Smart & Final LLC — Form 5500 filings & benefit plans
Form 5500 plan sponsor summary
According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, Smart & Final LLC (EIN 95-4079584) is a plan sponsor located in City Of Commerce, CA with 6 reported benefit plan(s) in the loaded dataset. The latest loaded Form 5500 filing year is 2023.
Company overview (based on loaded 2023 public filings)
- EIN
- 95-4079584
- Location
- City Of Commerce, CA
- Loaded plans
- 7
- Latest filing year
- 2023
Reported financial aggregate (2023)
Reported net position
- Total reported assets (EOY)
- $500,089,209
- Total reported liabilities (EOY)
- $459,152
- Total reported net assets (EOY)
- $499,630,057
Contributions & income
- Employer contributions
- $11,902,414
- Participant contributions
- $28,458,311
- Total income / additions
- $111,223,518
Expenses & distributions
- Benefits paid / distributions
- $34,865,626
- Total expenses
- $38,750,675
- Net increase / (decrease)
- $72,472,843
Coverage
- Total reported participants
- 41,619
- Plans with financial statements
- 2
- Plans with provider compensation
- 2
Totals sum the latest loaded 2023 public Form 5500 filing per plan for this company's plans — one filing per plan, so multiple years are never double-counted. Figures are reported values from loaded Schedule H / I (and Schedule C for provider compensation); fields a plan did not report are treated as missing, not zero. These are not audited or official totals.
Largest loaded plans by reported assets
| Plan | Plan # | Participants | Reported assets (EOY) | Year |
|---|---|---|---|---|
| Smart & Final 401(K) Savings Plan | 001 | 15,762 | $344,375,347 | 2023 |
| Smart & Final Pension Plan | 002 | 3,999 | $155,713,862 | 2023 |
| Smart & Final Smartcare Healthcare Benefits Plan | 507 | 11,599 | not reported in the loaded dataset | 2023 |
| Smart & Final Inc. Group Life, Accident, Contributory And Noncontributory Plans | 505 | 3,356 | not reported in the loaded dataset | 2023 |
| Smart & Final Inc. Long Term Disability Plan | 508 | 3,355 | not reported in the loaded dataset | 2023 |
| Smart & Final Inc. Vision Plan | 502 | 2,323 | not reported in the loaded dataset | 2023 |
| Smart & Final Inc. Dental Plan | 501 | 1,225 | not reported in the loaded dataset | 2023 |
Latest loaded filings
| Year | Plan | Participants | Schedules | Filing |
|---|---|---|---|---|
| 2023 | Smart & Final Inc. Dental Plan | 1,225 | — | 20240716142153NAL0001848067001 |
| 2023 | Smart & Final Inc. Vision Plan | 2,323 | — | 20240716142240NAL0002742161001 |
| 2023 | Smart & Final Inc. Group Life, Accident, Contributory And Noncontributory Plans | 3,356 | — | 20240716142336NAL0001849843001 |
| 2023 | Smart & Final Smartcare Healthcare Benefits Plan | 11,599 | — | 20240716142411NAL0001665347001 |
| 2023 | Smart & Final Inc. Long Term Disability Plan | 3,355 | — | 20240716142449NAL0002747681001 |
| 2023 | Smart & Final 401(K) Savings Plan | 15,762 | H, C | 20241015155710NAL0058577698002 |
| 2023 | Smart & Final Pension Plan | 3,999 | H, C | 20241015182720NAL0015251219001 |