Profit Sharing · DOL Form 5500 · 2024

Smh Holdings Inc. Profit Sharing Plan

Data updated 2026-08-25

$3M
Total assets Small plan by assets: 19
Participants Small participant base: 32nd
Percentile by assets National rank: $136,066
Avg per participant Near avg balance/head

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Official DOL plan name: Smh Holdings Inc. Retirement Plan · Sponsored by Smh Holdings Inc. · Virginia · Healthcare & Social Assistance

$3M in assets, 19 participants

Smh Holdings Inc.'s Smh Holdings Inc. Retirement Plan reported $3M in total assets and 19 participants in its 2024 DOL Form 5500 filing, ranking in the 32nd 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.

#5,349 in Healthcare & Social Assistance (16,916 peers)

Smh Holdings Inc. multi-year trail

Smh Holdings Inc.'s plans moved -19.0% in assets from 2022 to 2024; this filing shows Smh Holdings Inc. Retirement Plan at $3M / 19 participants.

#5,349
in Healthcare & Social Assistance (16,916 peers): +0.0%
assets growth YoY

Smh Holdings Inc. Retirement Plan among the smaller filed plans by assets

Smh Holdings Inc. Retirement Plan vs every filed plan by assets

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

$2,585,260 32nd percentile higher than 32% 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

Smh Holdings Inc. Retirement 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. Smh Holdings Inc. Retirement Plan is a small filing (19 participants) on this national headcount ladder.

Micro (1-10) 33,766 filings (27%) Small (11-100) 26,107 filings (21%) Medium (101-1,000) 54,251 filings (43%) Large (1,001-10,000) 10,349 filings (8%) Mega (10,000+) 1,399 filings (1%)

Smh Holdings Inc. Retirement Plan reported participants rose from 12 in the plan year 2023 filing to 19 in the plan year 2024 filing.

See the national 2023→2024 release diff →

DOL schedule card

Filing strip 811420028 · Smh Holdings Inc. PY 2024 · Profit Sharing

Smh Holdings Inc. Retirement Plan · $3M · 19 · 32nd

RANK $3M
PHOTO 19
IND 32nd
EOY Profit Sharing
5500 near Werner Properties, Inc. 401(k) Profit Sharing Plan
ASSETS ind #5349

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 Virginia →

End-of-year total assets ($M) among Smh Holdings Inc. Retirement Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2024.

Smh Holdings Inc. multi-year asset trail

Latest sponsor-wide plan assets: $3M 18.999999686685285% vs 2022; 2024 filing year

Year	Plans	Participants	Total Assets
2022	1	15	$3M
2023	1	12	$3M
2024	1	19	$3M

Smh Holdings Inc. filing trail (2024)

Total Assets (Beginning of Year)	$3M
Net Assets (End of Year)	$3M
Employer EIN	811420028
Plan Effective Date	2016-02-12
Filing Status	FILING RECEIVED

Nearby Profit Sharing Plans in Virginia

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

Smh Holdings Inc. Retirement Plan vs. nearby Profit Sharing plans in Virginia, assets vs. participants

Section 403(b) Defined Contribution Plan for Tax-Exempt Colleges and Universities in Virginia $1.3B · 5,562
Carpenter Co. Profit-Sharing Plan $348M · 2,152
American Institutes for Research Tax Deferred Annuity Plan $323M · 1,608
Analytic Services Inc. Defined Contribution Retirement Plan $226M · 508
Associated Universities Inc. Retirement Plan $205M · 585

Compare Smh Holdings Inc. Retirement Plan side-by-side with 3 peers →

Smh Holdings Inc. Retirement Plan's out-of-state Profit Sharing peers by assets and headcount

Outside Virginia, the nearest Profit Sharing by assets is Werner Properties, Inc. 401(k) Profit Sharing Plan in CA ($3M); by covered participants it is V Dudziak Inc. Retirement Plan in CA (19 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($3M here).

Werner Properties, Inc. 401(k) Profit Sharing Plan (CA) $3M · 2
W. Luke Huang, M.D., Inc. Retirement Plan (CA) $3M · 1
Maralec, C.S.P. Profit Sharing Retirement Plan (PR) $3M · 2
Moraes Incorporated Profit Sharing Plan (MO) $3M · 2

Similar participant headcount

Nearest other-state filings by covered participants (19 participants); asset peers above are excluded.

V Dudziak Inc. Retirement Plan (CA) 19 · 0 off
Porter Auto Body Charleston, Inc. Profit Sharing (IL) 19 · 0 off
Imperial Custom Cabinets, Inc. Profit Sharing Plan (CA) 19 · 0 off
Bossert Logistics Inc Retirement Plan (SC) 19 · 0 off

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 Smh Holdings Inc. Retirement Plan assets move in 2024? ▼

Smh Holdings Inc. Retirement Plan held essentially flat - up 0.0% during 2024, from $3M to $3M.

How have Smh Holdings Inc. plan assets changed over time? ▼

Across 3 plan years on file (2022-2024), Smh Holdings Inc.'s sponsor-wide assets declined 19.0%, from $3M to $3M.

Which Profit Sharing plans are similar in size to Smh Holdings Inc. Retirement Plan? ▼

Among Profit Sharing plans in other states, the closest by assets is Werner Properties, Inc. 401(k) Profit Sharing Plan in CA ($3M, 2 participants).

Which Profit Sharing plans cover a similar participant headcount to Smh Holdings Inc. Retirement Plan? ▼

Among Profit Sharing plans in other states, the closest by covered participants is V Dudziak Inc. Retirement Plan in CA (19 participants, $1M 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 811420028.