ESOP · DOL Form 5500 · 2022

Smith Companies of Lexington, Inc. ESOP

Data updated 2026-08-25

$5M
Total assets Small plan by assets
40
Participants Small participant base
50th
Percentile by assets National rank
$122,283
Avg per participant Near avg balance/head
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Official DOL plan name: Smith Companies of Lexington, Inc. Employee Stock Ownership Plan · Sponsored by Smith Companies of Lexington, Inc. · North Carolina · Retail Trade

$5M in assets, 40 participants

Smith Companies of Lexington, Inc.'s Smith Companies of Lexington, Inc. Employee Stock Ownership Plan reported $5M in total assets and 40 participants in its 2022 DOL Form 5500 filing, ranking in the 50th 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.

  • #5,681 in Retail Trade (9,519 peers)

Smith Companies of Lexington, Inc. multi-year trail

Smith Companies of Lexington, Inc.'s plans moved -26.0% in assets from 2022 to 2024; this filing shows Smith Companies of Lexington, Inc. Employee Stock Ownership Plan at $5M / 40 participants.

#5,681
in Retail Trade (9,519 peers)
-2.9%
assets change YoY

The plan reported a net loss of $162K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Smith Companies of Lexington, Inc. Employee Stock Ownership Plan's mid-pack asset rank among Retail Trade and all filers

Smith Companies of Lexington, Inc. Employee Stock Ownership Plan vs every filed plan by assets

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

$4,891,330 Top 50% higher than 50% 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

Smith Companies of Lexington, Inc. Employee Stock Ownership Plan among smaller filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Smith Companies of Lexington, Inc. Employee Stock Ownership Plan is a small filing (40 participants) on this national headcount ladder.

DOL schedule card

Filing strip 561216607 · Smith Companies of Lexington, Inc. PY 2022 · ESOP

Smith Companies of Lexington, Inc. Employee Stock Ownership Plan · $5M · 40 · 50th

  • EBSA $5M
  • EBSA 40
  • EBSA 50th
  • EBSA ESOP
  • EBSA near Avail Technologies, Inc. Employee Stock Ownership Plan
  • EBSA ind #5681

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 →

Smith Companies of Lexington, Inc. Employee Stock Ownership Plan in the asset neighbourhood

Smith Companies of Lexington, Inc. Employee Stock Ownership PlanSmith Companies of Lexington…$5MAvail Technologies, Inc. Employee Stock Ownership PlanAvail Technologies, Inc. Emp…$5MQuaint Oak Bancorp, Inc. Employee Stock Ownership PlanQuaint Oak Bancorp, Inc. Emp…$5MWoodex Bearing Company, Inc. Employee Stock Ownership PlanWoodex Bearing Company, Inc.…$5MBridgeway Capital Management, Inc. Employee Stock Ownership Plan & TrustBridgeway Capital Management…$5M
End-of-year total assets ($M) among Smith Companies of Lexington, Inc. Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2022.

Smith Companies of Lexington, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Smith Companies of Lexington, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$7M 25.988830202319242% vs 2022
2024 filing year
$6M$8M$10M$12M 202220232024 $9.87M $7.31M ▼ -25.9%
Year Plans Participants Total Assets
2022 2 101 $10M
2023 2 107 $11M
2024 1 73 $7M

Smith Companies of Lexington, Inc. filing trail (2022)

Total Assets (Beginning of Year)$5M
Net Assets (End of Year)$5M
Net Income-$162K
Employer EIN561216607
Plan Effective Date1984-11-01
Filing StatusFILING RECEIVED

Nearby ESOP Plans in North Carolina

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

Smith Companies of Lexington, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in North Carolina, assets vs. participants Scatter plot of 6 data points. -100000100002000030000 -0.500.511.52 Total assets ($B) Participants Smith Companies of Lexington, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.00489133 · Participants: 40Smith Companies of Lexington, Inc. Employee Stock Ownership PlanOld Dominion 401(k) Retirement Plan, Total assets ($B): 1.794370156 · Participants: 24080Old Dominion 401(k) Retirement PlanColumbia Forest Products, Inc. Employee Stock Ownership Plan and Trust, Total assets ($B): 0.183667115 · Participants: 1322Columbia Forest Products, Inc. Employee Stock Ownership Plan and TrustState Utility Contractors, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.082312735 · Participants: 147State Utility Contractors, Inc. Employee Stock Ownership PlanRobert E. Mason & Associates, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.077703602 · Participants: 250Robert E. Mason & Associates, Inc. Employee Stock Ownership PlanMckim & Creed, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.071758417 · Participants: 790Mckim & Creed, Inc. Employee Stock Ownership Plan
Smith Companies of Lexington, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in North Carolina, assets vs. participants
Compare Smith Companies of Lexington, Inc. Employee Stock Ownership Plan side-by-side with 3 peers →

Smith Companies of Lexington, Inc. Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount

Outside North Carolina, the nearest ESOP by assets is Avail Technologies, Inc. Employee Stock Ownership Plan in PA ($5M); by covered participants it is Suiteamerica Employee Stock Ownership Plan in CA (40 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (40 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 Smith Companies of Lexington, Inc. Employee Stock Ownership Plan assets move in 2022? ▼
Smith Companies of Lexington, Inc. Employee Stock Ownership Plan edged down modestly - down 2.9% during 2022, from $5M to $5M. Reported net income was -$162K.
How have Smith Companies of Lexington, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Smith Companies of Lexington, Inc.'s sponsor-wide assets declined 26.0%, from $10M to $7M.
Which ESOP plans are similar in size to Smith Companies of Lexington, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Avail Technologies, Inc. Employee Stock Ownership Plan in PA ($5M, 123 participants).
Which ESOP plans cover a similar participant headcount to Smith Companies of Lexington, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Suiteamerica Employee Stock Ownership Plan in CA (40 participants, N/A 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 561216607.

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.