ESOP · DOL Form 5500 · 2022

Symmes Maini & Mckee Associates, in ESOP

Data updated 2026-08-25

$13M
Total assets Small plan by assets
205
Participants Below avg headcount
70th
Percentile by assets National rank
$64,858
Avg per participant Low balance/head
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Official DOL plan name: Symmes Maini & Mckee Associates, Inc. Employee Stock Ownership Plan · Sponsored by Symmes Maini & Mckee Associates, in · Massachusetts · Professional & Technical Services

$13M in assets, 205 participants

Symmes Maini & Mckee Associates, in's Symmes Maini & Mckee Associates, Inc. Employee Stock Ownership Plan reported $13M in total assets and 205 participants in its 2022 DOL Form 5500 filing, ranking in the 70th 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.

  • #15,041 in Professional & Technical Services (21,562 peers)

Coverage in Massachusetts

Symmes Maini & Mckee Associates, Inc. Employee Stock Ownership Plan covers 205 participants in Massachusetts, about 31% of the average Massachusetts filer (state average ~659 per filing). Assets: $13M.

#15,041
in Professional & Technical Services (21,562 peers)
+7.8%
assets growth YoY

Symmes Maini & Mckee Associates, Inc. Employee Stock Ownership Plan's outsized position by total assets

Symmes Maini & Mckee Associates, Inc. Employee Stock Ownership Plan vs every filed plan by assets

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

$13,295,949 Top 30% higher than 70% 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

Symmes Maini & Mckee Associates, Inc. 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. Symmes Maini & Mckee Associates, Inc. Employee Stock Ownership Plan sits mid-pack in the medium band (205 participants).

Plan-year Form 5500 strip

Filing strip 042745179 · Symmes Maini & Mckee Associates, in PY 2022 · ESOP

Symmes Maini & Mckee Associates, Inc. Employee Stock Ownership Plan · $13M · 205 · 70th

  • ASSETS $13M
  • ASSETS 205
  • ASSETS 70th
  • ASSETS ESOP
  • ASSETS near Aveka Group, Inc. Employee Stock Ownership Plan and Trust
  • ASSETS ind #15041

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 Massachusetts →

Symmes Maini & Mckee Associates, Inc. Employee Stock Ownership Plan in the asset neighbourhood

Tsc 401(k) Employee Stock Ownership PlanTsc 401(k) Employee Stock Ow…$13MSymmes Maini & Mckee Associates, Inc. Employee Stock Ownership PlanSymmes Maini & Mckee Associa…$13MAveka Group, Inc. Employee Stock Ownership Plan and TrustAveka Group, Inc. Employee S…$13MSiddons Martin Employee Stock Ownership PlanSiddons Martin Employee Stoc…$13MVroman Systems, Inc. Employee Stock Ownership Plan and TrustVroman Systems, Inc. Employe…$13M
End-of-year total assets ($M) among Symmes Maini & Mckee Associates, Inc. Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2022.

Massachusetts filing particulars

Total Assets (Beginning of Year)$12M
Net Assets (End of Year)$13M
Net Income$963K
Employer EIN042745179
Plan Effective Date1988-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Symmes Maini & Mckee Associates, in)

Sponsor-wide plan assets over time

All Symmes Maini & Mckee Associates, in plans reported in each filing year

Latest sponsor-wide plan assets
$80M 32.50188726744466% vs 2022
2024 filing year
$50M$60M$70M$80M$90M 202220232024 $60.6M $80.3M ▲ +32.5%
Year Plans Participants Total Assets
2022 2 403 $61M
2023 2 398 $71M
2024 2 380 $80M

Nearby ESOP Plans in Massachusetts

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

Symmes Maini & Mckee Associates, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Massachusetts, assets vs. participants Scatter plot of 6 data points. 050010001500200025003000 -2000200400600 Total assets ($M) Participants Symmes Maini & Mckee Associates, Inc. Employee Stock Ownership Plan, Total assets ($M): 13.295949 · Participants: 205Symmes Maini & Mckee Associates, Inc. Employee Stock Ownership PlanConsigli Building Group Employee Stock Ownership Plan, Total assets ($M): 495.023943 · Participants: 1315Consigli Building Group Employee Stock Ownership PlanThe Gillette Company Employee Stock Ownership Plan, Total assets ($M): 380.839397 · Participants: 193The Gillette Company Employee Stock Ownership PlanAbt Associates Inc. Employees Stock Ownership Plan, Total assets ($M): 312.177588 · Participants: 2426Abt Associates Inc. Employees Stock Ownership PlanNew England Biolabs, Inc. Voting Stock Ownership Plan, Total assets ($M): 272.105333 · Participants: 386New England Biolabs, Inc. Voting Stock Ownership PlanEastern Bank Employee Stock Ownership Plan, Total assets ($M): 258.836117 · Participants: 1646Eastern Bank Employee Stock Ownership Plan
Symmes Maini & Mckee Associates, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Massachusetts, assets vs. participants
Compare Symmes Maini & Mckee Associates, Inc. Employee Stock Ownership Plan side-by-side with 3 peers →

Symmes Maini & Mckee Associates, Inc. Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount

Outside Massachusetts, the nearest ESOP by assets is Aveka Group, Inc. Employee Stock Ownership Plan and Trust in MN ($13M); by covered participants it is Tri Dal Employee Stock Ownership Plan in TX (205 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (205 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 Symmes Maini & Mckee Associates, Inc. Employee Stock Ownership Plan assets move in 2022? ▼
Symmes Maini & Mckee Associates, Inc. Employee Stock Ownership Plan grew at a solid clip - up 7.8% during 2022, from $12M to $13M. Reported net income was $963K.
How have Symmes Maini & Mckee Associates, in plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Symmes Maini & Mckee Associates, in's sponsor-wide assets grew 32.5%, from $61M to $80M.
Which ESOP plans are similar in size to Symmes Maini & Mckee Associates, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Aveka Group, Inc. Employee Stock Ownership Plan and Trust in MN ($13M, 244 participants).
Which ESOP plans cover a similar participant headcount to Symmes Maini & Mckee Associates, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Tri Dal Employee Stock Ownership Plan in TX (205 participants, $19M 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 042745179.

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.