ESOP · DOL Form 5500 · 2023

Smooth Fusion, Inc. ESOP

Data updated 2026-08-25

$116K
Total assets Small plan by assets
19
Participants Small participant base
7th
Percentile by assets National rank
$6,092
Avg per participant Low balance/head
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Official DOL plan name: Smooth Fusion, Inc. Employee Stock Ownership Plan · Sponsored by Smooth Fusion, Inc. · Texas · Professional & Technical Services

$116K in assets, 19 participants

Smooth Fusion, Inc.'s Smooth Fusion, Inc. Employee Stock Ownership Plan reported $116K in total assets and 19 participants in its 2023 DOL Form 5500 filing, ranking in the 7th 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.

  • #1,217 in Professional & Technical Services (20,321 peers)

Smooth Fusion, Inc. multi-year trail

Smooth Fusion, Inc.'s plans moved +14.8% in assets from 2022 to 2024; this filing shows Smooth Fusion, Inc. Employee Stock Ownership Plan at $116K / 19 participants.

#1,217
in Professional & Technical Services (20,321 peers)
+21.3%
assets growth YoY

Smooth Fusion, Inc. Employee Stock Ownership Plan among the smaller filed plans by assets

Smooth Fusion, Inc. Employee Stock Ownership Plan vs every filed plan by assets

End-of-year total assets · plan year 2023 · DOL Form 5500

$115,740 7th percentile higher than 7% of 127,068 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 2023

Smooth Fusion, Inc. Employee Stock Ownership Plan among smaller filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Smooth Fusion, Inc. Employee Stock Ownership Plan is a small filing (19 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Smooth Fusion, Inc. Employee Stock Ownership Plan reported net income fell from $34K in the plan year 2022 filing to $20K in the plan year 2023 filing.
  • Smooth Fusion, Inc. Employee Stock Ownership Plan end-of-year assets rose from $95K in the plan year 2022 filing to $116K in the plan year 2023 filing.
  • Smooth Fusion, Inc. Employee Stock Ownership Plan reported participants fell from 21 in the plan year 2022 filing to 19 in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 931620420 · Smooth Fusion, Inc. PY 2023 · ESOP

Smooth Fusion, Inc. Employee Stock Ownership Plan · $116K · 19 · 7th

  • EBSA $116K
  • EBSA 19
  • EBSA 7th
  • EBSA ESOP
  • EBSA near Reliv International Inc. Employee Stock Ownership Plan and Trust
  • EBSA ind #1217

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 Texas →

Smooth Fusion, Inc. Employee Stock Ownership Plan in the asset neighbourhood

Smooth Fusion, Inc. Employee Stock Ownership PlanSmooth Fusion, Inc. Employee…$116KReliv International Inc. Employee Stock Ownership Plan and TrustReliv International Inc. Emp…$116KCommunity Bankshares, Inc. Employee Stock Ownership and TrustCommunity Bankshares, Inc. E…$116KMedlock Employee Stock Ownership PlanMedlock Employee Stock Owner…$117KVoodoo Brewing Co., Inc. Employee Stock Ownership PlanVoodoo Brewing Co., Inc. Emp…$114K
End-of-year total assets ($M) among Smooth Fusion, Inc. Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2023.

Smooth Fusion, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Smooth Fusion, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$109K 14.753703101904753% vs 2022
2024 filing year
$0.09M$0.1M$0.11M$0.12M$0.13M 202220232024 $0.1M $0.11M ▲ +10.0%
Year Plans Participants Total Assets
2022 1 21 $95K
2023 1 19 $116K
2024 1 21 $109K

Smooth Fusion, Inc. filing trail (2023)

Total Assets (Beginning of Year)$95K
Net Assets (End of Year)$116K
Net Income$20K
Employer EIN931620420
Plan Effective Date2021-01-01
Filing StatusFILING RECEIVED

Nearby ESOP Plans in Texas

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

Smooth Fusion, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Texas, assets vs. participants Scatter plot of 6 data points. -1000010002000300040005000 -50510152025 Total assets ($B) Participants Smooth Fusion, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.00011574 · Participants: 19Smooth Fusion, Inc. Employee Stock Ownership PlanSammons Enterprises, Inc. Employee Stock Ownership Plan, Total assets ($B): 21.16285336 · Participants: 3000Sammons Enterprises, Inc. Employee Stock Ownership PlanHighland Homes Employee Stock Ownership Plan, Total assets ($B): 0.884916985 · Participants: 791Highland Homes Employee Stock Ownership PlanAustin Industries Employee Stock Ownership Plan, Total assets ($B): 0.497933907 · Participants: 4510Austin Industries Employee Stock Ownership PlanCactus Feeders, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.447462474 · Participants: 831Cactus Feeders, Inc. Employee Stock Ownership PlanLja Engineering, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.396562096 · Participants: 1439Lja Engineering, Inc. Employee Stock Ownership Plan
Smooth Fusion, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Texas, assets vs. participants
Compare Smooth Fusion, Inc. Employee Stock Ownership Plan side-by-side with 3 peers →

Smooth Fusion, Inc. Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount

Outside Texas, the nearest ESOP by assets is Reliv International Inc. Employee Stock Ownership Plan and Trust in MO ($116K); by covered participants it is Ritchie Industries, Inc. Employee Stock Ownership Plan in IA (19 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (19 participants); asset peers above are excluded.

DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Smooth Fusion, Inc. Employee Stock Ownership Plan assets move in 2023? ▼
Smooth Fusion, Inc. Employee Stock Ownership Plan grew sharply - up 21.3% during 2023, from $95K to $116K. Reported net income was $20K.
How have Smooth Fusion, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Smooth Fusion, Inc.'s sponsor-wide assets grew 14.8%, from $95K to $109K.
Where does Smooth Fusion, Inc. Employee Stock Ownership Plan rank by assets among Form 5500 filers? ▼
Smooth Fusion, Inc. Employee Stock Ownership Plan ranks in the 7th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (among the smaller plans by assets on file).
Which ESOP plans are similar in size to Smooth Fusion, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Reliv International Inc. Employee Stock Ownership Plan and Trust in MO ($116K, 47 participants).
Which ESOP plans cover a similar participant headcount to Smooth Fusion, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Ritchie Industries, Inc. Employee Stock Ownership Plan in IA (19 participants, $32M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2023.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 931620420.

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.