401(k) · DOL Form 5500 · 2023

Society for Human Resource Management 401(k) Plan

Data updated 2026-08-11

$99M
Total assets
332
Participants
91st
Percentile by assets
$297,787
Avg per participant
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Official DOL plan name: Society for Human Resource Management Incentive Savings Plan · Sponsored by Society for Human Resource Management · Virginia · Other Services

$99M in assets, 332 participants

Society for Human Resource Management's Society for Human Resource Management Incentive Savings Plan reported $99M in total assets and 332 participants in its 2023 DOL Form 5500 filing, ranking in the 91st 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.

  • 91st percentile by assets (of 127,072 plans)
  • #7,603 in Other Services (7,857 peers)

Coverage in Virginia

Society for Human Resource Management Incentive Savings Plan covers 332 participants in Virginia, about 42% of the average Virginia filer (state average ~782 per filing). Assets: $99M.

$99M
total plan assets (2023 EOY)
332
covered participants
91st
percentile by assets (of 127,072 plans)
$297,787
avg assets per participant

Where Society for Human Resource Management Incentive Savings Plan sits by total assets

Society for Human Resource Management Incentive Savings Plan vs every filed plan by assets

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

$98,865,184 Top 9% higher than 91% of 127,068 filed plans

This plan $0 $2,010,000,000 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

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Society for Human Resource Management Incentive Savings Plan reported net income rose from -$26M in the plan year 2022 filing to $18M in the plan year 2023 filing.
  • Society for Human Resource Management Incentive Savings Plan end-of-year assets rose from $76M in the plan year 2022 filing to $99M in the plan year 2023 filing.
  • Society for Human Resource Management Incentive Savings Plan reported participants rose from 313 in the plan year 2022 filing to 332 in the plan year 2023 filing.

See the national 2022→2023 release diff →

State
Virginia
Industry
Other Services

Participants vs Virginia filers

In Virginia, the average filing covers about 782 participants across 3,655 plans. Society for Human Resource Management Incentive Savings Plan reports 332 participants - about 42% of that state average ($99M EOY assets).

Virginia filing particulars

Total Assets (Beginning of Year)$76M
Net Assets (End of Year)$99M
Net Income$18M
Employer EIN340948453
Plan Effective Date1985-02-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Society for Human Resource Management)

$140M$160M$180M$200M$220M 202220232024 $153M $196M ▲ +28.1%
Total plan assets by year, all Society for Human Resource Management plans on file
Year Plans Participants Total Assets
2022 2 559 $153M
2023 2 535 $183M
2024 2 698 $196M

Nearby 401(k) Plans in Virginia

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

Society for Human Resource Management Incentive Savings Plan vs. nearby 401(k) plans in Virginia, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -10010203040 Total assets ($B) Participants Society for Human Re…, Total assets ($B): 0.098865184 · Participants: 332Society for Human Re…Northrop Grumman Sav…, Total assets ($B): 36.173098625 · Participants: 97987Northrop Grumman Sav…401(k) Pension Plan, Total assets ($B): 14.97867624 · Participants: 62467401(k) Pension PlanGeneral Dynamics Cor…, Total assets ($B): 11.167449098 · Participants: 48860General Dynamics Cor…Leidos, Inc. Retirem…, Total assets ($B): 10.583898778 · Participants: 27043Leidos, Inc. Retirem…Bae Systems Employee…, Total assets ($B): 9.406287325 · Participants: 31681Bae Systems Employee…
Society for Human Resource Management Incentive Savings Plan vs. nearby 401(k) plans in Virginia, assets vs. participants
Compare Society for Human Resource Management In… side-by-side with 3 peers →

Similar-Sized 401(k) Plans Nationally

401(k) plans in other states closest to Society for Human Resource Management Incentive Savings Plan by total assets, not by location.

Frequently Asked Questions

How did Society for Human Resource Management Incentive Savings Plan assets move in 2023? ▼
Society for Human Resource Management Incentive Savings Plan surged - up 30.9% during 2023, from $76M to $99M. Reported net income was $18M.
How have Society for Human Resource Management plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Society for Human Resource Management's sponsor-wide assets grew 28.1%, from $153M to $196M.
Where does Society for Human Resource Management Incentive Savings Plan rank by assets among Form 5500 filers? ▼
Society for Human Resource Management Incentive Savings Plan ranks in the 91st percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top 10% of all filed plans by assets).
Which 401(k) plans are similar in size to Society for Human Resource Management Incentive Savings Plan? ▼
Among 401(k) plans in other states, the closest by assets is Ziegler 401(k) Retirement Plan in IL ($99M, 194 participants).

Next read for Society for Human Resource Management In…

Filing takeaways

Ways to act on Society for Human Resource Management Incentive Savings Plan's numbers.

  • By total assets, Society for Human Resource Management Incentive Savings Plan ranks in the top 10% of all filed plans by assets. See the largest plans
  • Compare it side-by-side against 3 similar 401(k) plans in Virginia. Compare plans
  • Society for Human Resource Management's sponsor-wide assets have grown 28.1% since 2022 across 3 plan years on file. More Other Services plans

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 340948453.

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.