Profit Sharing · DOL Form 5500 · 2022
Smith Magram Michaud Colonna, P.C. Profit Sharing Plan
Data updated 2026-08-25
- $7M
- Total assets Small plan by assets
- 7
- Participants Small participant base
- 57th
- Percentile by assets National rank
- $990,581
- Avg per participant High balance/head
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.
- #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.
- #11,972
- in Professional & Technical Services (21,562 peers)
- -15.0%
- assets change YoY
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.
Smith Magram Michaud Colonna, P. C. Retirement and Pension Plan's mid-pack asset rank among Professional & Technical Services and all filers
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
Smith Magram Michaud Colonna, P. C. Retirement and Pension Plan among micro filed plans by headcount
Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Smith Magram Michaud Colonna, P. C. Retirement and Pension Plan is a micro filing (7 participants), the leftmost band.
EBSA filing schedule strip
Filing strip 222026357 · Smith Magram Michaud Colonna, P.C. PY 2022 · Profit Sharing
Smith Magram Michaud Colonna, P. C. Retirement and Pension Plan · $7M · 7 · 57th
- NET $7M
- BOOK 7
- VS-ST 57th
- BOY Profit Sharing
- SCH near The Charles Stube Company Inc. Profit Sharing Plan
- EBSA ind #11972
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 →
Smith Magram Michaud Colonna, P. C. Retirement and Pension Plan in the asset neighbourhood
Smith Magram Michaud Colonna, P.C. years around the 2022 move
Sponsor-wide plan assets over time
All Smith Magram Michaud Colonna, P.C. plans reported in each filing year
- Latest sponsor-wide plan assets
- $6M 9.565515980239006% vs 2022
- 2024 filing year
| 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
Smith Magram Michaud Colonna, P. C. Retirement and Pension Plan's out-of-state Profit Sharing peers by assets and headcount
Outside New Jersey, the nearest Profit Sharing by assets is The Charles Stube Company Inc. Profit Sharing Plan in NY ($7M); by covered participants it is Central Home Health Care Inc. Profit Sharing Plan in MI (7 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($7M here).
Similar participant headcount
Nearest other-state filings by covered participants (7 participants); asset peers above are excluded.
- Central Home Health Care Inc. Profit Sharing Plan (MI) 7 · 0 off
- Loberg & Loberg Profit Sharing Plan (WI) 7 · 0 off
- Howson & Simon LLP Profit Sharing Plan (CA) 7 · 0 off
- Sqaf Inc. Retirement Plan (GA) 7 · 0 off
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.