Defined Benefit (Pension) · DOL Form 5500 · 2024
Smc Global Holdings, Inc. Pension Plan
Data updated 2026-08-25
- $6M
- Total assets Small plan by assets
- 11
- Participants Small participant base
- 46th
- Percentile by assets National rank
- $567,545
- Avg per participant High balance/head
Official DOL plan name: Smc Global Holdings, Inc. Retirement Income Plan B · Sponsored by Smc Global Holdings, Inc. · Pennsylvania · Manufacturing
$6M in assets, 11 participants
Smc Global Holdings, Inc.'s Smc Global Holdings, Inc. Retirement Income Plan B reported $6M in total assets and 11 participants in its 2024 DOL Form 5500 filing, ranking in the 46th 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.
- #5,262 in Manufacturing (17,777 peers)
Smc Global Holdings, Inc. multi-year trail
Smc Global Holdings, Inc.'s plans moved -20.0% in assets from 2022 to 2024; this filing shows Smc Global Holdings, Inc. Retirement Income Plan B at $6M / 11 participants.
- #5,262
- in Manufacturing (17,777 peers)
- -3.0%
- assets change YoY
The plan reported a net loss of $191K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Smc Global Holdings, Inc. Retirement Income Plan B's mid-pack asset rank among Manufacturing and all filers
Smc Global Holdings, Inc. Retirement Income Plan B vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$6,242,992 46th percentile higher than 46% 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
Smc Global Holdings, Inc. Retirement Income Plan B among smaller filed plans by headcount
Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Smc Global Holdings, Inc. Retirement Income Plan B is a small filing (11 participants) on this national headcount ladder.
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Smc Global Holdings, Inc. Retirement Income Plan B reported net income fell from $7K in the plan year 2023 filing to -$191K in the plan year 2024 filing.
- Smc Global Holdings, Inc. Retirement Income Plan B reported participants fell from 13 in the plan year 2023 filing to 11 in the plan year 2024 filing.
- Smc Global Holdings, Inc. Retirement Income Plan B end-of-year assets fell from $6M in the plan year 2023 filing to $6M in the plan year 2024 filing.
Form 5500 schedule snapshot
Filing strip 250929301 · Smc Global Holdings, Inc. PY 2024 · Defined Benefit (Pension)
Smc Global Holdings, Inc. Retirement Income Plan B · $6M · 11 · 46th
- PART $6M
- PART 11
- PART 46th
- PART Defined Benefit (Pension)
- PART near Taxgroup Partners, Inc. Defined Benefit Pension Plan
- PART ind #5262
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 Manufacturing retirement plans → · Plans in Pennsylvania →
Smc Global Holdings, Inc. Retirement Income Plan B in the asset neighbourhood
Smc Global Holdings, Inc. multi-year asset trail
Sponsor-wide plan assets over time
All Smc Global Holdings, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $14M 19.98685647447043% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 168 | $18M |
| 2023 | 2 | 164 | $18M |
| 2024 | 2 | 150 | $14M |
Smc Global Holdings, Inc. filing trail (2024)
| Total Assets (Beginning of Year) | $6M |
|---|---|
| Net Assets (End of Year) | $6M |
| Net Income | -$191K |
| Employer EIN | 250929301 |
| Plan Effective Date | 1959-04-01 |
| Filing Status | FILING RECEIVED |
Nearby Defined Benefit (Pension) Plans in Pennsylvania
Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.
- National Elevator Industry Pension Plan $12.2B · 28,308
- Steelworkers Pension Trust $7.2B · 46,110
- The PNC Financial Services Group, Inc. Pension Plan $5.5B · 58,779
- The Bank of New York Mellon Corporation Pension Plan $5.2B · 6,387
- Constellation Retirement Program $5.0B · 4,809
Smc Global Holdings, Inc. Retirement Income Plan B's out-of-state Defined Benefit (Pension) peers by assets and headcount
Outside Pennsylvania, the nearest Defined Benefit (Pension) by assets is Taxgroup Partners, Inc. Defined Benefit Pension Plan in CA ($6M); by covered participants it is Dougherty Dental Corporation Defined Benefit Pension Plan in CA (11 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 (11 participants); asset peers above are excluded.
- Dougherty Dental Corporation Defined Benefit Pension Plan (CA) 11 · 0 off
- Jalpan Shah Dds Mds, Inc. Defined Benefit Pension Plan (CA) 11 · 0 off
- The Shoulder Clinic of Idaho, PLLC Cash Balance Plan (ID) 11 · 0 off
- Altura Communication Solutions Pension Plan for Certain Union Represented Employees (OK) 11 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.