Other · DOL Form 5500 · 2023
Smith Affiliates Management Corp Profit Sharing Plan Retirement Plan
Data updated 2026-08-25
- $6M
- Total assets Small plan by assets
- 2
- Participants Small participant base
- 47th
- Percentile by assets National rank
- $2.8M
- Avg per participant High balance/head
Official DOL plan name: Smith Affiliates Management Corp Profit Sharing Plan · Sponsored by Smith Affiliates Management Corp Profit Sharing Plan · New York · Real Estate
$6M in assets, 2 participants
Smith Affiliates Management Corp Profit Sharing Plan's Smith Affiliates Management Corp Profit Sharing Plan reported $6M in total assets and 2 participants in its 2023 DOL Form 5500 filing, ranking in the 47th 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.
- #3,131 in Real Estate (4,727 peers)
Smith Affiliates Management Corp Profit Sharing Plan multi-year trail
Smith Affiliates Management Corp Profit Sharing Plan's plans moved -35.3% in assets from 2022 to 2024; this filing shows Smith Affiliates Management Corp Profit Sharing Plan at $6M / 2 participants.
- #3,131
- in Real Estate (4,727 peers)
- +1.0%
- assets growth YoY
Smith Affiliates Management Corp Profit Sharing Plan's mid-pack asset rank among Real Estate and all filers
Smith Affiliates Management Corp Profit Sharing Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$5,654,871 47th percentile higher than 47% of 127,068 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023
Smith Affiliates Management Corp Profit Sharing Plan among micro filed plans by headcount
Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Smith Affiliates Management Corp Profit Sharing Plan is a micro filing (2 participants), the leftmost band.
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Smith Affiliates Management Corp Profit Sharing Plan reported net income rose from $39K in the plan year 2022 filing to $58K in the plan year 2023 filing.
- Smith Affiliates Management Corp Profit Sharing Plan end-of-year assets rose from $6M in the plan year 2022 filing to $6M in the plan year 2023 filing.
Plan-year Form 5500 strip
Filing strip 131889453 · Smith Affiliates Management Corp Profit Sharing Plan PY 2023 · Other
Smith Affiliates Management Corp Profit Sharing Plan · $6M · 2 · 47th
- PHOTO $6M
- IND 2
- EOY 47th
- 5500 Other
- ASSETS near Project Open Hand Retirement Plan
- PCT ind #3131
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 Real Estate retirement plans → · Plans in New York →
Smith Affiliates Management Corp Profit Sharing Plan in the asset neighbourhood
Smith Affiliates Management Corp Profit Sharing Plan multi-year asset trail
Sponsor-wide plan assets over time
All Smith Affiliates Management Corp Profit Sharing Plan plans reported in each filing year
- Latest sponsor-wide plan assets
- $4M 35.3348962503926% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 2 | $6M |
| 2023 | 1 | 2 | $6M |
| 2024 | 1 | 2 | $4M |
Smith Affiliates Management Corp Profit Sharing Plan filing trail (2023)
| Total Assets (Beginning of Year) | $6M |
|---|---|
| Net Assets (End of Year) | $6M |
| Net Income | $58K |
| Employer EIN | 131889453 |
| Plan Effective Date | 1973-03-01 |
| Filing Status | FILING RECEIVED |
Nearby Other Plans in New York
Peer Other plans, same state, same plan type, ranked by total assets.
- Northwell Health 403(b) Plan $9.9B · 48,676
- The Mount Sinai Medical Center 403(b) Retirement Plan $8.5B · 30,241
- University of Rochester Retirement Program $7.2B · 28,970
- Memorial Sloan Kettering Cancer Center Retirement Savings Plan $5.6B · 22,855
- Retirement Plan for Officers of Columbia University $5.0B · 14,407
Smith Affiliates Management Corp Profit Sharing Plan's out-of-state Other peers by assets and headcount
Outside New York, the nearest Other by assets is Project Open Hand Retirement Plan in CA ($6M); by covered participants it is Tadalyssa, Inc. Retirement Plan in TX (2 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($6M here).
Similar participant headcount
Nearest other-state filings by covered participants (2 participants); asset peers above are excluded.
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.