ESOP · DOL Form 5500 · 2023

Shared Medical Services, Inc. ESOP

Data updated 2026-08-11

$86M
Total assets: 317
Participants: 90th
Percentile by assets: $270,289
Avg per participant

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.

90th percentile by assets (of 127,072 plans)
#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.

$86M
total plan assets (2023 EOY): 317
covered participants: 90th
percentile by assets (of 127,072 plans): $270,289
avg assets per participant

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 →

State

Wisconsin

Industry

Professional & Technical Services

Shared Medical Services Employee Stock Ownership Plan vs the 2023 asset distribution

By assets, Shared Medical Services Employee Stock Ownership Plan outranks 90% of the 127,072 plans that filed a Form 5500 for the 2023 plan year, and holds roughly 0.9x the national average plan size of $100M (721 average participants).

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)	$71M
Net Assets (End of Year)	$64M
Net Income	$16M
Employer EIN	411388075
Plan Effective Date	2011-01-01
Filing Status	FILING RECEIVED

Sponsor Plan History (Shared Medical Services, Inc.)

Total plan assets by year, all Shared Medical Services, Inc. plans on file

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

Schreiber Foods, Inc. Employee Stock Ownership Plan $3.6B · 6,108
Woodman's Employees' Profit Sharing and Stock Ownership Plan $700M · 2,837
Ki Employee Stock Ownership Plan $511M · 1,624
Trachte Building Systems Employee Stock Ownership Plan $331M · 228
Wausau Supply Company Employee Stock Ownership Plan $315M · 808

Compare Shared Medical Services Employee Stock O… side-by-side with 3 peers →

Similar-Sized ESOP Plans Nationally

ESOP plans in other states closest to Shared Medical Services Employee Stock Ownership Plan by total assets, not by location.

Southwestern Financial Corporation Employee Stock Ownership Plan (AZ) $86M · 157
Columbia Bank Employee Stock Ownership Plan (NJ) $86M · 729
State Utility Contractors, Inc. Employee Stock Ownership Plan (NC) $86M · 144
Arco/Murray National Holdings, Inc. Employee Stock Ownership Plan (MO) $85M · 612

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).

Next read for Shared Medical Services Employee Stock O…

Scale reading

Ways to act on Shared Medical Services Employee Stock Ownership Plan's numbers.

By total assets, Shared Medical Services Employee Stock Ownership Plan ranks in the top 10% of all filed plans by assets. See the largest plans
Compare it side-by-side against 3 similar ESOP plans in Wisconsin. Compare plans
Shared Medical Services, Inc.'s sponsor-wide assets have grown 47.6% since 2022 across 3 plan years on file. More Professional & Technical Services plans

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.