Society For Human Resource Management — Form 5500 filings & benefit plans

Form 5500 plan sponsor summary

According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, Society For Human Resource Management (EIN 34-0948453) is a plan sponsor located in Alexandria, VA with 3 reported benefit plan(s) in the loaded dataset. The latest loaded Form 5500 filing year is 2023.

Company overview (based on loaded 2023 public filings)

EIN
34-0948453
Location
Alexandria, VA
Loaded plans
3
Latest filing year
2023

This is a company / sponsor profile — aggregate totals across all of this employer's loaded plans. Open an individual plan below for its own full financial statement.

What stands out for Society For Human Resource Management

  • 3 loaded plans hold $183.4M in reported assets.
  • The largest, Society For Human Resource Management Incentive Savings Plan, holds 54% of this company's reported plan assets.
  • Plans cover 1,627 reported participants.
  • 2 of 3 plans report full financial statements.
  • 2 report Schedule C provider compensation.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$183.4MSummed across loaded plans$183,378,620
Total reported assets$183.4M$183,378,620
Total reported participants1.6K1,627
Total reported liabilities$0

Reported net position

Reported assets = net assets + liabilities (summed)$183.4M total assets
Net assets$183.4MLiabilities$0
Contributions & income
Employer contributions$3.4M
Participant contributions$4.2M
Total income / additions$39.3M
Expenses & distributions
Benefits paid / distributions$13.7M
Total expenses$14.2M
Net increase / (decrease)$25.1M

Data coverage

Plans with financial statements2 / 3 (67%)
Plans with provider compensation2 / 3 (67%)

Totals sum the latest loaded 2023 public Form 5500 filing per plan for this company's plans — one filing per plan, so multiple years are never double-counted. Figures are reported values from loaded Schedule H / I (and Schedule C for provider compensation); fields a plan did not report are treated as missing, not zero. These are not audited or official totals.

Computed from loaded plans

Portfolio comparison

Largest plan share of assets54%Society For Human Resource Management Incentive Savings Plan
Participants per plan542Average across loaded plans
Loaded plans3
Ranked by reported assets

Largest loaded plans

Bars show each plan's reported end-of-year assets relative to the largest.

  1. 1
    Plan #002 · 730 participants · 2023
  2. 2
    Plan #001 · 540 participants · 2023
  3. 3
    Plan #510 · 357 participants · 2023
EFAST2 filings

Latest loaded filings

Most recent loaded Form 5500 filings for Society For Human Resource Management. Open one for its full reported snapshot.

  1. 2023
    Society For Human Resource Management Health And Welfare Benefits Plan357 participants · 2No schedules
    View filing →
  2. 2023
    Society For Human Resource Management Incentive Savings Plan730 participants · 2Sch HSch C
    View filing →
  3. 2023
    Society For Human Resource Management Pension Plan And Trust540 participants · 2Sch HSch C
    View filing →

What to inspect next

Frequently asked questions

How many benefit plans does Society For Human Resource Management report on Form 5500?
Society For Human Resource Management (EIN 34-0948453) reports 3 benefit plan(s) in the loaded Form 5500 dataset.
What is the EIN for Society For Human Resource Management?
The Employer Identification Number (EIN) reported for Society For Human Resource Management is 34-0948453.
What is the latest Form 5500 filing year for Society For Human Resource Management?
The latest loaded Form 5500 filing year for Society For Human Resource Management is 2023.

Related Form 5500 pages