401(k) · DOL Form 5500 · 2024

Smartwork, Inc. 401(k) Plan

Data updated 2026-08-25

$5M
Total assets Small plan by assets
512
Participants Below avg headcount
41st
Percentile by assets National rank
$9,112
Avg per participant Low balance/head
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Official DOL plan name: Penelope Retirement Pooled Employer Plan · Sponsored by Smartwork, Inc. · New York · Finance & Insurance

$5M in assets, 512 participants

Smartwork, Inc.'s Penelope Retirement Pooled Employer Plan reported $5M in total assets and 512 participants in its 2024 DOL Form 5500 filing, ranking in the 41st 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.

  • #2,336 in Finance & Insurance (8,549 peers)

Smartwork, Inc. multi-year trail

Smartwork, Inc.'s plans moved +865.3% in assets from 2022 to 2024; this filing shows Penelope Retirement Pooled Employer Plan at $5M / 512 participants.

#2,336
in Finance & Insurance (8,549 peers)
+79.5%
assets growth YoY

Penelope Retirement Pooled Employer Plan's mid-pack asset rank among Finance & Insurance and all filers

Penelope Retirement Pooled Employer Plan vs every filed plan by assets

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

$4,665,384 41st percentile higher than 41% 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

Penelope Retirement Pooled Employer 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. Penelope Retirement Pooled Employer Plan sits mid-pack in the medium band (512 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Penelope Retirement Pooled Employer Plan end-of-year assets rose from $3M in the plan year 2023 filing to $5M in the plan year 2024 filing.
  • Penelope Retirement Pooled Employer Plan reported participants rose from 348 in the plan year 2023 filing to 512 in the plan year 2024 filing.

See the national 2023→2024 release diff →

DOL schedule card

Filing strip 871268410 · Smartwork, Inc. PY 2024 · 401(k)

Penelope Retirement Pooled Employer Plan · $5M · 512 · 41st

  • VS-ST $5M
  • VS-ST 512
  • VS-ST 41st
  • VS-ST 401(k)
  • VS-ST near Namakagon Management 401(k) Plan
  • VS-ST ind #2336

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 New York →

Penelope Retirement Pooled Employer Plan in the asset neighbourhood

Penelope Retirement Pooled Employer PlanPenelope Retirement Pooled E…$5MNamakagon Management 401(k) PlanNamakagon Management 401(k) …$5MMti Savings Plan$5MPlaza Associates, Inc. 401(k) Retirement PlanPlaza Associates, Inc. 401(k…$5MCadiz, Inc 401(k) Plan$5M
End-of-year total assets ($M) among Penelope Retirement Pooled Employer Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Smartwork, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Smartwork, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$5M 865.314441074111% vs 2022
2024 filing year
$0M$2M$4M$6M 202220232024 $0.48M $4.67M ▲ +872.9%
Year Plans Participants Total Assets
2022 1 N/A $483K
2023 1 348 $3M
2024 1 512 $5M

Smartwork, Inc. filing trail (2024)

Total Assets (Beginning of Year)$3M
Net Assets (End of Year)$5M
Net Income$2M
Employer EIN871268410
Plan Effective Date2022-01-07
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in New York

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

Penelope Retirement Pooled Employer Plan vs. nearby 401(k) plans in New York, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -20020406080 Total assets ($B) Participants Penelope Retirement Pooled Employer Plan, Total assets ($B): 0.004665384 · Participants: 512Penelope Retirement Pooled Employer PlanIBM 401(k) Plan, Total assets ($B): 60.39355615 · Participants: 52674IBM 401(k) PlanMorgan Stanley 401(k) Plan, Total assets ($B): 22.180692974 · Participants: 53860Morgan Stanley 401(k) PlanPfizer Savings Plan, Total assets ($B): 21.9871528 · Participants: 33309Pfizer Savings PlanThe Pepsico Savings Plan, Total assets ($B): 14.9369507 · Participants: 137398The Pepsico Savings PlanThe Goldman Sachs 401(k) Plan, Total assets ($B): 12.807939404 · Participants: 23227The Goldman Sachs 401(k) Plan
Penelope Retirement Pooled Employer Plan vs. nearby 401(k) plans in New York, assets vs. participants
Compare Penelope Retirement Pooled Employer Plan side-by-side with 3 peers →

Penelope Retirement Pooled Employer Plan's out-of-state 401(k) peers by assets and headcount

Outside New York, the nearest 401(k) by assets is Namakagon Management 401(k) Plan in WI ($5M); by covered participants it is Therapy Management Services 401(k) Plan in TX (512 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($5M here).

Similar participant headcount

Nearest other-state filings by covered participants (512 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 Penelope Retirement Pooled Employer Plan assets move in 2024? ▼
Penelope Retirement Pooled Employer Plan surged - up 79.5% during 2024, from $3M to $5M. Reported net income was $2M.
How have Smartwork, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Smartwork, Inc.'s sponsor-wide assets grew 865.3%, from $483K to $5M.
Which 401(k) plans are similar in size to Penelope Retirement Pooled Employer Plan? ▼
Among 401(k) plans in other states, the closest by assets is Namakagon Management 401(k) Plan in WI ($5M, 105 participants).
Which 401(k) plans cover a similar participant headcount to Penelope Retirement Pooled Employer Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Therapy Management Services 401(k) Plan in TX (512 participants, $15M 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 871268410.

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.