401(k) · DOL Form 5500 · 2023

Society for Human Resource Management 401(k) Plan

Data updated 2026-08-25

$99M
Total assets Below avg plan size
332
Participants Below avg headcount
91st
Percentile by assets National rank
$297,787
Avg per participant High balance/head
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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.

  • #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.

#7,603
in Other Services (7,857 peers)
+30.9%
assets growth YoY
1.0×
vs typical plan assets (national mean)

Society for Human Resource Management Incentive Savings Plan's outsized position 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 $2,050,000,000 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

Society for Human Resource Management Incentive Savings 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. Society for Human Resource Management Incentive Savings Plan sits mid-pack in the medium band (332 participants).

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 →

EBSA filing schedule strip

Filing strip 340948453 · Society for Human Resource Management PY 2023 · 401(k)

Society for Human Resource Management Incentive Savings Plan · $99M · 332 · 91st

  • VS-ST $99M
  • VS-ST 332
  • VS-ST 91st
  • VS-ST 401(k)
  • VS-ST near Ziegler 401(k) Retirement Plan
  • VS-ST ind #7603

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 Other Services retirement plans → · Plans in Virginia →

Society for Human Resource Management Incentive Savings Plan in the asset neighbourhood

Smalley USA 401(k) Retirement Savings PlanSmalley USA 401(k) Retiremen…$99MSociety for Human Resource Management Incentive Savings PlanSociety for Human Resource M…$99MZiegler 401(k) Retirement PlanZiegler 401(k) Retirement Pl…$99MStarwood Property Trust, Inc. Savings PlanStarwood Property Trust, Inc…$99MAem Retirement Plan$99M
End-of-year total assets ($M) among Society for Human Resource Management Incentive Savings Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

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)

Sponsor-wide plan assets over time

All Society for Human Resource Management plans reported in each filing year

Latest sponsor-wide plan assets
$196M 28.08600457383641% vs 2022
2024 filing year
$140M$160M$180M$200M$220M 202220232024 $153M $196M ▲ +28.1%
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 ($B) Participants Society for Human Resource Management Incentive Savings Plan, Total assets ($B): 0.098865184 · Participants: 332Society for Human Resource Management Incentive Savings PlanNorthrop Grumman Savings Plan, Total assets ($B): 36.173098625 · Participants: 97987Northrop Grumman Savings Plan401(k) Pension Plan, Total assets ($B): 14.97867624 · Participants: 62467401(k) Pension PlanGeneral Dynamics Corporation 401(k) Plan 6.0, Total assets ($B): 11.167449098 · Participants: 48860General Dynamics Corporation 401(k) Plan 6.0Leidos, Inc. Retirement Plan, Total assets ($B): 10.583898778 · Participants: 27043Leidos, Inc. Retirement PlanBae Systems Employees' Savings and Investment Plan, Total assets ($B): 9.406287325 · Participants: 31681Bae Systems Employees' Savings and Investment Plan
Society for Human Resource Management Incentive Savings Plan vs. nearby 401(k) plans in Virginia, assets vs. participants
Compare Society for Human Resource Management Incentive Savings Plan side-by-side with 3 peers →

Society for Human Resource Management Incentive Savings Plan's out-of-state 401(k) peers by assets and headcount

Outside Virginia, the nearest 401(k) by assets is Ziegler 401(k) Retirement Plan in IL ($99M); by covered participants it is Basco Manufacturing Company 401(k) Profit Sharing Plan in OH (332 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($99M here).

Similar participant headcount

Nearest other-state filings by covered participants (332 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 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).
Which 401(k) plans cover a similar participant headcount to Society for Human Resource Management Incentive Savings Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Basco Manufacturing Company 401(k) Profit Sharing Plan in OH (332 participants, N/A 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 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.