Profit Sharing · DOL Form 5500 · 2022
Sales Matters, Inc. Profit Sharing Plan
Data updated 2026-08-25
- $9K
- Total assets Small plan by assets
- 1
- Participants Small participant base
- 1st
- Percentile by assets National rank
- $8,630
- Avg per participant Low balance/head
Official DOL plan name: Sales Matters, Inc. Retirement Plan · Sponsored by Sales Matters, Inc. · Tennessee · Professional & Technical Services
$9K in assets, 1 participants
Sales Matters, Inc.'s Sales Matters, Inc. Retirement Plan reported $9K in total assets and 1 participant in its 2022 DOL Form 5500 filing, ranking in the 1st 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.
- #249 in Professional & Technical Services (21,562 peers)
2022 asset change
Sales Matters, Inc. Retirement Plan contracted severely 31.6% in 2022 ($13K → $9K) for 1 participant.
- #249
- in Professional & Technical Services (21,562 peers)
- -31.6%
- assets change YoY
The plan reported a net loss of $4K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Sales Matters, Inc. Retirement Plan among the smaller filed plans by assets
Sales Matters, Inc. Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$8,630 1st percentile higher than 1% of 139,123 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022
Sales Matters, Inc. Retirement 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. Sales Matters, Inc. Retirement Plan is a micro filing (1 participant), the leftmost band.
Form 5500 schedule snapshot
Filing strip 461138486 · Sales Matters, Inc. PY 2022 · Profit Sharing
Sales Matters, Inc. Retirement Plan · $9K · 1 · 1st
- VS-ST $9K
- VS-ST 1
- VS-ST 1st
- VS-ST Profit Sharing
- VS-ST near George Smith Partners, Inc. Profit Sharing Plan
- VS-ST ind #249
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 Professional & Technical Services retirement plans → · Plans in Tennessee →
Sales Matters, Inc. Retirement Plan in the asset neighbourhood
Sales Matters, Inc. years around the 2022 move
Sponsor-wide plan assets over time
All Sales Matters, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- N/A
- 2023 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 1 | $9K |
| 2023 | 1 | 1 | N/A |
2022 asset-move particulars
| Total Assets (Beginning of Year) | $13K |
|---|---|
| Net Assets (End of Year) | $9K |
| Net Income | -$4K |
| Employer EIN | 461138486 |
| Plan Effective Date | 2012-10-07 |
| Filing Status | FILING RECEIVED |
Nearby Profit Sharing Plans in Tennessee
Peer Profit Sharing plans, same state, same plan type, ranked by total assets.
- Ballad Health 401(a) Plan $463M · 5,937
- Shreveport Electrical Industry Profit Sharing Plan $77M · 740
- New Orleans Electrical Annuity Plan $66M · 1,451
- Ulps Employee Savings Plan $54M · 236
- University School of Nashville Retirement Plan $34M · 209
Sales Matters, Inc. Retirement Plan's out-of-state Profit Sharing peers by assets and headcount
Outside Tennessee, the nearest Profit Sharing by assets is George Smith Partners, Inc. Profit Sharing Plan in CA ($9K); by covered participants it is Luke Krumnow, Inc. Employees Profit Sharing Plan in TX (1 participant). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($9K here).
Similar participant headcount
Nearest other-state filings by covered participants (1 participant); 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.