Profit Sharing · DOL Form 5500 · 2023
Smith Magram Michaud Colonna, P.C. Profit Sharing Plan
Data updated 2026-08-25
- $5M
- Total assets Small plan by assets
- 6
- Participants Small participant base
- 45th
- Percentile by assets National rank
- $875,276
- Avg per participant High balance/head
Official DOL plan name: Smith Magram Michaud Colonna, P. C. Retirement and Pension Plan · Sponsored by Smith Magram Michaud Colonna, P.C. · New Jersey · Professional & Technical Services
$5M in assets, 6 participants
Smith Magram Michaud Colonna, P.C.'s Smith Magram Michaud Colonna, P. C. Retirement and Pension Plan reported $5M in total assets and 6 participants in its 2023 DOL Form 5500 filing, ranking in the 45th 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.
- #8,773 in Professional & Technical Services (20,321 peers)
2023 asset change
Smith Magram Michaud Colonna, P. C. Retirement and Pension Plan declined sharply 24.3% in 2023 ($7M → $5M) for 6 participants.
- #8,773
- in Professional & Technical Services (20,321 peers)
- -24.3%
- assets change YoY
The plan reported a net loss of $3M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Smith Magram Michaud Colonna, P. C. Retirement and Pension Plan's mid-pack asset rank among Professional & Technical Services and all filers
Smith Magram Michaud Colonna, P. C. Retirement and Pension Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$5,251,658 45th percentile higher than 45% 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
Smith Magram Michaud Colonna, P. C. Retirement and 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. Smith Magram Michaud Colonna, P. C. Retirement and Pension Plan is a micro filing (6 participants), the leftmost band.
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Smith Magram Michaud Colonna, P. C. Retirement and Pension Plan reported net income fell from -$1M in the plan year 2022 filing to -$3M in the plan year 2023 filing.
- Smith Magram Michaud Colonna, P. C. Retirement and Pension Plan end-of-year assets fell from $7M in the plan year 2022 filing to $5M in the plan year 2023 filing.
- Smith Magram Michaud Colonna, P. C. Retirement and Pension Plan reported participants fell from 7 in the plan year 2022 filing to 6 in the plan year 2023 filing.
Published 5500 schedule card
Filing strip 222026357 · Smith Magram Michaud Colonna, P.C. PY 2023 · Profit Sharing
Smith Magram Michaud Colonna, P. C. Retirement and Pension Plan · $5M · 6 · 45th
- SCH $5M
- EBSA 6
- PART 45th
- TYPE Profit Sharing
- NET near Roofers & Slaters Local Union No. 248 Annuity and 401(k) Savings Fund
- BOOK ind #8773
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 Professional & Technical Services retirement plans → · Plans in New Jersey →
Smith Magram Michaud Colonna, P. C. Retirement and Pension Plan in the asset neighbourhood
Smith Magram Michaud Colonna, P.C. years around the 2023 move
Sponsor-wide plan assets over time
All Smith Magram Michaud Colonna, P.C. plans reported in each filing year
- Latest sponsor-wide plan assets
- $6M 9.565515980239006% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 7 | $7M |
| 2023 | 1 | 6 | $5M |
| 2024 | 1 | 6 | $6M |
2023 asset-move particulars
| Total Assets (Beginning of Year) | $7M |
|---|---|
| Net Assets (End of Year) | $5M |
| Net Income | -$3M |
| Employer EIN | 222026357 |
| Plan Effective Date | 1974-03-01 |
| Filing Status | FILING RECEIVED |
Nearby Profit Sharing Plans in New Jersey
Peer Profit Sharing plans, same state, same plan type, ranked by total assets.
- Ernst & Young Partnership Retirement (Hr-10) Plan $2.5B · 1,843
- Operating Engineers Local 825 Profit Sharing Fund $1.4B · 10,336
- Heavy & General Laborers' Local Unions 472 & 172 of Nj Annuity Plan $1.4B · 8,602
- IBEW Local Union No 102 Surety Plan $637M · 2,283
- Kpmg Partner Retirement Savings Plan $529M · 1,895
Smith Magram Michaud Colonna, P. C. Retirement and Pension Plan's out-of-state Profit Sharing peers by assets and headcount
Outside New Jersey, the nearest Profit Sharing by assets is Roofers & Slaters Local Union No. 248 Annuity and 401(k) Savings Fund in MA ($5M); by covered participants it is Watering Lane Ventures, Inc. Profit Sharing Plan in NH (6 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($5M here).
- Roofers & Slaters Local Union No. 248 Annuity and 401(k) Savings Fund (MA) $5M · 46
- Vaughan-Bassett Furniture Co., Inc. Profit Sharing Plan (VA) $5M · 423
- Lewiston Monument Co, Inc. Profit Sharing Plan (MN) $5M · 15
- Southwest Virginia Community Health System, Inc. 403(b) Retirement Plan (VA) $5M · 163
Similar participant headcount
Nearest other-state filings by covered participants (6 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.