ESOP · DOL Form 5500 · 2022
Shared Medical Services, Inc. ESOP
Data updated 2026-08-11
- $71M
- Total assets
- 283
- Participants
- 91st
- Percentile by assets
- $250,735
- Avg per participant
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.
- 91st percentile by assets (of 139,126 plans)
- #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.
- $71M
- total plan assets (2022 EOY)
- 283
- covered participants
- 91st
- percentile by assets (of 139,126 plans)
- $250,735
- avg assets per participant
Shared Medical Services Employee Stock Ownership Plan vs the 2022 asset distribution
By assets, Shared Medical Services Employee Stock Ownership Plan outranks 91% of the 139,126 plans that filed a Form 5500 for the 2022 plan year, and holds roughly 0.7x the national average plan size of $100M (721 average participants).
Scale-class filing particulars (2022)
| Total Assets (Beginning of Year) | $64M |
|---|---|
| Net Assets (End of Year) | $48M |
| Net Income | $8M |
| Employer EIN | 411388075 |
| Plan Effective Date | 2011-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Shared Medical Services, Inc.)
| 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
- Schreiber Foods, Inc. Employee Stock Ownership Plan $2.7B · 5,656
- Woodman's Employees' Profit Sharing and Stock Ownership Plan $640M · 2,608
- Ki Employee Stock Ownership Plan $295M · 1,649
- Wausau Supply Company Employee Stock Ownership Plan $293M · 747
- Trachte Building Systems Employee Stock Ownership Plan $258M · 210
Similar-Sized ESOP Plans Nationally
ESOP plans in other states closest to Shared Medical Services Employee Stock Ownership Plan by total assets, not by location.
Frequently Asked Questions
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How have Shared Medical Services, Inc. plan assets changed over time? ▼
Where does Shared Medical Services Employee Stock Ownership Plan rank by assets among Form 5500 filers? ▼
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Scale reading
Ways to act on Shared Medical Services Employee Stock Ownership Plan's numbers.
- By total assets, Shared Medical Services Employee Stock Ownership Plan ranks in the top 10% of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar ESOP plans in Wisconsin. Compare plans
- Shared Medical Services, Inc.'s sponsor-wide assets have grown 47.6% since 2022 across 3 plan years on file. More Professional & Technical Services plans