ESOP · DOL Form 5500 · 2023

Plansmith Corporation ESOP

Data updated 2026-08-25

$2M
Total assets Small plan by assets
32
Participants Small participant base
31st
Percentile by assets National rank
$64,090
Avg per participant Low balance/head
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Official DOL plan name: The Plansmith Corporation Employee Stock Ownership Plan · Sponsored by Plansmith Corporation · Illinois · Information & Media

$2M in assets, 32 participants

Plansmith Corporation's The Plansmith Corporation Employee Stock Ownership Plan reported $2M in total assets and 32 participants in its 2023 DOL Form 5500 filing, ranking in the 31st 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.

  • #461 in Information & Media (2,818 peers)

Plansmith Corporation multi-year trail

Plansmith Corporation's plans moved +56.9% in assets from 2022 to 2024; this filing shows The Plansmith Corporation Employee Stock Ownership Plan at $2M / 32 participants.

#461
in Information & Media (2,818 peers)
+20.0%
assets growth YoY

The Plansmith Corporation Employee Stock Ownership Plan among the smaller filed plans by assets

The Plansmith Corporation Employee Stock Ownership Plan vs every filed plan by assets

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

$2,050,876 31st percentile higher than 31% 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

The Plansmith Corporation 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. The Plansmith Corporation Employee Stock Ownership Plan is a small filing (32 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • The Plansmith Corporation Employee Stock Ownership Plan reported net income rose from $281K in the plan year 2022 filing to $342K in the plan year 2023 filing.
  • The Plansmith Corporation Employee Stock Ownership Plan end-of-year assets rose from $2M in the plan year 2022 filing to $2M in the plan year 2023 filing.
  • The Plansmith Corporation Employee Stock Ownership Plan reported participants fell from 34 in the plan year 2022 filing to 32 in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 362852830 · Plansmith Corporation PY 2023 · ESOP

The Plansmith Corporation Employee Stock Ownership Plan · $2M · 32 · 31st

  • BOOK $2M
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  • BOOK near Premier Mortgage Resources Employee Stock Ownership Plan
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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 Illinois →

The Plansmith Corporation Employee Stock Ownership Plan in the asset neighbourhood

Partners Bank of Wisconsin Employee Stock Ownership PlanPartners Bank of Wisconsin E…$2MThe Plansmith Corporation Employee Stock Ownership PlanThe Plansmith Corporation Em…$2MPremier Mortgage Resources Employee Stock Ownership PlanPremier Mortgage Resources E…$2MHell's Kitchen Inc. Employee Stock Ownership PlanHell's Kitchen Inc. Employee…$2MFsc Bancshares, Inc. Employee Stock Ownership Plan and TrustFsc Bancshares, Inc. Employe…$2M
End-of-year total assets ($M) among The Plansmith Corporation Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2023.

Plansmith Corporation multi-year asset trail

Sponsor-wide plan assets over time

All Plansmith Corporation plans reported in each filing year

Latest sponsor-wide plan assets
$3M 56.886356507123494% vs 2022
2024 filing year
$1.5M$2M$2.5M$3M 202220232024 $1.71M $2.68M ▲ +56.7%
Year Plans Participants Total Assets
2022 1 34 $2M
2023 1 32 $2M
2024 1 35 $3M

Plansmith Corporation filing trail (2023)

Total Assets (Beginning of Year)$2M
Net Assets (End of Year)$2M
Net Income$342K
Employer EIN362852830
Plan Effective Date2015-01-01
Filing StatusFILING RECEIVED

Nearby ESOP Plans in Illinois

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

The Plansmith Corporation Employee Stock Ownership Plan vs. nearby ESOP plans in Illinois, assets vs. participants Scatter plot of 6 data points. -5000050001000015000 -1012345 Total assets ($B) Participants The Plansmith Corporation Employee Stock Ownership Plan, Total assets ($B): 0.002050876 · Participants: 32The Plansmith Corporation Employee Stock Ownership PlanAmsted Industries Incorporated Employees' Stock Ownership Plan, Total assets ($B): 4.440263476 · Participants: 4738Amsted Industries Incorporated Employees' Stock Ownership PlanKehe Distributors, Inc. Employee Stock Ownership Plan, Total assets ($B): 1.616096816 · Participants: 4251Kehe Distributors, Inc. Employee Stock Ownership PlanScot Forge Company Employee Stock Ownership Plan, Total assets ($B): 1.195072662 · Participants: 486Scot Forge Company Employee Stock Ownership PlanBdo USA Employee Stock Ownership Plan, Total assets ($B): 0.91547863 · Participants: 10168Bdo USA Employee Stock Ownership PlanBdo USA Employee Stock Ownership Plan, Total assets ($B): 0.91547863 · Participants: 10168Bdo USA Employee Stock Ownership Plan
The Plansmith Corporation Employee Stock Ownership Plan vs. nearby ESOP plans in Illinois, assets vs. participants
Compare The Plansmith Corporation Employee Stock Ownership Plan side-by-side with 3 peers →

The Plansmith Corporation Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount

Outside Illinois, the nearest ESOP by assets is Premier Mortgage Resources Employee Stock Ownership Plan in ID ($2M); by covered participants it is Home Science Tools Employee Stock Ownership Plan in MT (32 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (32 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 The Plansmith Corporation Employee Stock Ownership Plan assets move in 2023? ▼
The Plansmith Corporation Employee Stock Ownership Plan grew sharply - up 20.0% during 2023, from $2M to $2M. Reported net income was $342K.
How have Plansmith Corporation plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Plansmith Corporation's sponsor-wide assets grew 56.9%, from $2M to $3M.
Which ESOP plans are similar in size to The Plansmith Corporation Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Premier Mortgage Resources Employee Stock Ownership Plan in ID ($2M, 206 participants).
Which ESOP plans cover a similar participant headcount to The Plansmith Corporation Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Home Science Tools Employee Stock Ownership Plan in MT (32 participants, $100K 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 362852830.

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.