Defined Benefit (Pension) · DOL Form 5500 · 2023

Society for Human Resource Management Pension Plan

Data updated 2026-08-25

$85M
Total assets Below avg plan size
203
Participants Below avg headcount
90th
Percentile by assets National rank
$416,322
Avg per participant High balance/head
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Official DOL plan name: Society for Human Resource Management Pension Plan and Trust · Sponsored by Society for Human Resource Management · Virginia · Other Services

$85M in assets, 203 participants

Society for Human Resource Management's Society for Human Resource Management Pension Plan and Trust reported $85M in total assets and 203 participants in its 2023 DOL Form 5500 filing, ranking in the 90th 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.

  • #7,555 in Other Services (7,857 peers)

Coverage in Virginia

Society for Human Resource Management Pension Plan and Trust covers 203 participants in Virginia, about 26% of the average Virginia filer (state average ~782 per filing). Assets: $85M.

#7,555
in Other Services (7,857 peers)
+8.7%
assets growth YoY
0.8×
vs typical plan assets (national mean)

Society for Human Resource Management Pension Plan and Trust's outsized position by total assets

Society for Human Resource Management Pension Plan and Trust vs every filed plan by assets

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

$84,513,436 Top 10% higher than 90% 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 Pension Plan and Trust 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 Pension Plan and Trust sits mid-pack in the medium band (203 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Society for Human Resource Management Pension Plan and Trust reported net income rose from -$13M in the plan year 2022 filing to $7M in the plan year 2023 filing.
  • Society for Human Resource Management Pension Plan and Trust reported participants fell from 246 in the plan year 2022 filing to 203 in the plan year 2023 filing.
  • Society for Human Resource Management Pension Plan and Trust end-of-year assets rose from $78M in the plan year 2022 filing to $85M in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 340948453 · Society for Human Resource Management PY 2023 · Defined Benefit (Pension)

Society for Human Resource Management Pension Plan and Trust · $85M · 203 · 90th

  • PART $85M
  • PART 203
  • PART 90th
  • PART Defined Benefit (Pension)
  • PART near H.F.I.a.W. Local No. 32 - Pension Trust Fund
  • PART ind #7555

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 Pension Plan and Trust in the asset neighbourhood

Intrust Financial Corporation Employees' Retirement PlanIntrust Financial Corporatio…$85MRetirement Plan for Employees of Associated Milk Producers, Inc.Retirement Plan for Employee…$85MSociety for Human Resource Management Pension Plan and TrustSociety for Human Resource M…$85MH.F.I.a.W. Local No. 32 - Pension Trust FundH.F.I.a.W. Local No. 32 - Pe…$85MThe Memorial Hospital Defined Benefit Pension Plan and TrustThe Memorial Hospital Define…$84M
End-of-year total assets ($M) among Society for Human Resource Management Pension Plan and Trust and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2023.

Virginia filing particulars

Total Assets (Beginning of Year)$78M
Net Assets (End of Year)$85M
Net Income$7M
Employer EIN340948453
Plan Effective Date1981-01-01
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 Defined Benefit (Pension) Plans in Virginia

Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.

Society for Human Resource Management Pension Plan and Trust vs. nearby Defined Benefit (Pension) plans in Virginia, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -50510152025 Total assets ($B) Participants Society for Human Resource Management Pension Plan and Trust, Total assets ($B): 0.084513436 · Participants: 203Society for Human Resource Management Pension Plan and TrustNorthrop Grumman Pension Plan, Total assets ($B): 19.134846358 · Participants: 13674Northrop Grumman Pension PlanRetirement Security Plan, Total assets ($B): 10.184642779 · Participants: 54171Retirement Security PlanNg Space&mission Systems Corp Salaried Pension Pla, Total assets ($B): 8.450021632 · Participants: 7117Ng Space&mission Systems Corp Salaried Pension PlaSheet Metal Workers' National Pension Fund, Total assets ($B): 8.306466489 · Participants: 61272Sheet Metal Workers' National Pension FundDominion Energy Pension Plan, Total assets ($B): 7.570958933 · Participants: 12263Dominion Energy Pension Plan
Society for Human Resource Management Pension Plan and Trust vs. nearby Defined Benefit (Pension) plans in Virginia, assets vs. participants
Compare Society for Human Resource Management Pension Plan and Trust side-by-side with 3 peers →

Society for Human Resource Management Pension Plan and Trust's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside Virginia, the nearest Defined Benefit (Pension) by assets is H.F.I.a.W. Local No. 32 - Pension Trust Fund in NJ ($85M); by covered participants it is Thiele Kaolin Company Retirement Plan in GA (203 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (203 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 Pension Plan and Trust assets move in 2023? ▼
Society for Human Resource Management Pension Plan and Trust grew at a solid clip - up 8.7% during 2023, from $78M to $85M. Reported net income was $7M.
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 Pension Plan and Trust rank by assets among Form 5500 filers? ▼
Society for Human Resource Management Pension Plan and Trust ranks in the 90th 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 Defined Benefit (Pension) plans are similar in size to Society for Human Resource Management Pension Plan and Trust? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is H.F.I.a.W. Local No. 32 - Pension Trust Fund in NJ ($85M, 212 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Society for Human Resource Management Pension Plan and Trust? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Thiele Kaolin Company Retirement Plan in GA (203 participants, $111M 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.