401(k) · DOL Form 5500 · 2023

Small Business Management Corporation 401(k) Plan

Data updated 2026-08-25

$34M
Total assets Below avg plan size
10
Participants Small participant base
81st
Percentile by assets National rank
$3.4M
Avg per participant High balance/head
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Official DOL plan name: Small Business Management Corporation Profit Sharing Plan · Sponsored by Small Business Management Corporation · Alabama · Finance & Insurance

$34M in assets, 10 participants

Small Business Management Corporation's Small Business Management Corporation Profit Sharing Plan reported $34M in total assets and 10 participants in its 2023 DOL Form 5500 filing, ranking in the 81st 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.

  • #6,266 in Finance & Insurance (8,869 peers)

Where Small Business Management Corporation Profit Sharing Plan sits by assets

Small Business Management Corporation Profit Sharing Plan sits in the top quartile of all filed plans by assets, $34M for 10 participants (~$3.4M/participant), up 14.4% in 2023.

#6,266
in Finance & Insurance (8,869 peers)
+14.4%
assets growth YoY
0.3×
vs typical plan assets (national mean)

Small Business Management Corporation Profit Sharing Plan's outsized position by total assets

Small Business Management Corporation Profit Sharing Plan vs every filed plan by assets

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

$33,731,923 Top 19% higher than 81% 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

Small Business Management Corporation Profit Sharing 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. Small Business Management Corporation Profit Sharing Plan is a micro filing (10 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Small Business Management Corporation Profit Sharing Plan reported net income rose from -$2M in the plan year 2022 filing to $4M in the plan year 2023 filing.
  • Small Business Management Corporation Profit Sharing Plan end-of-year assets rose from $29M in the plan year 2022 filing to $34M in the plan year 2023 filing.
  • Small Business Management Corporation Profit Sharing Plan reported participants rose from 9 in the plan year 2022 filing to 10 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 630753330 · Small Business Management Corporation PY 2023 · 401(k)

Small Business Management Corporation Profit Sharing Plan · $34M · 10 · 81st

  • EIN $34M
  • EIN 10
  • EIN 81st
  • EIN 401(k)
  • EIN near Handi-Foil Corporation 401(k) Plan
  • EIN ind #6266

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 Finance & Insurance retirement plans → · Plans in Alabama →

Small Business Management Corporation Profit Sharing Plan in the asset neighbourhood

Small Business Management Corporation Profit Sharing PlanSmall Business Management Co…$34MHandi-Foil Corporation 401(k) PlanHandi-Foil Corporation 401(k…$34MAdvantagecare Physicians, P.C. Union 401(k) PlanAdvantagecare Physicians, P.…$34MBeam Therapeutics, Inc. 401(k) Retirement PlanBeam Therapeutics, Inc. 401(…$34MBernstein Management Corporation Employee 401(k) PlanBernstein Management Corpora…$34M
End-of-year total assets ($M) among Small Business Management Corporation Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$29M
Net Assets (End of Year)$34M
Net Income$4M
Employer EIN630753330
Plan Effective Date1980-04-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Small Business Management Corporation)

Sponsor-wide plan assets over time

All Small Business Management Corporation plans reported in each filing year

Latest sponsor-wide plan assets
$34M 14.43203170614471% vs 2022
2023 filing year
$28M$30M$32M$34M$36M 20222023 $29.5M $33.7M ▲ +14.4%
Year Plans Participants Total Assets
2022 1 9 $29M
2023 1 10 $34M

Nearby 401(k) Plans in Alabama

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

Small Business Management Corporation Profit Sharing Plan vs. nearby 401(k) plans in Alabama, assets vs. participants Scatter plot of 6 data points. -100000100002000030000 -10123 Total assets ($B) Participants Small Business Management Corporation Profit Sharing Plan, Total assets ($B): 0.033731923 · Participants: 10Small Business Management Corporation Profit Sharing PlanRegions Financial Corporation 401(k) Plan, Total assets ($B): 2.854553916 · Participants: 20733Regions Financial Corporation 401(k) PlanEncompass Health Corporation 401(k) Retirement Plan, Total assets ($B): 1.49327201 · Participants: 24565Encompass Health Corporation 401(k) Retirement PlanHexagon Employee Retirement Savings Plan, Total assets ($B): 1.479278219 · Participants: 4618Hexagon Employee Retirement Savings PlanVulcan 401(k) Plan, Total assets ($B): 1.361024189 · Participants: 9487Vulcan 401(k) PlanMercedes-Benz U.S. International, Inc. Retirement and Savings Plan, Total assets ($B): 1.090263356 · Participants: 0Mercedes-Benz U.S. International, Inc. Retirement and Savings Plan
Small Business Management Corporation Profit Sharing Plan vs. nearby 401(k) plans in Alabama, assets vs. participants
Compare Small Business Management Corporation Profit Sharing Plan side-by-side with 3 peers →

Small Business Management Corporation Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside Alabama, the nearest 401(k) by assets is Handi-Foil Corporation 401(k) Plan in IL ($34M); by covered participants it is Nicholas E. Nahernak Dds, PC 401(k) Profit Sharing Pl 816828 in MI (10 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (10 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 Small Business Management Corporation Profit Sharing Plan assets move in 2023? ▼
Small Business Management Corporation Profit Sharing Plan grew at a solid clip - up 14.4% during 2023, from $29M to $34M. Reported net income was $4M.
How have Small Business Management Corporation plan assets changed over time? ▼
Across 2 plan years on file (2022-2023), Small Business Management Corporation's sponsor-wide assets grew 14.4%, from $29M to $34M.
Where does Small Business Management Corporation Profit Sharing Plan rank by assets among Form 5500 filers? ▼
Small Business Management Corporation Profit Sharing Plan ranks in the 81st percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to Small Business Management Corporation Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Handi-Foil Corporation 401(k) Plan in IL ($34M, 230 participants).
Which 401(k) plans cover a similar participant headcount to Small Business Management Corporation Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Nicholas E. Nahernak Dds, PC 401(k) Profit Sharing Pl 816828 in MI (10 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 630753330.

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.