ESOP · DOL Form 5500 · 2022

Sme Administrative Services, Inc. ESOP

Data updated 2026-08-25

$148K
Total assets Small plan by assets
19
Participants Small participant base
8th
Percentile by assets National rank
$7,791
Avg per participant Low balance/head
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Official DOL plan name: Sme Administrative Services, Inc., Employees Stock Ownership Plan · Sponsored by Sme Administrative Services, Inc. · Colorado · Administrative & Support Services

$148K in assets, 19 participants

Sme Administrative Services, Inc.'s Sme Administrative Services, Inc., Employees Stock Ownership Plan reported $148K in total assets and 19 participants in its 2022 DOL Form 5500 filing, ranking in the 8th 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.

  • #937 in Administrative & Support Services (4,927 peers)

What the 2022 filing shows

Sme Administrative Services, Inc., Employees Stock Ownership Plan holds $148K for 19 participants - about $7,791 per participant, among the smaller plans by assets on file.

#937
in Administrative & Support Services (4,927 peers)
+0.0%
assets growth YoY

Sme Administrative Services, Inc., Employees Stock Ownership Plan among the smaller filed plans by assets

Sme Administrative Services, Inc., Employees Stock Ownership Plan vs every filed plan by assets

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

$148,038 8th percentile higher than 8% 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

Sme Administrative 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. Sme Administrative Services, Inc., Employees Stock Ownership Plan is a small filing (19 participants) on this national headcount ladder.

Published 5500 schedule card

Filing strip 473701236 · Sme Administrative Services, Inc. PY 2022 · ESOP

Sme Administrative Services, Inc., Employees Stock Ownership Plan · $148K · 19 · 8th

  • IND $148K
  • EOY 19
  • 5500 8th
  • ASSETS ESOP
  • PCT near Agperspective Inc. Employee Stock Ownership Plan
  • EIN ind #937

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 Colorado →

Sme Administrative Services, Inc., Employees Stock Ownership Plan in the asset neighbourhood

Sme Administrative Services, Inc., Employees Stock Ownership PlanSme Administrative Services,…$148KAgperspective Inc. Employee Stock Ownership PlanAgperspective Inc. Employee …$150KKearney Equipment Holdings, Inc. Employee Stock Ownership PlanKearney Equipment Holdings, …$150KU.P. Fabricating Co. Inc. Employee Stock Ownership PlanU.P. Fabricating Co. Inc. Em…$152KHerron Holding Company, Inc. Employee Stock Ownership PlanHerron Holding Company, Inc.…$145K
End-of-year total assets ($M) among Sme Administrative Services, Inc., Employees Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2022.

Filing particulars (2022)

Total Assets (Beginning of Year)$148K
Net Assets (End of Year)$143K
Employer EIN473701236
Plan Effective Date2015-05-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Sme Administrative Services, Inc.)

Sponsor-wide plan assets over time

All Sme Administrative Services, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
N/A
2023 filing year
$0M$0.05M$0.1M$0.15M$0.2M 20222023 $0.15M $0M ▼ -100.0%
Year Plans Participants Total Assets
2022 1 19 $148K
2023 1 20 N/A

Nearby ESOP Plans in Colorado

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

Sme Administrative Services, Inc., Employees Stock Ownership Plan vs. nearby ESOP plans in Colorado, assets vs. participants Scatter plot of 6 data points. -500050010001500 -1000100200300400 Total assets ($M) Participants Sme Administrative Services, Inc., Employees Stock Ownership Plan, Total assets ($M): 0.148038 · Participants: 19Sme Administrative Services, Inc., Employees Stock Ownership PlanAlpine Lumber Company Employee Stock Ownership Plan, Total assets ($M): 285.815279 · Participants: 597Alpine Lumber Company Employee Stock Ownership PlanBrown Strauss, Inc. Employee Stock Ownership Plan, Total assets ($M): 232.984751 · Participants: 206Brown Strauss, Inc. Employee Stock Ownership PlanTrinidad Benham Corp. Employee Stock Ownership Plan, Total assets ($M): 217.557758 · Participants: 1013Trinidad Benham Corp. Employee Stock Ownership PlanEnvision Management Holding, Inc. Employee Stock Ownership Plan, Total assets ($M): 170.68 · Participants: 932Envision Management Holding, Inc. Employee Stock Ownership PlanCatamount Constructors, Inc. Employee Stock Ownership Plan, Total assets ($M): 112.205631 · Participants: 181Catamount Constructors, Inc. Employee Stock Ownership Plan
Sme Administrative Services, Inc., Employees Stock Ownership Plan vs. nearby ESOP plans in Colorado, assets vs. participants
Compare Sme Administrative Services, Inc., Employees Stock Ownership Plan side-by-side with 3 peers →

Sme Administrative Services, Inc., Employees Stock Ownership Plan's out-of-state ESOP peers by assets and headcount

Outside Colorado, the nearest ESOP by assets is Agperspective Inc. Employee Stock Ownership Plan in IL ($150K); by covered participants it is N-Link Corporation Employee Stock Ownership Plan in OR (19 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (19 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 did Sme Administrative Services, Inc., Employees Stock Ownership Plan assets move in 2022? ▼
Sme Administrative Services, Inc., Employees Stock Ownership Plan held essentially flat - up 0.0% during 2022, from $148K to $148K.
Where does Sme Administrative Services, Inc., Employees Stock Ownership Plan rank by assets among Form 5500 filers? ▼
Sme Administrative Services, Inc., Employees Stock Ownership Plan ranks in the 8th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (among the smaller plans by assets on file).
Which ESOP plans are similar in size to Sme Administrative Services, Inc., Employees Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Agperspective Inc. Employee Stock Ownership Plan in IL ($150K, 13 participants).
Which ESOP plans cover a similar participant headcount to Sme Administrative Services, Inc., Employees Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is N-Link Corporation Employee Stock Ownership Plan in OR (19 participants, $730K 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 473701236.

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.