Profit Sharing · DOL Form 5500 · 2023

She Management Inc. Profit Sharing Plan

Data updated 2026-08-25

$1M
Total assets Small plan by assets
2
Participants Small participant base
25th
Percentile by assets National rank
$560,566
Avg per participant High balance/head
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Official DOL plan name: She Management Inc. Retirement Plan · Sponsored by She Management Inc. · Georgia · Other Services

$1M in assets, 2 participants

She Management Inc.'s She Management Inc. Retirement Plan reported $1M in total assets and 2 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.

  • #3,866 in Other Services (7,857 peers)

Other Services sector rank

Within Other Services, She Management Inc. Retirement Plan ranks #3,866 of 7,857 2023 filers by assets (1790% of the sector average)-$1M for 2 participants.

#3,866
in Other Services (7,857 peers)
-4.5%
assets change YoY

The plan reported a net loss of $53K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

She Management Inc. Retirement Plan among the smaller filed plans by assets

She Management Inc. Retirement Plan vs every filed plan by assets

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

$1,121,132 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

She Management Inc. Retirement Plan among micro filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. She Management Inc. Retirement Plan is a micro filing (2 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • She Management Inc. Retirement Plan reported net income fell from $237K in the plan year 2022 filing to -$53K in the plan year 2023 filing.
  • She Management Inc. Retirement Plan reported participants rose from 1 in the plan year 2022 filing to 2 in the plan year 2023 filing.
  • She Management Inc. Retirement Plan end-of-year assets fell from $1M in the plan year 2022 filing to $1M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 853075212 · She Management Inc. PY 2023 · Profit Sharing

She Management Inc. Retirement Plan · $1M · 2 · 25th

  • BOOK $1M
  • VS-ST 2
  • BOY 25th
  • SCH Profit Sharing
  • EBSA near Laboratorio Clinico Jayuya, Inc. Profit Sharing Retirement Plan
  • PART ind #3866

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 Georgia →

She Management Inc. Retirement Plan in the asset neighbourhood

She Management Inc. Retirement PlanShe Management Inc. Retireme…$1MLaboratorio Clinico Jayuya, Inc. Profit Sharing Retirement PlanLaboratorio Clinico Jayuya, …$1MCape Air Puerto Rico Employees Retirement PlanCape Air Puerto Rico Employe…$1MRjts Investments, Inc. Profit Sharing PlanRjts Investments, Inc. Profi…$1MMjn Enterprises, Inc. Profit Sharing Pension PlanMjn Enterprises, Inc. Profit…$1M
End-of-year total assets ($M) among She Management Inc. Retirement Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2023.

Other Services filing particulars

Total Assets (Beginning of Year)$1M
Net Assets (End of Year)$1M
Net Income-$53K
Employer EIN853075212
Plan Effective Date2020-10-16
Filing StatusFILING RECEIVED

Sponsor Plan History (She Management Inc.)

Sponsor-wide plan assets over time

All She Management Inc. plans reported in each filing year

Latest sponsor-wide plan assets
N/A
2024 filing year
$0M$0.5M$1M$1.5M 202220232024 $1.17M $0M ▼ -100.0%
Year Plans Participants Total Assets
2022 1 1 $1M
2023 1 2 $1M
2024 1 2 N/A

Nearby Profit Sharing Plans in Georgia

Peer Profit Sharing plans, same state, same plan type, ranked by total assets.

She Management Inc. Retirement Plan vs. nearby Profit Sharing plans in Georgia, assets vs. participants Scatter plot of 6 data points. -50000500010000150002000025000 -20246 Total assets ($B) Participants She Management Inc. Retirement Plan, Total assets ($B): 0.001121132 · Participants: 2She Management Inc. Retirement PlanEmory University Retirement Plan, Total assets ($B): 4.936168726 · Participants: 18725Emory University Retirement PlanEmory Healthcare, Inc. Retirement Savings and Matching Plan, Total assets ($B): 2.444051657 · Participants: 20830Emory Healthcare, Inc. Retirement Savings and Matching PlanThe Emory Clinic, Inc. Retirement Savings Plan, Total assets ($B): 0.8745202 · Participants: 2588The Emory Clinic, Inc. Retirement Savings PlanChildrens Healthcare of Atlanta Growth Plan, Total assets ($B): 0.344019371 · Participants: 12194Childrens Healthcare of Atlanta Growth PlanSoutheast Georgia Health System, Inc. 403(b) Retirement Savings Plan, Total assets ($B): 0.180609125 · Participants: 2508Southeast Georgia Health System, Inc. 403(b) Retirement Savings Plan
She Management Inc. Retirement Plan vs. nearby Profit Sharing plans in Georgia, assets vs. participants
Compare She Management Inc. Retirement Plan side-by-side with 3 peers →

She Management Inc. Retirement Plan's out-of-state Profit Sharing peers by assets and headcount

Outside Georgia, the nearest Profit Sharing by assets is Laboratorio Clinico Jayuya, Inc. Profit Sharing Retirement Plan in PR ($1M); by covered participants it is Johnson Goldberg & Brown, Ltd Profit Sharing Plan in IL (2 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (2 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 She Management Inc. Retirement Plan assets move in 2023? ▼
She Management Inc. Retirement Plan edged down modestly - down 4.5% during 2023, from $1M to $1M. Reported net income was -$53K.
Where does She Management Inc. Retirement Plan rank by assets among Form 5500 filers? ▼
She Management Inc. Retirement Plan 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 Profit Sharing plans are similar in size to She Management Inc. Retirement Plan? ▼
Among Profit Sharing plans in other states, the closest by assets is Laboratorio Clinico Jayuya, Inc. Profit Sharing Retirement Plan in PR ($1M, 11 participants).
Which Profit Sharing plans cover a similar participant headcount to She Management Inc. Retirement Plan? ▼
Among Profit Sharing plans in other states, the closest by covered participants is Johnson Goldberg & Brown, Ltd Profit Sharing Plan in IL (2 participants, $5M 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 853075212.

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.