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
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
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 EIN | 870537386 |
| Plan Effective Date | 2022-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Select Investment and Management Co.)
| 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.
- Winco Employee Stock Ownership Plan $4.3B · 15,984
- Norco, Inc. Employee Stock Ownership Plan $220M · 1,298
- Litehouse, Inc. Employee Stock Ownership Plan $213M · 1,174
- The Franklin Group, Inc. Employee Stock Ownership Plan and Trust $102M · 569
- Container and Packaging Employee Stock Ownership Plan and Trust $72M · 106
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
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Filing takeaways
Ways to act on Select Investment and Management Co. Employee Stock Ownership Plan's numbers.
- By total assets, Select Investment and Management Co. Employee Stock Ownership Plan ranks in the lower half of filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar ESOP plans in Idaho. Compare plans
- Select Investment and Management Co.'s sponsor-wide assets have grown 134.7% since 2022 across 3 plan years on file. More Food Services & Accommodation plans