ESOP · DOL Form 5500 · 2022

St. Michael's Inc. ESOP

Data updated 2026-08-25

$3M
Total assets Small plan by assets
88
Participants Small participant base
42nd
Percentile by assets National rank
$37,537
Avg per participant Low balance/head
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Official DOL plan name: St. Michael's Inc. Employee Stock Ownership Plan · Sponsored by St. Michael's Inc. · Virginia · Administrative & Support Services

$3M in assets, 88 participants

St. Michael's Inc.'s St. Michael's Inc. Employee Stock Ownership Plan reported $3M in total assets and 88 participants in its 2022 DOL Form 5500 filing, ranking in the 42nd 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.

  • #3,247 in Administrative & Support Services (4,927 peers)

Administrative & Support Services sector rank

Within Administrative & Support Services, St. Michael's Inc. Employee Stock Ownership Plan ranks #3,247 of 4,927 2022 filers by assets (873% of the sector average)-$3M for 88 participants.

#3,247
in Administrative & Support Services (4,927 peers)
-11.7%
assets change YoY

The plan reported a net loss of $437K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

St. Michael's Inc. Employee Stock Ownership Plan's mid-pack asset rank among Administrative & Support Services and all filers

St. Michael's Inc. Employee Stock Ownership Plan vs every filed plan by assets

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

$3,303,268 42nd percentile higher than 42% 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

St. Michael's Inc. 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. St. Michael's Inc. Employee Stock Ownership Plan is a small filing (88 participants) on this national headcount ladder.

DOL schedule card

Filing strip 205146971 · St. Michael's Inc. PY 2022 · ESOP

St. Michael's Inc. Employee Stock Ownership Plan · $3M · 88 · 42nd

  • BOOK $3M
  • VS-ST 88
  • BOY 42nd
  • SCH ESOP
  • EBSA near Paragus Strategic It Employee Stock Ownership Plan
  • PART ind #3247

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 Virginia →

St. Michael's Inc. Employee Stock Ownership Plan in the asset neighbourhood

Richards Agency, Inc. Employee Stock Ownership PlanRichards Agency, Inc. Employ…$3MSt. Michael's Inc. Employee Stock Ownership PlanSt. Michael's Inc. Employee …$3MParagus Strategic It Employee Stock Ownership PlanParagus Strategic It Employe…$3MBerardi + Partners Employee Stock Ownership PlanBerardi + Partners Employee …$3MEver-Roll Employee Stock Ownership PlanEver-Roll Employee Stock Own…$3M
End-of-year total assets ($M) among St. Michael's Inc. Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2022.

Administrative & Support Services filing particulars

Total Assets (Beginning of Year)$4M
Net Assets (End of Year)$3M
Net Income-$437K
Employer EIN205146971
Plan Effective Date2016-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (St. Michael's Inc.)

Sponsor-wide plan assets over time

All St. Michael's Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$15M 28.930492320120806% vs 2022
2024 filing year
$10M$12M$14M$16M 202220232024 $11.6M $15M ▲ +29.0%
Year Plans Participants Total Assets
2022 2 234 $12M
2023 2 238 $13M
2024 2 235 $15M

Nearby ESOP Plans in Virginia

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

St. Michael's Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Virginia, assets vs. participants Scatter plot of 6 data points. -200002000400060008000 -20002004006008001000 Total assets ($M) Participants St. Michael's Inc. Employee Stock Ownership Plan, Total assets ($M): 3.303268 · Participants: 88St. Michael's Inc. Employee Stock Ownership PlanNvr, Inc. Employee Stock Ownership Plan, Total assets ($M): 862.945849 · Participants: 6910Nvr, Inc. Employee Stock Ownership PlanThe Resorts Companies, Inc. Employee Stock Ownership Plan, Total assets ($M): 301.066368 · Participants: 1695The Resorts Companies, Inc. Employee Stock Ownership PlanAmerican Systems Corporation Employee Stock Ownership Plan, Total assets ($M): 291.782297 · Participants: 1828American Systems Corporation Employee Stock Ownership PlanNew River Electrical Corporation Employee Stock Ownership Plan, Total assets ($M): 287.62409 · Participants: 424New River Electrical Corporation Employee Stock Ownership PlanDavis H. Elliot Company, Incorporated Employee Stock Ownership Plan, Total assets ($M): 237.22873 · Participants: 1882Davis H. Elliot Company, Incorporated Employee Stock Ownership Plan
St. Michael's Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Virginia, assets vs. participants
Compare St. Michael's Inc. Employee Stock Ownership Plan side-by-side with 3 peers →

St. Michael's Inc. Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount

Outside Virginia, the nearest ESOP by assets is Paragus Strategic It Employee Stock Ownership Plan in MA ($3M); by covered participants it is Waste Gas Fabricating Co., Inc. Employee Stock Ownership Plan in PA (88 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (88 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 St. Michael's Inc. Employee Stock Ownership Plan assets move in 2022? ▼
St. Michael's Inc. Employee Stock Ownership Plan pulled back noticeably - down 11.7% during 2022, from $4M to $3M. Reported net income was -$437K.
How have St. Michael's Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), St. Michael's Inc.'s sponsor-wide assets grew 28.9%, from $12M to $15M.
Which ESOP plans are similar in size to St. Michael's Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Paragus Strategic It Employee Stock Ownership Plan in MA ($3M, 69 participants).
Which ESOP plans cover a similar participant headcount to St. Michael's Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Waste Gas Fabricating Co., Inc. Employee Stock Ownership Plan in PA (88 participants, $44M 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 205146971.

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.