Profit Sharing · DOL Form 5500 · 2023
Sb&m Industries Inc. Profit Sharing Plan
Data updated 2026-08-25
- $138K
- Total assets Small plan by assets
- 2
- Participants Small participant base
- 8th
- Percentile by assets National rank
- $69,000
- Avg per participant Below avg balance/head
Official DOL plan name: Sb&m Industries Inc. Retirement Plan · Sponsored by Sb&m Industries Inc. · Texas · Construction
$138K in assets, 2 participants
Sb&m Industries Inc.'s Sb&m Industries Inc. Retirement Plan reported $138K in total assets and 2 participants in its 2023 DOL Form 5500 filing, ranking in the 8th 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.
- #694 in Construction (9,030 peers)
Sb&m Industries Inc. multi-year trail
Sb&m Industries Inc.'s plans moved -26.5% in assets from 2022 to 2024; this filing shows Sb&m Industries Inc. Retirement Plan at $138K / 2 participants.
- #694
- in Construction (9,030 peers)
- -18.8%
- assets change YoY
The plan reported a net loss of $32K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Sb&m Industries Inc. Retirement Plan among the smaller filed plans by assets
Sb&m Industries Inc. Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$138,000 8th percentile higher than 8% 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
Sb&m Industries Inc. Retirement 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. Sb&m Industries Inc. Retirement Plan is a micro filing (2 participants), the leftmost band.
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Sb&m Industries Inc. Retirement Plan reported net income fell from $170K in the plan year 2022 filing to -$32K in the plan year 2023 filing.
- Sb&m Industries Inc. Retirement Plan end-of-year assets fell from $170K in the plan year 2022 filing to $138K in the plan year 2023 filing.
Form 5500 schedule snapshot
Filing strip 874417670 · Sb&m Industries Inc. PY 2023 · Profit Sharing
Sb&m Industries Inc. Retirement Plan · $138K · 2 · 8th
- NET $138K
- BOOK 2
- VS-ST 8th
- BOY Profit Sharing
- SCH near Agile Funding & Investments, Inc. Retirement Plan
- EBSA ind #694
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 Texas →
Sb&m Industries Inc. Retirement Plan in the asset neighbourhood
Sb&m Industries Inc. multi-year asset trail
Sponsor-wide plan assets over time
All Sb&m Industries Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $125K 26.47058823529412% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 2 | $170K |
| 2023 | 1 | 2 | $138K |
| 2024 | 1 | 2 | $125K |
Sb&m Industries Inc. filing trail (2023)
| Total Assets (Beginning of Year) | $170K |
|---|---|
| Net Assets (End of Year) | $138K |
| Net Income | -$32K |
| Employer EIN | 874417670 |
| Plan Effective Date | 2022-02-18 |
| Filing Status | FILING RECEIVED |
Nearby Profit Sharing Plans in Texas
Peer Profit Sharing plans, same state, same plan type, ranked by total assets.
- Southwest Airlines Co. Profitsharing Plan $5.8B · 71,461
- Baylor College of Medicine Retirement Plan $1.7B · 10,240
- H-E-B Partner Stock Plan $1.3B · 96,911
- The Defined Contribution Plan of the Methodist Hospital $923M · 29,678
- American Heart Association, Inc. Qualified Retirement Plan $457M · 3,455
Sb&m Industries Inc. Retirement Plan's out-of-state Profit Sharing peers by assets and headcount
Outside Texas, the nearest Profit Sharing by assets is Agile Funding & Investments, Inc. Retirement Plan in MD ($138K); by covered participants it is Johnson Goldberg & Brown, Ltd Profit Sharing Plan in IL (2 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($138K here).
- Agile Funding & Investments, Inc. Retirement Plan (MD) $138K · 1
- Vution Corp. Retirement Plan (NY) $138K · N/A
- Ajasent Inc. Retirment Plan (IN) $138K · 1
- Boru Holdings Corp. Retirement Plan (MA) $138K · 4
Similar participant headcount
Nearest other-state filings by covered participants (2 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.