ESOP · DOL Form 5500 · 2022
S&me, Inc. ESOP
Data updated 2026-08-11
- $43M
- Total assets
- 970
- Participants
- 87th
- Percentile by assets
- $44,590
- Avg per participant
Official DOL plan name: S&me, Inc. Employee Stock Ownership Plan · Sponsored by S&me, Inc. · North Carolina · Professional & Technical Services
$43M in assets, 970 participants
S&me, Inc.'s S&me, Inc. Employee Stock Ownership Plan reported $43M in total assets and 970 participants in its 2022 DOL Form 5500 filing, ranking in the 87th 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.
- 87th percentile by assets (of 139,126 plans)
- #18,895 in Professional & Technical Services (21,562 peers)
Where S&me, Inc. Employee Stock Ownership Plan sits by assets
S&me, Inc. Employee Stock Ownership Plan sits in the top quartile of all filed plans by assets, $43M for 970 participants (~$44,590/participant), down 10.6% in 2022.
- $43M
- total plan assets (2022 EOY)
- 970
- covered participants
- 87th
- percentile by assets (of 139,126 plans)
- $44,590
- avg assets per participant
The plan reported a net loss of $5M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Where S&me, Inc. Employee Stock Ownership Plan sits by total assets
S&me, Inc. Employee Stock Ownership Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$43,251,832 Top 13% higher than 87% of 139,123 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022
S&me, Inc. Employee Stock Ownership Plan vs the 2022 asset distribution
By assets, S&me, Inc. Employee Stock Ownership Plan outranks 87% of the 139,126 plans that filed a Form 5500 for the 2022 plan year, and holds roughly 0.4x the national average plan size of $100M (721 average participants).
Scale-class filing particulars (2022)
| Total Assets (Beginning of Year) | $48M |
|---|---|
| Net Assets (End of Year) | $43M |
| Net Income | -$5M |
| Employer EIN | 560791580 |
| Plan Effective Date | 1995-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (S&me, Inc.)
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 2,064 | $139M |
| 2023 | 2 | 2,059 | $171M |
| 2024 | 2 | 2,034 | $197M |
Nearby ESOP Plans in North Carolina
Peer ESOP plans, same state, same plan type, ranked by total assets.
- Old Dominion 401(k) Retirement Plan $1.8B · 24,080
- Columbia Forest Products, Inc. Employee Stock Ownership Plan and Trust $184M · 1,322
- State Utility Contractors, Inc. Employee Stock Ownership Plan $82M · 147
- Robert E. Mason & Associates, Inc. Employee Stock Ownership Plan $78M · 250
- Mckim & Creed, Inc. Employee Stock Ownership Plan $72M · 790
Similar-Sized ESOP Plans Nationally
ESOP plans in other states closest to S&me, Inc. Employee Stock Ownership Plan by total assets, not by location.
Frequently Asked Questions
How did S&me, Inc. Employee Stock Ownership Plan assets move in 2022? ▼
How have S&me, Inc. plan assets changed over time? ▼
Where does S&me, Inc. Employee Stock Ownership Plan rank by assets among Form 5500 filers? ▼
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Next read for S&me, Inc. Employee Stock Ownership Plan
Scale reading
Ways to act on S&me, Inc. Employee Stock Ownership Plan's numbers.
- By total assets, S&me, Inc. Employee Stock Ownership Plan ranks in the top quartile of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar ESOP plans in North Carolina. Compare plans
- S&me, Inc.'s sponsor-wide assets have grown 42.3% since 2022 across 3 plan years on file. More Professional & Technical Services plans