Profit Sharing · DOL Form 5500 · 2022

Smh Holdings Inc. Profit Sharing Plan

Data updated 2026-08-25

$3M
Total assets Small plan by assets
15
Participants Small participant base
42nd
Percentile by assets National rank
$212,779
Avg per participant Above avg balance/head
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Official DOL plan name: Smh Holdings Inc. Retirement Plan · Sponsored by Smh Holdings Inc. · Virginia · Healthcare & Social Assistance

$3M in assets, 15 participants

Smh Holdings Inc.'s Smh Holdings Inc. Retirement Plan reported $3M in total assets and 15 participants in its 2022 DOL Form 5500 filing, ranking in the 42nd 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.

  • #9,143 in Healthcare & Social Assistance (20,060 peers)

Smh Holdings Inc. multi-year trail

Smh Holdings Inc.'s plans moved -19.0% in assets from 2022 to 2024; this filing shows Smh Holdings Inc. Retirement Plan at $3M / 15 participants.

#9,143
in Healthcare & Social Assistance (20,060 peers)
+184.6%
assets growth YoY

Smh Holdings Inc. Retirement Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers

Smh Holdings Inc. Retirement Plan vs every filed plan by assets

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

$3,191,679 42nd percentile higher than 42% 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

Smh Holdings Inc. Retirement 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. Smh Holdings Inc. Retirement Plan is a small filing (15 participants) on this national headcount ladder.

Form 5500 schedule snapshot

Filing strip 811420028 · Smh Holdings Inc. PY 2022 · Profit Sharing

Smh Holdings Inc. Retirement Plan · $3M · 15 · 42nd

  • NET $3M
  • NET 15
  • NET 42nd
  • NET Profit Sharing
  • NET near Splawn & Simpson Law Offices, Inc Profit Sharing Plan
  • NET ind #9143

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 Healthcare & Social Assistance retirement plans → · Plans in Virginia →

Smh Holdings Inc. Retirement Plan in the asset neighbourhood

Texo Enterprises, Inc. Retirement PlanTexo Enterprises, Inc. Retir…$3MSmh Holdings Inc. Retirement PlanSmh Holdings Inc. Retirement…$3MSplawn & Simpson Law Offices, Inc Profit Sharing PlanSplawn & Simpson Law Offices…$3MBehar-Ybarra and Associates, Engineers P.S.C. Profit-Sharing R. PlanBehar-Ybarra and Associates,…$3MInternational Trade Consultants, Inc Profit Sharing PlanInternational Trade Consulta…$3M
End-of-year total assets ($M) among Smh Holdings Inc. Retirement Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2022.

Smh Holdings Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Smh Holdings Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$3M 18.999999686685285% vs 2022
2024 filing year
$2.4M$2.6M$2.8M$3M$3.2M$3.4M 202220232024 $3.19M $2.59M ▼ -18.8%
Year Plans Participants Total Assets
2022 1 15 $3M
2023 1 12 $3M
2024 1 19 $3M

Smh Holdings Inc. filing trail (2022)

Total Assets (Beginning of Year)$1M
Net Assets (End of Year)$3M
Net Income$2M
Employer EIN811420028
Plan Effective Date2016-02-12
Filing StatusFILING RECEIVED

Nearby Profit Sharing Plans in Virginia

Peer Profit Sharing plans, same state, same plan type, ranked by total assets.

Smh Holdings Inc. Retirement Plan vs. nearby Profit Sharing plans in Virginia, assets vs. participants Scatter plot of 6 data points. -20000200040006000800010000 -20002004006008001000 Total assets ($M) Participants Smh Holdings Inc. Retirement Plan, Total assets ($M): 3.191679 · Participants: 15Smh Holdings Inc. Retirement PlanSection 403(b) Defined Contribution Plan for Tax-Exempt Colleges and Universities in Virginia, Total assets ($M): 888.985056 · Participants: 4858Section 403(b) Defined Contribution Plan for Tax-Exempt Colleges and Universities in VirginiaCarpenter Co. Profit-Sharing Plan, Total assets ($M): 263.451567 · Participants: 2096Carpenter Co. Profit-Sharing PlanAmerican Institutes for Research Tax Deferred Annuity Plan, Total assets ($M): 224.68049 · Participants: 1097American Institutes for Research Tax Deferred Annuity PlanAnalytic Services Inc. Defined Contribution Retirement Plan, Total assets ($M): 177.636453 · Participants: 343Analytic Services Inc. Defined Contribution Retirement PlanSmart National Supplemental Savings Plan, Total assets ($M): 118.426043 · Participants: 8759Smart National Supplemental Savings Plan
Smh Holdings Inc. Retirement Plan vs. nearby Profit Sharing plans in Virginia, assets vs. participants

Smh Holdings Inc. Retirement Plan's out-of-state Profit Sharing peers by assets and headcount

Outside Virginia, the nearest Profit Sharing by assets is Splawn & Simpson Law Offices, Inc Profit Sharing Plan in TX ($3M); by covered participants it is Fidelity Transportation of Michigan, Inc. Retirement Plan in MI (15 participants). Same-state nearby plans are listed separately above.

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 Smh Holdings Inc. Retirement Plan assets move in 2022?
Smh Holdings Inc. Retirement Plan surged - up 184.6% during 2022, from $1M to $3M. Reported net income was $2M.
How have Smh Holdings Inc. plan assets changed over time?
Across 3 plan years on file (2022-2024), Smh Holdings Inc.'s sponsor-wide assets declined 19.0%, from $3M to $3M.
Which Profit Sharing plans are similar in size to Smh Holdings Inc. Retirement Plan?
Among Profit Sharing plans in other states, the closest by assets is Splawn & Simpson Law Offices, Inc Profit Sharing Plan in TX ($3M, 4 participants).
Which Profit Sharing plans cover a similar participant headcount to Smh Holdings Inc. Retirement Plan?
Among Profit Sharing plans in other states, the closest by covered participants is Fidelity Transportation of Michigan, Inc. Retirement Plan in MI (15 participants, $924 in assets).