ESOP · DOL Form 5500 · 2022

Select Investment and Management Co. ESOP

Data updated 2026-08-11

$5M
Total assets
81
Participants
49th
Percentile by assets
$58,178
Avg per participant
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Official DOL plan name: Select Investment and Management Co. Employee Stock Ownership Plan · Sponsored by Select Investment and Management Co. · Idaho · Food Services & Accommodation

$5M in assets, 81 participants

Select Investment and Management Co.'s Select Investment and Management Co. Employee Stock Ownership Plan reported $5M in total assets and 81 participants in its 2022 DOL Form 5500 filing, ranking in the 49th 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.

  • 49th percentile by assets (of 139,126 plans)
  • #3,759 in Food Services & Accommodation (4,592 peers)

Food Services & Accommodation sector rank

Within Food Services & Accommodation, Select Investment and Management Co. Employee Stock Ownership Plan ranks #3,759 of 4,592 2022 filers by assets (415% of the sector average)-$5M for 81 participants.

$5M
total plan assets (2022 EOY)
81
covered participants
49th
percentile by assets (of 139,126 plans)
$58,178
avg assets per participant

The plan reported a net loss of $53M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Where Select Investment and Management Co. Employee Stock Ownership Plan sits by total assets

Select Investment and Management Co. Employee Stock Ownership Plan vs every filed plan by assets

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

$4,712,400 49th percentile higher than 49% of 139,123 filed plans

This plan $0 $2,010,000,000 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

Rank #3,759 in Food Services & Accommodation

Among 4,592 Food Services & Accommodation plans that filed a Form 5500 for plan year 2022, Select Investment and Management Co. Employee Stock Ownership Plan ranks #3,759 by end-of-year assets - about 415% of the sector average of $20M. Nationally it sits in the 49th percentile, a stronger position within its industry than across all filers.

Food Services & Accommodation filing particulars

Total Assets (Beginning of Year)N/A
Net Assets (End of Year)-$53M
Net Income-$53M
Employer EIN870537386
Plan Effective Date2022-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Select Investment and Management Co.)

$5M$10M$15M$20M 202220232024 $7.51M $17.6M ▲ +134.5%
Total plan assets by year, all Select Investment and Management Co. plans on file
Year Plans Participants Total Assets
2022 2 155 $8M
2023 1 134 $17M
2024 1 147 $18M

Nearby ESOP Plans in Idaho

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

Select Investment and Management Co. Employee Stock Ownership Plan vs. nearby ESOP plans in Idaho, assets vs. participants Scatter plot of 6 data points. -500005000100001500020000 -1012345 Total assets ($B) Participants Select Investment an…, Total assets ($B): 0.0047124 · Participants: 81Select Investment an…Winco Employee Stock…, Total assets ($B): 4.331068124 · Participants: 15984Winco Employee Stock…Norco, Inc. Employee…, Total assets ($B): 0.220412969 · Participants: 1298Norco, Inc. Employee…Litehouse, Inc. Empl…, Total assets ($B): 0.213402995 · Participants: 1174Litehouse, Inc. Empl…The Franklin Group, …, Total assets ($B): 0.102340004 · Participants: 569The Franklin Group, …Container and Packag…, Total assets ($B): 0.0719783 · Participants: 106Container and Packag…
Select Investment and Management Co. Employee Stock Ownership Plan vs. nearby ESOP plans in Idaho, assets vs. participants

Similar-Sized ESOP Plans Nationally

ESOP plans in other states closest to Select Investment and Management Co. Employee Stock Ownership Plan by total assets, not by location.

Frequently Asked Questions

How have Select Investment and Management Co. plan assets changed over time?
Across 3 plan years on file (2022-2024), Select Investment and Management Co.'s sponsor-wide assets grew 134.7%, from $8M to $18M.
Which ESOP plans are similar in size to Select Investment and Management Co. Employee Stock Ownership Plan?
Among ESOP plans in other states, the closest by assets is Superior Graphite Co. Employee Stock Ownership Plan in IL ($5M, 133 participants).

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Filing takeaways

Ways to act on Select Investment and Management Co. Employee Stock Ownership Plan's numbers.