plan, Total assets ($B): 24.714519387 · Participants: 101450Apple 401(k) PlanCisco Systems,Inc. 401(k) Plan, Total assets ($B): 22.728425546 · Participants: 40452Cisco Systems,Inc. 401(k) Plan
Smith Health 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants
Compare Smith Health 401(k) Plan side-by-side with 3 peers →

Smith Health 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside California, the nearest 401(k) by assets is International Crankshaft, Inc. 401(k) Plan in KY ($11M); by covered participants it is The Robins Financial Credit Union 401(k) Savings and Investment Plan and in GA (546 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($11M here).

Similar participant headcount

Nearest other-state filings by covered participants (546 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 Smith Health 401(k) Plan assets move in 2024? ▼
Smith Health 401(k) Plan surged - up 78.4% during 2024, from $6M to $11M. Reported net income was $5M.
How have Smith Health, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Smith Health, Inc.'s sponsor-wide assets grew 287.0%, from $3M to $11M.
Which 401(k) plans are similar in size to Smith Health 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is International Crankshaft, Inc. 401(k) Plan in KY ($11M, 291 participants).
Which 401(k) plans cover a similar participant headcount to Smith Health 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is The Robins Financial Credit Union 401(k) Savings and Investment Plan and in GA (546 participants, $61M 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 811489804.

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.