Defined Benefit (Pension) · DOL Form 5500 · 2023

Smj, Inc. Pension Plan

Data updated 2026-08-25

$566K
Total assets Small plan by assets
5
Participants Small participant base
19th
Percentile by assets National rank
$113,298
Avg per participant Below avg balance/head
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Official DOL plan name: Smj, Inc. Cash Balance Pension Plan · Sponsored by Smj, Inc. · Tennessee · Arts, Entertainment & Recreation

$566K in assets, 5 participants

Smj, Inc.'s Smj, Inc. Cash Balance Pension Plan reported $566K in total assets and 5 participants in its 2023 DOL Form 5500 filing, ranking in the 19th 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.

  • #1,263 in Arts, Entertainment & Recreation (2,945 peers)

Arts, Entertainment & Recreation sector rank

Within Arts, Entertainment & Recreation, Smj, Inc. Cash Balance Pension Plan ranks #1,263 of 2,945 2023 filers by assets (4902% of the sector average)-$566K for 5 participants.

#1,263
in Arts, Entertainment & Recreation (2,945 peers)
+27.6%
assets growth YoY

Smj, Inc. Cash Balance Pension Plan among the smaller filed plans by assets

Smj, Inc. Cash Balance Pension Plan vs every filed plan by assets

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

$566,489 19th percentile higher than 19% 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

Smj, Inc. Cash Balance Pension 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. Smj, Inc. Cash Balance Pension Plan is a micro filing (5 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Smj, Inc. Cash Balance Pension Plan end-of-year assets rose from $444K in the plan year 2022 filing to $566K in the plan year 2023 filing.
  • Smj, Inc. Cash Balance Pension Plan reported participants rose from 4 in the plan year 2022 filing to 5 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 900677786 · Smj, Inc. PY 2023 · Defined Benefit (Pension)

Smj, Inc. Cash Balance Pension Plan · $566K · 5 · 19th

  • SCH $566K
  • SCH 5
  • SCH 19th
  • SCH Defined Benefit (Pension)
  • SCH near Arch Resources, Inc. Retirement Account Plan
  • SCH ind #1263

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 Arts, Entertainment & Recreation retirement plans → · Plans in Tennessee →

Smj, Inc. Cash Balance Pension Plan in the asset neighbourhood

Smj, Inc. Cash Balance Pension PlanSmj, Inc. Cash Balance Pensi…$566KArch Resources, Inc. Retirement Account PlanArch Resources, Inc. Retirem…$566KContinental Carbon Company Pension Plan for Hourly Paid Bargaining Unit Employees at Sunray, Texas PlantContinental Carbon Company P…$570KUfcw Union Local 919 & Contributing Employers Non-Food Pension FundUfcw Union Local 919 & Contr…$573KAlbemarle Corporation Pension Plan for Represented Employees in Houston, Tx.Albemarle Corporation Pensio…$559K
End-of-year total assets ($M) among Smj, Inc. Cash Balance Pension Plan and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2023.

Arts, Entertainment & Recreation filing particulars

Total Assets (Beginning of Year)$444K
Net Assets (End of Year)$566K
Net Income$123K
Employer EIN900677786
Plan Effective Date2020-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Smj, Inc.)

Sponsor-wide plan assets over time

All Smj, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$677K 52.48602477124786% vs 2022
2024 filing year
$0.4M$0.5M$0.6M$0.7M$0.8M 202220232024 $0.44M $0.68M ▲ +54.5%
Year Plans Participants Total Assets
2022 1 4 $444K
2023 1 5 $566K
2024 1 6 $677K

Nearby Defined Benefit (Pension) Plans in Tennessee

Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.

Smj, Inc. Cash Balance Pension Plan vs. nearby Defined Benefit (Pension) plans in Tennessee, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -100102030 Total assets ($B) Participants Smj, Inc. Cash Balance Pension Plan, Total assets ($B): 0.000566489 · Participants: 5Smj, Inc. Cash Balance Pension PlanFedex Corporation Employees' Pension Plan, Total assets ($B): 26.580798454 · Participants: 139031Fedex Corporation Employees' Pension PlanRetirement Plan of International Paper Company, Total assets ($B): 8.836549756 · Participants: 20164Retirement Plan of International Paper CompanyPace Industry Union-Management Pension Fund, Total assets ($B): 2.707920528 · Participants: 3192Pace Industry Union-Management Pension FundPension Plan for Employees at Ornl, Total assets ($B): 2.456364769 · Participants: 5801Pension Plan for Employees at OrnlRetirement Program Plan for Employees of Consolidated Nuclear Security, LLC at the U.S. Department of Energy at Oak Ridge, Tennessee, Total assets ($B): 2.074583545 · Participants: 2710Retirement Program Plan for Employees of Consolidated Nuclear Security, LLC at the U.S. Department of Energy at Oak Ridge, Tennessee
Smj, Inc. Cash Balance Pension Plan vs. nearby Defined Benefit (Pension) plans in Tennessee, assets vs. participants
Compare Smj, Inc. Cash Balance Pension Plan side-by-side with 3 peers →

Smj, Inc. Cash Balance Pension Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside Tennessee, the nearest Defined Benefit (Pension) by assets is Arch Resources, Inc. Retirement Account Plan in MO ($566K); by covered participants it is Suncoast Industries, Inc. Defined Benefit Pension Plan and Trust in FL (5 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (5 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 Smj, Inc. Cash Balance Pension Plan assets move in 2023? ▼
Smj, Inc. Cash Balance Pension Plan grew sharply - up 27.6% during 2023, from $444K to $566K. Reported net income was $123K.
How have Smj, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Smj, Inc.'s sponsor-wide assets grew 52.5%, from $444K to $677K.
Where does Smj, Inc. Cash Balance Pension Plan rank by assets among Form 5500 filers? ▼
Smj, Inc. Cash Balance Pension Plan ranks in the 19th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (among the smaller plans by assets on file).
Which Defined Benefit (Pension) plans are similar in size to Smj, Inc. Cash Balance Pension Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Arch Resources, Inc. Retirement Account Plan in MO ($566K, 1,213 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Smj, Inc. Cash Balance Pension Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Suncoast Industries, Inc. Defined Benefit Pension Plan and Trust in FL (5 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 900677786.

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.