401(k) · DOL Form 5500 · 2023

Sm Holding Group, Inc. D/B/a Shumate Mechanical Ll 401(k) Plan

Data updated 2026-08-25

$16M
Total assets Small plan by assets
369
Participants Below avg headcount
68th
Percentile by assets National rank
$43,227
Avg per participant Low balance/head
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Official DOL plan name: Shumate Mechanical LLC 401(k) Plan · Sponsored by Sm Holding Group, Inc. D/B/a Shumate Mechanical Ll · Georgia · Construction

$16M in assets, 369 participants

Sm Holding Group, Inc. D/B/a Shumate Mechanical Ll's Shumate Mechanical LLC 401(k) Plan reported $16M in total assets and 369 participants in its 2023 DOL Form 5500 filing, ranking in the 68th 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.

  • #6,054 in Construction (9,030 peers)

Coverage in Georgia

Shumate Mechanical LLC 401(k) Plan covers 369 participants in Georgia, about 34% of the average Georgia filer (state average ~1,096 per filing). Assets: $16M.

#6,054
in Construction (9,030 peers)
+24.5%
assets growth YoY

Shumate Mechanical LLC 401(k) Plan's outsized position by total assets

Shumate Mechanical LLC 401(k) Plan vs every filed plan by assets

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

$15,950,625 Top 32% higher than 68% 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

Shumate Mechanical LLC 401(k) Plan among mid-size filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Shumate Mechanical LLC 401(k) Plan sits mid-pack in the medium band (369 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Shumate Mechanical LLC 401(k) Plan reported net income rose from -$2M in the plan year 2022 filing to $3M in the plan year 2023 filing.
  • Shumate Mechanical LLC 401(k) Plan end-of-year assets rose from $13M in the plan year 2022 filing to $16M in the plan year 2023 filing.
  • Shumate Mechanical LLC 401(k) Plan reported participants fell from 387 in the plan year 2022 filing to 369 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 201816844 · Sm Holding Group, Inc. D/B/a Shumate Mechanical Ll PY 2023 · 401(k)

Shumate Mechanical LLC 401(k) Plan · $16M · 369 · 68th

  • EBSA $16M
  • EBSA 369
  • EBSA 68th
  • EBSA 401(k)
  • EBSA near Landis Supermarket, Inc. 401(k) Profit Sharing Plan
  • EBSA ind #6054

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 Construction retirement plans → · Plans in Georgia →

Shumate Mechanical LLC 401(k) Plan in the asset neighbourhood

Shumate Mechanical LLC 401(k) PlanShumate Mechanical LLC 401(k…$16MLandis Supermarket, Inc. 401(k) Profit Sharing PlanLandis Supermarket, Inc. 401…$16MWatson Engineering Incorporated 401(k) PlanWatson Engineering Incorpora…$16MWholesale Electric Supply Company, Inc 401(k) Profit Sharing PlanWholesale Electric Supply Co…$16MAdswerve Inc. 401(k) Plan$16M
End-of-year total assets ($M) among Shumate Mechanical LLC 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Georgia filing particulars

Total Assets (Beginning of Year)$13M
Net Assets (End of Year)$16M
Net Income$3M
Employer EIN201816844
Plan Effective Date2005-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Sm Holding Group, Inc. D/B/a Shumate Mechanical Ll)

Sponsor-wide plan assets over time

All Sm Holding Group, Inc. D/B/a Shumate Mechanical Ll plans reported in each filing year

Latest sponsor-wide plan assets
$19M 47.037812720210034% vs 2022
2024 filing year
$12M$14M$16M$18M$20M 202220232024 $12.8M $18.8M ▲ +47.1%
Year Plans Participants Total Assets
2022 1 387 $13M
2023 1 369 $16M
2024 1 425 $19M

Nearby 401(k) Plans in Georgia

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

Shumate Mechanical LLC 401(k) Plan vs. nearby 401(k) plans in Georgia, assets vs. participants Scatter plot of 6 data points. -2000000200000400000600000 -505101520 Total assets ($B) Participants Shumate Mechanical LLC 401(k) Plan, Total assets ($B): 0.015950625 · Participants: 369Shumate Mechanical LLC 401(k) PlanThe Teamster - UPS National 401(k) Tax Deferred Savings Plan, Total assets ($B): 17.183099452 · Participants: 510511The Teamster - UPS National 401(k) Tax Deferred Savings PlanDelta 401(k) Retirement Plan, Total assets ($B): 16.184491444 · Participants: 83136Delta 401(k) Retirement PlanDelta 401(k) Retirement Plan for Pilots, Total assets ($B): 13.670948783 · Participants: 13283Delta 401(k) Retirement Plan for PilotsUPS 401(k) Savings Plan, Total assets ($B): 13.111089897 · Participants: 102231UPS 401(k) Savings PlanThe Home Depot Futurebuilder, Total assets ($B): 12.585718117 · Participants: 413365The Home Depot Futurebuilder
Shumate Mechanical LLC 401(k) Plan vs. nearby 401(k) plans in Georgia, assets vs. participants
Compare Shumate Mechanical LLC 401(k) Plan side-by-side with 3 peers →

Shumate Mechanical LLC 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Georgia, the nearest 401(k) by assets is Landis Supermarket, Inc. 401(k) Profit Sharing Plan in PA ($16M); by covered participants it is Material Control, Inc. 401(k) Plan in IL (369 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (369 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 Shumate Mechanical LLC 401(k) Plan assets move in 2023? ▼
Shumate Mechanical LLC 401(k) Plan grew sharply - up 24.5% during 2023, from $13M to $16M. Reported net income was $3M.
How have Sm Holding Group, Inc. D/B/a Shumate Mechanical Ll plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Sm Holding Group, Inc. D/B/a Shumate Mechanical Ll's sponsor-wide assets grew 47.0%, from $13M to $19M.
Which 401(k) plans are similar in size to Shumate Mechanical LLC 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Landis Supermarket, Inc. 401(k) Profit Sharing Plan in PA ($16M, 223 participants).
Which 401(k) plans cover a similar participant headcount to Shumate Mechanical LLC 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Material Control, Inc. 401(k) Plan in IL (369 participants, $23M 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 201816844.

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.