ESOP · DOL Form 5500 · 2022

Smith Seckman Reid, Inc. ESOP

Data updated 2026-08-25

$78M
Total assets Below avg plan size
450
Participants Below avg headcount
91st
Percentile by assets National rank
$173,822
Avg per participant Above avg balance/head
PlainRetire home → About this data RSS: change history

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.

  • #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.

#19,942
in Professional & Technical Services (21,562 peers)
+31.6%
assets growth YoY
0.8×
vs typical plan assets (national mean)

Smith Seckman Reid, Inc. Employee Stock Ownership Plan's outsized position by total assets

Smith Seckman Reid, Inc. Employee Stock Ownership Plan vs every filed plan by assets

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

$78,220,054 Top 9% higher than 91% 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

Smith Seckman Reid, 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. Smith Seckman Reid, Inc. Employee Stock Ownership Plan sits mid-pack in the medium band (450 participants).

DOL schedule card

Filing strip 620791037 · Smith Seckman Reid, Inc. PY 2022 · ESOP

Smith Seckman Reid, Inc. Employee Stock Ownership Plan · $78M · 450 · 91st

  • SCH $78M
  • EBSA 450
  • PART 91st
  • TYPE ESOP
  • NET near Westchester Modular Homes, Inc. Employee Stock Ownership Plan
  • BOOK ind #19942

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 Tennessee →

Smith Seckman Reid, Inc. Employee Stock Ownership Plan in the asset neighbourhood

Peopletec, Inc. Employee Stock Ownership PlanPeopletec, Inc. Employee Sto…$79MRocky Mountain Atv, Inc. Employee Stock Ownership PlanRocky Mountain Atv, Inc. Emp…$79MSmith Seckman Reid, Inc. Employee Stock Ownership PlanSmith Seckman Reid, Inc. Emp…$78MWestchester Modular Homes, Inc. Employee Stock Ownership PlanWestchester Modular Homes, I…$78MAir Treatment Corporation Employee Stock Ownership PlanAir Treatment Corporation Em…$78M
End-of-year total assets ($M) among Smith Seckman Reid, Inc. Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2022.

Tennessee filing particulars

Total Assets (Beginning of Year)$59M
Net Assets (End of Year)$75M
Net Income$19M
Employer EIN620791037
Plan Effective Date1983-02-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Smith Seckman Reid, Inc.)

Sponsor-wide plan assets over time

All Smith Seckman Reid, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$221M 33.14692562200671% vs 2022
2024 filing year
$160M$180M$200M$220M$240M 202220232024 $166M $221M ▲ +33.1%
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 Scatter plot of 6 data points. 01000200030004000 0100200300400500 Total assets ($M) Participants Smith Seckman Reid, Inc. Employee Stock Ownership Plan, Total assets ($M): 78.220054 · Participants: 450Smith Seckman Reid, Inc. Employee Stock Ownership PlanBarr Brands International Amended and Restated Employee Stock Ownership Plan, Total assets ($M): 448.826239 · Participants: 312Barr Brands International Amended and Restated Employee Stock Ownership PlanZander Group Holdings, Inc. Employee Stock Ownership Plan, Total assets ($M): 199.960184 · Participants: 184Zander Group Holdings, Inc. Employee Stock Ownership Plan3ls, Inc. Employee Stock Ownership Plan, Total assets ($M): 118.475903 · Participants: 5053ls, Inc. Employee Stock Ownership PlanPaladin Capital, Inc. ESOP, Total assets ($M): 99.01375 · Participants: 3771Paladin Capital, Inc. ESOPChurchill Holdings, Inc. Employee Stock Ownership Plan, Total assets ($M): 93.135811 · Participants: 512Churchill Holdings, Inc. Employee Stock Ownership Plan
Smith Seckman Reid, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Tennessee, assets vs. participants
Compare Smith Seckman Reid, Inc. Employee Stock Ownership Plan side-by-side with 3 peers →

Smith Seckman Reid, Inc. Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount

Outside Tennessee, the nearest ESOP by assets is Westchester Modular Homes, Inc. Employee Stock Ownership Plan in NY ($78M); by covered participants it is Urban Engineers, Inc. Employee Stock Ownership Plan in PA (449 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (450 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 Smith Seckman Reid, Inc. Employee Stock Ownership Plan assets move in 2022? ▼
Smith Seckman Reid, Inc. Employee Stock Ownership Plan surged - up 31.6% during 2022, from $59M to $78M. Reported net income was $19M.
How have Smith Seckman Reid, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Smith Seckman Reid, Inc.'s sponsor-wide assets grew 33.1%, from $166M to $221M.
Where does Smith Seckman Reid, Inc. Employee Stock Ownership Plan rank by assets among Form 5500 filers? ▼
Smith Seckman Reid, Inc. Employee Stock Ownership Plan ranks in the 91st percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top 10% of all filed plans by assets).
Which ESOP plans are similar in size to Smith Seckman Reid, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Westchester Modular Homes, Inc. Employee Stock Ownership Plan in NY ($78M, 145 participants).
Which ESOP plans cover a similar participant headcount to Smith Seckman Reid, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Urban Engineers, Inc. Employee Stock Ownership Plan in PA (449 participants, $12M 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 620791037.

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.