ESOP · DOL Form 5500 · 2022
S.M. Wilson & Co. ESOP
Data updated 2026-08-25
- $13M
- Total assets Small plan by assets
- 108
- Participants Small participant base
- 70th
- Percentile by assets National rank
- $121,643
- Avg per participant Near avg balance/head
Official DOL plan name: S.M. Wilson & Co. Employee Stock Ownership Plan · Sponsored by S.M. Wilson & Co. · Missouri · Construction
$13M in assets, 108 participants
S.M. Wilson & Co.'s S.M. Wilson & Co. Employee Stock Ownership Plan reported $13M in total assets and 108 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.
- #6,942 in Construction (9,927 peers)
Coverage in Missouri
S.M. Wilson & Co. Employee Stock Ownership Plan covers 108 participants in Missouri, about 15% of the average Missouri filer (state average ~737 per filing). Assets: $13M.
- #6,942
- in Construction (9,927 peers)
- +20.7%
- assets growth YoY
S.M. Wilson & Co. Employee Stock Ownership Plan's outsized position by total assets
S.M. Wilson & Co. Employee Stock Ownership Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$13,137,483 Top 30% higher than 70% of 139,123 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022
S.M. Wilson & Co. 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. S.M. Wilson & Co. Employee Stock Ownership Plan sits mid-pack in the medium band (108 participants).
Plan-year Form 5500 strip
Filing strip 370699952 · S.M. Wilson & Co. PY 2022 · ESOP
S.M. Wilson & Co. Employee Stock Ownership Plan · $13M · 108 · 70th
- IND $13M
- EOY 108
- 5500 70th
- ASSETS ESOP
- PCT near The Northridge Group, Inc. Employee Stock Ownership Plan
- EIN ind #6942
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 Missouri →
S.M. Wilson & Co. Employee Stock Ownership Plan in the asset neighbourhood
Missouri filing particulars
| Total Assets (Beginning of Year) | $11M |
|---|---|
| Net Assets (End of Year) | $11M |
| Net Income | $3M |
| Employer EIN | 370699952 |
| Plan Effective Date | 2005-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (S.M. Wilson & Co.)
Sponsor-wide plan assets over time
All S.M. Wilson & Co. plans reported in each filing year
- Latest sponsor-wide plan assets
- $46M 93.39632792715591% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 196 | $24M |
| 2023 | 2 | 182 | $32M |
| 2024 | 2 | 180 | $46M |
Nearby ESOP Plans in Missouri
Peer ESOP plans, same state, same plan type, ranked by total assets.
- Burns & Mcdonnell, Inc. Employee Stock Ownership Plan $4.0B · 7,358
- Mccarthy Employee Stock Ownership Plan $1.2B · 3,252
- Arco DB Companies, Inc. Employee Stock Ownership Plan $353M · 432
- Je Dunn Employee Stock Ownership Plan and Trust $332M · 2,641
- Src Employee Stock Ownership Plan and Trust $238M · 1,388
S.M. Wilson & Co. Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount
Outside Missouri, the nearest ESOP by assets is The Northridge Group, Inc. Employee Stock Ownership Plan in IL ($13M); by covered participants it is Reese Central Wholesale, Inc Employee Stock Ownership Plan in IN (108 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($13M here).
Similar participant headcount
Nearest other-state filings by covered participants (108 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.