ESOP · DOL Form 5500 · 2022
Src Holdings Corporation ESOP
Data updated 2026-08-11
- $238M
- Total assets
- 1,388
- Participants
- 96th
- Percentile by assets
- $171,600
- Avg per participant
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.
- 96th percentile by assets (of 139,126 plans)
- #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.
- $238M
- total plan assets (2022 EOY)
- 1,388
- covered participants
- 96th
- percentile by assets (of 139,126 plans)
- $171,600
- avg assets per participant
Src Employee Stock Ownership Plan and Trust vs the 2022 asset distribution
By assets, Src Employee Stock Ownership Plan and Trust outranks 96% of the 139,126 plans that filed a Form 5500 for the 2022 plan year, and holds roughly 2.4x the national average plan size of $100M (721 average participants).
Scale-class filing particulars (2022)
| Total Assets (Beginning of Year) | $192M |
|---|---|
| Net Assets (End of Year) | $152M |
| Net Income | $38M |
| Employer EIN | 431274934 |
| Plan Effective Date | 1983-02-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Src Holdings Corporation)
| 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
- Burns & Mcdonnell, Inc. Employee Stock Ownership Plan $4.0B · 7,358
- Mccarthy Employee Stock Ownership Plan $1.2B · 3,252
- Arco DB Companies, Inc. Employee Stock Ownership Plan $353M · 432
- Je Dunn Employee Stock Ownership Plan and Trust $332M · 2,641
- Arco Holdings Employee Stock Ownership Plan $224M · 310
Similar-Sized ESOP Plans Nationally
ESOP plans in other states closest to Src Employee Stock Ownership Plan and Trust by total assets, not by location.
- Davis H. Elliot Company, Incorporated Employee Stock Ownership Plan (VA) $237M · 1,882
- Trek Bicycle Corporation Employee Stock Ownership Plan (WI) $240M · 1,797
- Modern Technology Solutions Inc. Employee Stock Ownership Plan and Trust (VA) $235M · 1,594
- Hatco Corporation Employee Stock Ownership Plan (WI) $235M · 469
Frequently Asked Questions
How did Src Employee Stock Ownership Plan and Trust assets move in 2022? ▼
How have Src Holdings Corporation plan assets changed over time? ▼
Where does Src Employee Stock Ownership Plan and Trust rank by assets among Form 5500 filers? ▼
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Ways to act on Src Employee Stock Ownership Plan and Trust's numbers.
- By total assets, Src Employee Stock Ownership Plan and Trust ranks in the top 5% of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar ESOP plans in Missouri. Compare plans
- Src Holdings Corporation's sponsor-wide assets have grown 32.3% since 2022 across 3 plan years on file. More Management of Enterprises plans