ESOP · DOL Form 5500 · 2022
Smalley & Company ESOP
Data updated 2026-08-11
- $39M
- Total assets
- 127
- Participants
- 86th
- Percentile by assets
- $305,250
- Avg per participant
Official DOL plan name: Smalley & Company Employee Stock Ownership Plan and Trust · Sponsored by Smalley & Company · Colorado · Wholesale Trade
$39M in assets, 127 participants
Smalley & Company's Smalley & Company Employee Stock Ownership Plan and Trust reported $39M in total assets and 127 participants in its 2022 DOL Form 5500 filing, ranking in the 86th 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.
- 86th percentile by assets (of 139,126 plans)
- #5,913 in Wholesale Trade (6,843 peers)
Coverage in Colorado
Smalley & Company Employee Stock Ownership Plan and Trust covers 127 participants in Colorado, about 34% of the average Colorado filer (state average ~376 per filing). Assets: $39M.
- $39M
- total plan assets (2022 EOY)
- 127
- covered participants
- 86th
- percentile by assets (of 139,126 plans)
- $305,250
- avg assets per participant
Participants vs Colorado filers
In Colorado, the average filing covers about 376 participants across 2,719 plans. Smalley & Company Employee Stock Ownership Plan and Trust reports 127 participants - about 34% of that state average ($39M EOY assets).
Colorado filing particulars
| Total Assets (Beginning of Year) | $37M |
|---|---|
| Net Assets (End of Year) | $33M |
| Net Income | $2M |
| Employer EIN | 840576872 |
| Plan Effective Date | 2000-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Smalley & Company)
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 282 | $48M |
| 2023 | 2 | 303 | $49M |
| 2024 | 2 | 238 | $17M |
Nearby ESOP Plans in Colorado
Peer ESOP plans, same state, same plan type, ranked by total assets.
Smalley & Company Employee Stock Ownership Plan and Trust vs. nearby ESOP plans in Colorado, assets vs. participants
- Alpine Lumber Company Employee Stock Ownership Plan $286M · 597
- Brown Strauss, Inc. Employee Stock Ownership Plan $233M · 206
- Trinidad Benham Corp. Employee Stock Ownership Plan $218M · 1,013
- Envision Management Holding, Inc. Employee Stock Ownership Plan $171M · 932
- Catamount Constructors, Inc. Employee Stock Ownership Plan $112M · 181
Similar-Sized ESOP Plans Nationally
ESOP plans in other states closest to Smalley & Company Employee Stock Ownership Plan and Trust by total assets, not by location.
Frequently Asked Questions
How did Smalley & Company Employee Stock Ownership Plan and Trust assets move in 2022? ▼
How have Smalley & Company plan assets changed over time? ▼
Where does Smalley & Company Employee Stock Ownership Plan and Trust rank by assets among Form 5500 filers? ▼
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Next read for Smalley & Company Employee Stock Ownersh…
Filing takeaways
Ways to act on Smalley & Company Employee Stock Ownership Plan and Trust's numbers.
- By total assets, Smalley & Company Employee Stock Ownership Plan and Trust ranks in the top quartile of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar ESOP plans in Colorado. Compare plans
- Smalley & Company's sponsor-wide assets have declined 64.4% since 2022 across 3 plan years on file. More Wholesale Trade plans