Defined Benefit (Pension) · DOL Form 5500 · 2022

Smj, Inc. Pension Plan

Data updated 2026-08-25

$444K
Total assets Small plan by assets
4
Participants Small participant base
17th
Percentile by assets National rank
$110,955
Avg per participant Below avg balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Smj, Inc. Cash Balance Pension Plan · Sponsored by Smj, Inc. · Tennessee · Arts, Entertainment & Recreation

$444K in assets, 4 participants

Smj, Inc.'s Smj, Inc. Cash Balance Pension Plan reported $444K in total assets and 4 participants in its 2022 DOL Form 5500 filing, ranking in the 17th 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.

  • #1,148 in Arts, Entertainment & Recreation (3,077 peers)

Arts, Entertainment & Recreation sector rank

Within Arts, Entertainment & Recreation, Smj, Inc. Cash Balance Pension Plan ranks #1,148 of 3,077 2022 filers by assets (6257% of the sector average)-$444K for 4 participants.

#1,148
in Arts, Entertainment & Recreation (3,077 peers)
+36.5%
assets growth YoY

Smj, Inc. Cash Balance Pension Plan among the smaller filed plans by assets

Smj, Inc. Cash Balance Pension Plan vs every filed plan by assets

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

$443,821 17th percentile higher than 17% 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

Smj, Inc. Cash Balance 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. Smj, Inc. Cash Balance Pension Plan is a micro filing (4 participants), the leftmost band.

Published 5500 schedule card

Filing strip 900677786 · Smj, Inc. PY 2022 · Defined Benefit (Pension)

Smj, Inc. Cash Balance Pension Plan · $444K · 4 · 17th

  • ASSETS $444K
  • PCT 4
  • EIN 17th
  • RANK Defined Benefit (Pension)
  • PHOTO near United Refining Company of Pennsylvania Pension Plan
  • IND ind #1148

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 Arts, Entertainment & Recreation retirement plans → · Plans in Tennessee →

Smj, Inc. Cash Balance Pension Plan in the asset neighbourhood

Annapolis Endodontics Dr. Berman, P.a. Pension PlanAnnapolis Endodontics Dr. Be…$445KTodd Gray and Assoc. Defined Benefit PlanTodd Gray and Assoc. Defined…$447KSmj, Inc. Cash Balance Pension PlanSmj, Inc. Cash Balance Pensi…$444KUnited Refining Company of Pennsylvania Pension PlanUnited Refining Company of P…$443KNorthwestern University Non-Contributory Retirement PlanNorthwestern University Non-…$442K
End-of-year total assets ($M) among Smj, Inc. Cash Balance Pension Plan and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2022.

Arts, Entertainment & Recreation filing particulars

Total Assets (Beginning of Year)$325K
Net Assets (End of Year)$444K
Net Income$119K
Employer EIN900677786
Plan Effective Date2020-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Smj, Inc.)

Sponsor-wide plan assets over time

All Smj, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$677K 52.48602477124786% vs 2022
2024 filing year
$0.4M$0.5M$0.6M$0.7M$0.8M 202220232024 $0.44M $0.68M ▲ +54.5%
Year Plans Participants Total Assets
2022 1 4 $444K
2023 1 5 $566K
2024 1 6 $677K

Nearby Defined Benefit (Pension) Plans in Tennessee

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

Smj, Inc. Cash Balance Pension Plan vs. nearby Defined Benefit (Pension) plans in Tennessee, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -100102030 Total assets ($B) Participants Smj, Inc. Cash Balance Pension Plan, Total assets ($B): 0.000443821 · Participants: 4Smj, Inc. Cash Balance Pension PlanFedex Corporation Employees' Pension Plan, Total assets ($B): 25.607567505 · Participants: 119742Fedex Corporation Employees' Pension PlanRetirement Plan of International Paper Company, Total assets ($B): 8.844607131 · Participants: 20914Retirement Plan of International Paper CompanyPension Plan for Employees at Ornl, Total assets ($B): 2.326549411 · Participants: 5460Pension Plan for Employees at OrnlRetirement Program Plan for Employees of Consolidated Nuclear Security, LLC at the U.S. Department of Energy at Oak Ridge, Tennessee, Total assets ($B): 2.039541449 · Participants: 2920Retirement Program Plan for Employees of Consolidated Nuclear Security, LLC at the U.S. Department of Energy at Oak Ridge, TennesseeNissan Employee Retirement Plan, Total assets ($B): 1.533696203 · Participants: 4575Nissan Employee Retirement Plan
Smj, Inc. Cash Balance Pension Plan vs. nearby Defined Benefit (Pension) plans in Tennessee, assets vs. participants
Compare Smj, Inc. Cash Balance Pension Plan side-by-side with 3 peers →

Smj, Inc. Cash Balance Pension Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside Tennessee, the nearest Defined Benefit (Pension) by assets is United Refining Company of Pennsylvania Pension Plan in PA ($443K); by covered participants it is Valher Inc Defined Benefit Pension Plan in CA (4 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (4 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 Smj, Inc. Cash Balance Pension Plan assets move in 2022? ▼
Smj, Inc. Cash Balance Pension Plan surged - up 36.5% during 2022, from $325K to $444K. Reported net income was $119K.
How have Smj, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Smj, Inc.'s sponsor-wide assets grew 52.5%, from $444K to $677K.
Where does Smj, Inc. Cash Balance Pension Plan rank by assets among Form 5500 filers? ▼
Smj, Inc. Cash Balance Pension Plan ranks in the 17th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (among the smaller plans by assets on file).
Which Defined Benefit (Pension) plans are similar in size to Smj, Inc. Cash Balance Pension Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is United Refining Company of Pennsylvania Pension Plan in PA ($443K, 528 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Smj, Inc. Cash Balance Pension Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Valher Inc Defined Benefit Pension Plan in CA (4 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 900677786.

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.