401(k) · DOL Form 5500 · 2024

Smartly, Inc. 401(k) Plan

Data updated 2026-08-25

$4M
Total assets Small plan by assets
48
Participants Small participant base
39th
Percentile by assets National rank
$85,526
Avg per participant Below avg balance/head
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Official DOL plan name: Smartly 401(k) Plan · Sponsored by Smartly, Inc. · Colorado · Professional & Technical Services

$4M in assets, 48 participants

Smartly, Inc.'s Smartly 401(k) Plan reported $4M in total assets and 48 participants in its 2024 DOL Form 5500 filing, ranking in the 39th 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.

  • #7,219 in Professional & Technical Services (20,173 peers)

Smartly, Inc. multi-year trail

Smartly, Inc.'s plans moved +11.0% in assets from 2023 to 2024; this filing shows Smartly 401(k) Plan at $4M / 48 participants.

#7,219
in Professional & Technical Services (20,173 peers)
+11.0%
assets growth YoY

Smartly 401(k) Plan's mid-pack asset rank among Professional & Technical Services and all filers

Smartly 401(k) Plan vs every filed plan by assets

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

$4,105,265 39th percentile higher than 39% 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

Smartly 401(k) Plan among smaller filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Smartly 401(k) Plan is a small filing (48 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Smartly 401(k) Plan reported participants fell from 103 in the plan year 2023 filing to 48 in the plan year 2024 filing.
  • Smartly 401(k) Plan reported net income fell from $694K in the plan year 2023 filing to $408K in the plan year 2024 filing.
  • Smartly 401(k) Plan end-of-year assets rose from $4M in the plan year 2023 filing to $4M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Plan-year Form 5500 strip

Filing strip 463786879 · Smartly, Inc. PY 2024 · 401(k)

Smartly 401(k) Plan · $4M · 48 · 39th

  • ASSETS $4M
  • ASSETS 48
  • ASSETS 39th
  • ASSETS 401(k)
  • ASSETS near Troy Honda 401(k) Plan
  • ASSETS ind #7219

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 Colorado →

Smartly 401(k) Plan in the asset neighbourhood

Smartly 401(k) Plan$4MTroy Honda 401(k) Plan$4MCentury House, Inc. 401(k) PlanCentury House, Inc. 401(k) P…$4MHealthcare Media, LLC 401(k) PlanHealthcare Media, LLC 401(k)…$4MOne Touch Direct, LLC 401(k) PlanOne Touch Direct, LLC 401(k)…$4M
End-of-year total assets ($M) among Smartly 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Smartly, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Smartly, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$4M 11.049931643102878% vs 2023
2024 filing year
$3.6M$3.8M$4M$4.2M 20232024 $3.7M $4.11M ▲ +11.1%
Year Plans Participants Total Assets
2023 1 103 $4M
2024 1 48 $4M

Smartly, Inc. filing trail (2024)

Total Assets (Beginning of Year)$4M
Net Assets (End of Year)$4M
Net Income$408K
Employer EIN463786879
Plan Effective Date2017-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Colorado

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

Smartly 401(k) Plan vs. nearby 401(k) plans in Colorado, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -1012345 Total assets ($B) Participants Smartly 401(k) Plan, Total assets ($B): 0.004105265 · Participants: 48Smartly 401(k) PlanDavita Retirement Savings Plan, Total assets ($B): 3.81412558 · Participants: 57900Davita Retirement Savings PlanBall Corporation 401(k) and Employee Stock Ownership Plan, Total assets ($B): 2.319532435 · Participants: 9935Ball Corporation 401(k) and Employee Stock Ownership PlanArcadis U.S., Inc. Retirement Savings Plan, Total assets ($B): 2.259964434 · Participants: 7607Arcadis U.S., Inc. Retirement Savings PlanEmpower Retirement, LLC 401(k) Savings Plan, Total assets ($B): 2.234179481 · Participants: 10185Empower Retirement, LLC 401(k) Savings PlanWoodward Retirement Savings Plan, Total assets ($B): 1.965265264 · Participants: 6210Woodward Retirement Savings Plan
Smartly 401(k) Plan vs. nearby 401(k) plans in Colorado, assets vs. participants
Compare Smartly 401(k) Plan side-by-side with 3 peers →

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

Outside Colorado, the nearest 401(k) by assets is Troy Honda 401(k) Plan in MI ($4M); by covered participants it is Pinnacle Bank Profit Sharing Retirement Plan in AL (48 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($4M here).

Similar participant headcount

Nearest other-state filings by covered participants (48 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 Smartly 401(k) Plan assets move in 2024? ▼
Smartly 401(k) Plan grew at a solid clip - up 11.0% during 2024, from $4M to $4M. Reported net income was $408K.
How have Smartly, Inc. plan assets changed over time? ▼
Across 2 plan years on file (2023-2024), Smartly, Inc.'s sponsor-wide assets grew 11.0%, from $4M to $4M.
Which 401(k) plans are similar in size to Smartly 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Troy Honda 401(k) Plan in MI ($4M, 32 participants).
Which 401(k) plans cover a similar participant headcount to Smartly 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Pinnacle Bank Profit Sharing Retirement Plan in AL (48 participants, $7M 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 463786879.

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.