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
PlainRetire home → About this data RSS: change history

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

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 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.

See the national 2022→2023 release diff →

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

Ninnescah Valley Health Systems Retirement PlanNinnescah Valley Health Syst…$6MProject Open Hand Retirement PlanProject Open Hand Retirement…$6MSmith Affiliates Management Corp Profit Sharing PlanSmith Affiliates Management …$6MYouth Opportunity Center Inc. 403b Retirement PlanYouth Opportunity Center Inc…$6MShare Our Selves Corporation 403(b) PlanShare Our Selves Corporation…$6M
End-of-year total assets ($M) among Smith Affiliates Management Corp Profit Sharing Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2023.

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
$3M$4M$5M$6M 202220232024 $5.6M $3.62M ▼ -35.4%
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 EIN131889453
Plan Effective Date1973-03-01
Filing StatusFILING RECEIVED

Nearby Other Plans in New York

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

Smith Affiliates Management Corp Profit Sharing Plan vs. nearby Other plans in New York, assets vs. participants Scatter plot of 6 data points. -200000200004000060000 -5051015 Total assets ($B) Participants Smith Affiliates Management Corp Profit Sharing Plan, Total assets ($B): 0.005654871 · Participants: 2Smith Affiliates Management Corp Profit Sharing PlanNorthwell Health 403(b) Plan, Total assets ($B): 9.888143307 · Participants: 48676Northwell Health 403(b) PlanThe Mount Sinai Medical Center 403(b) Retirement Plan, Total assets ($B): 8.498597037 · Participants: 30241The Mount Sinai Medical Center 403(b) Retirement PlanUniversity of Rochester Retirement Program, Total assets ($B): 7.214339559 · Participants: 28970University of Rochester Retirement ProgramMemorial Sloan Kettering Cancer Center Retirement Savings Plan, Total assets ($B): 5.59380214 · Participants: 22855Memorial Sloan Kettering Cancer Center Retirement Savings PlanRetirement Plan for Officers of Columbia University, Total assets ($B): 5.026291682 · Participants: 14407Retirement Plan for Officers of Columbia University
Smith Affiliates Management Corp Profit Sharing Plan vs. nearby Other plans in New York, assets vs. participants

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.

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.

Frequently Asked Questions

How did Smith Affiliates Management Corp Profit Sharing Plan assets move in 2023?
Smith Affiliates Management Corp Profit Sharing Plan edged up modestly - up 1.0% during 2023, from $6M to $6M. Reported net income was $58K.
How have Smith Affiliates Management Corp Profit Sharing Plan plan assets changed over time?
Across 3 plan years on file (2022-2024), Smith Affiliates Management Corp Profit Sharing Plan's sponsor-wide assets declined 35.3%, from $6M to $4M.
Which Other plans are similar in size to Smith Affiliates Management Corp Profit Sharing Plan?
Among Other plans in other states, the closest by assets is Project Open Hand Retirement Plan in CA ($6M, 140 participants).
Which Other plans cover a similar participant headcount to Smith Affiliates Management Corp Profit Sharing Plan?
Among Other plans in other states, the closest by covered participants is Tadalyssa, Inc. Retirement Plan in TX (2 participants, $464K in assets).