ESOP · DOL Form 5500 · 2022
Smith Seckman Reid, Inc. ESOP
Data updated 2026-08-11
- $78M
- Total assets
- 450
- Participants
- 91st
- Percentile by assets
- $173,822
- Avg per participant
Official DOL plan name: Smith Seckman Reid, Inc. Employee Stock Ownership Plan · Sponsored by Smith Seckman Reid, Inc. · Tennessee · Professional & Technical Services
$78M in assets, 450 participants
Smith Seckman Reid, Inc.'s Smith Seckman Reid, Inc. Employee Stock Ownership Plan reported $78M in total assets and 450 participants in its 2022 DOL Form 5500 filing, ranking in the 91st 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.
- 91st percentile by assets (of 139,126 plans)
- #19,942 in Professional & Technical Services (21,562 peers)
Coverage in Tennessee
Smith Seckman Reid, Inc. Employee Stock Ownership Plan covers 450 participants in Tennessee, about 40% of the average Tennessee filer (state average ~1,126 per filing). Assets: $78M.
- $78M
- total plan assets (2022 EOY)
- 450
- covered participants
- 91st
- percentile by assets (of 139,126 plans)
- $173,822
- avg assets per participant
Participants vs Tennessee filers
In Tennessee, the average filing covers about 1,126 participants across 2,384 plans. Smith Seckman Reid, Inc. Employee Stock Ownership Plan reports 450 participants - about 40% of that state average ($78M EOY assets).
Tennessee filing particulars
| Total Assets (Beginning of Year) | $59M |
|---|---|
| Net Assets (End of Year) | $75M |
| Net Income | $19M |
| Employer EIN | 620791037 |
| Plan Effective Date | 1983-02-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Smith Seckman Reid, Inc.)
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 889 | $166M |
| 2023 | 2 | 951 | $196M |
| 2024 | 2 | 1,020 | $221M |
Nearby ESOP Plans in Tennessee
Peer ESOP plans, same state, same plan type, ranked by total assets.
Smith Seckman Reid, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Tennessee, assets vs. participants
- Barr Brands International Amended and Restated Employee Stock Ownership Plan $449M · 312
- Zander Group Holdings, Inc. Employee Stock Ownership Plan $200M · 184
- 3ls, Inc. Employee Stock Ownership Plan $118M · 505
- Paladin Capital, Inc. ESOP $99M · 3,771
- Churchill Holdings, Inc. Employee Stock Ownership Plan $93M · 512
Similar-Sized ESOP Plans Nationally
ESOP plans in other states closest to Smith Seckman Reid, Inc. Employee Stock Ownership Plan by total assets, not by location.
Frequently Asked Questions
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Filing takeaways
Ways to act on Smith Seckman Reid, Inc. Employee Stock Ownership Plan's numbers.
- By total assets, Smith Seckman Reid, Inc. Employee Stock Ownership Plan ranks in the top 10% of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar ESOP plans in Tennessee. Compare plans
- Smith Seckman Reid, Inc.'s sponsor-wide assets have grown 33.1% since 2022 across 3 plan years on file. More Professional & Technical Services plans