Profit Sharing · DOL Form 5500 · 2024

Shc Owner, LLC Profit Sharing Plan

Data updated 2026-08-25

$783K
Total assets Small plan by assets
154
Participants Small participant base
21st
Percentile by assets National rank
$5,085
Avg per participant Low balance/head
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Official DOL plan name: Dch/Oh Retirement Plan · Sponsored by Shc Owner, LLC · Puerto Rico · Healthcare & Social Assistance

$783K in assets, 154 participants

Shc Owner, LLC's Dch/Oh Retirement Plan reported $783K in total assets and 154 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.

  • #2,848 in Healthcare & Social Assistance (16,916 peers)

2024 asset change

Dch/Oh Retirement Plan surged 61.1% in 2024 ($486K → $783K) for 154 participants.

#2,848
in Healthcare & Social Assistance (16,916 peers)
+61.1%
assets growth YoY

Dch/Oh Retirement Plan among the smaller filed plans by assets

Dch/Oh Retirement Plan vs every filed plan by assets

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

$783,141 21st percentile higher than 21% of 123,620 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 2024

Dch/Oh 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. Dch/Oh Retirement Plan sits mid-pack in the medium band (154 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Dch/Oh Retirement Plan end-of-year assets rose from $486K in the plan year 2023 filing to $783K in the plan year 2024 filing.
  • Dch/Oh Retirement Plan reported participants rose from 103 in the plan year 2023 filing to 154 in the plan year 2024 filing.
  • Dch/Oh Retirement Plan reported net income rose from $230K in the plan year 2023 filing to $297K in the plan year 2024 filing.

See the national 2023→2024 release diff →

Form 5500 schedule snapshot

Filing strip 660874686 · Shc Owner, LLC PY 2024 · Profit Sharing

Dch/Oh Retirement Plan · $783K · 154 · 21st

  • NET $783K
  • BOOK 154
  • VS-ST 21st
  • BOY Profit Sharing
  • SCH near Tfi Holdings, Inc. Retirement Plan
  • EBSA ind #2848

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 Puerto Rico →

Dch/Oh Retirement Plan in the asset neighbourhood

Dch/Oh Retirement Plan$783KTfi Holdings, Inc. Retirement PlanTfi Holdings, Inc. Retiremen…$783KSturgis Consulting, Inc. Profit Sharing PlanSturgis Consulting, Inc. Pro…$783KProfit Sharing Retirement Plan for Va Building Services of Roanoke, Inc.Profit Sharing Retirement Pl…$784KOhio Exterminating Company Inc Retirement PlanOhio Exterminating Company I…$784K
End-of-year total assets ($M) among Dch/Oh Retirement Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2024.

Shc Owner, LLC years around the 2024 move

Sponsor-wide plan assets over time

All Shc Owner, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$783K 5.548023116650673% vs 2023
2024 filing year
$0.72M$0.74M$0.76M$0.78M$0.8M 20232024 $0.74M $0.78M ▲ +5.4%
Year Plans Participants Total Assets
2023 2 116 $742K
2024 1 154 $783K

2024 asset-move particulars

Total Assets (Beginning of Year)$486K
Net Assets (End of Year)$783K
Net Income$297K
Employer EIN660874686
Plan Effective Date2023-01-01
Filing StatusFILING RECEIVED

Nearby Profit Sharing Plans in Puerto Rico

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

Dch/Oh Retirement Plan vs. nearby Profit Sharing plans in Puerto Rico, assets vs. participants Scatter plot of 6 data points. -20000200040006000800010000 -20002004006008001000 Total assets ($M) Participants Dch/Oh Retirement Plan, Total assets ($M): 0.783141 · Participants: 154Dch/Oh Retirement PlanPopular, Inc. Pr Savings and Investment Plan, Total assets ($M): 818.605332 · Participants: 8332Popular, Inc. Pr Savings and Investment PlanThe Retirement and Savings Plan for Amgen Manufacturing Limited LLC, Total assets ($M): 779.532675 · Participants: 2608The Retirement and Savings Plan for Amgen Manufacturing Limited LLCAbbvie Puerto Rico Savings Plan, Total assets ($M): 560.135241 · Participants: 1349Abbvie Puerto Rico Savings PlanThe Savings Plan for Lilly Affiliate Employees in Puerto Rico, Total assets ($M): 519.253084 · Participants: 1140The Savings Plan for Lilly Affiliate Employees in Puerto RicoHewlett Packard Enterprise Puerto Rico Tax Saving Capital Accumulation Plan, Total assets ($M): 228.453278 · Participants: 758Hewlett Packard Enterprise Puerto Rico Tax Saving Capital Accumulation Plan
Dch/Oh Retirement Plan vs. nearby Profit Sharing plans in Puerto Rico, assets vs. participants
Compare Dch/Oh Retirement Plan side-by-side with 3 peers →

Dch/Oh Retirement Plan's out-of-state Profit Sharing peers by assets and headcount

Outside Puerto Rico, the nearest Profit Sharing by assets is Tfi Holdings, Inc. Retirement Plan in UT ($783K); by covered participants it is M & F Western Products Profit Sharing Plan in TX (154 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (154 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.

Frequently Asked Questions

How did Dch/Oh Retirement Plan assets move in 2024? ▼
Dch/Oh Retirement Plan surged - up 61.1% during 2024, from $486K to $783K. Reported net income was $297K.
How have Shc Owner, LLC plan assets changed over time? ▼
Across 2 plan years on file (2023-2024), Shc Owner, LLC's sponsor-wide assets grew 5.5%, from $742K to $783K.
Where does Dch/Oh Retirement Plan rank by assets among Form 5500 filers? ▼
Dch/Oh Retirement Plan ranks in the 21st percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (among the smaller plans by assets on file).
Which Profit Sharing plans are similar in size to Dch/Oh Retirement Plan? ▼
Among Profit Sharing plans in other states, the closest by assets is Tfi Holdings, Inc. Retirement Plan in UT ($783K, 10 participants).
Which Profit Sharing plans cover a similar participant headcount to Dch/Oh Retirement Plan? ▼
Among Profit Sharing plans in other states, the closest by covered participants is M & F Western Products Profit Sharing Plan in TX (154 participants, $7M 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 660874686.

Read our methodology - how this data is sourced, computed, and verified.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.