Profit Sharing · DOL Form 5500 · 2023

Charles E. Smith Life Communities Profit Sharing Plan

Data updated 2026-08-25

$19M
Total assets Small plan by assets
811
Participants Near avg headcount
71st
Percentile by assets National rank
$22,943
Avg per participant Low balance/head
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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.

  • #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.

#13,418
in Healthcare & Social Assistance (17,684 peers)
+10.8%
assets growth YoY

Charles E. Smith Life Communities Retirement Plan's outsized position by total assets

Charles E. Smith Life Communities Retirement Plan vs every filed plan by assets

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

$18,606,443 Top 29% higher than 71% 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

Charles E. Smith Life Communities Retirement 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. Charles E. Smith Life Communities Retirement Plan sits mid-pack in the medium band (811 participants).

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.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 530196508 · Charles E. Smith Life Communities PY 2023 · Profit Sharing

Charles E. Smith Life Communities Retirement Plan · $19M · 811 · 71st

  • EOY $19M
  • EOY 811
  • EOY 71st
  • EOY Profit Sharing
  • EOY near Propel Schools 403(b) Plan
  • EOY ind #13418

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 Healthcare & Social Assistance retirement plans → · Plans in Maryland →

Charles E. Smith Life Communities Retirement Plan in the asset neighbourhood

Jackson Lewis P.C. Profit Sharing PlanJackson Lewis P.C. Profit Sh…$19MSt. Mary's & Clearwater Valley Hospitals and Clinics 403(b) PlanSt. Mary's & Clearwater Vall…$19MCharles E. Smith Life Communities Retirement PlanCharles E. Smith Life Commun…$19MPropel Schools 403(b) Plan$19MTrinity Christian Academy Employer Funded Retirement PlanTrinity Christian Academy Em…$19M
End-of-year total assets ($M) among Charles E. Smith Life Communities Retirement Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2023.

Charles E. Smith Life Communities multi-year asset trail

Sponsor-wide plan assets over time

All Charles E. Smith Life Communities plans reported in each filing year

Latest sponsor-wide plan assets
$34M 16.025226409182228% vs 2022
2024 filing year
$28M$30M$32M$34M$36M 202220232024 $29.7M $34.5M ▲ +16.0%
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 EIN530196508
Plan Effective Date1978-07-28
Filing StatusFILING 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 Scatter plot of 6 data points. -100000100002000030000 -10123 Total assets ($B) Participants Charles E. Smith Life Communities Retirement Plan, Total assets ($B): 0.018606443 · Participants: 811Charles E. Smith Life Communities Retirement PlanSprinkler Industry Supplemental Pension Fund, Total assets ($B): 2.639738544 · Participants: 25150Sprinkler Industry Supplemental Pension FundNfl Player Annuity Program, Total assets ($B): 1.696874072 · Participants: 2736Nfl Player Annuity ProgramMajor League Baseball Players Investment Plan, Total assets ($B): 1.082318546 · Participants: 4293Major League Baseball Players Investment PlanInternational Painters and Allied Trades Industry Annuity Plan, Total assets ($B): 0.621995078 · Participants: 10625International Painters and Allied Trades Industry Annuity PlanNfl Player Capital Accumulation Plan, Total assets ($B): 0.616701046 · Participants: 2701Nfl Player Capital Accumulation Plan
Charles E. Smith Life Communities Retirement Plan vs. nearby Profit Sharing plans in Maryland, assets vs. participants
Compare Charles E. Smith Life Communities Retirement Plan side-by-side with 3 peers →

Charles E. Smith Life Communities Retirement Plan's out-of-state Profit Sharing peers by assets and headcount

Outside Maryland, the nearest Profit Sharing by assets is Propel Schools 403(b) Plan in PA ($19M); by covered participants it is College Entrance Examination Board Retirement Plan in NY (811 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (811 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 Charles E. Smith Life Communities Retirement Plan assets move in 2023? ▼
Charles E. Smith Life Communities Retirement Plan grew at a solid clip - up 10.8% during 2023, from $17M to $19M. Reported net income was $2M.
How have Charles E. Smith Life Communities plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Charles E. Smith Life Communities's sponsor-wide assets grew 16.0%, from $30M to $34M.
Which Profit Sharing plans are similar in size to Charles E. Smith Life Communities Retirement Plan? ▼
Among Profit Sharing plans in other states, the closest by assets is Propel Schools 403(b) Plan in PA ($19M, 483 participants).
Which Profit Sharing plans cover a similar participant headcount to Charles E. Smith Life Communities Retirement Plan? ▼
Among Profit Sharing plans in other states, the closest by covered participants is College Entrance Examination Board Retirement Plan in NY (811 participants, $541M 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 530196508.

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.