ESOP · DOL Form 5500 · 2022

Shared Medical Services, Inc. ESOP

Data updated 2026-08-25

$71M
Total assets Below avg plan size
283
Participants Below avg headcount
91st
Percentile by assets National rank
$250,735
Avg per participant Above avg balance/head
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Official DOL plan name: Shared Medical Services Employee Stock Ownership Plan · Sponsored by Shared Medical Services, Inc. · Wisconsin · Professional & Technical Services

$71M in assets, 283 participants

Shared Medical Services, Inc.'s Shared Medical Services Employee Stock Ownership Plan reported $71M in total assets and 283 participants in its 2022 DOL Form 5500 filing, ranking in the 91st 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.

  • #19,790 in Professional & Technical Services (21,562 peers)

Where Shared Medical Services Employee Stock Ownership Plan sits by assets

Shared Medical Services Employee Stock Ownership Plan sits in the top 10% of all filed plans by assets, $71M for 283 participants (~$250,735/participant), up 10.9% in 2022.

#19,790
in Professional & Technical Services (21,562 peers)
+10.9%
assets growth YoY
0.7×
vs typical plan assets (national mean)

Shared Medical Services Employee Stock Ownership Plan's outsized position by total assets

Shared Medical Services Employee Stock Ownership Plan vs every filed plan by assets

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

$70,958,059 Top 9% higher than 91% 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

Shared Medical Services Employee Stock Ownership Plan among mid-size filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Shared Medical Services Employee Stock Ownership Plan sits mid-pack in the medium band (283 participants).

Plan-year Form 5500 strip

Filing strip 411388075 · Shared Medical Services, Inc. PY 2022 · ESOP

Shared Medical Services Employee Stock Ownership Plan · $71M · 283 · 91st

  • VS-ST $71M
  • BOY 283
  • SCH 91st
  • EBSA ESOP
  • PART near Duramax Global Corp Employee Stock Ownership Plan
  • TYPE ind #19790

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 Wisconsin →

Shared Medical Services Employee Stock Ownership Plan in the asset neighbourhood

Sc Holdings, Inc. Employee Stock Ownership PlanSc Holdings, Inc. Employee S…$71MDuramax Global Corp Employee Stock Ownership PlanDuramax Global Corp Employee…$71MShared Medical Services Employee Stock Ownership PlanShared Medical Services Empl…$71MFerrell Companies, Inc. Employee Stock Ownership PlanFerrell Companies, Inc. Empl…$71MMagic Valley Growers, Ltd. Employee Stock Ownership PlanMagic Valley Growers, Ltd. E…$70M
End-of-year total assets ($M) among Shared Medical Services Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2022.

Scale-class filing particulars (2022)

Total Assets (Beginning of Year)$64M
Net Assets (End of Year)$48M
Net Income$8M
Employer EIN411388075
Plan Effective Date2011-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Shared Medical Services, Inc.)

Sponsor-wide plan assets over time

All Shared Medical Services, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$163M 47.60094436340877% vs 2022
2024 filing year
$100M$120M$140M$160M$180M 202220232024 $111M $163M ▲ +47.6%
Year Plans Participants Total Assets
2022 2 666 $111M
2023 2 759 $131M
2024 2 831 $163M

Nearby ESOP Plans in Wisconsin

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

Shared Medical Services Employee Stock Ownership Plan vs. nearby ESOP plans in Wisconsin, assets vs. participants Scatter plot of 6 data points. -20000200040006000 -10123 Total assets ($B) Participants Shared Medical Services Employee Stock Ownership Plan, Total assets ($B): 0.070958059 · Participants: 283Shared Medical Services Employee Stock Ownership PlanSchreiber Foods, Inc. Employee Stock Ownership Plan, Total assets ($B): 2.652316726 · Participants: 5656Schreiber Foods, Inc. Employee Stock Ownership PlanWoodman's Employees' Profit Sharing and Stock Ownership Plan, Total assets ($B): 0.640316132 · Participants: 2608Woodman's Employees' Profit Sharing and Stock Ownership PlanKi Employee Stock Ownership Plan, Total assets ($B): 0.29452491 · Participants: 1649Ki Employee Stock Ownership PlanWausau Supply Company Employee Stock Ownership Plan, Total assets ($B): 0.292527762 · Participants: 747Wausau Supply Company Employee Stock Ownership PlanTrachte Building Systems Employee Stock Ownership Plan, Total assets ($B): 0.25846345 · Participants: 210Trachte Building Systems Employee Stock Ownership Plan
Shared Medical Services Employee Stock Ownership Plan vs. nearby ESOP plans in Wisconsin, assets vs. participants
Compare Shared Medical Services Employee Stock Ownership Plan side-by-side with 3 peers →

Shared Medical Services Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount

Outside Wisconsin, the nearest ESOP by assets is Duramax Global Corp Employee Stock Ownership Plan in OH ($71M); by covered participants it is Cgp Foods Inc. Employee Stock Ownership Plan in WV (283 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (283 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 Shared Medical Services Employee Stock Ownership Plan assets move in 2022? ▼
Shared Medical Services Employee Stock Ownership Plan grew at a solid clip - up 10.9% during 2022, from $64M to $71M. Reported net income was $8M.
How have Shared Medical Services, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Shared Medical Services, Inc.'s sponsor-wide assets grew 47.6%, from $111M to $163M.
Where does Shared Medical Services Employee Stock Ownership Plan rank by assets among Form 5500 filers? ▼
Shared Medical Services Employee Stock Ownership Plan ranks in the 91st percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top 10% of all filed plans by assets).
Which ESOP plans are similar in size to Shared Medical Services Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Duramax Global Corp Employee Stock Ownership Plan in OH ($71M, 102 participants).
Which ESOP plans cover a similar participant headcount to Shared Medical Services Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Cgp Foods Inc. Employee Stock Ownership Plan in WV (283 participants, $15M 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 411388075.

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.