Defined Benefit (Pension) · DOL Form 5500 · 2024
Society for Human Resource Management Pension Plan
Data updated 2026-08-25
- $89M
- Total assets Below avg plan size
- 300
- Participants Below avg headcount
- 90th
- Percentile by assets National rank
- $296,745
- Avg per participant High balance/head
Official DOL plan name: Society for Human Resource Management Pension Plan and Trust · Sponsored by Society for Human Resource Management · Virginia · Other Services
$89M in assets, 300 participants
Society for Human Resource Management's Society for Human Resource Management Pension Plan and Trust reported $89M in total assets and 300 participants in its 2024 DOL Form 5500 filing, ranking in the 90th 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.
- #7,415 in Other Services (7,719 peers)
Coverage in Virginia
Society for Human Resource Management Pension Plan and Trust covers 300 participants in Virginia, about 38% of the average Virginia filer (state average ~782 per filing). Assets: $89M.
- #7,415
- in Other Services (7,719 peers)
- +5.3%
- assets growth YoY
- 0.9×
- vs typical plan assets (national mean)
Society for Human Resource Management Pension Plan and Trust's outsized position by total assets
Society for Human Resource Management Pension Plan and Trust vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$89,023,367 Top 10% higher than 90% of 123,620 filed plans
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 Pension Plan and Trust 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 Pension Plan and Trust sits mid-pack in the medium band (300 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Society for Human Resource Management Pension Plan and Trust reported participants rose from 203 in the plan year 2023 filing to 300 in the plan year 2024 filing.
- Society for Human Resource Management Pension Plan and Trust reported net income fell from $7M in the plan year 2023 filing to $5M in the plan year 2024 filing.
- Society for Human Resource Management Pension Plan and Trust end-of-year assets rose from $85M in the plan year 2023 filing to $89M in the plan year 2024 filing.
Plan-year Form 5500 strip
Filing strip 340948453 · Society for Human Resource Management PY 2024 · Defined Benefit (Pension)
Society for Human Resource Management Pension Plan and Trust · $89M · 300 · 90th
- BOOK $89M
- BOOK 300
- BOOK 90th
- BOOK Defined Benefit (Pension)
- BOOK near Advansix Inc. Retirement Earnings Plan
- BOOK ind #7415
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 Pension Plan and Trust in the asset neighbourhood
Virginia filing particulars
| Total Assets (Beginning of Year) | $85M |
|---|---|
| Net Assets (End of Year) | $89M |
| Net Income | $5M |
| Employer EIN | 340948453 |
| Plan Effective Date | 1981-01-01 |
| Filing Status | FILING 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
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 559 | $153M |
| 2023 | 2 | 535 | $183M |
| 2024 | 2 | 698 | $196M |
Nearby Defined Benefit (Pension) Plans in Virginia
Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.
- Northrop Grumman Pension Plan $18.8B · 12,678
- Retirement Security Plan $11.5B · 56,633
- Sheet Metal Workers' National Pension Fund $8.9B · 63,530
- Ng Space&mission Systems Corp Salaried Pension Pla $8.4B · 6,737
- Dominion Energy Pension Plan $8.3B · 11,758
Society for Human Resource Management Pension Plan and Trust's out-of-state Defined Benefit (Pension) peers by assets and headcount
Outside Virginia, the nearest Defined Benefit (Pension) by assets is Advansix Inc. Retirement Earnings Plan in NJ ($89M); by covered participants it is Duke Energy Legacy Pension Plan in NC (300 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($89M here).
- Advansix Inc. Retirement Earnings Plan (NJ) $89M · 488
- Employers' - Warehousemen's Pension Trust Fund (CA) $89M · 216
- SEIU Local No. 4 Pension Fund (IL) $89M · 8,277
- Marine Carpenters Pension Fund (CA) $89M · 161
Similar participant headcount
Nearest other-state filings by covered participants (300 participants); asset peers above are excluded.
- Duke Energy Legacy Pension Plan (NC) 300 · 0 off
- Sheet Metal Workers' Local No. 40 Pension Fund (NY) 300 · 0 off
- Seven Hills Anesthesia, LLC Defined Benefit Plan (OH) 300 · 0 off
- Civil Service Employees Association, Inc. Pension Plan (NY) 300 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.