401(k) · DOL Form 5500 · 2024

Scheen & Smith, Psc 401(k) Plan

Data updated 2026-08-25

$10M
Total assets Small plan by assets
10
Participants Small participant base
55th
Percentile by assets National rank
$966,601
Avg per participant High balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Scheen & Smith, P.S.C. Profit Sharing and 401(k) Plan · Sponsored by Scheen & Smith, Psc · Kentucky · Healthcare & Social Assistance

$10M in assets, 10 participants

Scheen & Smith, Psc's Scheen & Smith, P.S.C. Profit Sharing and 401(k) Plan reported $10M in total assets and 10 participants in its 2024 DOL Form 5500 filing, ranking in the 55th 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.

  • #10,227 in Healthcare & Social Assistance (16,916 peers)

Scheen & Smith, Psc multi-year trail

Scheen & Smith, Psc's plans moved +13.7% in assets from 2022 to 2024; this filing shows Scheen & Smith, P.S.C. Profit Sharing and 401(k) Plan at $10M / 10 participants.

#10,227
in Healthcare & Social Assistance (16,916 peers)
+3.3%
assets growth YoY

Scheen & Smith, P.S.C. Profit Sharing and 401(k) Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers

Scheen & Smith, P.S.C. Profit Sharing and 401(k) Plan vs every filed plan by assets

End-of-year total assets · plan year 2024 · DOL Form 5500

$9,666,010 Top 45% higher than 55% of 123,620 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 2024

Scheen & Smith, P.S.C. Profit Sharing and 401(k) Plan among micro filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Scheen & Smith, P.S.C. Profit Sharing and 401(k) Plan is a micro filing (10 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Scheen & Smith, P.S.C. Profit Sharing and 401(k) Plan reported net income fell from $854K in the plan year 2023 filing to $308K in the plan year 2024 filing.
  • Scheen & Smith, P.S.C. Profit Sharing and 401(k) Plan reported participants rose from 9 in the plan year 2023 filing to 10 in the plan year 2024 filing.
  • Scheen & Smith, P.S.C. Profit Sharing and 401(k) Plan end-of-year assets rose from $9M in the plan year 2023 filing to $10M in the plan year 2024 filing.

See the national 2023→2024 release diff →

DOL schedule card

Filing strip 610951954 · Scheen & Smith, Psc PY 2024 · 401(k)

Scheen & Smith, P.S.C. Profit Sharing and 401(k) Plan · $10M · 10 · 55th

  • EBSA $10M
  • PART 10
  • TYPE 55th
  • NET 401(k)
  • BOOK near Hotels Unlimited, Inc. & Affiliates 401(k) Plan
  • VS-ST ind #10227

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 Kentucky →

Scheen & Smith, P.S.C. Profit Sharing and 401(k) Plan in the asset neighbourhood

Scheen & Smith, P.S.C. Profit Sharing and 401(k) PlanScheen & Smith, P.S.C. Profi…$10MHotels Unlimited, Inc. & Affiliates 401(k) PlanHotels Unlimited, Inc. & Aff…$10MChallenger Companies, Inc. 401(k) PlanChallenger Companies, Inc. 4…$10MFirst Federal Savings Bank of Lincolnton 401(k) PlanFirst Federal Savings Bank o…$10MPoint Spring Company Employees 401(k) Profit Sharing PlanPoint Spring Company Employe…$10M
End-of-year total assets ($M) among Scheen & Smith, P.S.C. Profit Sharing and 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Scheen & Smith, Psc multi-year asset trail

Sponsor-wide plan assets over time

All Scheen & Smith, Psc plans reported in each filing year

Latest sponsor-wide plan assets
$10M 13.653610585460113% vs 2022
2024 filing year
$8M$8.5M$9M$9.5M$10M 202220232024 $8.5M $9.67M ▲ +13.8%
Year Plans Participants Total Assets
2022 1 11 $9M
2023 1 9 $9M
2024 1 10 $10M

Scheen & Smith, Psc filing trail (2024)

Total Assets (Beginning of Year)$9M
Net Assets (End of Year)$10M
Net Income$308K
Employer EIN610951954
Plan Effective Date1979-04-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Kentucky

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

Scheen & Smith, P.S.C. Profit Sharing and 401(k) Plan vs. nearby 401(k) plans in Kentucky, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000100000 -20246810 Total assets ($B) Participants Scheen & Smith, P.S.C. Profit Sharing and 401(k) Plan, Total assets ($B): 0.00966601 · Participants: 10Scheen & Smith, P.S.C. Profit Sharing and 401(k) PlanCommonspirit Health 401(k) Retirement Savings Plan, Total assets ($B): 8.826314209 · Participants: 90345Commonspirit Health 401(k) Retirement Savings PlanHumana Retirement Savings Plan, Total assets ($B): 7.706147015 · Participants: 45706Humana Retirement Savings PlanUPS/Ipa 401(k) Savings Plan, Total assets ($B): 1.501700415 · Participants: 3064UPS/Ipa 401(k) Savings PlanScionhealth 401(k) Plan, Total assets ($B): 1.316012841 · Participants: 23753Scionhealth 401(k) PlanLexmark Savings Plan, Total assets ($B): 1.211057397 · Participants: 1919Lexmark Savings Plan
Scheen & Smith, P.S.C. Profit Sharing and 401(k) Plan vs. nearby 401(k) plans in Kentucky, assets vs. participants
Compare Scheen & Smith, P.S.C. Profit Sharing and 401(k) Plan side-by-side with 3 peers →

Scheen & Smith, P.S.C. Profit Sharing and 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Kentucky, the nearest 401(k) by assets is Hotels Unlimited, Inc. & Affiliates 401(k) Plan in NJ ($10M); by covered participants it is Hero Home Services 401(k) Plan in MN (10 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (10 participants); asset peers above are excluded.

DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Scheen & Smith, P.S.C. Profit Sharing and 401(k) Plan assets move in 2024? ▼
Scheen & Smith, P.S.C. Profit Sharing and 401(k) Plan edged up modestly - up 3.3% during 2024, from $9M to $10M. Reported net income was $308K.
How have Scheen & Smith, Psc plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Scheen & Smith, Psc's sponsor-wide assets grew 13.7%, from $9M to $10M.
Which 401(k) plans are similar in size to Scheen & Smith, P.S.C. Profit Sharing and 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Hotels Unlimited, Inc. & Affiliates 401(k) Plan in NJ ($10M, 306 participants).
Which 401(k) plans cover a similar participant headcount to Scheen & Smith, P.S.C. Profit Sharing and 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Hero Home Services 401(k) Plan in MN (10 participants, N/A in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2024.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 610951954.

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.