401(k) · DOL Form 5500 · 2024

Society for Human Resource Management 401(k) Plan

Data updated 2026-08-25

$107M
Total assets Near avg plan size
398
Participants Below avg headcount
91st
Percentile by assets National rank
$269,665
Avg per participant High balance/head
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Official DOL plan name: Society for Human Resource Management Incentive Savings Plan · Sponsored by Society for Human Resource Management · Virginia · Other Services

$107M in assets, 398 participants

Society for Human Resource Management's Society for Human Resource Management Incentive Savings Plan reported $107M in total assets and 398 participants in its 2024 DOL Form 5500 filing, ranking in the 91st 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.

  • #7,469 in Other Services (7,719 peers)

Where Society for Human Resource Management Incentive Savings Plan sits by assets

Society for Human Resource Management Incentive Savings Plan sits in the top 10% of all filed plans by assets, $107M for 398 participants (~$269,665/participant), up 8.6% in 2024.

#7,469
in Other Services (7,719 peers)
+8.6%
assets growth YoY
1.1×
vs typical plan assets (national mean)

Society for Human Resource Management Incentive Savings Plan's outsized position by total assets

Society for Human Resource Management Incentive Savings Plan vs every filed plan by assets

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

$107,326,563 Top 9% higher than 91% 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

Society for Human Resource Management Incentive Savings 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. Society for Human Resource Management Incentive Savings Plan sits mid-pack in the medium band (398 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Society for Human Resource Management Incentive Savings Plan reported net income fell from $18M in the plan year 2023 filing to $8M in the plan year 2024 filing.
  • Society for Human Resource Management Incentive Savings Plan reported participants rose from 332 in the plan year 2023 filing to 398 in the plan year 2024 filing.
  • Society for Human Resource Management Incentive Savings Plan end-of-year assets rose from $99M in the plan year 2023 filing to $107M in the plan year 2024 filing.

See the national 2023→2024 release diff →

EBSA filing schedule strip

Filing strip 340948453 · Society for Human Resource Management PY 2024 · 401(k)

Society for Human Resource Management Incentive Savings Plan · $107M · 398 · 91st

  • ASSETS $107M
  • PCT 398
  • EIN 91st
  • RANK 401(k)
  • PHOTO near Ocean Bank 401(k) Savings Plan
  • IND ind #7469

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 Other Services retirement plans → · Plans in Virginia →

Society for Human Resource Management Incentive Savings Plan in the asset neighbourhood

Peapack-Gladstone Bank Employees Savings and Investment PlanPeapack-Gladstone Bank Emplo…$107MIts Inc 401(k) Retirement Plan & TrustIts Inc 401(k) Retirement Pl…$107MOcean Bank 401(k) Savings PlanOcean Bank 401(k) Savings Pl…$107MSociety for Human Resource Management Incentive Savings PlanSociety for Human Resource M…$107MDestination Xl Group, Inc. 401(k) Savings PlanDestination Xl Group, Inc. 4…$107M
End-of-year total assets ($M) among Society for Human Resource Management Incentive Savings Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Scale-class filing particulars (2024)

Total Assets (Beginning of Year)$99M
Net Assets (End of Year)$107M
Net Income$8M
Employer EIN340948453
Plan Effective Date1985-02-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Society for Human Resource Management)

Sponsor-wide plan assets over time

All Society for Human Resource Management plans reported in each filing year

Latest sponsor-wide plan assets
$196M 28.08600457383641% vs 2022
2024 filing year
$140M$160M$180M$200M$220M 202220232024 $153M $196M ▲ +28.1%
Year Plans Participants Total Assets
2022 2 559 $153M
2023 2 535 $183M
2024 2 698 $196M

Nearby 401(k) Plans in Virginia

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

Society for Human Resource Management Incentive Savings Plan vs. nearby 401(k) plans in Virginia, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -1001020304050 Total assets ($B) Participants Society for Human Resource Management Incentive Savings Plan, Total assets ($B): 0.107326563 · Participants: 398Society for Human Resource Management Incentive Savings PlanNorthrop Grumman Savings Plan, Total assets ($B): 39.473777135 · Participants: 104719Northrop Grumman Savings Plan401(k) Pension Plan, Total assets ($B): 16.840459887 · Participants: 62869401(k) Pension PlanGeneral Dynamics Corporation 401(k) Plan 6.0, Total assets ($B): 12.395006194 · Participants: 49414General Dynamics Corporation 401(k) Plan 6.0Capital One Financial Corporation Associate Savings Plan, Total assets ($B): 12.04952818 · Participants: 44933Capital One Financial Corporation Associate Savings PlanLeidos, Inc. Retirement Plan, Total assets ($B): 11.790942581 · Participants: 29734Leidos, Inc. Retirement Plan
Society for Human Resource Management Incentive Savings Plan vs. nearby 401(k) plans in Virginia, assets vs. participants
Compare Society for Human Resource Management Incentive Savings Plan side-by-side with 3 peers →

Society for Human Resource Management Incentive Savings Plan's out-of-state 401(k) peers by assets and headcount

Outside Virginia, the nearest 401(k) by assets is Ocean Bank 401(k) Savings Plan in FL ($107M); by covered participants it is Hoover Treated Wood Products, Inc. 401(k) Retirement Plan in GA (398 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (398 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 Society for Human Resource Management Incentive Savings Plan assets move in 2024? ▼
Society for Human Resource Management Incentive Savings Plan grew at a solid clip - up 8.6% during 2024, from $99M to $107M. Reported net income was $8M.
How have Society for Human Resource Management plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Society for Human Resource Management's sponsor-wide assets grew 28.1%, from $153M to $196M.
Where does Society for Human Resource Management Incentive Savings Plan rank by assets among Form 5500 filers? ▼
Society for Human Resource Management Incentive Savings Plan ranks in the 91st percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top 10% of all filed plans by assets).
Which 401(k) plans are similar in size to Society for Human Resource Management Incentive Savings Plan? ▼
Among 401(k) plans in other states, the closest by assets is Ocean Bank 401(k) Savings Plan in FL ($107M, 649 participants).
Which 401(k) plans cover a similar participant headcount to Society for Human Resource Management Incentive Savings Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Hoover Treated Wood Products, Inc. 401(k) Retirement Plan in GA (398 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 340948453.

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.