Profit Sharing · DOL Form 5500 · 2024

Sm Restaurants, Inc. Profit Sharing Plan

Data updated 2026-08-25

$3M
Total assets Small plan by assets
69
Participants Small participant base
34th
Percentile by assets National rank
$42,023
Avg per participant Low balance/head
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Official DOL plan name: Sm Restaurants, Inc. Profit Sharing Plan · Sponsored by Sm Restaurants, Inc. · Florida · Food Services & Accommodation

$3M in assets, 69 participants

Sm Restaurants, Inc.'s Sm Restaurants, Inc. Profit Sharing Plan reported $3M in total assets and 69 participants in its 2024 DOL Form 5500 filing, ranking in the 34th 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.

  • #2,530 in Food Services & Accommodation (3,672 peers)

Food Services & Accommodation sector rank

Within Food Services & Accommodation, Sm Restaurants, Inc. Profit Sharing Plan ranks #2,530 of 3,672 2024 filers by assets (675% of the sector average)-$3M for 69 participants.

#2,530
in Food Services & Accommodation (3,672 peers)
-20.3%
assets change YoY

The plan reported a net loss of $739K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Sm Restaurants, Inc. Profit Sharing Plan's mid-pack asset rank among Food Services & Accommodation and all filers

Sm Restaurants, Inc. Profit Sharing Plan vs every filed plan by assets

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

$2,899,609 34th percentile higher than 34% 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

Sm Restaurants, Inc. Profit Sharing 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. Sm Restaurants, Inc. Profit Sharing Plan is a small filing (69 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Sm Restaurants, Inc. Profit Sharing Plan reported net income fell from -$58K in the plan year 2023 filing to -$739K in the plan year 2024 filing.
  • Sm Restaurants, Inc. Profit Sharing Plan reported participants rose from 51 in the plan year 2023 filing to 69 in the plan year 2024 filing.
  • Sm Restaurants, Inc. Profit Sharing Plan end-of-year assets fell from $4M in the plan year 2023 filing to $3M in the plan year 2024 filing.

See the national 2023→2024 release diff →

EBSA filing schedule strip

Filing strip 270799119 · Sm Restaurants, Inc. PY 2024 · Profit Sharing

Sm Restaurants, Inc. Profit Sharing Plan · $3M · 69 · 34th

  • EBSA $3M
  • PART 69
  • TYPE 34th
  • NET Profit Sharing
  • BOOK near Northwest Obgyn Associates Profit Sharing Trust
  • VS-ST ind #2530

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 Food Services & Accommodation retirement plans → · Plans in Florida →

Sm Restaurants, Inc. Profit Sharing Plan in the asset neighbourhood

Sm Restaurants, Inc. Profit Sharing PlanSm Restaurants, Inc. Profit …$3MNorthwest Obgyn Associates Profit Sharing TrustNorthwest Obgyn Associates P…$3MLino Enterprises Inc. Retirement PlanLino Enterprises Inc. Retire…$3MHood Pagan and Associates Safe Harbor 401(k)Hood Pagan and Associates Sa…$3MJohnson & Thomas, Inc. Profit Sharing PlanJohnson & Thomas, Inc. Profi…$3M
End-of-year total assets ($M) among Sm Restaurants, Inc. Profit Sharing Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2024.

Food Services & Accommodation filing particulars

Total Assets (Beginning of Year)$4M
Net Assets (End of Year)$3M
Net Income-$739K
Employer EIN270799119
Plan Effective Date2009-08-20
Filing StatusFILING RECEIVED

Sponsor Plan History (Sm Restaurants, Inc.)

Sponsor-wide plan assets over time

All Sm Restaurants, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$3M 21.577229663923934% vs 2022
2024 filing year
$2.5M$3M$3.5M$4M 202220232024 $3.7M $2.9M ▼ -21.6%
Year Plans Participants Total Assets
2022 1 42 $4M
2023 1 51 $4M
2024 1 69 $3M

Nearby Profit Sharing Plans in Florida

Peer Profit Sharing plans, same state, same plan type, ranked by total assets.

Sm Restaurants, Inc. Profit Sharing Plan vs. nearby Profit Sharing plans in Florida, assets vs. participants Scatter plot of 6 data points. -1000001000020000300004000050000 -20246 Total assets ($B) Participants Sm Restaurants, Inc. Profit Sharing Plan, Total assets ($B): 0.002899609 · Participants: 69Sm Restaurants, Inc. Profit Sharing PlanRetirement Wealth Builder Plan of Pwc, Total assets ($B): 5.704422812 · Participants: 45185Retirement Wealth Builder Plan of PwcRaymond James Financial, Inc. & Affiliates Profit Sharing Plan, Total assets ($B): 1.346943817 · Participants: 16046Raymond James Financial, Inc. & Affiliates Profit Sharing PlanShands Health Care Matched Savings Account 401(a), Total assets ($B): 0.486868039 · Participants: 10470Shands Health Care Matched Savings Account 401(a)Orlando Health, Inc. Retirement Savings Plan 401a, Total assets ($B): 0.458034121 · Participants: 27976Orlando Health, Inc. Retirement Savings Plan 401aAmerican Maritime Officers Defined Contribution Plan, Total assets ($B): 0.357314038 · Participants: 4201American Maritime Officers Defined Contribution Plan
Sm Restaurants, Inc. Profit Sharing Plan vs. nearby Profit Sharing plans in Florida, assets vs. participants
Compare Sm Restaurants, Inc. Profit Sharing Plan side-by-side with 3 peers →

Sm Restaurants, Inc. Profit Sharing Plan's out-of-state Profit Sharing peers by assets and headcount

Outside Florida, the nearest Profit Sharing by assets is Northwest Obgyn Associates Profit Sharing Trust in MI ($3M); by covered participants it is Glad Employer Contribution 401(a) Plan in CA (69 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (69 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 Sm Restaurants, Inc. Profit Sharing Plan assets move in 2024? ▼
Sm Restaurants, Inc. Profit Sharing Plan declined sharply - down 20.3% during 2024, from $4M to $3M. Reported net income was -$739K.
How have Sm Restaurants, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Sm Restaurants, Inc.'s sponsor-wide assets declined 21.6%, from $4M to $3M.
Which Profit Sharing plans are similar in size to Sm Restaurants, Inc. Profit Sharing Plan? ▼
Among Profit Sharing plans in other states, the closest by assets is Northwest Obgyn Associates Profit Sharing Trust in MI ($3M, N/A participants).
Which Profit Sharing plans cover a similar participant headcount to Sm Restaurants, Inc. Profit Sharing Plan? ▼
Among Profit Sharing plans in other states, the closest by covered participants is Glad Employer Contribution 401(a) Plan in CA (69 participants, $2M 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 270799119.

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.