ESOP · DOL Form 5500 · 2022

Small Mine Development, LLC ESOP

Data updated 2026-08-25

$6M
Total assets Small plan by assets
401
Participants Below avg headcount
53rd
Percentile by assets National rank
$14,152
Avg per participant Low balance/head
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Official DOL plan name: Small Mine Development Employee Stock Ownership Plan · Sponsored by Small Mine Development, LLC · Idaho · Mining & Oil Extraction

$6M in assets, 401 participants

Small Mine Development, LLC's Small Mine Development Employee Stock Ownership Plan reported $6M in total assets and 401 participants in its 2022 DOL Form 5500 filing, ranking in the 53rd 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.

  • #313 in Mining & Oil Extraction (892 peers)

Small Mine Development, LLC multi-year trail

Small Mine Development, LLC's plans moved +44.2% in assets from 2022 to 2024; this filing shows Small Mine Development Employee Stock Ownership Plan at $6M / 401 participants.

#313
in Mining & Oil Extraction (892 peers)
-21.5%
assets change YoY

The plan reported a net loss of $360K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Small Mine Development Employee Stock Ownership Plan's mid-pack asset rank among Mining & Oil Extraction and all filers

Small Mine Development Employee Stock Ownership Plan vs every filed plan by assets

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

$5,675,031 Top 47% higher than 53% 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

Small Mine Development 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. Small Mine Development Employee Stock Ownership Plan sits mid-pack in the medium band (401 participants).

EBSA filing schedule strip

Filing strip 942866465 · Small Mine Development, LLC PY 2022 · ESOP

Small Mine Development Employee Stock Ownership Plan · $6M · 401 · 53rd

  • BOY $6M
  • BOY 401
  • BOY 53rd
  • BOY ESOP
  • BOY near Zurier Company of San Francisco, Inc. Employee Stock Ownership Plan
  • BOY ind #313

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 Idaho →

Small Mine Development Employee Stock Ownership Plan in the asset neighbourhood

Small Mine Development Employee Stock Ownership PlanSmall Mine Development Emplo…$6MZurier Company of San Francisco, Inc. Employee Stock Ownership PlanZurier Company of San Franci…$6MCoyle Mechanical Supply, Inc. Employee Stock Ownership PlanCoyle Mechanical Supply, Inc…$6MCroxton, Elliott and Daingerfield, Inc. Employee Stock Ownership Plan and TrustCroxton, Elliott and Dainger…$6MSanibel Captiva Holdings, Inc. Employee Stock Ownership PlanSanibel Captiva Holdings, In…$6M
End-of-year total assets ($M) among Small Mine Development Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2022.

Small Mine Development, LLC multi-year asset trail

Sponsor-wide plan assets over time

All Small Mine Development, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$67M 44.204738341831295% vs 2022
2024 filing year
$40M$50M$60M$70M 202220232024 $46.4M $66.9M ▲ +44.2%
Year Plans Participants Total Assets
2022 2 881 $46M
2023 2 1,022 $55M
2024 3 1,179 $67M

Small Mine Development, LLC filing trail (2022)

Total Assets (Beginning of Year)$7M
Net Assets (End of Year)-$21M
Net Income-$360K
Employer EIN942866465
Plan Effective Date2020-01-01
Filing StatusFILING RECEIVED

Nearby ESOP Plans in Idaho

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

Small Mine Development Employee Stock Ownership Plan vs. nearby ESOP plans in Idaho, assets vs. participants Scatter plot of 6 data points. -500005000100001500020000 -1012345 Total assets ($B) Participants Small Mine Development Employee Stock Ownership Plan, Total assets ($B): 0.005675031 · Participants: 401Small Mine Development Employee Stock Ownership PlanWinco Employee Stock Ownership Plan, Total assets ($B): 4.331068124 · Participants: 15984Winco Employee Stock Ownership PlanNorco, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.220412969 · Participants: 1298Norco, Inc. Employee Stock Ownership PlanLitehouse, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.213402995 · Participants: 1174Litehouse, Inc. Employee Stock Ownership PlanThe Franklin Group, Inc. Employee Stock Ownership Plan and Trust, Total assets ($B): 0.102340004 · Participants: 569The Franklin Group, Inc. Employee Stock Ownership Plan and TrustContainer and Packaging Employee Stock Ownership Plan and Trust, Total assets ($B): 0.0719783 · Participants: 106Container and Packaging Employee Stock Ownership Plan and Trust
Small Mine Development Employee Stock Ownership Plan vs. nearby ESOP plans in Idaho, assets vs. participants
Compare Small Mine Development Employee Stock Ownership Plan side-by-side with 3 peers →

Small Mine Development Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount

Outside Idaho, the nearest ESOP by assets is Zurier Company of San Francisco, Inc. Employee Stock Ownership Plan in CA ($6M); by covered participants it is The Tri-M Group Employee Stock Ownership Plan in PA (401 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (401 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 Small Mine Development Employee Stock Ownership Plan assets move in 2022? ▼
Small Mine Development Employee Stock Ownership Plan declined sharply - down 21.5% during 2022, from $7M to $6M. Reported net income was -$360K.
How have Small Mine Development, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Small Mine Development, LLC's sponsor-wide assets grew 44.2%, from $46M to $67M.
Which ESOP plans are similar in size to Small Mine Development Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Zurier Company of San Francisco, Inc. Employee Stock Ownership Plan in CA ($6M, 22 participants).
Which ESOP plans cover a similar participant headcount to Small Mine Development Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is The Tri-M Group Employee Stock Ownership Plan in PA (401 participants, $5M 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 942866465.

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.