ESOP · DOL Form 5500 · 2022

Plansmith Corporation ESOP

Data updated 2026-08-25

$2M
Total assets Small plan by assets
34
Participants Small participant base
31st
Percentile by assets National rank
$50,256
Avg per participant Low balance/head
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Official DOL plan name: The Plansmith Corporation Employee Stock Ownership Plan · Sponsored by Plansmith Corporation · Illinois · Information & Media

$2M in assets, 34 participants

Plansmith Corporation's The Plansmith Corporation Employee Stock Ownership Plan reported $2M in total assets and 34 participants in its 2022 DOL Form 5500 filing, ranking in the 31st 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.

  • #501 in Information & Media (2,911 peers)

Plansmith Corporation multi-year trail

Plansmith Corporation's plans moved +56.9% in assets from 2022 to 2024; this filing shows The Plansmith Corporation Employee Stock Ownership Plan at $2M / 34 participants.

#501
in Information & Media (2,911 peers)
+17.9%
assets growth YoY

The Plansmith Corporation Employee Stock Ownership Plan among the smaller filed plans by assets

The Plansmith Corporation Employee Stock Ownership Plan vs every filed plan by assets

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

$1,708,712 31st percentile higher than 31% 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

The Plansmith Corporation Employee Stock Ownership Plan among smaller filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. The Plansmith Corporation Employee Stock Ownership Plan is a small filing (34 participants) on this national headcount ladder.

Plan-year Form 5500 strip

Filing strip 362852830 · Plansmith Corporation PY 2022 · ESOP

The Plansmith Corporation Employee Stock Ownership Plan · $2M · 34 · 31st

  • NET $2M
  • NET 34
  • NET 31st
  • NET ESOP
  • NET near Rees Associates, Inc. Employee Stock Ownership Plan
  • NET ind #501

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 Illinois →

The Plansmith Corporation Employee Stock Ownership Plan in the asset neighbourhood

The Plansmith Corporation Employee Stock Ownership PlanThe Plansmith Corporation Em…$2MRees Associates, Inc. Employee Stock Ownership PlanRees Associates, Inc. Employ…$2MDeer Valley Sports Incorporated Emploee Stock Ownership PlanDeer Valley Sports Incorpora…$2MNorwalk Furniture, Inc. Employee Stock Ownership PlanNorwalk Furniture, Inc. Empl…$2MJanis Research Employee Stock Ownership Plan and TrustJanis Research Employee Stoc…$2M
End-of-year total assets ($M) among The Plansmith Corporation Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2022.

Plansmith Corporation multi-year asset trail

Sponsor-wide plan assets over time

All Plansmith Corporation plans reported in each filing year

Latest sponsor-wide plan assets
$3M 56.886356507123494% vs 2022
2024 filing year
$1.5M$2M$2.5M$3M 202220232024 $1.71M $2.68M ▲ +56.7%
Year Plans Participants Total Assets
2022 1 34 $2M
2023 1 32 $2M
2024 1 35 $3M

Plansmith Corporation filing trail (2022)

Total Assets (Beginning of Year)$1M
Net Assets (End of Year)$2M
Net Income$281K
Employer EIN362852830
Plan Effective Date2015-01-01
Filing StatusFILING RECEIVED

Nearby ESOP Plans in Illinois

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

The Plansmith Corporation Employee Stock Ownership Plan vs. nearby ESOP plans in Illinois, assets vs. participants Scatter plot of 6 data points. -5000050001000015000 -101234 Total assets ($B) Participants The Plansmith Corporation Employee Stock Ownership Plan, Total assets ($B): 0.001708712 · Participants: 34The Plansmith Corporation Employee Stock Ownership PlanAmsted Industries Incorporated Employees' Stock Ownership Plan, Total assets ($B): 3.751765578 · Participants: 4361Amsted Industries Incorporated Employees' Stock Ownership PlanOri 401(k) Savings and Profit Sharing Plan, Total assets ($B): 1.70457972 · Participants: 10023Ori 401(k) Savings and Profit Sharing PlanKehe Distributors, Inc. Employee Stock Ownership Plan, Total assets ($B): 1.163229548 · Participants: 3905Kehe Distributors, Inc. Employee Stock Ownership PlanScot Forge Company Employee Stock Ownership Plan, Total assets ($B): 0.970067277 · Participants: 495Scot Forge Company Employee Stock Ownership PlanRli Corp. Employee Stock Ownership Plan, Total assets ($B): 0.341695997 · Participants: 826Rli Corp. Employee Stock Ownership Plan
The Plansmith Corporation Employee Stock Ownership Plan vs. nearby ESOP plans in Illinois, assets vs. participants
Compare The Plansmith Corporation Employee Stock Ownership Plan side-by-side with 3 peers →

The Plansmith Corporation Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount

Outside Illinois, the nearest ESOP by assets is Rees Associates, Inc. Employee Stock Ownership Plan in OK ($2M); by covered participants it is Employee Stock Ownership Plan for Employees of Asel Art Supply Inc. in TX (34 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (34 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 The Plansmith Corporation Employee Stock Ownership Plan assets move in 2022? ▼
The Plansmith Corporation Employee Stock Ownership Plan grew sharply - up 17.9% during 2022, from $1M to $2M. Reported net income was $281K.
How have Plansmith Corporation plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Plansmith Corporation's sponsor-wide assets grew 56.9%, from $2M to $3M.
Which ESOP plans are similar in size to The Plansmith Corporation Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Rees Associates, Inc. Employee Stock Ownership Plan in OK ($2M, 50 participants).
Which ESOP plans cover a similar participant headcount to The Plansmith Corporation Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Employee Stock Ownership Plan for Employees of Asel Art Supply Inc. in TX (34 participants, $892K 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 362852830.

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.