ESOP · DOL Form 5500 · 2022

Smelter Holdings, Inc. ESOP

Data updated 2026-08-25

$31M
Total assets Below avg plan size
83
Participants Small participant base
83rd
Percentile by assets National rank
$376,507
Avg per participant High balance/head
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Official DOL plan name: Smelter Service Corp Employee Stock Ownership Plan · Sponsored by Smelter Holdings, Inc. · Tennessee · Manufacturing

$31M in assets, 83 participants

Smelter Holdings, Inc.'s Smelter Service Corp Employee Stock Ownership Plan reported $31M in total assets and 83 participants in its 2022 DOL Form 5500 filing, ranking in the 83rd 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.

  • #15,704 in Manufacturing (20,602 peers)

Where Smelter Service Corp Employee Stock Ownership Plan sits by assets

Smelter Service Corp Employee Stock Ownership Plan sits in the top quartile of all filed plans by assets, $31M for 83 participants (~$376,507/participant), up 142.2% in 2022.

#15,704
in Manufacturing (20,602 peers)
+142.2%
assets growth YoY
0.3×
vs typical plan assets (national mean)

Smelter Service Corp Employee Stock Ownership Plan's outsized position by total assets

Smelter Service Corp Employee Stock Ownership Plan vs every filed plan by assets

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

$31,250,075 Top 17% higher than 83% 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

Smelter Service Corp Employee 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. Smelter Service Corp Employee Stock Ownership Plan is a small filing (83 participants) on this national headcount ladder.

Published 5500 schedule card

Filing strip 621033907 · Smelter Holdings, Inc. PY 2022 · ESOP

Smelter Service Corp Employee Stock Ownership Plan · $31M · 83 · 83rd

  • PHOTO $31M
  • PHOTO 83
  • PHOTO 83rd
  • PHOTO ESOP
  • PHOTO near St Cloud Industrial Products Inc Employee Stock Ownership Plan and Trust
  • PHOTO ind #15704

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 Tennessee →

Smelter Service Corp Employee Stock Ownership Plan in the asset neighbourhood

St Cloud Industrial Products Inc Employee Stock Ownership Plan and TrustSt Cloud Industrial Products…$31MSmelter Service Corp Employee Stock Ownership PlanSmelter Service Corp Employe…$31MAxia Consulting Employee Stock Ownership PlanAxia Consulting Employee Sto…$31MControl Associates, Inc. Employee Stock Ownership PlanControl Associates, Inc. Emp…$31MThouvenot, Wade, Moerchen, Inc. Employee Stock Ownership PlanThouvenot, Wade, Moerchen, I…$31M
End-of-year total assets ($M) among Smelter Service Corp 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)$13M
Net Assets (End of Year)-$18M
Net Income$19M
Employer EIN621033907
Plan Effective Date2019-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Smelter Holdings, Inc.)

Sponsor-wide plan assets over time

All Smelter Holdings, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$61M 63.73156849646876% vs 2022
2024 filing year
$30M$40M$50M$60M$70M 202220232024 $37M $60.7M ▲ +63.7%
Year Plans Participants Total Assets
2022 2 184 $37M
2023 2 195 $55M
2024 2 199 $61M

Nearby ESOP Plans in Tennessee

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

Smelter Service Corp Employee Stock Ownership Plan vs. nearby ESOP plans in Tennessee, assets vs. participants Scatter plot of 6 data points. -100001000200030004000 0100200300400500 Total assets ($M) Participants Smelter Service Corp Employee Stock Ownership Plan, Total assets ($M): 31.250075 · Participants: 83Smelter Service Corp Employee Stock Ownership PlanBarr Brands International Amended and Restated Employee Stock Ownership Plan, Total assets ($M): 448.826239 · Participants: 312Barr Brands International Amended and Restated Employee Stock Ownership PlanZander Group Holdings, Inc. Employee Stock Ownership Plan, Total assets ($M): 199.960184 · Participants: 184Zander Group Holdings, Inc. Employee Stock Ownership Plan3ls, Inc. Employee Stock Ownership Plan, Total assets ($M): 118.475903 · Participants: 5053ls, Inc. Employee Stock Ownership PlanPaladin Capital, Inc. ESOP, Total assets ($M): 99.01375 · Participants: 3771Paladin Capital, Inc. ESOPChurchill Holdings, Inc. Employee Stock Ownership Plan, Total assets ($M): 93.135811 · Participants: 512Churchill Holdings, Inc. Employee Stock Ownership Plan
Smelter Service Corp Employee Stock Ownership Plan vs. nearby ESOP plans in Tennessee, assets vs. participants
Compare Smelter Service Corp Employee Stock Ownership Plan side-by-side with 3 peers →

Smelter Service Corp Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount

Outside Tennessee, the nearest ESOP by assets is St Cloud Industrial Products Inc Employee Stock Ownership Plan and Trust in MN ($31M); by covered participants it is Hilbers, Inc. Employee Stock Ownership Plan in CA (83 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (83 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 Smelter Service Corp Employee Stock Ownership Plan assets move in 2022? ▼
Smelter Service Corp Employee Stock Ownership Plan surged - up 142.2% during 2022, from $13M to $31M. Reported net income was $19M.
How have Smelter Holdings, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Smelter Holdings, Inc.'s sponsor-wide assets grew 63.7%, from $37M to $61M.
Where does Smelter Service Corp Employee Stock Ownership Plan rank by assets among Form 5500 filers? ▼
Smelter Service Corp Employee Stock Ownership Plan ranks in the 83rd percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top quartile of all filed plans by assets).
Which ESOP plans are similar in size to Smelter Service Corp Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is St Cloud Industrial Products Inc Employee Stock Ownership Plan and Trust in MN ($31M, 137 participants).
Which ESOP plans cover a similar participant headcount to Smelter Service Corp Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Hilbers, Inc. Employee Stock Ownership Plan in CA (83 participants, $2M 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 621033907.

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.