Profit Sharing · DOL Form 5500 · 2023
Smh Holdings Inc. Profit Sharing Plan
Data updated 2026-08-25
- $3M
- Total assets Small plan by assets
- 12
- Participants Small participant base
- 34th
- Percentile by assets National rank
- $215,438
- Avg per participant Above avg balance/head
Official DOL plan name: Smh Holdings Inc. Retirement Plan · Sponsored by Smh Holdings Inc. · Virginia · Healthcare & Social Assistance
$3M in assets, 12 participants
Smh Holdings Inc.'s Smh Holdings Inc. Retirement Plan reported $3M in total assets and 12 participants in its 2023 DOL Form 5500 filing, ranking in the 34th 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.
- #5,942 in Healthcare & Social Assistance (17,684 peers)
Smh Holdings Inc. multi-year trail
Smh Holdings Inc.'s plans moved -19.0% in assets from 2022 to 2024; this filing shows Smh Holdings Inc. Retirement Plan at $3M / 12 participants.
- #5,942
- in Healthcare & Social Assistance (17,684 peers)
- -19.0%
- assets change YoY
The plan reported a net loss of $606K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Smh Holdings Inc. Retirement Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers
Smh Holdings Inc. Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$2,585,260 34th percentile higher than 34% of 127,068 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023
Smh Holdings Inc. Retirement 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. Smh Holdings Inc. Retirement Plan is a small filing (12 participants) on this national headcount ladder.
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Smh Holdings Inc. Retirement Plan reported net income fell from $2M in the plan year 2022 filing to -$606K in the plan year 2023 filing.
- Smh Holdings Inc. Retirement Plan reported participants fell from 15 in the plan year 2022 filing to 12 in the plan year 2023 filing.
- Smh Holdings Inc. Retirement Plan end-of-year assets fell from $3M in the plan year 2022 filing to $3M in the plan year 2023 filing.
EBSA filing schedule strip
Filing strip 811420028 · Smh Holdings Inc. PY 2023 · Profit Sharing
Smh Holdings Inc. Retirement Plan · $3M · 12 · 34th
- EIN $3M
- EIN 12
- EIN 34th
- EIN Profit Sharing
- EIN near Tenney & Co Profit Sharing Plan
- EIN ind #5942
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 Virginia →
Smh Holdings Inc. Retirement Plan in the asset neighbourhood
Smh Holdings Inc. multi-year asset trail
Sponsor-wide plan assets over time
All Smh Holdings Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $3M 18.999999686685285% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 15 | $3M |
| 2023 | 1 | 12 | $3M |
| 2024 | 1 | 19 | $3M |
Smh Holdings Inc. filing trail (2023)
| Total Assets (Beginning of Year) | $3M |
|---|---|
| Net Assets (End of Year) | $3M |
| Net Income | -$606K |
| Employer EIN | 811420028 |
| Plan Effective Date | 2016-02-12 |
| Filing Status | FILING RECEIVED |
Nearby Profit Sharing Plans in Virginia
Peer Profit Sharing plans, same state, same plan type, ranked by total assets.
- Section 403(b) Defined Contribution Plan for Tax-Exempt Colleges and Universities in Virginia $1.1B · 5,192
- Carpenter Co. Profit-Sharing Plan $299M · 2,085
- American Institutes for Research Tax Deferred Annuity Plan $277M · 1,521
- Analytic Services Inc. Defined Contribution Retirement Plan $205M · 584
- Associated Universities Inc. Retirement Plan $193M · 541
Smh Holdings Inc. Retirement Plan's out-of-state Profit Sharing peers by assets and headcount
Outside Virginia, the nearest Profit Sharing by assets is Tenney & Co Profit Sharing Plan in CA ($3M); by covered participants it is Watering Lane Ventures, Inc. Profit Sharing Plan in NH (12 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($3M here).
Similar participant headcount
Nearest other-state filings by covered participants (12 participants); asset peers above are excluded.
- Watering Lane Ventures, Inc. Profit Sharing Plan (NH) 12 · 0 off
- Pence Visual Communications Inc. Retirement Plan (OH) 12 · 0 off
- American Century Investments (CA) 12 · 0 off
- K&s Holdings Group, Inc. Retirement Plan (FL) 12 · 0 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.