Profit Sharing · DOL Form 5500 · 2023
Store Management System LLC Profit Sharing Plan
Data updated 2026-08-25
- $386K
- Total assets Small plan by assets
- 511
- Participants Below avg headcount
- 16th
- Percentile by assets National rank
- $755
- Avg per participant Low balance/head
Official DOL plan name: Sms Econo Retirement Plan · Sponsored by Store Management System LLC · Puerto Rico · Retail Trade
$386K in assets, 511 participants
Store Management System LLC's Sms Econo Retirement Plan reported $386K in total assets and 511 participants in its 2023 DOL Form 5500 filing, ranking in the 16th 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.
- #2,155 in Retail Trade (8,414 peers)
Coverage in Puerto Rico
Sms Econo Retirement Plan covers 511 participants in Puerto Rico, 5.7x the typical Puerto Rico plan (state average ~89 per filing). Assets: $386K.
- #2,155
- in Retail Trade (8,414 peers)
- +300.7%
- assets growth YoY
Sms Econo Retirement Plan among the smaller filed plans by assets
Sms Econo Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$385,730 16th percentile higher than 16% 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
Sms Econo 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. Sms Econo Retirement Plan sits mid-pack in the medium band (511 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Sms Econo Retirement Plan end-of-year assets rose from $96K in the plan year 2022 filing to $386K in the plan year 2023 filing.
- Sms Econo Retirement Plan reported net income rose from $96K in the plan year 2022 filing to $289K in the plan year 2023 filing.
- Sms Econo Retirement Plan reported participants fell from 593 in the plan year 2022 filing to 511 in the plan year 2023 filing.
DOL schedule card
Filing strip 660866249 · Store Management System LLC PY 2023 · Profit Sharing
Sms Econo Retirement Plan · $386K · 511 · 16th
- TYPE $386K
- NET 511
- BOOK 16th
- VS-ST Profit Sharing
- BOY near East Tools Inc. Retirement Plan
- SCH ind #2155
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 Retail Trade retirement plans → · Plans in Puerto Rico →
Sms Econo Retirement Plan in the asset neighbourhood
Puerto Rico filing particulars
| Total Assets (Beginning of Year) | $96K |
|---|---|
| Net Assets (End of Year) | $386K |
| Net Income | $289K |
| Employer EIN | 660866249 |
| Plan Effective Date | 2022-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Store Management System LLC)
Sponsor-wide plan assets over time
All Store Management System LLC plans reported in each filing year
- Latest sponsor-wide plan assets
- $744K 673.0700515206914% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 593 | $96K |
| 2023 | 1 | 511 | $386K |
| 2024 | 1 | 453 | $744K |
Nearby Profit Sharing Plans in Puerto Rico
Peer Profit Sharing plans, same state, same plan type, ranked by total assets.
- The Retirement and Savings Plan for Amgen Manufacturing Limited LLC $719M · 2,713
- Popular, Inc. Pr Savings and Investment Plan $701M · 8,134
- The Savings Plan for Lilly Affiliate Employees in Puerto Rico $442M · 1,114
- Hewlett Packard Enterprise Puerto Rico Tax Saving Capital Accumulation Plan $196M · 751
- The Oriental Bank Coda Profit Sharing Plan $135M · 2,096
Sms Econo Retirement Plan's out-of-state Profit Sharing peers by assets and headcount
Outside Puerto Rico, the nearest Profit Sharing by assets is East Tools Inc. Retirement Plan in VA ($386K); by covered participants it is Penquis Cap 403b Plan in ME (511 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($386K here).
Similar participant headcount
Nearest other-state filings by covered participants (511 participants); asset peers above are excluded.
- Penquis Cap 403b Plan (ME) 511 · 0 off
- Sheet Metal, Air, Rail, & Transportation Association Local Union No. 33 Youngstown District Annuity Plan (OH) 513 · 2 off
- The Thrift Plan of Goodwill Industries of Greater New York and Northern New Jersey, Inc. (NY) 513 · 2 off
- See's Profit Sharing Plan (CA) 509 · 2 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.