401(k) · DOL Form 5500 · 2023

Scheen & Smith, Psc 401(k) Plan

Data updated 2026-08-25

$9M
Total assets Small plan by assets
9
Participants Small participant base
57th
Percentile by assets National rank
$1.0M
Avg per participant High balance/head
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Official DOL plan name: Scheen & Smith, P.S.C. Profit Sharing and 401(k) Plan · Sponsored by Scheen & Smith, Psc · Kentucky · Healthcare & Social Assistance

$9M in assets, 9 participants

Scheen & Smith, Psc's Scheen & Smith, P.S.C. Profit Sharing and 401(k) Plan reported $9M in total assets and 9 participants in its 2023 DOL Form 5500 filing, ranking in the 57th 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.

  • #11,108 in Healthcare & Social Assistance (17,684 peers)

Scheen & Smith, Psc multi-year trail

Scheen & Smith, Psc's plans moved +13.7% in assets from 2022 to 2024; this filing shows Scheen & Smith, P.S.C. Profit Sharing and 401(k) Plan at $9M / 9 participants.

#11,108
in Healthcare & Social Assistance (17,684 peers)
+10.0%
assets growth YoY

Scheen & Smith, P.S.C. Profit Sharing and 401(k) Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers

Scheen & Smith, P.S.C. Profit Sharing and 401(k) Plan vs every filed plan by assets

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

$9,358,442 Top 43% higher than 57% 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

Scheen & Smith, P.S.C. Profit Sharing and 401(k) 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. Scheen & Smith, P.S.C. Profit Sharing and 401(k) Plan is a micro filing (9 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Scheen & Smith, P.S.C. Profit Sharing and 401(k) Plan reported net income rose from -$1M in the plan year 2022 filing to $854K in the plan year 2023 filing.
  • Scheen & Smith, P.S.C. Profit Sharing and 401(k) Plan reported participants fell from 11 in the plan year 2022 filing to 9 in the plan year 2023 filing.
  • Scheen & Smith, P.S.C. Profit Sharing and 401(k) Plan end-of-year assets rose from $9M in the plan year 2022 filing to $9M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 610951954 · Scheen & Smith, Psc PY 2023 · 401(k)

Scheen & Smith, P.S.C. Profit Sharing and 401(k) Plan · $9M · 9 · 57th

  • IND $9M
  • IND 9
  • IND 57th
  • IND 401(k)
  • IND near Coleman Engineering Company Retirement Plan
  • IND ind #11108

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 Healthcare & Social Assistance retirement plans → · Plans in Kentucky →

Scheen & Smith, P.S.C. Profit Sharing and 401(k) Plan in the asset neighbourhood

Scheen & Smith, P.S.C. Profit Sharing and 401(k) PlanScheen & Smith, P.S.C. Profi…$9MColeman Engineering Company Retirement PlanColeman Engineering Company …$9MS.B. Collins, Inc. 401(k) PlanS.B. Collins, Inc. 401(k) Pl…$9MAluf Plastics Profit Sharing PlanAluf Plastics Profit Sharing…$9MAssociated Administrators LLC 401(k) Ps PlanAssociated Administrators LL…$9M
End-of-year total assets ($M) among Scheen & Smith, P.S.C. Profit Sharing and 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Scheen & Smith, Psc multi-year asset trail

Sponsor-wide plan assets over time

All Scheen & Smith, Psc plans reported in each filing year

Latest sponsor-wide plan assets
$10M 13.653610585460113% vs 2022
2024 filing year
$8M$8.5M$9M$9.5M$10M 202220232024 $8.5M $9.67M ▲ +13.8%
Year Plans Participants Total Assets
2022 1 11 $9M
2023 1 9 $9M
2024 1 10 $10M

Scheen & Smith, Psc filing trail (2023)

Total Assets (Beginning of Year)$9M
Net Assets (End of Year)$9M
Net Income$854K
Employer EIN610951954
Plan Effective Date1979-04-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Kentucky

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

Scheen & Smith, P.S.C. Profit Sharing and 401(k) Plan vs. nearby 401(k) plans in Kentucky, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000100000 -20246810 Total assets ($B) Participants Scheen & Smith, P.S.C. Profit Sharing and 401(k) Plan, Total assets ($B): 0.009358442 · Participants: 9Scheen & Smith, P.S.C. Profit Sharing and 401(k) PlanCommonspirit Health 401(k) Retirement Savings Plan, Total assets ($B): 7.871320063 · Participants: 86688Commonspirit Health 401(k) Retirement Savings PlanHumana Retirement Savings Plan, Total assets ($B): 7.374962984 · Participants: 45938Humana Retirement Savings PlanUPS/Ipa 401(k) Savings Plan, Total assets ($B): 1.324958147 · Participants: 3159UPS/Ipa 401(k) Savings PlanScionhealth 401(k) Plan, Total assets ($B): 1.221134526 · Participants: 33226Scionhealth 401(k) PlanLexmark Savings Plan, Total assets ($B): 1.205127047 · Participants: 1968Lexmark Savings Plan
Scheen & Smith, P.S.C. Profit Sharing and 401(k) Plan vs. nearby 401(k) plans in Kentucky, assets vs. participants
Compare Scheen & Smith, P.S.C. Profit Sharing and 401(k) Plan side-by-side with 3 peers →

Scheen & Smith, P.S.C. Profit Sharing and 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Kentucky, the nearest 401(k) by assets is Coleman Engineering Company Retirement Plan in MI ($9M); by covered participants it is Consumer Construction of N. Virginia Inc. 401(k) Plan in VA (9 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($9M here).

Similar participant headcount

Nearest other-state filings by covered participants (9 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 Scheen & Smith, P.S.C. Profit Sharing and 401(k) Plan assets move in 2023? ▼
Scheen & Smith, P.S.C. Profit Sharing and 401(k) Plan grew at a solid clip - up 10.0% during 2023, from $9M to $9M. Reported net income was $854K.
How have Scheen & Smith, Psc plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Scheen & Smith, Psc's sponsor-wide assets grew 13.7%, from $9M to $10M.
Which 401(k) plans are similar in size to Scheen & Smith, P.S.C. Profit Sharing and 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Coleman Engineering Company Retirement Plan in MI ($9M, 115 participants).
Which 401(k) plans cover a similar participant headcount to Scheen & Smith, P.S.C. Profit Sharing and 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Consumer Construction of N. Virginia Inc. 401(k) Plan in VA (9 participants, $459K 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 610951954.

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.