Profit Sharing · DOL Form 5500 · 2023

Sm Restaurants, Inc. Profit Sharing Plan

Data updated 2026-08-25

$4M
Total assets Small plan by assets
51
Participants Small participant base
39th
Percentile by assets National rank
$71,355
Avg per participant Below avg balance/head
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Official DOL plan name: Sm Restaurants, Inc. Profit Sharing Plan · Sponsored by Sm Restaurants, Inc. · Florida · Food Services & Accommodation

$4M in assets, 51 participants

Sm Restaurants, Inc.'s Sm Restaurants, Inc. Profit Sharing Plan reported $4M in total assets and 51 participants in its 2023 DOL Form 5500 filing, ranking in the 39th 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.

  • #2,846 in Food Services & Accommodation (3,828 peers)

Food Services & Accommodation sector rank

Within Food Services & Accommodation, Sm Restaurants, Inc. Profit Sharing Plan ranks #2,846 of 3,828 2023 filers by assets (538% of the sector average)-$4M for 51 participants.

#2,846
in Food Services & Accommodation (3,828 peers)
-1.6%
assets change YoY

The plan reported a net loss of $58K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Sm Restaurants, Inc. Profit Sharing Plan's mid-pack asset rank among Food Services & Accommodation and all filers

Sm Restaurants, Inc. Profit Sharing Plan vs every filed plan by assets

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

$3,639,092 39th percentile higher than 39% 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

Sm Restaurants, Inc. Profit Sharing Plan among smaller filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Sm Restaurants, Inc. Profit Sharing Plan is a small filing (51 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Sm Restaurants, Inc. Profit Sharing Plan reported net income fell from $946K in the plan year 2022 filing to -$58K in the plan year 2023 filing.
  • Sm Restaurants, Inc. Profit Sharing Plan reported participants rose from 42 in the plan year 2022 filing to 51 in the plan year 2023 filing.
  • Sm Restaurants, Inc. Profit Sharing Plan end-of-year assets fell from $4M in the plan year 2022 filing to $4M in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 270799119 · Sm Restaurants, Inc. PY 2023 · Profit Sharing

Sm Restaurants, Inc. Profit Sharing Plan · $4M · 51 · 39th

  • EOY $4M
  • 5500 51
  • ASSETS 39th
  • PCT Profit Sharing
  • EIN near Northeast Texas Ear, Nose & Throat Center PLLC Profit-Sharing Plan
  • RANK ind #2846

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 Food Services & Accommodation retirement plans → · Plans in Florida →

Sm Restaurants, Inc. Profit Sharing Plan in the asset neighbourhood

Sm Restaurants, Inc. Profit Sharing PlanSm Restaurants, Inc. Profit …$4MNortheast Texas Ear, Nose & Throat Center PLLC Profit-Sharing PlanNortheast Texas Ear, Nose & …$4MHigh Plains Health Providers Inc P-S Plan & TrustHigh Plains Health Providers…$4MWestminster Village, Inc. 403(b) PlanWestminster Village, Inc. 40…$4MJohn G. Bush, D.O., Ltd. Profit Sharing PlanJohn G. Bush, D.O., Ltd. Pro…$4M
End-of-year total assets ($M) among Sm Restaurants, Inc. Profit Sharing Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2023.

Food Services & Accommodation filing particulars

Total Assets (Beginning of Year)$4M
Net Assets (End of Year)$4M
Net Income-$58K
Employer EIN270799119
Plan Effective Date2009-08-20
Filing StatusFILING RECEIVED

Sponsor Plan History (Sm Restaurants, Inc.)

Sponsor-wide plan assets over time

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

Latest sponsor-wide plan assets
$3M 21.577229663923934% vs 2022
2024 filing year
$2.5M$3M$3.5M$4M 202220232024 $3.7M $2.9M ▼ -21.6%
Year Plans Participants Total Assets
2022 1 42 $4M
2023 1 51 $4M
2024 1 69 $3M

Nearby Profit Sharing Plans in Florida

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

Sm Restaurants, Inc. Profit Sharing Plan vs. nearby Profit Sharing plans in Florida, assets vs. participants Scatter plot of 6 data points. -1000001000020000300004000050000 -20246 Total assets ($B) Participants Sm Restaurants, Inc. Profit Sharing Plan, Total assets ($B): 0.003639092 · Participants: 51Sm Restaurants, Inc. Profit Sharing PlanRetirement Wealth Builder Plan of Pwc, Total assets ($B): 4.922422145 · Participants: 44753Retirement Wealth Builder Plan of PwcRaymond James Financial, Inc. & Affiliates Profit Sharing Plan, Total assets ($B): 1.237831199 · Participants: 15503Raymond James Financial, Inc. & Affiliates Profit Sharing PlanOrlando Health, Inc. Retirement Savings Plan 401a, Total assets ($B): 0.441302885 · Participants: 26077Orlando Health, Inc. Retirement Savings Plan 401aShands Health Care Matched Savings Account 401(a), Total assets ($B): 0.421060931 · Participants: 9825Shands Health Care Matched Savings Account 401(a)American Maritime Officers Defined Contribution Plan, Total assets ($B): 0.314107816 · Participants: 4371American Maritime Officers Defined Contribution Plan
Sm Restaurants, Inc. Profit Sharing Plan vs. nearby Profit Sharing plans in Florida, assets vs. participants
Compare Sm Restaurants, Inc. Profit Sharing Plan side-by-side with 3 peers →

Sm Restaurants, Inc. Profit Sharing Plan's out-of-state Profit Sharing peers by assets and headcount

Outside Florida, the nearest Profit Sharing by assets is Northeast Texas Ear, Nose & Throat Center PLLC Profit-Sharing Plan in TX ($4M); by covered participants it is Puerto Rico Federal Credit Union 1081.01 Retirement Plan in PR (51 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (51 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 Sm Restaurants, Inc. Profit Sharing Plan assets move in 2023? ▼
Sm Restaurants, Inc. Profit Sharing Plan edged down modestly - down 1.6% during 2023, from $4M to $4M. Reported net income was -$58K.
How have Sm Restaurants, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Sm Restaurants, Inc.'s sponsor-wide assets declined 21.6%, from $4M to $3M.
Which Profit Sharing plans are similar in size to Sm Restaurants, Inc. Profit Sharing Plan? ▼
Among Profit Sharing plans in other states, the closest by assets is Northeast Texas Ear, Nose & Throat Center PLLC Profit-Sharing Plan in TX ($4M, 8 participants).
Which Profit Sharing plans cover a similar participant headcount to Sm Restaurants, Inc. Profit Sharing Plan? ▼
Among Profit Sharing plans in other states, the closest by covered participants is Puerto Rico Federal Credit Union 1081.01 Retirement Plan in PR (51 participants, $1M 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 270799119.

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.