ESOP · DOL Form 5500 · 2022
Service Medical Equipment Retirement Plan ESOP
Data updated 2026-08-25
- $695K
- Total assets Small plan by assets
- 4
- Participants Small participant base
- 21st
- Percentile by assets National rank
- $173,866
- Avg per participant Above avg balance/head
Official DOL plan name: Service Medical Equipment Retirement Plan · Sponsored by Service Medical Equipment Retirement Plan · Illinois · Healthcare & Social Assistance
$695K in assets, 4 participants
Service Medical Equipment Retirement Plan's Service Medical Equipment Retirement Plan reported $695K in total assets and 4 participants in its 2022 DOL Form 5500 filing, ranking in the 21st 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.
- #3,555 in Healthcare & Social Assistance (20,060 peers)
2022 asset change
Service Medical Equipment Retirement Plan declined sharply 17.9% in 2022 ($847K → $695K) for 4 participants.
- #3,555
- in Healthcare & Social Assistance (20,060 peers)
- -17.9%
- assets change YoY
The plan reported a net loss of $152K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Service Medical Equipment Retirement Plan among the smaller filed plans by assets
Service Medical Equipment Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$695,464 21st percentile higher than 21% 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
Service Medical Equipment Retirement Plan among micro filed plans by headcount
Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Service Medical Equipment Retirement Plan is a micro filing (4 participants), the leftmost band.
Form 5500 schedule snapshot
Filing strip 274244747 · Service Medical Equipment Retirement Plan PY 2022 · ESOP
Service Medical Equipment Retirement Plan · $695K · 4 · 21st
- PCT $695K
- PCT 4
- PCT 21st
- PCT ESOP
- PCT near Bhs Eugene, Inc. Employee Stock Ownership Plan
- PCT ind #3555
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 Illinois →
Service Medical Equipment Retirement Plan in the asset neighbourhood
Service Medical Equipment Retirement Plan years around the 2022 move
Sponsor-wide plan assets over time
All Service Medical Equipment Retirement Plan plans reported in each filing year
- Latest sponsor-wide plan assets
- N/A
- 2023 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 4 | $695K |
| 2023 | 1 | 3 | N/A |
2022 asset-move particulars
| Total Assets (Beginning of Year) | $847K |
|---|---|
| Net Assets (End of Year) | $695K |
| Net Income | -$152K |
| Employer EIN | 274244747 |
| Plan Effective Date | 2010-01-01 |
| Filing Status | FILING RECEIVED |
Nearby ESOP Plans in Illinois
Peer ESOP plans, same state, same plan type, ranked by total assets.
- Amsted Industries Incorporated Employees' Stock Ownership Plan $3.8B · 4,361
- Ori 401(k) Savings and Profit Sharing Plan $1.7B · 10,023
- Kehe Distributors, Inc. Employee Stock Ownership Plan $1.2B · 3,905
- Scot Forge Company Employee Stock Ownership Plan $970M · 495
- Rli Corp. Employee Stock Ownership Plan $342M · 826
Service Medical Equipment Retirement Plan's out-of-state ESOP peers by assets and headcount
Outside Illinois, the nearest ESOP by assets is Bhs Eugene, Inc. Employee Stock Ownership Plan in OR ($694K); by covered participants it is Jim White Lumber Sales Inc Employee Stock Ownership Plan and Trust in MI (4 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($695K here).
Similar participant headcount
Nearest other-state filings by covered participants (4 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.