ESOP · DOL Form 5500 · 2022

S. H. Smith and Company, Incorporated ESOP

Data updated 2026-08-25

$2M
Total assets Small plan by assets
32
Participants Small participant base
35th
Percentile by assets National rank
$68,791
Avg per participant Below avg balance/head
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Official DOL plan name: S. H. Smith and Company, Incorporated Employee Stock Ownership Trust · Sponsored by S. H. Smith and Company, Incorporated · Missouri · Professional & Technical Services

$2M in assets, 32 participants

S. H. Smith and Company, Incorporated's S. H. Smith and Company, Incorporated Employee Stock Ownership Trust reported $2M in total assets and 32 participants in its 2022 DOL Form 5500 filing, ranking in the 35th 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.

  • #6,880 in Professional & Technical Services (21,562 peers)

S. H. Smith and Company, Incorporated multi-year trail

S. H. Smith and Company, Incorporated's plans moved +29.3% in assets from 2022 to 2024; this filing shows S. H. Smith and Company, Incorporated Employee Stock Ownership Trust at $2M / 32 participants.

#6,880
in Professional & Technical Services (21,562 peers)
+11.0%
assets growth YoY

S. H. Smith and Company, Incorporated Employee Stock Ownership Trust's mid-pack asset rank among Professional & Technical Services and all filers

S. H. Smith and Company, Incorporated Employee Stock Ownership Trust vs every filed plan by assets

End-of-year total assets · plan year 2022 · DOL Form 5500

$2,201,309 35th percentile higher than 35% of 139,123 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 2022

S. H. Smith and Company, Incorporated Employee Stock Ownership Trust among smaller filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. S. H. Smith and Company, Incorporated Employee Stock Ownership Trust is a small filing (32 participants) on this national headcount ladder.

DOL schedule card

Filing strip 431214721 · S. H. Smith and Company, Incorporated PY 2022 · ESOP

S. H. Smith and Company, Incorporated Employee Stock Ownership Trust · $2M · 32 · 35th

  • ASSETS $2M
  • ASSETS 32
  • ASSETS 35th
  • ASSETS ESOP
  • ASSETS near Ph Acquisition, Inc. Employee Stock Ownership Plan
  • ASSETS ind #6880

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 What is an ESOP? → · Plans in Missouri →

S. H. Smith and Company, Incorporated Employee Stock Ownership Trust in the asset neighbourhood

Poolmaster, Inc. Employee Stock Ownership PlanPoolmaster, Inc. Employee St…$2MFire & Risk Alliance Holdings, Inc. Employee Stock Ownership PlanFire & Risk Alliance Holding…$2MS. H. Smith and Company, Incorporated Employee Stock Ownership TrustS. H. Smith and Company, Inc…$2MPh Acquisition, Inc. Employee Stock Ownership PlanPh Acquisition, Inc. Employe…$2MMolded Products, Inc. Employee Stock Ownership Plan and TrustMolded Products, Inc. Employ…$2M
End-of-year total assets ($M) among S. H. Smith and Company, Incorporated Employee Stock Ownership Trust and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2022.

S. H. Smith and Company, Incorporated multi-year asset trail

Sponsor-wide plan assets over time

All S. H. Smith and Company, Incorporated plans reported in each filing year

Latest sponsor-wide plan assets
$3M 29.34672051947273% vs 2022
2024 filing year
$2M$2.2M$2.4M$2.6M$2.8M$3M 202220232024 $2.2M $2.85M ▲ +29.5%
Year Plans Participants Total Assets
2022 1 32 $2M
2023 1 36 $2M
2024 1 39 $3M

S. H. Smith and Company, Incorporated filing trail (2022)

Total Assets (Beginning of Year)$2M
Net Assets (End of Year)$2M
Net Income$217K
Employer EIN431214721
Plan Effective Date1994-01-01
Filing StatusFILING RECEIVED

Nearby ESOP Plans in Missouri

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

S. H. Smith and Company, Incorporated Employee Stock Ownership Trust vs. nearby ESOP plans in Missouri, assets vs. participants Scatter plot of 6 data points. -200002000400060008000 -1012345 Total assets ($B) Participants S. H. Smith and Company, Incorporated Employee Stock Ownership Trust, Total assets ($B): 0.002201309 · Participants: 32S. H. Smith and Company, Incorporated Employee Stock Ownership TrustBurns & Mcdonnell, Inc. Employee Stock Ownership Plan, Total assets ($B): 3.96136732 · Participants: 7358Burns & Mcdonnell, Inc. Employee Stock Ownership PlanMccarthy Employee Stock Ownership Plan, Total assets ($B): 1.201297589 · Participants: 3252Mccarthy Employee Stock Ownership PlanArco DB Companies, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.353124189 · Participants: 432Arco DB Companies, Inc. Employee Stock Ownership PlanJe Dunn Employee Stock Ownership Plan and Trust, Total assets ($B): 0.332246957 · Participants: 2641Je Dunn Employee Stock Ownership Plan and TrustSrc Employee Stock Ownership Plan and Trust, Total assets ($B): 0.238180744 · Participants: 1388Src Employee Stock Ownership Plan and Trust
S. H. Smith and Company, Incorporated Employee Stock Ownership Trust vs. nearby ESOP plans in Missouri, assets vs. participants
Compare S. H. Smith and Company, Incorporated Employee Stock Ownership Trust side-by-side with 3 peers →

S. H. Smith and Company, Incorporated Employee Stock Ownership Trust's out-of-state ESOP peers by assets and headcount

Outside Missouri, the nearest ESOP by assets is Ph Acquisition, Inc. Employee Stock Ownership Plan in TX ($2M); by covered participants it is Ses Environmental Employee Stock Ownership Plan and Trust in IN (32 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (32 participants); asset peers above are excluded.

DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did S. H. Smith and Company, Incorporated Employee Stock Ownership Trust assets move in 2022? ▼
S. H. Smith and Company, Incorporated Employee Stock Ownership Trust grew at a solid clip - up 11.0% during 2022, from $2M to $2M. Reported net income was $217K.
How have S. H. Smith and Company, Incorporated plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), S. H. Smith and Company, Incorporated's sponsor-wide assets grew 29.3%, from $2M to $3M.
Which ESOP plans are similar in size to S. H. Smith and Company, Incorporated Employee Stock Ownership Trust? ▼
Among ESOP plans in other states, the closest by assets is Ph Acquisition, Inc. Employee Stock Ownership Plan in TX ($2M, 18 participants).
Which ESOP plans cover a similar participant headcount to S. H. Smith and Company, Incorporated Employee Stock Ownership Trust? ▼
Among ESOP plans in other states, the closest by covered participants is Ses Environmental Employee Stock Ownership Plan and Trust in IN (32 participants, $3M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2022.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 431214721.

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.