401(k) · DOL Form 5500 · 2024

Smith Senior Living 401(k) Plan

Data updated 2026-08-25

$17M
Total assets Small plan by assets
537
Participants Below avg headcount
67th
Percentile by assets National rank
$31,064
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Smith Senior Living 401(k) Plan · Sponsored by Smith Senior Living · Illinois · Healthcare & Social Assistance

$17M in assets, 537 participants

Smith Senior Living's Smith Senior Living 401(k) Plan reported $17M in total assets and 537 participants in its 2024 DOL Form 5500 filing, ranking in the 67th 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.

  • #12,108 in Healthcare & Social Assistance (16,916 peers)

Smith Senior Living multi-year trail

Smith Senior Living's plans moved +24.0% in assets from 2022 to 2024; this filing shows Smith Senior Living 401(k) Plan at $17M / 537 participants.

#12,108
in Healthcare & Social Assistance (16,916 peers)
+8.7%
assets growth YoY

Smith Senior Living 401(k) Plan's outsized position by total assets

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

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

$16,681,218 Top 33% higher than 67% 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 Senior Living 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 Senior Living 401(k) Plan sits mid-pack in the medium band (537 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Smith Senior Living 401(k) Plan reported net income fell from $2M in the plan year 2023 filing to $1M in the plan year 2024 filing.
  • Smith Senior Living 401(k) Plan end-of-year assets rose from $15M in the plan year 2023 filing to $17M in the plan year 2024 filing.
  • Smith Senior Living 401(k) Plan reported participants fell from 545 in the plan year 2023 filing to 537 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Form 5500 schedule snapshot

Filing strip 364335178 · Smith Senior Living PY 2024 · 401(k)

Smith Senior Living 401(k) Plan · $17M · 537 · 67th

  • IND $17M
  • IND 537
  • IND 67th
  • IND 401(k)
  • IND near Acuity Brands Lighting, Inc. 401(k) Plan for Hourly Employees
  • IND ind #12108

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 Healthcare & Social Assistance retirement plans → · Plans in Illinois →

Smith Senior Living 401(k) Plan in the asset neighbourhood

Smith Senior Living 401(k) PlanSmith Senior Living 401(k) P…$17MAcuity Brands Lighting, Inc. 401(k) Plan for Hourly EmployeesAcuity Brands Lighting, Inc.…$17ME.K. Machine Company, Inc. Retirement Savings PlanE.K. Machine Company, Inc. R…$17MSonwil Distribution Center Profit Sharing Retirement PlanSonwil Distribution Center P…$17MStorr Office Environments, Inc 401(k) Profit Sharing PlanStorr Office Environments, I…$17M
End-of-year total assets ($M) among Smith Senior Living 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Smith Senior Living multi-year asset trail

Sponsor-wide plan assets over time

All Smith Senior Living plans reported in each filing year

Latest sponsor-wide plan assets
$17M 24.00519118598588% vs 2022
2024 filing year
$13M$14M$15M$16M$17M$18M 202220232024 $13.5M $16.7M ▲ +24.0%
Year Plans Participants Total Assets
2022 1 490 $13M
2023 1 545 $15M
2024 1 537 $17M

Smith Senior Living filing trail (2024)

Total Assets (Beginning of Year)$15M
Net Assets (End of Year)$17M
Net Income$1M
Employer EIN364335178
Plan Effective Date2009-07-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Illinois

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

Smith Senior Living 401(k) Plan vs. nearby 401(k) plans in Illinois, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000 -50510152025 Total assets ($B) Participants Smith Senior Living 401(k) Plan, Total assets ($B): 0.016681218 · Participants: 537Smith Senior Living 401(k) PlanAccenture United States 401(k) Match and Savings Plan, Total assets ($B): 21.302643276 · Participants: 66965Accenture United States 401(k) Match and Savings PlanState Farm 401(k) Savings Plan, Total assets ($B): 19.010099056 · Participants: 63297State Farm 401(k) Savings PlanUnited Airlines Pilot Retirement Account Plan, Total assets ($B): 16.835964452 · Participants: 16659United Airlines Pilot Retirement Account PlanAbbott Laboratories Stock Retirement Plan, Total assets ($B): 15.755668 · Participants: 38229Abbott Laboratories Stock Retirement PlanWalgreens Retirement Savings Plan, Total assets ($B): 14.535873337 · Participants: 233635Walgreens Retirement Savings Plan
Smith Senior Living 401(k) Plan vs. nearby 401(k) plans in Illinois, assets vs. participants
Compare Smith Senior Living 401(k) Plan side-by-side with 3 peers →

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

Outside Illinois, the nearest 401(k) by assets is Acuity Brands Lighting, Inc. 401(k) Plan for Hourly Employees in GA ($17M); by covered participants it is Dowl LLC Retirement Savings and Investment Plan in AK (537 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (537 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 Senior Living 401(k) Plan assets move in 2024? ▼
Smith Senior Living 401(k) Plan grew at a solid clip - up 8.7% during 2024, from $15M to $17M. Reported net income was $1M.
How have Smith Senior Living plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Smith Senior Living's sponsor-wide assets grew 24.0%, from $13M to $17M.
Which 401(k) plans are similar in size to Smith Senior Living 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Acuity Brands Lighting, Inc. 401(k) Plan for Hourly Employees in GA ($17M, 1,400 participants).
Which 401(k) plans cover a similar participant headcount to Smith Senior Living 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Dowl LLC Retirement Savings and Investment Plan in AK (537 participants, $134M 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 364335178.

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.