ESOP · DOL Form 5500 · 2023
Smelter Holdings, Inc. ESOP
Data updated 2026-08-11
- $48M
- Total assets
- 89
- Participants
- 85th
- Percentile by assets
- $534,832
- Avg per participant
Official DOL plan name: Smelter Service Corp Employee Stock Ownership Plan · Sponsored by Smelter Holdings, Inc. · Tennessee · Manufacturing
$48M in assets, 89 participants
Smelter Holdings, Inc.'s Smelter Service Corp Employee Stock Ownership Plan reported $48M in total assets and 89 participants in its 2023 DOL Form 5500 filing, ranking in the 85th 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.
- 85th percentile by assets (of 127,072 plans)
- #14,676 in Manufacturing (18,722 peers)
Where Smelter Service Corp Employee Stock Ownership Plan sits by assets
Smelter Service Corp Employee Stock Ownership Plan sits in the top quartile of all filed plans by assets, $48M for 89 participants (~$534,832/participant), up 52.3% in 2023.
- $48M
- total plan assets (2023 EOY)
- 89
- covered participants
- 85th
- percentile by assets (of 127,072 plans)
- $534,832
- avg assets per participant
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Smelter Service Corp Employee Stock Ownership Plan end-of-year assets rose from $31M in the plan year 2022 filing to $48M in the plan year 2023 filing.
- Smelter Service Corp Employee Stock Ownership Plan reported net income fell from $19M in the plan year 2022 filing to $17M in the plan year 2023 filing.
- Smelter Service Corp Employee Stock Ownership Plan reported participants rose from 83 in the plan year 2022 filing to 89 in the plan year 2023 filing.
Smelter Service Corp Employee Stock Ownership Plan vs the 2023 asset distribution
By assets, Smelter Service Corp Employee Stock Ownership Plan outranks 85% of the 127,072 plans that filed a Form 5500 for the 2023 plan year, and holds roughly 0.5x the national average plan size of $100M (721 average participants).
Scale-class filing particulars (2023)
| Total Assets (Beginning of Year) | $31M |
|---|---|
| Net Assets (End of Year) | -$400K |
| Net Income | $17M |
| Employer EIN | 621033907 |
| Plan Effective Date | 2019-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Smelter Holdings, Inc.)
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 184 | $37M |
| 2023 | 2 | 195 | $55M |
| 2024 | 2 | 199 | $61M |
Nearby ESOP Plans in Tennessee
Peer ESOP plans, same state, same plan type, ranked by total assets.
Smelter Service Corp Employee Stock Ownership Plan vs. nearby ESOP plans in Tennessee, assets vs. participants
- Barr Brands International Amended and Restated Employee Stock Ownership Plan $427M · 401
- Zander Group Holdings, Inc. Employee Stock Ownership Plan $221M · 190
- National Health Corp Leveraged Employee Stock Ownership Plan $144M · 1,470
- 3ls, Inc. Employee Stock Ownership Plan $134M · 424
- Smith Seckman Reid, Inc. Employee Stock Ownership Plan $99M · 483
Similar-Sized ESOP Plans Nationally
ESOP plans in other states closest to Smelter Service Corp Employee Stock Ownership Plan by total assets, not by location.
Frequently Asked Questions
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Ways to act on Smelter Service Corp Employee Stock Ownership Plan's numbers.
- By total assets, Smelter Service Corp Employee Stock Ownership Plan ranks in the top quartile of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar ESOP plans in Tennessee. Compare plans
- Smelter Holdings, Inc.'s sponsor-wide assets have grown 63.7% since 2022 across 3 plan years on file. More Manufacturing plans