ESOP · DOL Form 5500 · 2022

Select Investment and Management Co. ESOP

Data updated 2026-08-25

$5M
Total assets Small plan by assets
81
Participants Small participant base
49th
Percentile by assets National rank
$58,178
Avg per participant Low balance/head
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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.

  • #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.

#3,759
in Food Services & Accommodation (4,592 peers)
-$53M
reported net income

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.

Select Investment and Management Co. Employee Stock Ownership Plan's mid-pack asset rank among Food Services & Accommodation and all filers

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 $2,050,000,000 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

Select Investment and Management Co. 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. Select Investment and Management Co. Employee Stock Ownership Plan is a small filing (81 participants) on this national headcount ladder.

Plan-year Form 5500 strip

Filing strip 870537386 · Select Investment and Management Co. PY 2022 · ESOP

Select Investment and Management Co. Employee Stock Ownership Plan · $5M · 81 · 49th

  • EOY $5M
  • EOY 81
  • EOY 49th
  • EOY ESOP
  • EOY near Superior Graphite Co. Employee Stock Ownership Plan
  • EOY ind #3759

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 Idaho →

Select Investment and Management Co. Employee Stock Ownership Plan in the asset neighbourhood

Preference Employment Solutions, Inc. Employee Stock Ownership PlanPreference Employment Soluti…$5MSelect Investment and Management Co. Employee Stock Ownership PlanSelect Investment and Manage…$5MSuperior Graphite Co. Employee Stock Ownership PlanSuperior Graphite Co. Employ…$5MPacific Vascular Incorporated Employee Stock Ownership PlanPacific Vascular Incorporate…$5MSordoni Construction Co. Employee Stock Ownership PlanSordoni Construction Co. Emp…$5M
End-of-year total assets ($M) among Select Investment and Management Co. Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2022.

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.)

Sponsor-wide plan assets over time

All Select Investment and Management Co. plans reported in each filing year

Latest sponsor-wide plan assets
$18M 134.66965971803592% vs 2022
2024 filing year
$5M$10M$15M$20M 202220232024 $7.51M $17.6M ▲ +134.5%
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 ($B) Participants Select Investment and Management Co. Employee Stock Ownership Plan, Total assets ($B): 0.0047124 · Participants: 81Select Investment and Management Co. Employee Stock Ownership PlanWinco Employee Stock Ownership Plan, Total assets ($B): 4.331068124 · Participants: 15984Winco Employee Stock Ownership PlanNorco, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.220412969 · Participants: 1298Norco, Inc. Employee Stock Ownership PlanLitehouse, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.213402995 · Participants: 1174Litehouse, Inc. Employee Stock Ownership PlanThe Franklin Group, Inc. Employee Stock Ownership Plan and Trust, Total assets ($B): 0.102340004 · Participants: 569The Franklin Group, Inc. Employee Stock Ownership Plan and TrustContainer and Packaging Employee Stock Ownership Plan and Trust, Total assets ($B): 0.0719783 · Participants: 106Container and Packaging Employee Stock Ownership Plan and Trust
Select Investment and Management Co. Employee Stock Ownership Plan vs. nearby ESOP plans in Idaho, assets vs. participants
Compare Select Investment and Management Co. Employee Stock Ownership Plan side-by-side with 3 peers →

Select Investment and Management Co. Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount

Outside Idaho, the nearest ESOP by assets is Superior Graphite Co. Employee Stock Ownership Plan in IL ($5M); by covered participants it is The Peoples Bank of Ripley Employee Stock Ownership Plan in MS (81 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (81 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 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).
Which ESOP plans cover a similar participant headcount to Select Investment and Management Co. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is The Peoples Bank of Ripley Employee Stock Ownership Plan in MS (81 participants, $1M 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 870537386.

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.