Defined Benefit (Pension) · DOL Form 5500 · 2022

Society for Human Resource Management Pension Plan

Data updated 2026-08-25

$78M
Total assets Below avg plan size
246
Participants Below avg headcount
91st
Percentile by assets National rank
$316,136
Avg per participant High balance/head
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Official DOL plan name: Society for Human Resource Management Pension Plan and Trust · Sponsored by Society for Human Resource Management · Virginia · Other Services

$78M in assets, 246 participants

Society for Human Resource Management's Society for Human Resource Management Pension Plan and Trust reported $78M in total assets and 246 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.

  • #8,111 in Other Services (8,398 peers)

Coverage in Virginia

Society for Human Resource Management Pension Plan and Trust covers 246 participants in Virginia, about 31% of the average Virginia filer (state average ~782 per filing). Assets: $78M.

#8,111
in Other Services (8,398 peers)
-14.1%
assets change YoY
0.8×
vs typical plan assets (national mean)

The plan reported a net loss of $13M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Society for Human Resource Management Pension Plan and Trust's outsized position by total assets

Society for Human Resource Management Pension Plan and Trust vs every filed plan by assets

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

$77,769,498 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 Pension Plan and Trust 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 Pension Plan and Trust sits mid-pack in the medium band (246 participants).

Plan-year Form 5500 strip

Filing strip 340948453 · Society for Human Resource Management PY 2022 · Defined Benefit (Pension)

Society for Human Resource Management Pension Plan and Trust · $78M · 246 · 91st

  • PCT $78M
  • EIN 246
  • RANK 91st
  • PHOTO Defined Benefit (Pension)
  • IND near Axel Johnson Inc. Retirement Plan
  • EOY ind #8111

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 Pension Plan and Trust in the asset neighbourhood

Detroit Diesel Corporation Employees Pension PlanDetroit Diesel Corporation E…$78MLogix Employment Services, Inc. Retirement PlanLogix Employment Services, I…$78MConnecticut Health Care Associates Pension FundConnecticut Health Care Asso…$78MAxel Johnson Inc. Retirement PlanAxel Johnson Inc. Retirement…$78MSociety for Human Resource Management Pension Plan and TrustSociety for Human Resource M…$78M
End-of-year total assets ($M) among Society for Human Resource Management Pension Plan and Trust and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2022.

Virginia filing particulars

Total Assets (Beginning of Year)$91M
Net Assets (End of Year)$78M
Net Income-$13M
Employer EIN340948453
Plan Effective Date1981-01-01
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 Defined Benefit (Pension) Plans in Virginia

Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.

Society for Human Resource Management Pension Plan and Trust vs. nearby Defined Benefit (Pension) plans in Virginia, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -505101520 Total assets ($B) Participants Society for Human Resource Management Pension Plan and Trust, Total assets ($B): 0.077769498 · Participants: 246Society for Human Resource Management Pension Plan and TrustNorthrop Grumman Pension Plan, Total assets ($B): 18.331391337 · Participants: 14867Northrop Grumman Pension PlanRetirement Security Plan, Total assets ($B): 9.385168374 · Participants: 54531Retirement Security PlanNg Space&mission Systems Corp Salaried Pension Pla, Total assets ($B): 8.061267673 · Participants: 7799Ng Space&mission Systems Corp Salaried Pension PlaDominion Energy Pension Plan, Total assets ($B): 7.265847838 · Participants: 12832Dominion Energy Pension PlanSheet Metal Workers' National Pension Fund, Total assets ($B): 7.155241333 · Participants: 61068Sheet Metal Workers' National Pension Fund
Society for Human Resource Management Pension Plan and Trust vs. nearby Defined Benefit (Pension) plans in Virginia, assets vs. participants
Compare Society for Human Resource Management Pension Plan and Trust side-by-side with 3 peers →

Society for Human Resource Management Pension Plan and Trust's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside Virginia, the nearest Defined Benefit (Pension) by assets is Axel Johnson Inc. Retirement Plan in CT ($78M); by covered participants it is Tarkett Retirement Plan in OH (246 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (246 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 Pension Plan and Trust assets move in 2022? ▼
Society for Human Resource Management Pension Plan and Trust pulled back noticeably - down 14.1% during 2022, from $91M to $78M. Reported net income was -$13M.
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 Pension Plan and Trust rank by assets among Form 5500 filers? ▼
Society for Human Resource Management Pension Plan and Trust 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 Defined Benefit (Pension) plans are similar in size to Society for Human Resource Management Pension Plan and Trust? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Axel Johnson Inc. Retirement Plan in CT ($78M, 105 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Society for Human Resource Management Pension Plan and Trust? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Tarkett Retirement Plan in OH (246 participants, $55M 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.