401(k) · DOL Form 5500 · 2024

Sm Holding Group, Inc. D/B/a Shumate Mechanical Ll 401(k) Plan

Data updated 2026-08-25

$19M
Total assets Small plan by assets
425
Participants Below avg headcount
69th
Percentile by assets National rank
$44,320
Avg per participant Low balance/head
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Official DOL plan name: Shumate Mechanical LLC 401(k) Plan · Sponsored by Sm Holding Group, Inc. D/B/a Shumate Mechanical Ll · Georgia · Construction

$19M in assets, 425 participants

Sm Holding Group, Inc. D/B/a Shumate Mechanical Ll's Shumate Mechanical LLC 401(k) Plan reported $19M in total assets and 425 participants in its 2024 DOL Form 5500 filing, ranking in the 69th 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.

  • #6,133 in Construction (9,039 peers)

Coverage in Georgia

Shumate Mechanical LLC 401(k) Plan covers 425 participants in Georgia, about 39% of the average Georgia filer (state average ~1,096 per filing). Assets: $19M.

#6,133
in Construction (9,039 peers)
+18.1%
assets growth YoY

Shumate Mechanical LLC 401(k) Plan's outsized position by total assets

Shumate Mechanical LLC 401(k) Plan vs every filed plan by assets

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

$18,835,857 Top 31% higher than 69% 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

Shumate Mechanical LLC 401(k) 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. Shumate Mechanical LLC 401(k) Plan sits mid-pack in the medium band (425 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Shumate Mechanical LLC 401(k) Plan end-of-year assets rose from $16M in the plan year 2023 filing to $19M in the plan year 2024 filing.
  • Shumate Mechanical LLC 401(k) Plan reported participants rose from 369 in the plan year 2023 filing to 425 in the plan year 2024 filing.
  • Shumate Mechanical LLC 401(k) Plan reported net income fell from $3M in the plan year 2023 filing to $3M in the plan year 2024 filing.

See the national 2023→2024 release diff →

DOL schedule card

Filing strip 201816844 · Sm Holding Group, Inc. D/B/a Shumate Mechanical Ll PY 2024 · 401(k)

Shumate Mechanical LLC 401(k) Plan · $19M · 425 · 69th

  • EBSA $19M
  • EBSA 425
  • EBSA 69th
  • EBSA 401(k)
  • EBSA near W.G. Tomko, Incorporated Profit Sharing Plan
  • EBSA ind #6133

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 Construction retirement plans → · Plans in Georgia →

Shumate Mechanical LLC 401(k) Plan in the asset neighbourhood

Shumate Mechanical LLC 401(k) PlanShumate Mechanical LLC 401(k…$19MW.G. Tomko, Incorporated Profit Sharing PlanW.G. Tomko, Incorporated Pro…$19MClarksons Shipping Services USA LLC 401(k) PlanClarksons Shipping Services …$19MCrown Motors, Ltd. 401(k) PlanCrown Motors, Ltd. 401(k) Pl…$19MNih Fcu 401(k) Retirement Savings Plan and TrustNih Fcu 401(k) Retirement Sa…$19M
End-of-year total assets ($M) among Shumate Mechanical LLC 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Georgia filing particulars

Total Assets (Beginning of Year)$16M
Net Assets (End of Year)$19M
Net Income$3M
Employer EIN201816844
Plan Effective Date2005-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Sm Holding Group, Inc. D/B/a Shumate Mechanical Ll)

Sponsor-wide plan assets over time

All Sm Holding Group, Inc. D/B/a Shumate Mechanical Ll plans reported in each filing year

Latest sponsor-wide plan assets
$19M 47.037812720210034% vs 2022
2024 filing year
$12M$14M$16M$18M$20M 202220232024 $12.8M $18.8M ▲ +47.1%
Year Plans Participants Total Assets
2022 1 387 $13M
2023 1 369 $16M
2024 1 425 $19M

Nearby 401(k) Plans in Georgia

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

Shumate Mechanical LLC 401(k) Plan vs. nearby 401(k) plans in Georgia, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000400000500000 -50510152025 Total assets ($B) Participants Shumate Mechanical LLC 401(k) Plan, Total assets ($B): 0.018835857 · Participants: 425Shumate Mechanical LLC 401(k) 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
Shumate Mechanical LLC 401(k) Plan vs. nearby 401(k) plans in Georgia, assets vs. participants
Compare Shumate Mechanical LLC 401(k) Plan side-by-side with 3 peers →

Shumate Mechanical LLC 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Georgia, the nearest 401(k) by assets is W.G. Tomko, Incorporated Profit Sharing Plan in PA ($19M); by covered participants it is Mikuni Restaurant Group, Inc. 401(k) Plan in CA (425 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (425 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 Shumate Mechanical LLC 401(k) Plan assets move in 2024? ▼
Shumate Mechanical LLC 401(k) Plan grew sharply - up 18.1% during 2024, from $16M to $19M. Reported net income was $3M.
How have Sm Holding Group, Inc. D/B/a Shumate Mechanical Ll plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Sm Holding Group, Inc. D/B/a Shumate Mechanical Ll's sponsor-wide assets grew 47.0%, from $13M to $19M.
Which 401(k) plans are similar in size to Shumate Mechanical LLC 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is W.G. Tomko, Incorporated Profit Sharing Plan in PA ($19M, 118 participants).
Which 401(k) plans cover a similar participant headcount to Shumate Mechanical LLC 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Mikuni Restaurant Group, Inc. 401(k) Plan in CA (425 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 201816844.

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.