401(k) · DOL Form 5500 · 2023

Smart Ims 401(k) Plan

Data updated 2026-08-25

$2M
Total assets Small plan by assets
193
Participants Below avg headcount
30th
Percentile by assets National rank
$10,141
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Smart Ims 401(k) Plan · Sponsored by Smart Ims · New Jersey · Professional & Technical Services

$2M in assets, 193 participants

Smart Ims's Smart Ims 401(k) Plan reported $2M in total assets and 193 participants in its 2023 DOL Form 5500 filing, ranking in the 30th 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.

  • #5,299 in Professional & Technical Services (20,321 peers)

Coverage in New Jersey

Smart Ims 401(k) Plan covers 193 participants in New Jersey, about 23% of the average New Jersey filer (state average ~844 per filing). Assets: $2M.

#5,299
in Professional & Technical Services (20,321 peers)
+26.8%
assets growth YoY

Smart Ims 401(k) Plan among the smaller filed plans by assets

Smart Ims 401(k) Plan vs every filed plan by assets

End-of-year total assets · plan year 2023 · DOL Form 5500

$1,957,119 30th percentile higher than 30% of 127,068 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 2023

Smart Ims 401(k) Plan among mid-size filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Smart Ims 401(k) Plan sits mid-pack in the medium band (193 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Smart Ims 401(k) Plan reported net income rose from $2K in the plan year 2022 filing to $414K in the plan year 2023 filing.
  • Smart Ims 401(k) Plan reported participants rose from 106 in the plan year 2022 filing to 193 in the plan year 2023 filing.
  • Smart Ims 401(k) Plan end-of-year assets rose from $2M in the plan year 2022 filing to $2M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 223337602 · Smart Ims PY 2023 · 401(k)

Smart Ims 401(k) Plan · $2M · 193 · 30th

  • RANK $2M
  • RANK 193
  • RANK 30th
  • RANK 401(k)
  • RANK near Lakeview Orthodontics, P.C. Profit Sharing Plan
  • RANK ind #5299

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 New Jersey →

Smart Ims 401(k) Plan in the asset neighbourhood

Smart Ims 401(k) Plan$2MLakeview Orthodontics, P.C. Profit Sharing PlanLakeview Orthodontics, P.C. …$2MTriformis Inc. 401(k) Plan$2MAssociates in Gastroenterology, PC Safe Harbor 401(k) PlanAssociates in Gastroenterolo…$2MLuamben Green Service Corp. 401(k) PlanLuamben Green Service Corp. …$2M
End-of-year total assets ($M) among Smart Ims 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

New Jersey filing particulars

Total Assets (Beginning of Year)$2M
Net Assets (End of Year)$2M
Net Income$414K
Employer EIN223337602
Plan Effective Date2016-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Smart Ims)

Sponsor-wide plan assets over time

All Smart Ims plans reported in each filing year

Latest sponsor-wide plan assets
$6M 292.80082174114506% vs 2022
2024 filing year
$0M$2M$4M$6M$8M 202220232024 $1.54M $6.06M ▲ +293.5%
Year Plans Participants Total Assets
2022 1 106 $2M
2023 1 193 $2M
2024 4 637 $6M

Nearby 401(k) Plans in New Jersey

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

Smart Ims 401(k) Plan vs. nearby 401(k) plans in New Jersey, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000 -1001020304050 Total assets ($B) Participants Smart Ims 401(k) Plan, Total assets ($B): 0.001957119 · Participants: 193Smart Ims 401(k) PlanJPMorgan Chase 401(k) Savings Plan, Total assets ($B): 44.552237022 · Participants: 176610JPMorgan Chase 401(k) Savings PlanVerizon Savings Plan for Management Employees, Total assets ($B): 27.825640157 · Participants: 78072Verizon Savings Plan for Management EmployeesJohnson and Johnson Savings Plan, Total assets ($B): 22.177853595 · Participants: 41291Johnson and Johnson Savings PlanErnst & Young Retirement Savings Plan, Total assets ($B): 15.543526764 · Participants: 59346Ernst & Young Retirement Savings PlanMerck US Savings Plan, Total assets ($B): 13.424416176 · Participants: 26850Merck US Savings Plan
Smart Ims 401(k) Plan vs. nearby 401(k) plans in New Jersey, assets vs. participants
Compare Smart Ims 401(k) Plan side-by-side with 3 peers →

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

Outside New Jersey, the nearest 401(k) by assets is Lakeview Orthodontics, P.C. Profit Sharing Plan in AL ($2M); by covered participants it is Kevin, Inc. Profit Sharing Plan in ME (193 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (193 participants); asset peers above are excluded.

DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Smart Ims 401(k) Plan assets move in 2023? ▼
Smart Ims 401(k) Plan grew sharply - up 26.8% during 2023, from $2M to $2M. Reported net income was $414K.
How have Smart Ims plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Smart Ims's sponsor-wide assets grew 292.8%, from $2M to $6M.
Which 401(k) plans are similar in size to Smart Ims 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Lakeview Orthodontics, P.C. Profit Sharing Plan in AL ($2M, 18 participants).
Which 401(k) plans cover a similar participant headcount to Smart Ims 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Kevin, Inc. Profit Sharing Plan in ME (193 participants, $22M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2023.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 223337602.

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.