ESOP · DOL Form 5500 · 2023

S&me, Inc. ESOP

Data updated 2026-08-25

$64M
Total assets Below avg plan size
967
Participants Near avg headcount
88th
Percentile by assets National rank
$65,925
Avg per participant Below avg balance/head
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Official DOL plan name: S&me, Inc. Employee Stock Ownership Plan · Sponsored by S&me, Inc. · North Carolina · Professional & Technical Services

$64M in assets, 967 participants

S&me, Inc.'s S&me, Inc. Employee Stock Ownership Plan reported $64M in total assets and 967 participants in its 2023 DOL Form 5500 filing, ranking in the 88th 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.

  • #18,104 in Professional & Technical Services (20,321 peers)

Where S&me, Inc. Employee Stock Ownership Plan sits by assets

S&me, Inc. Employee Stock Ownership Plan sits in the top quartile of all filed plans by assets, $64M for 967 participants (~$65,925/participant), up 47.4% in 2023.

#18,104
in Professional & Technical Services (20,321 peers)
+47.4%
assets growth YoY
0.6×
vs typical plan assets (national mean)

S&me, Inc. Employee Stock Ownership Plan's outsized position by total assets

S&me, Inc. Employee Stock Ownership Plan vs every filed plan by assets

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

$63,749,171 Top 12% higher than 88% 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

S&me, Inc. Employee Stock Ownership Plan among mid-size filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. S&me, Inc. Employee Stock Ownership Plan sits mid-pack in the medium band (967 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • S&me, Inc. Employee Stock Ownership Plan reported net income rose from -$5M in the plan year 2022 filing to $21M in the plan year 2023 filing.
  • S&me, Inc. Employee Stock Ownership Plan end-of-year assets rose from $43M in the plan year 2022 filing to $64M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 560791580 · S&me, Inc. PY 2023 · ESOP

S&me, Inc. Employee Stock Ownership Plan · $64M · 967 · 88th

  • BOOK $64M
  • VS-ST 967
  • BOY 88th
  • SCH ESOP
  • EBSA near Wallner Expac Employer Stock Ownership Plan
  • PART ind #18104

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 North Carolina →

S&me, Inc. Employee Stock Ownership Plan in the asset neighbourhood

The Skillman Corporation Employee Stock Ownership Plan and TrustThe Skillman Corporation Emp…$64MRubber & Gasket Company of America Employee Stock Ownership PlanRubber & Gasket Company of A…$64MWallner Expac Employer Stock Ownership PlanWallner Expac Employer Stock…$64MS&me, Inc. Employee Stock Ownership PlanS&me, Inc. Employee Stock Ow…$64MNewport Harbor Corporation Employee Stock Ownership PlanNewport Harbor Corporation E…$64M
End-of-year total assets ($M) among S&me, Inc. Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2023.

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$43M
Net Assets (End of Year)$64M
Net Income$21M
Employer EIN560791580
Plan Effective Date1995-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (S&me, Inc.)

Sponsor-wide plan assets over time

All S&me, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$197M 42.32469367094945% vs 2022
2024 filing year
$120M$140M$160M$180M$200M$220M 202220232024 $139M $198M ▲ +42.3%
Year Plans Participants Total Assets
2022 2 2,064 $139M
2023 2 2,059 $171M
2024 2 2,034 $197M

Nearby ESOP Plans in North Carolina

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

S&me, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in North Carolina, assets vs. participants Scatter plot of 6 data points. 050010001500 50100150200 Total assets ($M) Participants S&me, Inc. Employee Stock Ownership Plan, Total assets ($M): 63.749171 · Participants: 967S&me, Inc. Employee Stock Ownership PlanColumbia Forest Products, Inc. Employee Stock Ownership Plan and Trust, Total assets ($M): 181.705477 · Participants: 1330Columbia Forest Products, Inc. Employee Stock Ownership Plan and TrustEcmd, Inc. Employee Stock Ownership Plan, Total assets ($M): 131.739406 · Participants: 922Ecmd, Inc. Employee Stock Ownership PlanPrecision Walls, Inc. Employee Stock Ownership Plan, Total assets ($M): 111.490037 · Participants: 1028Precision Walls, Inc. Employee Stock Ownership PlanRobert E. Mason & Associates, Inc. Employee Stock Ownership Plan, Total assets ($M): 102.100516 · Participants: 273Robert E. Mason & Associates, Inc. Employee Stock Ownership PlanState Utility Contractors, Inc. Employee Stock Ownership Plan, Total assets ($M): 85.875992 · Participants: 144State Utility Contractors, Inc. Employee Stock Ownership Plan
S&me, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in North Carolina, assets vs. participants
Compare S&me, Inc. Employee Stock Ownership Plan side-by-side with 3 peers →

S&me, Inc. Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount

Outside North Carolina, the nearest ESOP by assets is Wallner Expac Employer Stock Ownership Plan in CA ($64M); by covered participants it is Armstrong Garden Centers, Inc. Employee Stock Ownership Plan in CA (965 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (967 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 S&me, Inc. Employee Stock Ownership Plan assets move in 2023? ▼
S&me, Inc. Employee Stock Ownership Plan surged - up 47.4% during 2023, from $43M to $64M. Reported net income was $21M.
How have S&me, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), S&me, Inc.'s sponsor-wide assets grew 42.3%, from $139M to $197M.
Where does S&me, Inc. Employee Stock Ownership Plan rank by assets among Form 5500 filers? ▼
S&me, Inc. Employee Stock Ownership Plan ranks in the 88th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top quartile of all filed plans by assets).
Which ESOP plans are similar in size to S&me, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Wallner Expac Employer Stock Ownership Plan in CA ($64M, 127 participants).
Which ESOP plans cover a similar participant headcount to S&me, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Armstrong Garden Centers, Inc. Employee Stock Ownership Plan in CA (965 participants, $143M 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 560791580.

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.