401(k) · DOL Form 5500 · 2024

S & H Realty Management, LLP 401(k) Plan

Data updated 2026-08-25

$5M
Total assets Small plan by assets
100
Participants Small participant base
42nd
Percentile by assets National rank
$50,676
Avg per participant Low balance/head
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Official DOL plan name: S & H Realty Management, LLP 401(k) Plan · Sponsored by S & H Realty Management, LLP · Minnesota · Real Estate

$5M in assets, 100 participants

S & H Realty Management, LLP's S & H Realty Management, LLP 401(k) Plan reported $5M in total assets and 100 participants in its 2024 DOL Form 5500 filing, ranking in the 42nd 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.

  • #2,853 in Real Estate (4,605 peers)

Coverage in Minnesota

S & H Realty Management, LLP 401(k) Plan covers 100 participants in Minnesota, about 9% of the average Minnesota filer (state average ~1,126 per filing). Assets: $5M.

#2,853
in Real Estate (4,605 peers)
+13.2%
assets growth YoY

S & H Realty Management, LLP 401(k) Plan's mid-pack asset rank among Real Estate and all filers

S & H Realty Management, LLP 401(k) Plan vs every filed plan by assets

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

$5,067,550 42nd percentile higher than 42% 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

S & H Realty Management, LLP 401(k) Plan among smaller filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. S & H Realty Management, LLP 401(k) Plan is a small filing (100 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • S & H Realty Management, LLP 401(k) Plan reported net income fell from $825K in the plan year 2023 filing to $590K in the plan year 2024 filing.
  • S & H Realty Management, LLP 401(k) Plan end-of-year assets rose from $4M in the plan year 2023 filing to $5M in the plan year 2024 filing.
  • S & H Realty Management, LLP 401(k) Plan reported participants rose from 94 in the plan year 2023 filing to 100 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Form 5500 schedule snapshot

Filing strip 411797774 · S & H Realty Management, LLP PY 2024 · 401(k)

S & H Realty Management, LLP 401(k) Plan · $5M · 100 · 42nd

  • SCH $5M
  • SCH 100
  • SCH 42nd
  • SCH 401(k)
  • SCH near New Horizons Employee Retirement Plan
  • SCH ind #2853

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 Real Estate retirement plans → · Plans in Minnesota →

S & H Realty Management, LLP 401(k) Plan in the asset neighbourhood

S & H Realty Management, LLP 401(k) PlanS & H Realty Management, LLP…$5MNew Horizons Employee Retirement PlanNew Horizons Employee Retire…$5MSamy Metyas, M.D., Inc. 401(k) PlanSamy Metyas, M.D., Inc. 401(…$5MBristol Id Technologies 401(k) Profit Sharing PlanBristol Id Technologies 401(…$5MFrank C. Videon, Inc. Employee Benefit PlanFrank C. Videon, Inc. Employ…$5M
End-of-year total assets ($M) among S & H Realty Management, LLP 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Minnesota filing particulars

Total Assets (Beginning of Year)$4M
Net Assets (End of Year)$5M
Net Income$590K
Employer EIN411797774
Plan Effective Date1992-07-01
Filing StatusFILING RECEIVED

Sponsor Plan History (S & H Realty Management, LLP)

Sponsor-wide plan assets over time

All S & H Realty Management, LLP plans reported in each filing year

Latest sponsor-wide plan assets
$5M 38.547706282307544% vs 2022
2024 filing year
$3.5M$4M$4.5M$5M$5.5M 202220232024 $3.66M $5.07M ▲ +38.5%
Year Plans Participants Total Assets
2022 1 91 $4M
2023 1 94 $4M
2024 1 100 $5M

Nearby 401(k) Plans in Minnesota

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

S & H Realty Management, LLP 401(k) Plan vs. nearby 401(k) plans in Minnesota, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000400000500000 -20020406080 Total assets ($B) Participants S & H Realty Management, LLP 401(k) Plan, Total assets ($B): 0.00506755 · Participants: 100S & H Realty Management, LLP 401(k) PlanWells Fargo & Company 401(k) Plan, Total assets ($B): 57.886997456 · Participants: 179076Wells Fargo & Company 401(k) PlanUnitedhealth Group 401(k) Savings Plan, Total assets ($B): 26.618762181 · Participants: 205460Unitedhealth Group 401(k) Savings PlanTarget Corporation 401(k) Plan, Total assets ($B): 14.419645154 · Participants: 409649Target Corporation 401(k) PlanMedtronic Savings and Investment Plan, Total assets ($B): 13.719378 · Participants: 38480Medtronic Savings and Investment PlanU.S. Bank 401(k) Savings Plan, Total assets ($B): 11.442089862 · Participants: 73109U.S. Bank 401(k) Savings Plan
S & H Realty Management, LLP 401(k) Plan vs. nearby 401(k) plans in Minnesota, assets vs. participants
Compare S & H Realty Management, LLP 401(k) Plan side-by-side with 3 peers →

S & H Realty Management, LLP 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Minnesota, the nearest 401(k) by assets is New Horizons Employee Retirement Plan in TX ($5M); by covered participants it is Controltek 401(k) Profit Sharing Plan in WA (100 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (100 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 S & H Realty Management, LLP 401(k) Plan assets move in 2024? ▼
S & H Realty Management, LLP 401(k) Plan grew at a solid clip - up 13.2% during 2024, from $4M to $5M. Reported net income was $590K.
How have S & H Realty Management, LLP plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), S & H Realty Management, LLP's sponsor-wide assets grew 38.5%, from $4M to $5M.
Which 401(k) plans are similar in size to S & H Realty Management, LLP 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is New Horizons Employee Retirement Plan in TX ($5M, 164 participants).
Which 401(k) plans cover a similar participant headcount to S & H Realty Management, LLP 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Controltek 401(k) Profit Sharing Plan in WA (100 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 411797774.

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.