Profit Sharing · DOL Form 5500 · 2024

Charles E. Smith Life Communities Profit Sharing Plan

Data updated 2026-08-25

$19M
Total assets Small plan by assets
820
Participants Near avg headcount
69th
Percentile by assets National rank
$23,302
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Charles E. Smith Life Communities Retirement Plan · Sponsored by Charles E. Smith Life Communities · Maryland · Healthcare & Social Assistance

$19M in assets, 820 participants

Charles E. Smith Life Communities's Charles E. Smith Life Communities Retirement Plan reported $19M in total assets and 820 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.

  • #12,531 in Healthcare & Social Assistance (16,916 peers)

Charles E. Smith Life Communities multi-year trail

Charles E. Smith Life Communities's plans moved +16.0% in assets from 2022 to 2024; this filing shows Charles E. Smith Life Communities Retirement Plan at $19M / 820 participants.

#12,531
in Healthcare & Social Assistance (16,916 peers)
+2.7%
assets growth YoY

Charles E. Smith Life Communities Retirement Plan's outsized position by total assets

Charles E. Smith Life Communities Retirement Plan vs every filed plan by assets

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

$19,107,309 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

Charles E. Smith Life Communities Retirement 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. Charles E. Smith Life Communities Retirement Plan sits mid-pack in the medium band (820 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Charles E. Smith Life Communities Retirement Plan reported net income fell from $2M in the plan year 2023 filing to $501K in the plan year 2024 filing.
  • Charles E. Smith Life Communities Retirement Plan end-of-year assets rose from $19M in the plan year 2023 filing to $19M in the plan year 2024 filing.
  • Charles E. Smith Life Communities Retirement Plan reported participants rose from 811 in the plan year 2023 filing to 820 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Published 5500 schedule card

Filing strip 530196508 · Charles E. Smith Life Communities PY 2024 · Profit Sharing

Charles E. Smith Life Communities Retirement Plan · $19M · 820 · 69th

  • PART $19M
  • TYPE 820
  • NET 69th
  • BOOK Profit Sharing
  • VS-ST near Black Diamond Networks 401(k) Savings Plan
  • BOY ind #12531

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 Maryland →

Charles E. Smith Life Communities Retirement Plan in the asset neighbourhood

Dunwoody Village 403(b) Plan$19MBlack Diamond Networks 401(k) Savings PlanBlack Diamond Networks 401(k…$19MCharles E. Smith Life Communities Retirement PlanCharles E. Smith Life Commun…$19MRichmond Children's Center, Inc. 403(b) PlanRichmond Children's Center, …$19MNebco, Inc. Salaried Profit Sharing PlanNebco, Inc. Salaried Profit …$19M
End-of-year total assets ($M) among Charles E. Smith Life Communities Retirement Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2024.

Charles E. Smith Life Communities multi-year asset trail

Sponsor-wide plan assets over time

All Charles E. Smith Life Communities plans reported in each filing year

Latest sponsor-wide plan assets
$34M 16.025226409182228% vs 2022
2024 filing year
$28M$30M$32M$34M$36M 202220232024 $29.7M $34.5M ▲ +16.0%
Year Plans Participants Total Assets
2022 2 1,616 $30M
2023 2 1,613 $33M
2024 2 1,634 $34M

Charles E. Smith Life Communities filing trail (2024)

Total Assets (Beginning of Year)$19M
Net Assets (End of Year)$19M
Net Income$501K
Employer EIN530196508
Plan Effective Date1978-07-28
Filing StatusFILING RECEIVED

Nearby Profit Sharing Plans in Maryland

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

Charles E. Smith Life Communities Retirement Plan vs. nearby Profit Sharing plans in Maryland, assets vs. participants Scatter plot of 6 data points. -100000100002000030000 -101234 Total assets ($B) Participants Charles E. Smith Life Communities Retirement Plan, Total assets ($B): 0.019107309 · Participants: 820Charles E. Smith Life Communities Retirement PlanSprinkler Industry Supplemental Pension Fund, Total assets ($B): 3.329766186 · Participants: 28393Sprinkler Industry Supplemental Pension FundNfl Player Annuity Program, Total assets ($B): 1.965106048 · Participants: 2745Nfl Player Annuity ProgramUniversity of Maryland Medical System 403(b) Retirement Savings Plan, Total assets ($B): 0.730469763 · Participants: 19560University of Maryland Medical System 403(b) Retirement Savings PlanNfl Player Capital Accumulation Plan, Total assets ($B): 0.706794055 · Participants: 2693Nfl Player Capital Accumulation PlanInternational Painters and Allied Trades Industry Annuity Plan, Total assets ($B): 0.64371577 · Participants: 10721International Painters and Allied Trades Industry Annuity Plan
Charles E. Smith Life Communities Retirement Plan vs. nearby Profit Sharing plans in Maryland, assets vs. participants
Compare Charles E. Smith Life Communities Retirement Plan side-by-side with 3 peers →

Charles E. Smith Life Communities Retirement Plan's out-of-state Profit Sharing peers by assets and headcount

Outside Maryland, the nearest Profit Sharing by assets is Black Diamond Networks 401(k) Savings Plan in MA ($19M); by covered participants it is Children's Institute, Inc. 403(b) Plan in CA (819 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($19M here).

Similar participant headcount

Nearest other-state filings by covered participants (820 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 Charles E. Smith Life Communities Retirement Plan assets move in 2024? ▼
Charles E. Smith Life Communities Retirement Plan edged up modestly - up 2.7% during 2024, from $19M to $19M. Reported net income was $501K.
How have Charles E. Smith Life Communities plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Charles E. Smith Life Communities's sponsor-wide assets grew 16.0%, from $30M to $34M.
Which Profit Sharing plans are similar in size to Charles E. Smith Life Communities Retirement Plan? ▼
Among Profit Sharing plans in other states, the closest by assets is Black Diamond Networks 401(k) Savings Plan in MA ($19M, 568 participants).
Which Profit Sharing plans cover a similar participant headcount to Charles E. Smith Life Communities Retirement Plan? ▼
Among Profit Sharing plans in other states, the closest by covered participants is Children's Institute, Inc. 403(b) Plan in CA (819 participants, $39M 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 530196508.

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.