Profit Sharing · DOL Form 5500 · 2024
Store Management System LLC Profit Sharing Plan
Data updated 2026-08-25
- $744K
- Total assets Small plan by assets
- 453
- Participants Below avg headcount
- 21st
- Percentile by assets National rank
- $1,643
- Avg per participant Low balance/head
Official DOL plan name: Sms Econo Retirement Plan · Sponsored by Store Management System LLC · Puerto Rico · Retail Trade
$744K in assets, 453 participants
Store Management System LLC's Sms Econo Retirement Plan reported $744K in total assets and 453 participants in its 2024 DOL Form 5500 filing, ranking in the 21st 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.
- #2,614 in Retail Trade (8,048 peers)
Coverage in Puerto Rico
Sms Econo Retirement Plan covers 453 participants in Puerto Rico, 5.1x the typical Puerto Rico plan (state average ~89 per filing). Assets: $744K.
- #2,614
- in Retail Trade (8,048 peers)
- +92.9%
- assets growth YoY
Sms Econo Retirement Plan among the smaller filed plans by assets
Sms Econo Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$744,250 21st percentile higher than 21% 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
Sms Econo 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. Sms Econo Retirement Plan sits mid-pack in the medium band (453 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Sms Econo Retirement Plan end-of-year assets rose from $386K in the plan year 2023 filing to $744K in the plan year 2024 filing.
- Sms Econo Retirement Plan reported net income rose from $289K in the plan year 2023 filing to $359K in the plan year 2024 filing.
- Sms Econo Retirement Plan reported participants fell from 511 in the plan year 2023 filing to 453 in the plan year 2024 filing.
Form 5500 schedule snapshot
Filing strip 660866249 · Store Management System LLC PY 2024 · Profit Sharing
Sms Econo Retirement Plan · $744K · 453 · 21st
- TYPE $744K
- NET 453
- BOOK 21st
- VS-ST Profit Sharing
- BOY near Pence Visual Communications Inc. Retirement Plan
- SCH ind #2614
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 Retail Trade retirement plans → · Plans in Puerto Rico →
Sms Econo Retirement Plan in the asset neighbourhood
Puerto Rico filing particulars
| Total Assets (Beginning of Year) | $386K |
|---|---|
| Net Assets (End of Year) | $744K |
| Net Income | $359K |
| Employer EIN | 660866249 |
| Plan Effective Date | 2022-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Store Management System LLC)
Sponsor-wide plan assets over time
All Store Management System LLC plans reported in each filing year
- Latest sponsor-wide plan assets
- $744K 673.0700515206914% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 593 | $96K |
| 2023 | 1 | 511 | $386K |
| 2024 | 1 | 453 | $744K |
Nearby Profit Sharing Plans in Puerto Rico
Peer Profit Sharing plans, same state, same plan type, ranked by total assets.
- Popular, Inc. Pr Savings and Investment Plan $819M · 8,332
- The Retirement and Savings Plan for Amgen Manufacturing Limited LLC $780M · 2,608
- Abbvie Puerto Rico Savings Plan $560M · 1,349
- The Savings Plan for Lilly Affiliate Employees in Puerto Rico $519M · 1,140
- Hewlett Packard Enterprise Puerto Rico Tax Saving Capital Accumulation Plan $228M · 758
Sms Econo Retirement Plan's out-of-state Profit Sharing peers by assets and headcount
Outside Puerto Rico, the nearest Profit Sharing by assets is Pence Visual Communications Inc. Retirement Plan in OH ($744K); by covered participants it is Saint Martin's University 403(b) Plan in WA (453 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($744K here).
- Pence Visual Communications Inc. Retirement Plan (OH) $744K · 8
- D&l Jones, Inc. Profit Sharing Plan (MI) $744K · 3
- Ejstaples, Inc. Retirement Plan (AZ) $745K · 3
- Dk Wood, Inc. Profit Sharing Plan (CO) $745K · 10
Similar participant headcount
Nearest other-state filings by covered participants (453 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.