401(k) · DOL Form 5500 · 2023

Ediciones Sm, Inc. 401(k) Plan

Data updated 2026-08-25

$1M
Total assets Small plan by assets
49
Participants Small participant base
25th
Percentile by assets National rank
$24,561
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Plan De Retiro Ediciones Sm · Sponsored by Ediciones Sm, Inc. · Puerto Rico · Manufacturing

$1M in assets, 49 participants

Ediciones Sm, Inc.'s Plan De Retiro Ediciones Sm reported $1M in total assets and 49 participants in its 2023 DOL Form 5500 filing, ranking in the 25th 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.

  • #2,109 in Manufacturing (18,722 peers)

Ediciones Sm, Inc. multi-year trail

Ediciones Sm, Inc.'s plans moved +54.6% in assets from 2022 to 2024; this filing shows Plan De Retiro Ediciones Sm at $1M / 49 participants.

#2,109
in Manufacturing (18,722 peers)
+27.2%
assets growth YoY

Plan De Retiro Ediciones Sm among the smaller filed plans by assets

Plan De Retiro Ediciones Sm vs every filed plan by assets

End-of-year total assets · plan year 2023 · DOL Form 5500

$1,203,500 25th percentile higher than 25% of 127,068 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 2023

Plan De Retiro Ediciones Sm among smaller filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Plan De Retiro Ediciones Sm is a small filing (49 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Plan De Retiro Ediciones Sm reported net income rose from -$226K in the plan year 2022 filing to $257K in the plan year 2023 filing.
  • Plan De Retiro Ediciones Sm end-of-year assets rose from $946K in the plan year 2022 filing to $1M in the plan year 2023 filing.
  • Plan De Retiro Ediciones Sm reported participants fell from 52 in the plan year 2022 filing to 49 in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 660644462 · Ediciones Sm, Inc. PY 2023 · 401(k)

Plan De Retiro Ediciones Sm · $1M · 49 · 25th

  • PCT $1M
  • EIN 49
  • RANK 25th
  • PHOTO 401(k)
  • IND near Michael H. Bergman, Clu Pension Plan
  • EOY ind #2109

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 Manufacturing retirement plans → · Plans in Puerto Rico →

Plan De Retiro Ediciones Sm in the asset neighbourhood

Plan De Retiro Ediciones Sm$1MMichael H. Bergman, Clu Pension PlanMichael H. Bergman, Clu Pens…$1MTransitions of Augusta, PC 401(k) Profit Sharing PlanTransitions of Augusta, PC 4…$1MThe Carolina Center for Aba and Autism Treatment 401(k) PlanThe Carolina Center for Aba …$1MGt & T Corporation 401(k) PlanGt & T Corporation 401(k) Pl…$1M
End-of-year total assets ($M) among Plan De Retiro Ediciones Sm and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Ediciones Sm, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Ediciones Sm, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$1M 54.552150636493714% vs 2022
2024 filing year
$0.8M$1M$1.2M$1.4M$1.6M 202220232024 $0.95M $1.46M ▲ +53.7%
Year Plans Participants Total Assets
2022 1 52 $946K
2023 1 49 $1M
2024 1 49 $1M

Ediciones Sm, Inc. filing trail (2023)

Total Assets (Beginning of Year)$946K
Net Assets (End of Year)$1M
Net Income$257K
Employer EIN660644462
Plan Effective Date2014-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Puerto Rico

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

Plan De Retiro Ediciones Sm vs. nearby 401(k) plans in Puerto Rico, assets vs. participants Scatter plot of 6 data points. -100001000200030004000 -1000100200300400500 Total assets ($M) Participants Plan De Retiro Ediciones Sm, Total assets ($M): 1.2035 · Participants: 49Plan De Retiro Ediciones SmPfizer Savings Plan for Employees Resident in Puerto Rico, Total assets ($M): 385.326556 · Participants: 87Pfizer Savings Plan for Employees Resident in Puerto RicoMsd Puerto Rico Savings and Security Plan, Total assets ($M): 224.042082 · Participants: 679Msd Puerto Rico Savings and Security PlanInter American University of Pr Defined Contribution Retirement Plan, Total assets ($M): 187.642756 · Participants: 1601Inter American University of Pr Defined Contribution Retirement PlanPopular, Inc. USA 401(k) Savings & Investment Plan, Total assets ($M): 149.554638 · Participants: 867Popular, Inc. USA 401(k) Savings & Investment PlanFirstbank 401(k) Retirement Plan for Residents of Puerto Rico, Total assets ($M): 142.903396 · Participants: 2875Firstbank 401(k) Retirement Plan for Residents of Puerto Rico
Plan De Retiro Ediciones Sm vs. nearby 401(k) plans in Puerto Rico, assets vs. participants
Compare Plan De Retiro Ediciones Sm side-by-side with 3 peers →

Plan De Retiro Ediciones Sm's out-of-state 401(k) peers by assets and headcount

Outside Puerto Rico, the nearest 401(k) by assets is Michael H. Bergman, Clu Pension Plan in CT ($1M); by covered participants it is Marvin & Co. PC Savings and Thrift Plan in NY (49 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (49 participants); asset peers above are excluded.

DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Plan De Retiro Ediciones Sm assets move in 2023? ▼
Plan De Retiro Ediciones Sm grew sharply - up 27.2% during 2023, from $946K to $1M. Reported net income was $257K.
How have Ediciones Sm, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Ediciones Sm, Inc.'s sponsor-wide assets grew 54.6%, from $946K to $1M.
Where does Plan De Retiro Ediciones Sm rank by assets among Form 5500 filers? ▼
Plan De Retiro Ediciones Sm ranks in the 25th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the lower half of filed plans by assets).
Which 401(k) plans are similar in size to Plan De Retiro Ediciones Sm? ▼
Among 401(k) plans in other states, the closest by assets is Michael H. Bergman, Clu Pension Plan in CT ($1M, 2 participants).
Which 401(k) plans cover a similar participant headcount to Plan De Retiro Ediciones Sm? ▼
Among 401(k) plans in other states, the closest by covered participants is Marvin & Co. PC Savings and Thrift Plan in NY (49 participants, N/A in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2023.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 660644462.

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.