ESOP · DOL Form 5500 · 2023

Shared Medical Services, Inc. ESOP

Data updated 2026-08-25

$86M
Total assets Below avg plan size
317
Participants Below avg headcount
90th
Percentile by assets National rank
$270,289
Avg per participant High balance/head
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Official DOL plan name: Shared Medical Services Employee Stock Ownership Plan · Sponsored by Shared Medical Services, Inc. · Wisconsin · Professional & Technical Services

$86M in assets, 317 participants

Shared Medical Services, Inc.'s Shared Medical Services Employee Stock Ownership Plan reported $86M in total assets and 317 participants in its 2023 DOL Form 5500 filing, ranking in the 90th 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.

  • #18,571 in Professional & Technical Services (20,321 peers)

Where Shared Medical Services Employee Stock Ownership Plan sits by assets

Shared Medical Services Employee Stock Ownership Plan sits in the top 10% of all filed plans by assets, $86M for 317 participants (~$270,289/participant), up 20.7% in 2023.

#18,571
in Professional & Technical Services (20,321 peers)
+20.7%
assets growth YoY
0.9×
vs typical plan assets (national mean)

Shared Medical Services Employee Stock Ownership Plan's outsized position by total assets

Shared Medical Services Employee Stock Ownership Plan vs every filed plan by assets

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

$85,681,598 Top 10% higher than 90% 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

Shared Medical Services 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. Shared Medical Services Employee Stock Ownership Plan sits mid-pack in the medium band (317 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Shared Medical Services Employee Stock Ownership Plan reported net income rose from $8M in the plan year 2022 filing to $16M in the plan year 2023 filing.
  • Shared Medical Services Employee Stock Ownership Plan end-of-year assets rose from $71M in the plan year 2022 filing to $86M in the plan year 2023 filing.
  • Shared Medical Services Employee Stock Ownership Plan reported participants rose from 283 in the plan year 2022 filing to 317 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 411388075 · Shared Medical Services, Inc. PY 2023 · ESOP

Shared Medical Services Employee Stock Ownership Plan · $86M · 317 · 90th

  • RANK $86M
  • PHOTO 317
  • IND 90th
  • EOY ESOP
  • 5500 near Southwestern Financial Corporation Employee Stock Ownership Plan
  • ASSETS ind #18571

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 Wisconsin →

Shared Medical Services Employee Stock Ownership Plan in the asset neighbourhood

State Utility Contractors, Inc. Employee Stock Ownership PlanState Utility Contractors, I…$86MShared Medical Services Employee Stock Ownership PlanShared Medical Services Empl…$86MSouthwestern Financial Corporation Employee Stock Ownership PlanSouthwestern Financial Corpo…$86MColumbia Bank Employee Stock Ownership PlanColumbia Bank Employee Stock…$86MArco/Murray National Holdings, Inc. Employee Stock Ownership PlanArco/Murray National Holding…$85M
End-of-year total assets ($M) among Shared Medical Services 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)$71M
Net Assets (End of Year)$64M
Net Income$16M
Employer EIN411388075
Plan Effective Date2011-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Shared Medical Services, Inc.)

Sponsor-wide plan assets over time

All Shared Medical Services, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$163M 47.60094436340877% vs 2022
2024 filing year
$100M$120M$140M$160M$180M 202220232024 $111M $163M ▲ +47.6%
Year Plans Participants Total Assets
2022 2 666 $111M
2023 2 759 $131M
2024 2 831 $163M

Nearby ESOP Plans in Wisconsin

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

Shared Medical Services Employee Stock Ownership Plan vs. nearby ESOP plans in Wisconsin, assets vs. participants Scatter plot of 6 data points. -200002000400060008000 -101234 Total assets ($B) Participants Shared Medical Services Employee Stock Ownership Plan, Total assets ($B): 0.085681598 · Participants: 317Shared Medical Services Employee Stock Ownership PlanSchreiber Foods, Inc. Employee Stock Ownership Plan, Total assets ($B): 3.551413763 · Participants: 6108Schreiber Foods, Inc. Employee Stock Ownership PlanWoodman's Employees' Profit Sharing and Stock Ownership Plan, Total assets ($B): 0.700244908 · Participants: 2837Woodman's Employees' Profit Sharing and Stock Ownership PlanKi Employee Stock Ownership Plan, Total assets ($B): 0.511365241 · Participants: 1624Ki Employee Stock Ownership PlanTrachte Building Systems Employee Stock Ownership Plan, Total assets ($B): 0.331023295 · Participants: 228Trachte Building Systems Employee Stock Ownership PlanWausau Supply Company Employee Stock Ownership Plan, Total assets ($B): 0.31506565 · Participants: 808Wausau Supply Company Employee Stock Ownership Plan
Shared Medical Services Employee Stock Ownership Plan vs. nearby ESOP plans in Wisconsin, assets vs. participants
Compare Shared Medical Services Employee Stock Ownership Plan side-by-side with 3 peers →

Shared Medical Services Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount

Outside Wisconsin, the nearest ESOP by assets is Southwestern Financial Corporation Employee Stock Ownership Plan in AZ ($86M); by covered participants it is Hillis-Carnes Engineering Associates, Inc. Employee Stock Ownership Plan in MD (317 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (317 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 Shared Medical Services Employee Stock Ownership Plan assets move in 2023? ▼
Shared Medical Services Employee Stock Ownership Plan grew sharply - up 20.7% during 2023, from $71M to $86M. Reported net income was $16M.
How have Shared Medical Services, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Shared Medical Services, Inc.'s sponsor-wide assets grew 47.6%, from $111M to $163M.
Where does Shared Medical Services Employee Stock Ownership Plan rank by assets among Form 5500 filers? ▼
Shared Medical Services Employee Stock Ownership Plan ranks in the 90th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top 10% of all filed plans by assets).
Which ESOP plans are similar in size to Shared Medical Services Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Southwestern Financial Corporation Employee Stock Ownership Plan in AZ ($86M, 157 participants).
Which ESOP plans cover a similar participant headcount to Shared Medical Services Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Hillis-Carnes Engineering Associates, Inc. Employee Stock Ownership Plan in MD (317 participants, $65M 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 411388075.

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.