ESOP · DOL Form 5500 · 2022

Src Holdings Corporation ESOP

Data updated 2026-08-25

$238M
Total assets Near avg plan size
1,388
Participants Near avg headcount
96th
Percentile by assets National rank
$171,600
Avg per participant Above avg balance/head
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Official DOL plan name: Src Employee Stock Ownership Plan and Trust · Sponsored by Src Holdings Corporation · Missouri · Management of Enterprises

$238M in assets, 1,388 participants

Src Holdings Corporation's Src Employee Stock Ownership Plan and Trust reported $238M in total assets and 1,388 participants in its 2022 DOL Form 5500 filing, ranking in the 96th 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.

  • #1,038 in Management of Enterprises (1,193 peers)

Where Src Employee Stock Ownership Plan and Trust sits by assets

Src Employee Stock Ownership Plan and Trust sits in the top 5% of all filed plans by assets, $238M for 1,388 participants (~$171,600/participant), up 24.2% in 2022.

#1,038
in Management of Enterprises (1,193 peers)
+24.2%
assets growth YoY
2.4×
vs typical plan assets (national mean)

Src Employee Stock Ownership Plan and Trust's outsized position by total assets

Src Employee Stock Ownership Plan and Trust vs every filed plan by assets

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

$238,180,744 Top 4% higher than 96% 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

Src Employee Stock Ownership Plan and Trust's large-plan peer group by participant headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Src Employee Stock Ownership Plan and Trust lands in the large band (1,388 participants).

Form 5500 schedule snapshot

Filing strip 431274934 · Src Holdings Corporation PY 2022 · ESOP

Src Employee Stock Ownership Plan and Trust · $238M · 1,388 · 96th

  • VS-ST $238M
  • BOY 1,388
  • SCH 96th
  • EBSA ESOP
  • PART near Davis H. Elliot Company, Incorporated Employee Stock Ownership Plan
  • TYPE ind #1038

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 →

Src Employee Stock Ownership Plan and Trust in the asset neighbourhood

Trek Bicycle Corporation Employee Stock Ownership PlanTrek Bicycle Corporation Emp…$240MSrc Employee Stock Ownership Plan and TrustSrc Employee Stock Ownership…$238MDavis H. Elliot Company, Incorporated Employee Stock Ownership PlanDavis H. Elliot Company, Inc…$237MModern Technology Solutions Inc. Employee Stock Ownership Plan and TrustModern Technology Solutions …$235MHatco Corporation Employee Stock Ownership PlanHatco Corporation Employee S…$235M
End-of-year total assets ($M) among Src Employee Stock Ownership Plan and Trust and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2022.

Scale-class filing particulars (2022)

Total Assets (Beginning of Year)$192M
Net Assets (End of Year)$152M
Net Income$38M
Employer EIN431274934
Plan Effective Date1983-02-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Src Holdings Corporation)

Sponsor-wide plan assets over time

All Src Holdings Corporation plans reported in each filing year

Latest sponsor-wide plan assets
$427M 32.33702845588648% vs 2022
2024 filing year
$300M$350M$400M$450M 202220232024 $323M $427M ▲ +32.3%
Year Plans Participants Total Assets
2022 2 2,774 $323M
2023 2 3,118 $367M
2024 2 3,074 $427M

Nearby ESOP Plans in Missouri

Peer ESOP plans, same state, same plan type, ranked by total assets.

Src Employee Stock Ownership Plan and Trust vs. nearby ESOP plans in Missouri, assets vs. participants Scatter plot of 6 data points. -200002000400060008000 012345 Total assets ($B) Participants Src Employee Stock Ownership Plan and Trust, Total assets ($B): 0.238180744 · Participants: 1388Src Employee Stock Ownership Plan and TrustBurns & Mcdonnell, Inc. Employee Stock Ownership Plan, Total assets ($B): 3.96136732 · Participants: 7358Burns & Mcdonnell, Inc. Employee Stock Ownership PlanMccarthy Employee Stock Ownership Plan, Total assets ($B): 1.201297589 · Participants: 3252Mccarthy Employee Stock Ownership PlanArco DB Companies, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.353124189 · Participants: 432Arco DB Companies, Inc. Employee Stock Ownership PlanJe Dunn Employee Stock Ownership Plan and Trust, Total assets ($B): 0.332246957 · Participants: 2641Je Dunn Employee Stock Ownership Plan and TrustArco Holdings Employee Stock Ownership Plan, Total assets ($B): 0.223508014 · Participants: 310Arco Holdings Employee Stock Ownership Plan
Src Employee Stock Ownership Plan and Trust vs. nearby ESOP plans in Missouri, assets vs. participants
Compare Src Employee Stock Ownership Plan and Trust side-by-side with 3 peers →

Src Employee Stock Ownership Plan and Trust's out-of-state ESOP peers by assets and headcount

Outside Missouri, the nearest ESOP by assets is Davis H. Elliot Company, Incorporated Employee Stock Ownership Plan in VA ($237M); by covered participants it is Epsilon Systems Solutions, Inc. ESOP in CA (1,384 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (1,388 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 Src Employee Stock Ownership Plan and Trust assets move in 2022? ▼
Src Employee Stock Ownership Plan and Trust grew sharply - up 24.2% during 2022, from $192M to $238M. Reported net income was $38M.
How have Src Holdings Corporation plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Src Holdings Corporation's sponsor-wide assets grew 32.3%, from $323M to $427M.
Where does Src Employee Stock Ownership Plan and Trust rank by assets among Form 5500 filers? ▼
Src Employee Stock Ownership Plan and Trust ranks in the 96th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top 5% of all filed plans by assets).
Which ESOP plans are similar in size to Src Employee Stock Ownership Plan and Trust? ▼
Among ESOP plans in other states, the closest by assets is Davis H. Elliot Company, Incorporated Employee Stock Ownership Plan in VA ($237M, 1,882 participants).
Which ESOP plans cover a similar participant headcount to Src Employee Stock Ownership Plan and Trust? ▼
Among ESOP plans in other states, the closest by covered participants is Epsilon Systems Solutions, Inc. ESOP in CA (1,384 participants, $108M 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 431274934.

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.