ESOP · DOL Form 5500 · 2022
Special Mine Services, Inc. ESOP
Data updated 2026-08-11
- $14M
- Total assets
- 50
- Participants
- 71st
- Percentile by assets
- $274,077
- Avg per participant
Official DOL plan name: Special Mine Services, Inc. Employees Stock Ownership Plan · Sponsored by Special Mine Services, Inc. · Illinois · Mining & Oil Extraction
$14M in assets, 50 participants
Special Mine Services, Inc.'s Special Mine Services, Inc. Employees Stock Ownership Plan reported $14M in total assets and 50 participants in its 2022 DOL Form 5500 filing, ranking in the 71st 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.
- 71st percentile by assets (of 139,126 plans)
- #470 in Mining & Oil Extraction (892 peers)
2022 asset change
Special Mine Services, Inc. Employees Stock Ownership Plan grew at a solid clip 8.2% in 2022 ($13M → $14M) for 50 participants.
- $14M
- total plan assets (2022 EOY)
- 50
- covered participants
- 71st
- percentile by assets (of 139,126 plans)
- $274,077
- avg assets per participant
2022 asset move for Special Mine Services, Inc. Employees Stock Ownership Plan
Year over year, total assets grew at a solid clip from $13M at the start of 2022 to $14M at year-end (up 8.2%). Net assets closed at $12M; reported net income $1M.
Special Mine Services, Inc. years around the 2022 move
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 50 | $14M |
| 2023 | 1 | 60 | $14M |
| 2024 | 1 | 55 | $13M |
2022 asset-move particulars
| Total Assets (Beginning of Year) | $13M |
|---|---|
| Net Assets (End of Year) | $12M |
| Net Income | $1M |
| Employer EIN | 371137608 |
| Plan Effective Date | 2004-01-01 |
| Filing Status | FILING RECEIVED |
Nearby ESOP Plans in Illinois
Peer ESOP plans, same state, same plan type, ranked by total assets.
Special Mine Services, Inc. Employees Stock Ownership Plan vs. nearby ESOP plans in Illinois, assets vs. participants
- Amsted Industries Incorporated Employees' Stock Ownership Plan $3.8B · 4,361
- Ori 401(k) Savings and Profit Sharing Plan $1.7B · 10,023
- Kehe Distributors, Inc. Employee Stock Ownership Plan $1.2B · 3,905
- Scot Forge Company Employee Stock Ownership Plan $970M · 495
- Rli Corp. Employee Stock Ownership Plan $342M · 826
Similar-Sized ESOP Plans Nationally
ESOP plans in other states closest to Special Mine Services, Inc. Employees Stock Ownership Plan by total assets, not by location.
Frequently Asked Questions
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2022 change
Ways to act on Special Mine Services, Inc. Employees Stock Ownership Plan's numbers.
- By total assets, Special Mine Services, Inc. Employees Stock Ownership Plan ranks above the median plan by assets. See the largest plans
- Compare it side-by-side against 3 similar ESOP plans in Illinois. Compare plans
- Special Mine Services, Inc.'s sponsor-wide assets have declined 5.1% since 2022 across 3 plan years on file. More Mining & Oil Extraction plans