ESOP · DOL Form 5500 · 2022
Smallwood, Reynolds, Stewart, Stewart & Associates, Inc. ESOP
Data updated 2026-08-25
- $7M
- Total assets Small plan by assets
- 81
- Participants Small participant base
- 59th
- Percentile by assets National rank
- $92,118
- Avg per participant Below avg balance/head
Official DOL plan name: Smallwood, Reynolds, Stewart, Stewart & Associates, Inc. ESOP · Sponsored by Smallwood, Reynolds, Stewart, Stewart & Associates, Inc. · Georgia · Professional & Technical Services
$7M in assets, 81 participants
Smallwood, Reynolds, Stewart, Stewart & Associates, Inc.'s Smallwood, Reynolds, Stewart, Stewart & Associates, Inc. ESOP reported $7M in total assets and 81 participants in its 2022 DOL Form 5500 filing, ranking in the 59th 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.
- #12,287 in Professional & Technical Services (21,562 peers)
2022 asset change
Smallwood, Reynolds, Stewart, Stewart & Associates, Inc. ESOP grew sharply 25.6% in 2022 ($6M → $7M) for 81 participants.
- #12,287
- in Professional & Technical Services (21,562 peers)
- +25.6%
- assets growth YoY
Smallwood, Reynolds, Stewart, Stewart & Associates, Inc. ESOP's mid-pack asset rank among Professional & Technical Services and all filers
Smallwood, Reynolds, Stewart, Stewart & Associates, Inc. ESOP vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$7,461,572 Top 41% higher than 59% 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
Smallwood, Reynolds, Stewart, Stewart & Associates, Inc. ESOP among smaller filed plans by headcount
Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Smallwood, Reynolds, Stewart, Stewart & Associates, Inc. ESOP is a small filing (81 participants) on this national headcount ladder.
DOL schedule card
Filing strip 581353898 · Smallwood, Reynolds, Stewart, Stewart & Associates, Inc. PY 2022 · ESOP
Smallwood, Reynolds, Stewart, Stewart & Associates, Inc. ESOP · $7M · 81 · 59th
- RANK $7M
- RANK 81
- RANK 59th
- RANK ESOP
- RANK near Teoc, Inc. Employee Stock Ownership Plan
- RANK ind #12287
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 Georgia →
Smallwood, Reynolds, Stewart, Stewart & Associates, Inc. ESOP in the asset neighbourhood
Smallwood, Reynolds, Stewart, Stewart & Associates, Inc. years around the 2022 move
Sponsor-wide plan assets over time
All Smallwood, Reynolds, Stewart, Stewart & Associates, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $18M 4.9726667349762295% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 161 | $19M |
| 2023 | 2 | 167 | $20M |
| 2024 | 2 | 155 | $18M |
2022 asset-move particulars
| Total Assets (Beginning of Year) | $6M |
|---|---|
| Net Assets (End of Year) | $7M |
| Net Income | $2M |
| Employer EIN | 581353898 |
| Plan Effective Date | 1998-01-01 |
| Filing Status | FILING RECEIVED |
Nearby ESOP Plans in Georgia
Peer ESOP plans, same state, same plan type, ranked by total assets.
- Warehouse Home Furnishings Distributors, Inc. Employee Stock Ownership Plan $689M · 1,759
- Choate Construction Company Employee Stock Ownership Plan $316M · 424
- Brent Scarbrough & Company Employee Stock Ownership Plan $253M · 427
- Aubrey Silvey Enterprises, Inc. Employee Stock Ownership Plan $190M · 397
- Dixie Plywood and Lumber Company Employee Stock Ownership Plan $137M · 314
Smallwood, Reynolds, Stewart, Stewart & Associates, Inc. ESOP's out-of-state ESOP peers by assets and headcount
Outside Georgia, the nearest ESOP by assets is Teoc, Inc. Employee Stock Ownership Plan in CA ($7M); by covered participants it is The Peoples Bank of Ripley Employee Stock Ownership Plan in MS (81 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($7M here).
Similar participant headcount
Nearest other-state filings by covered participants (81 participants); asset peers above are excluded.
- The Peoples Bank of Ripley Employee Stock Ownership Plan (MS) 81 · 0 off
- Carpetland USA Milwaukee, Inc. Employee Stock Ownership Plan (WI) 81 · 0 off
- Idaho Pacific Lumber Company, Inc. Employee Stock Ownership Plan and Trust (ID) 81 · 0 off
- Glass & Metals, Inc. Employee Stock Ownership and Savings Plan (VA) 81 · 0 off
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.