ESOP · DOL Form 5500 · 2022
Special Mine Services, Inc. ESOP
Data updated 2026-08-25
- $14M
- Total assets Small plan by assets
- 50
- Participants Small participant base
- 71st
- Percentile by assets National rank
- $274,077
- Avg per participant High balance/head
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.
- #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.
- #470
- in Mining & Oil Extraction (892 peers)
- +8.2%
- assets growth YoY
Special Mine Services, Inc. Employees Stock Ownership Plan's outsized position by total assets
Special Mine Services, Inc. Employees Stock Ownership Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$13,703,837 Top 29% higher than 71% 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
Special Mine Services, Inc. Employees 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. Special Mine Services, Inc. Employees Stock Ownership Plan is a small filing (50 participants) on this national headcount ladder.
Published 5500 schedule card
Filing strip 371137608 · Special Mine Services, Inc. PY 2022 · ESOP
Special Mine Services, Inc. Employees Stock Ownership Plan · $14M · 50 · 71st
- SCH $14M
- SCH 50
- SCH 71st
- SCH ESOP
- SCH near Howard Immel, Inc. Employee Stock Ownership Plan
- SCH ind #470
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 →
Special Mine Services, Inc. Employees Stock Ownership Plan in the asset neighbourhood
Special Mine Services, Inc. years around the 2022 move
Sponsor-wide plan assets over time
All Special Mine Services, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $13M 5.142435655065074% vs 2022
- 2024 filing year
| 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.
- 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
Special Mine Services, Inc. Employees Stock Ownership Plan's out-of-state ESOP peers by assets and headcount
Outside Illinois, the nearest ESOP by assets is Howard Immel, Inc. Employee Stock Ownership Plan in WI ($14M); by covered participants it is Crafts, Inc. Employee Stock Ownership Plan in WI (50 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($14M here).
Similar participant headcount
Nearest other-state filings by covered participants (50 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.