Profit Sharing · DOL Form 5500 · 2023
Charles E. Smith Life Communities Profit Sharing Plan
Data updated 2026-08-11
- $19M
- Total assets
- 811
- Participants
- 71st
- Percentile by assets
- $22,943
- Avg per participant
Official DOL plan name: Charles E. Smith Life Communities Retirement Plan · Sponsored by Charles E. Smith Life Communities · Maryland · Healthcare & Social Assistance
$19M in assets, 811 participants
Charles E. Smith Life Communities's Charles E. Smith Life Communities Retirement Plan reported $19M in total assets and 811 participants in its 2023 DOL Form 5500 filing, ranking in the 71st 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.
- 71st percentile by assets (of 127,072 plans)
- #13,418 in Healthcare & Social Assistance (17,684 peers)
Charles E. Smith Life Communities multi-year trail
Charles E. Smith Life Communities's plans moved +16.0% in assets from 2022 to 2024; this filing shows Charles E. Smith Life Communities Retirement Plan at $19M / 811 participants.
- $19M
- total plan assets (2023 EOY)
- 811
- covered participants
- 71st
- percentile by assets (of 127,072 plans)
- $22,943
- avg assets per participant
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Charles E. Smith Life Communities Retirement Plan reported net income rose from -$3M in the plan year 2022 filing to $2M in the plan year 2023 filing.
- Charles E. Smith Life Communities Retirement Plan end-of-year assets rose from $17M in the plan year 2022 filing to $19M in the plan year 2023 filing.
Charles E. Smith Life Communities across 3 plan years on file
Across the 3 plan years Charles E. Smith Life Communities has on file (2022-2024), sponsor-wide plan assets have moved from $30M to $34M, a gain of 16.0%, while reported participants moved from 1,616 to 1,634 (+1.1%). Peak year by sponsor assets: 2024 ($34M); trough: 2022 ($30M).
Charles E. Smith Life Communities multi-year asset trail
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 1,616 | $30M |
| 2023 | 2 | 1,613 | $33M |
| 2024 | 2 | 1,634 | $34M |
Charles E. Smith Life Communities filing trail (2023)
| Total Assets (Beginning of Year) | $17M |
|---|---|
| Net Assets (End of Year) | $19M |
| Net Income | $2M |
| Employer EIN | 530196508 |
| Plan Effective Date | 1978-07-28 |
| Filing Status | FILING RECEIVED |
Nearby Profit Sharing Plans in Maryland
Peer Profit Sharing plans, same state, same plan type, ranked by total assets.
Charles E. Smith Life Communities Retirement Plan vs. nearby Profit Sharing plans in Maryland, assets vs. participants
- Sprinkler Industry Supplemental Pension Fund $2.6B · 25,150
- Nfl Player Annuity Program $1.7B · 2,736
- Major League Baseball Players Investment Plan $1.1B · 4,293
- International Painters and Allied Trades Industry Annuity Plan $622M · 10,625
- Nfl Player Capital Accumulation Plan $617M · 2,701
Similar-Sized Profit Sharing Plans Nationally
Profit Sharing plans in other states closest to Charles E. Smith Life Communities Retirement Plan by total assets, not by location.
Frequently Asked Questions
How did Charles E. Smith Life Communities Retirement Plan assets move in 2023? ▼
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Next read for Charles E. Smith Life Communities Retire…
Multi-year trail
Ways to act on Charles E. Smith Life Communities Retirement Plan's numbers.
- By total assets, Charles E. Smith Life Communities Retirement Plan ranks above the median plan by assets. See the largest plans
- Compare it side-by-side against 3 similar Profit Sharing plans in Maryland. Compare plans
- Charles E. Smith Life Communities's sponsor-wide assets have grown 16.0% since 2022 across 3 plan years on file. More Healthcare & Social Assistance plans