401(k) · DOL Form 5500 · 2022

S & H Realty Management, LLP 401(k) Plan

Data updated 2026-08-25

$4M
Total assets Small plan by assets
91
Participants Small participant base
44th
Percentile by assets National rank
$40,194
Avg per participant Low balance/head
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Official DOL plan name: S & H Realty Management, LLP 401(k) Plan · Sponsored by S & H Realty Management, LLP · Minnesota · Real Estate

$4M in assets, 91 participants

S & H Realty Management, LLP's S & H Realty Management, LLP 401(k) Plan reported $4M in total assets and 91 participants in its 2022 DOL Form 5500 filing, ranking in the 44th 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.

  • #3,159 in Real Estate (5,057 peers)

S & H Realty Management, LLP multi-year trail

S & H Realty Management, LLP's plans moved +38.5% in assets from 2022 to 2024; this filing shows S & H Realty Management, LLP 401(k) Plan at $4M / 91 participants.

#3,159
in Real Estate (5,057 peers)
-21.3%
assets change YoY

The plan reported a net loss of $992K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

S & H Realty Management, LLP 401(k) Plan's mid-pack asset rank among Real Estate and all filers

S & H Realty Management, LLP 401(k) Plan vs every filed plan by assets

End-of-year total assets · plan year 2022 · DOL Form 5500

$3,657,621 44th percentile higher than 44% of 139,123 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 2022

S & H Realty Management, LLP 401(k) Plan among smaller filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. S & H Realty Management, LLP 401(k) Plan is a small filing (91 participants) on this national headcount ladder.

EBSA filing schedule strip

Filing strip 411797774 · S & H Realty Management, LLP PY 2022 · 401(k)

S & H Realty Management, LLP 401(k) Plan · $4M · 91 · 44th

  • ASSETS $4M
  • PCT 91
  • EIN 44th
  • RANK 401(k)
  • PHOTO near V-G Supply Company, Inc. Profit Sharing Plan and Trust
  • IND ind #3159

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 Real Estate retirement plans → · Plans in Minnesota →

S & H Realty Management, LLP 401(k) Plan in the asset neighbourhood

S & H Realty Management, LLP 401(k) PlanS & H Realty Management, LLP…$4MV-G Supply Company, Inc. Profit Sharing Plan and TrustV-G Supply Company, Inc. Pro…$4MRenegade 401(k) Plan$4MSouthwest Veterinary Hospital Profit Sharing PlanSouthwest Veterinary Hospita…$4MCumming Chevrolet 401(k) Plan$4M
End-of-year total assets ($M) among S & H Realty Management, LLP 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

S & H Realty Management, LLP multi-year asset trail

Sponsor-wide plan assets over time

All S & H Realty Management, LLP plans reported in each filing year

Latest sponsor-wide plan assets
$5M 38.547706282307544% vs 2022
2024 filing year
$3.5M$4M$4.5M$5M$5.5M 202220232024 $3.66M $5.07M ▲ +38.5%
Year Plans Participants Total Assets
2022 1 91 $4M
2023 1 94 $4M
2024 1 100 $5M

S & H Realty Management, LLP filing trail (2022)

Total Assets (Beginning of Year)$5M
Net Assets (End of Year)$4M
Net Income-$992K
Employer EIN411797774
Plan Effective Date1992-07-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Minnesota

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

S & H Realty Management, LLP 401(k) Plan vs. nearby 401(k) plans in Minnesota, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000400000500000 -505101520 Total assets ($B) Participants S & H Realty Management, LLP 401(k) Plan, Total assets ($B): 0.003657621 · Participants: 91S & H Realty Management, LLP 401(k) PlanUnitedhealth Group 401(k) Savings Plan, Total assets ($B): 18.576379778 · Participants: 176886Unitedhealth Group 401(k) Savings PlanMedtronic Savings and Investment Plan (Also Known as the Medtronic 401(k) Plan), Total assets ($B): 12.198295 · Participants: 38825Medtronic Savings and Investment Plan (Also Known as the Medtronic 401(k) Plan)Target Corporation 401(k) Plan, Total assets ($B): 11.216824857 · Participants: 400422Target Corporation 401(k) Plan3M Voluntary Investment Plan and Employee Stock Ownership Plan, Total assets ($B): 11.138527656 · Participants: 371593M Voluntary Investment Plan and Employee Stock Ownership PlanU.S. Bank 401(k) Savings Plan, Total assets ($B): 8.266408521 · Participants: 67646U.S. Bank 401(k) Savings Plan
S & H Realty Management, LLP 401(k) Plan vs. nearby 401(k) plans in Minnesota, assets vs. participants
Compare S & H Realty Management, LLP 401(k) Plan side-by-side with 3 peers →

S & H Realty Management, LLP 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Minnesota, the nearest 401(k) by assets is V-G Supply Company, Inc. Profit Sharing Plan and Trust in IL ($4M); by covered participants it is Mcalister Oil 401(k) Plan in KS (91 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (91 participants); asset peers above are excluded.

DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did S & H Realty Management, LLP 401(k) Plan assets move in 2022? ▼
S & H Realty Management, LLP 401(k) Plan declined sharply - down 21.3% during 2022, from $5M to $4M. Reported net income was -$992K.
How have S & H Realty Management, LLP plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), S & H Realty Management, LLP's sponsor-wide assets grew 38.5%, from $4M to $5M.
Which 401(k) plans are similar in size to S & H Realty Management, LLP 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is V-G Supply Company, Inc. Profit Sharing Plan and Trust in IL ($4M, 24 participants).
Which 401(k) plans cover a similar participant headcount to S & H Realty Management, LLP 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Mcalister Oil 401(k) Plan in KS (91 participants, N/A in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2022.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 411797774.

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.