401(k) · DOL Form 5500 · 2024

Specialty Management, Inc. 401(k) Plan

Data updated 2026-08-25

$11M
Total assets Small plan by assets
126
Participants Small participant base
57th
Percentile by assets National rank
$85,682
Avg per participant Below avg balance/head
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Official DOL plan name: Specialty Management, Inc. 401(k) Profit Sharing Plan · Sponsored by Specialty Management, Inc. · Georgia · Healthcare & Social Assistance

$11M in assets, 126 participants

Specialty Management, Inc.'s Specialty Management, Inc. 401(k) Profit Sharing Plan reported $11M in total assets and 126 participants in its 2024 DOL Form 5500 filing, ranking in the 57th 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.

  • #10,629 in Healthcare & Social Assistance (16,916 peers)

Coverage in Georgia

Specialty Management, Inc. 401(k) Profit Sharing Plan covers 126 participants in Georgia, about 11% of the average Georgia filer (state average ~1,096 per filing). Assets: $11M.

#10,629
in Healthcare & Social Assistance (16,916 peers)
+17.9%
assets growth YoY

Specialty Management, Inc. 401(k) Profit Sharing Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers

Specialty Management, Inc. 401(k) Profit Sharing Plan vs every filed plan by assets

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

$10,795,893 Top 43% higher than 57% 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

Specialty Management, Inc. 401(k) Profit Sharing Plan among mid-size filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Specialty Management, Inc. 401(k) Profit Sharing Plan sits mid-pack in the medium band (126 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Specialty Management, Inc. 401(k) Profit Sharing Plan end-of-year assets rose from $9M in the plan year 2023 filing to $11M in the plan year 2024 filing.
  • Specialty Management, Inc. 401(k) Profit Sharing Plan reported net income rose from $1M in the plan year 2023 filing to $2M in the plan year 2024 filing.
  • Specialty Management, Inc. 401(k) Profit Sharing Plan reported participants rose from 120 in the plan year 2023 filing to 126 in the plan year 2024 filing.

See the national 2023→2024 release diff →

DOL schedule card

Filing strip 201332539 · Specialty Management, Inc. PY 2024 · 401(k)

Specialty Management, Inc. 401(k) Profit Sharing Plan · $11M · 126 · 57th

  • SCH $11M
  • SCH 126
  • SCH 57th
  • SCH 401(k)
  • SCH near Bill Doran Company Employee Savings and Retirement Plan
  • SCH ind #10629

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 Georgia →

Specialty Management, Inc. 401(k) Profit Sharing Plan in the asset neighbourhood

Specialty Management, Inc. 401(k) Profit Sharing PlanSpecialty Management, Inc. 4…$11MBill Doran Company Employee Savings and Retirement PlanBill Doran Company Employee …$11MCleveland Society for the Blind 401(k) Retirement PlanCleveland Society for the Bl…$11ME.C. Robins International, Inc. 401(k) PlanE.C. Robins International, I…$11MSteer Davies and Gleave Inc 401(k) Profit Sharing Plan & TrustSteer Davies and Gleave Inc …$11M
End-of-year total assets ($M) among Specialty Management, Inc. 401(k) Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Georgia filing particulars

Total Assets (Beginning of Year)$9M
Net Assets (End of Year)$11M
Net Income$2M
Employer EIN201332539
Plan Effective Date2001-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Specialty Management, Inc.)

Sponsor-wide plan assets over time

All Specialty Management, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$11M 40.57992528459708% vs 2022
2024 filing year
$7M$8M$9M$10M$11M$12M 202220232024 $7.68M $10.8M ▲ +40.6%
Year Plans Participants Total Assets
2022 1 121 $8M
2023 1 120 $9M
2024 1 126 $11M

Nearby 401(k) Plans in Georgia

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

Specialty Management, Inc. 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Georgia, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000400000500000 -50510152025 Total assets ($B) Participants Specialty Management, Inc. 401(k) Profit Sharing Plan, Total assets ($B): 0.010795893 · Participants: 126Specialty Management, Inc. 401(k) Profit Sharing PlanThe Teamster - UPS National 401(k) Tax Deferred Savings Plan, Total assets ($B): 19.309174243 · Participants: 452126The Teamster - UPS National 401(k) Tax Deferred Savings PlanDelta 401(k) Retirement Plan, Total assets ($B): 18.985170319 · Participants: 89836Delta 401(k) Retirement PlanDelta 401(k) Retirement Plan for Pilots, Total assets ($B): 15.928334925 · Participants: 14473Delta 401(k) Retirement Plan for PilotsUPS 401(k) Savings Plan, Total assets ($B): 14.192071511 · Participants: 95250UPS 401(k) Savings PlanThe Home Depot Futurebuilder, Total assets ($B): 14.149677171 · Participants: 398464The Home Depot Futurebuilder
Specialty Management, Inc. 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Georgia, assets vs. participants
Compare Specialty Management, Inc. 401(k) Profit Sharing Plan side-by-side with 3 peers →

Specialty Management, Inc. 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside Georgia, the nearest 401(k) by assets is Bill Doran Company Employee Savings and Retirement Plan in IL ($11M); by covered participants it is Anesthesia Consultants of Indianapolis, LLC 401(k) Profit Sharing Plan in IN (126 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (126 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 Specialty Management, Inc. 401(k) Profit Sharing Plan assets move in 2024? ▼
Specialty Management, Inc. 401(k) Profit Sharing Plan grew sharply - up 17.9% during 2024, from $9M to $11M. Reported net income was $2M.
How have Specialty Management, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Specialty Management, Inc.'s sponsor-wide assets grew 40.6%, from $8M to $11M.
Which 401(k) plans are similar in size to Specialty Management, Inc. 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Bill Doran Company Employee Savings and Retirement Plan in IL ($11M, 508 participants).
Which 401(k) plans cover a similar participant headcount to Specialty Management, Inc. 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Anesthesia Consultants of Indianapolis, LLC 401(k) Profit Sharing Plan in IN (126 participants, $105M 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 201332539.

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.