401(k) · DOL Form 5500 · 2023

Shmm, Inc. 401(k) Plan

Data updated 2026-08-25

$96K
Total assets Small plan by assets
1
Participants Small participant base
6th
Percentile by assets National rank
$95,583
Avg per participant Below avg balance/head
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Official DOL plan name: Shmm, Inc. 401(k) Plan · Sponsored by Shmm, Inc. · Idaho · Retail Trade

$96K in assets, 1 participants

Shmm, Inc.'s Shmm, Inc. 401(k) Plan reported $96K in total assets and 1 participant in its 2023 DOL Form 5500 filing, ranking in the 6th 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.

  • #799 in Retail Trade (8,414 peers)

Shmm, Inc. multi-year trail

Shmm, Inc.'s plans moved +52.3% in assets from 2022 to 2024; this filing shows Shmm, Inc. 401(k) Plan at $96K / 1 participant.

#799
in Retail Trade (8,414 peers)
-41.6%
assets change YoY

The plan reported a net loss of $68K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Shmm, Inc. 401(k) Plan among the smaller filed plans by assets

Shmm, Inc. 401(k) Plan vs every filed plan by assets

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

$95,583 6th percentile higher than 6% 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

Shmm, Inc. 401(k) 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. Shmm, Inc. 401(k) Plan is a micro filing (1 participant), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Shmm, Inc. 401(k) Plan reported net income rose from -$171K in the plan year 2022 filing to -$68K in the plan year 2023 filing.
  • Shmm, Inc. 401(k) Plan end-of-year assets fell from $164K in the plan year 2022 filing to $96K in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 271149059 · Shmm, Inc. PY 2023 · 401(k)

Shmm, Inc. 401(k) Plan · $96K · 1 · 6th

  • NET $96K
  • NET 1
  • NET 6th
  • NET 401(k)
  • NET near Fulgur Corp. 401(k) Plan
  • NET ind #799

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 Idaho →

Shmm, Inc. 401(k) Plan in the asset neighbourhood

Shmm, Inc. 401(k) Plan$96KFulgur Corp. 401(k) Plan$96KGlam Bunny, Inc. 401(k) Plan$96KAscertain Home Services, Inc. 401(k) Profit Sharing PlanAscertain Home Services, Inc…$96KDelighted Lotus, Inc. 401(k) PlanDelighted Lotus, Inc. 401(k)…$96K
End-of-year total assets ($M) among Shmm, Inc. 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Shmm, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Shmm, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$250K 52.34603478908583% vs 2022
2024 filing year
$0.05M$0.1M$0.15M$0.2M$0.25M$0.3M 202220232024 $0.16M $0.25M ▲ +56.3%
Year Plans Participants Total Assets
2022 1 1 $164K
2023 1 1 $96K
2024 1 1 $250K

Shmm, Inc. filing trail (2023)

Total Assets (Beginning of Year)$164K
Net Assets (End of Year)$96K
Net Income-$68K
Employer EIN271149059
Plan Effective Date2009-10-16
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Idaho

Peer 401(k) plans, same state, same plan type, ranked by total assets.

Shmm, Inc. 401(k) Plan vs. nearby 401(k) plans in Idaho, assets vs. participants Scatter plot of 6 data points. -5000050001000015000 -101234 Total assets ($B) Participants Shmm, Inc. 401(k) Plan, Total assets ($B): 0.000095583 · Participants: 1Shmm, Inc. 401(k) PlanMicron Technology Inc. Retirement at Micron (Ram) Plan, Total assets ($B): 3.248376347 · Participants: 9865Micron Technology Inc. Retirement at Micron (Ram) PlanIdaho National Laboratory Employee Investment Plan, Total assets ($B): 2.322477073 · Participants: 6419Idaho National Laboratory Employee Investment PlanSimplot Retirement Savings Plan, Total assets ($B): 1.387440309 · Participants: 8746Simplot Retirement Savings PlanIdaho Power Company Employee Savings Plan, Total assets ($B): 0.794478746 · Participants: 2089Idaho Power Company Employee Savings PlanBoise Cascade Company Savings Plan, Total assets ($B): 0.655532616 · Participants: 3476Boise Cascade Company Savings Plan
Shmm, Inc. 401(k) Plan vs. nearby 401(k) plans in Idaho, assets vs. participants
Compare Shmm, Inc. 401(k) Plan side-by-side with 3 peers →

Shmm, Inc. 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Idaho, the nearest 401(k) by assets is Fulgur Corp. 401(k) Plan in TX ($96K); by covered participants it is Beandel, Inc. 401(k) Profit Sharing Plan in UT (1 participant). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($96K here).

Similar participant headcount

Nearest other-state filings by covered participants (1 participant); 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 Shmm, Inc. 401(k) Plan assets move in 2023? ▼
Shmm, Inc. 401(k) Plan contracted severely - down 41.6% during 2023, from $164K to $96K. Reported net income was -$68K.
How have Shmm, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Shmm, Inc.'s sponsor-wide assets grew 52.3%, from $164K to $250K.
Where does Shmm, Inc. 401(k) Plan rank by assets among Form 5500 filers? ▼
Shmm, Inc. 401(k) Plan ranks in the 6th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (among the smaller plans by assets on file).
Which 401(k) plans are similar in size to Shmm, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Fulgur Corp. 401(k) Plan in TX ($96K, 2 participants).
Which 401(k) plans cover a similar participant headcount to Shmm, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Beandel, Inc. 401(k) Profit Sharing Plan in UT (1 participant, $458 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 271149059.

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.