401(k) · DOL Form 5500 · 2022

Society for Human Resource Management 401(k) Plan

Data updated 2026-08-25

$76M
Total assets Below avg plan size
313
Participants Below avg headcount
91st
Percentile by assets National rank
$241,297
Avg per participant Above avg balance/head
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Official DOL plan name: Society for Human Resource Management Incentive Savings Plan · Sponsored by Society for Human Resource Management · Virginia · Other Services

$76M in assets, 313 participants

Society for Human Resource Management's Society for Human Resource Management Incentive Savings Plan reported $76M in total assets and 313 participants in its 2022 DOL Form 5500 filing, ranking in the 91st 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.

  • #8,102 in Other Services (8,398 peers)

Coverage in Virginia

Society for Human Resource Management Incentive Savings Plan covers 313 participants in Virginia, about 40% of the average Virginia filer (state average ~782 per filing). Assets: $76M.

#8,102
in Other Services (8,398 peers)
-25.3%
assets change YoY
0.8×
vs typical plan assets (national mean)

The plan reported a net loss of $26M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Society for Human Resource Management Incentive Savings Plan's outsized position by total assets

Society for Human Resource Management Incentive Savings Plan vs every filed plan by assets

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

$75,525,884 Top 9% higher than 91% 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

Society for Human Resource Management Incentive Savings Plan among mid-size filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Society for Human Resource Management Incentive Savings Plan sits mid-pack in the medium band (313 participants).

Published 5500 schedule card

Filing strip 340948453 · Society for Human Resource Management PY 2022 · 401(k)

Society for Human Resource Management Incentive Savings Plan · $76M · 313 · 91st

  • PHOTO $76M
  • IND 313
  • EOY 91st
  • 5500 401(k)
  • ASSETS near Abarta, Inc. Deferred Compensation 401(k) Savings Plan for Non-Union Employees
  • PCT ind #8102

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 Other Services retirement plans → · Plans in Virginia →

Society for Human Resource Management Incentive Savings Plan in the asset neighbourhood

Lifeworks (US) Ltd. 401(k) Savings PlanLifeworks (US) Ltd. 401(k) S…$76MAbarta, Inc. Deferred Compensation 401(k) Savings Plan for Non-Union EmployeesAbarta, Inc. Deferred Compen…$76MMadison Gas and Electric Company 401(k) Retirement Accumulation Plan for Bargaining EmployeesMadison Gas and Electric Com…$76MSociety for Human Resource Management Incentive Savings PlanSociety for Human Resource M…$76MPolice and Fire Federal Credit Union Employees Retirement PlanPolice and Fire Federal Cred…$76M
End-of-year total assets ($M) among Society for Human Resource Management Incentive Savings Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Virginia filing particulars

Total Assets (Beginning of Year)$101M
Net Assets (End of Year)$76M
Net Income-$26M
Employer EIN340948453
Plan Effective Date1985-02-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Society for Human Resource Management)

Sponsor-wide plan assets over time

All Society for Human Resource Management plans reported in each filing year

Latest sponsor-wide plan assets
$196M 28.08600457383641% vs 2022
2024 filing year
$140M$160M$180M$200M$220M 202220232024 $153M $196M ▲ +28.1%
Year Plans Participants Total Assets
2022 2 559 $153M
2023 2 535 $183M
2024 2 698 $196M

Nearby 401(k) Plans in Virginia

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

Society for Human Resource Management Incentive Savings Plan vs. nearby 401(k) plans in Virginia, assets vs. participants Scatter plot of 6 data points. -50000050000100000 -10010203040 Total assets ($B) Participants Society for Human Resource Management Incentive Savings Plan, Total assets ($B): 0.075525884 · Participants: 313Society for Human Resource Management Incentive Savings PlanNorthrop Grumman Savings Plan, Total assets ($B): 32.567331218 · Participants: 92420Northrop Grumman Savings Plan401(k) Pension Plan, Total assets ($B): 12.972737361 · Participants: 61481401(k) Pension PlanGeneral Dynamics Corporation 401(k) Plan 6.0, Total assets ($B): 9.624791923 · Participants: 36822General Dynamics Corporation 401(k) Plan 6.0Leidos, Inc. Retirement Plan, Total assets ($B): 8.665678993 · Participants: 26125Leidos, Inc. Retirement PlanBae Systems Employees' Savings and Investment Plan, Total assets ($B): 8.232987243 · Participants: 31556Bae Systems Employees' Savings and Investment Plan
Society for Human Resource Management Incentive Savings Plan vs. nearby 401(k) plans in Virginia, assets vs. participants
Compare Society for Human Resource Management Incentive Savings Plan side-by-side with 3 peers →

Society for Human Resource Management Incentive Savings Plan's out-of-state 401(k) peers by assets and headcount

Outside Virginia, the nearest 401(k) by assets is Abarta, Inc. Deferred Compensation 401(k) Savings Plan for Non-Union Employees in PA ($76M); by covered participants it is Sbera 401(k) Plan as Adopted by Bristol County Savings Bank in MA (313 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (313 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 Society for Human Resource Management Incentive Savings Plan assets move in 2022? ▼
Society for Human Resource Management Incentive Savings Plan declined sharply - down 25.3% during 2022, from $101M to $76M. Reported net income was -$26M.
How have Society for Human Resource Management plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Society for Human Resource Management's sponsor-wide assets grew 28.1%, from $153M to $196M.
Where does Society for Human Resource Management Incentive Savings Plan rank by assets among Form 5500 filers? ▼
Society for Human Resource Management Incentive Savings Plan ranks in the 91st percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top 10% of all filed plans by assets).
Which 401(k) plans are similar in size to Society for Human Resource Management Incentive Savings Plan? ▼
Among 401(k) plans in other states, the closest by assets is Abarta, Inc. Deferred Compensation 401(k) Savings Plan for Non-Union Employees in PA ($76M, 1,070 participants).
Which 401(k) plans cover a similar participant headcount to Society for Human Resource Management Incentive Savings Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Sbera 401(k) Plan as Adopted by Bristol County Savings Bank in MA (313 participants, $43M 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 340948453.

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.