Profit Sharing · DOL Form 5500 · 2022
Smith Magram Michaud Colonna, P.C. Profit Sharing Plan
Data updated 2026-08-11
- $7M
- Total assets
- 7
- Participants
- 57th
- Percentile by assets
- $990,581
- Avg per participant
Official DOL plan name: Smith Magram Michaud Colonna, P. C. Retirement and Pension Plan · Sponsored by Smith Magram Michaud Colonna, P.C. · New Jersey · Professional & Technical Services
$7M in assets, 7 participants
Smith Magram Michaud Colonna, P.C.'s Smith Magram Michaud Colonna, P. C. Retirement and Pension Plan reported $7M in total assets and 7 participants in its 2022 DOL Form 5500 filing, ranking in the 57th 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.
- 57th percentile by assets (of 139,126 plans)
- #11,972 in Professional & Technical Services (21,562 peers)
2022 asset change
Smith Magram Michaud Colonna, P. C. Retirement and Pension Plan pulled back noticeably 15.0% in 2022 ($8M → $7M) for 7 participants.
- $7M
- total plan assets (2022 EOY)
- 7
- covered participants
- 57th
- percentile by assets (of 139,126 plans)
- $990,581
- avg assets per participant
The plan reported a net loss of $1M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Where Smith Magram Michaud Colonna, P. C. Retirement and Pension Plan sits by total assets
Smith Magram Michaud Colonna, P. C. Retirement and Pension Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$6,934,064 Top 43% higher than 57% of 139,123 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022
2022 asset move for Smith Magram Michaud Colonna, P. C. Retirement and Pension Plan
Year over year, total assets pulled back noticeably from $8M at the start of 2022 to $7M at year-end (down 15.0%). Net assets closed at $7M; reported net income -$1M.
Smith Magram Michaud Colonna, P.C. years around the 2022 move
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 7 | $7M |
| 2023 | 1 | 6 | $5M |
| 2024 | 1 | 6 | $6M |
2022 asset-move particulars
| Total Assets (Beginning of Year) | $8M |
|---|---|
| Net Assets (End of Year) | $7M |
| Net Income | -$1M |
| Employer EIN | 222026357 |
| Plan Effective Date | 1974-03-01 |
| Filing Status | FILING RECEIVED |
Nearby Profit Sharing Plans in New Jersey
Peer Profit Sharing plans, same state, same plan type, ranked by total assets.
- Ernst & Young Partnership Retirement (Hr-10) Plan $2.2B · 2,189
- Princeton University Retirement Plan $1.8B · 8,141
- Operating Engineers Local 825 Profit Sharing Fund $1.3B · 10,006
- Heavy & General Laborers' Local Unions 472 & 172 of Nj Annuity Plan $1.3B · 8,556
- IBEW Local Union No 102 Surety Plan $593M · 3,061
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Frequently Asked Questions
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2022 change
Ways to act on Smith Magram Michaud Colonna, P. C. Retirement and Pension Plan's numbers.
- By total assets, Smith Magram Michaud Colonna, P. C. Retirement and Pension Plan ranks above the median plan by assets. See the largest plans
- Compare it side-by-side against 3 similar Profit Sharing plans in New Jersey. Compare plans
- Smith Magram Michaud Colonna, P.C.'s sponsor-wide assets have declined 9.6% since 2022 across 3 plan years on file. More Professional & Technical Services plans