ESOP · DOL Form 5500 · 2023

Smelter Holdings, Inc. ESOP

Data updated 2026-08-25

$48M
Total assets Below avg plan size
89
Participants Small participant base
85th
Percentile by assets National rank
$534,832
Avg per participant High balance/head
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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.

  • #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.

#14,676
in Manufacturing (18,722 peers)
+52.3%
assets growth YoY
0.5×
vs typical plan assets (national mean)

Smelter Service Corp Employee Stock Ownership Plan's outsized position by total assets

Smelter Service Corp Employee Stock Ownership Plan vs every filed plan by assets

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

$47,600,050 Top 15% higher than 85% 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

Smelter Service Corp 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. Smelter Service Corp Employee Stock Ownership Plan is a small filing (89 participants) on this national headcount ladder.

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.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 621033907 · Smelter Holdings, Inc. PY 2023 · ESOP

Smelter Service Corp Employee Stock Ownership Plan · $48M · 89 · 85th

  • IND $48M
  • EOY 89
  • 5500 85th
  • ASSETS ESOP
  • PCT near Adams and Associates, Inc. Employee Stock Ownership Plan
  • EIN ind #14676

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 Tennessee →

Smelter Service Corp Employee Stock Ownership Plan in the asset neighbourhood

Smelter Service Corp Employee Stock Ownership PlanSmelter Service Corp Employe…$48MAdams and Associates, Inc. Employee Stock Ownership PlanAdams and Associates, Inc. E…$48MPaddock Publications, Inc. Employee Stock Ownership PlanPaddock Publications, Inc. E…$48MThe Lewis Chemical Company Employee Stock Ownership PlanThe Lewis Chemical Company E…$48MKetchum & Walton Employee Stock Ownership PlanKetchum & Walton Employee St…$48M
End-of-year total assets ($M) among Smelter Service Corp 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)$31M
Net Assets (End of Year)-$400K
Net Income$17M
Employer EIN621033907
Plan Effective Date2019-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Smelter Holdings, Inc.)

Sponsor-wide plan assets over time

All Smelter Holdings, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$61M 63.73156849646876% vs 2022
2024 filing year
$30M$40M$50M$60M$70M 202220232024 $37M $60.7M ▲ +63.7%
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 Scatter plot of 6 data points. 0500100015002000 0100200300400500 Total assets ($M) Participants Smelter Service Corp Employee Stock Ownership Plan, Total assets ($M): 47.60005 · Participants: 89Smelter Service Corp Employee Stock Ownership PlanBarr Brands International Amended and Restated Employee Stock Ownership Plan, Total assets ($M): 426.710102 · Participants: 401Barr Brands International Amended and Restated Employee Stock Ownership PlanZander Group Holdings, Inc. Employee Stock Ownership Plan, Total assets ($M): 221.11771 · Participants: 190Zander Group Holdings, Inc. Employee Stock Ownership PlanNational Health Corp Leveraged Employee Stock Ownership Plan, Total assets ($M): 144.306423 · Participants: 1470National Health Corp Leveraged Employee Stock Ownership Plan3ls, Inc. Employee Stock Ownership Plan, Total assets ($M): 133.506002 · Participants: 4243ls, Inc. Employee Stock Ownership PlanSmith Seckman Reid, Inc. Employee Stock Ownership Plan, Total assets ($M): 99.459001 · Participants: 483Smith Seckman Reid, Inc. Employee Stock Ownership Plan
Smelter Service Corp Employee Stock Ownership Plan vs. nearby ESOP plans in Tennessee, assets vs. participants
Compare Smelter Service Corp Employee Stock Ownership Plan side-by-side with 3 peers →

Smelter Service Corp Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount

Outside Tennessee, the nearest ESOP by assets is Adams and Associates, Inc. Employee Stock Ownership Plan in NV ($48M); by covered participants it is Northern Factory Sales, Inc. Employee Stock Ownership Plan and Trust in MN (89 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (89 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 Smelter Service Corp Employee Stock Ownership Plan assets move in 2023? ▼
Smelter Service Corp Employee Stock Ownership Plan surged - up 52.3% during 2023, from $31M to $48M. Reported net income was $17M.
How have Smelter Holdings, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Smelter Holdings, Inc.'s sponsor-wide assets grew 63.7%, from $37M to $61M.
Where does Smelter Service Corp Employee Stock Ownership Plan rank by assets among Form 5500 filers? ▼
Smelter Service Corp Employee Stock Ownership Plan ranks in the 85th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top quartile of all filed plans by assets).
Which ESOP plans are similar in size to Smelter Service Corp Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Adams and Associates, Inc. Employee Stock Ownership Plan in NV ($48M, 1,662 participants).
Which ESOP plans cover a similar participant headcount to Smelter Service Corp Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Northern Factory Sales, Inc. Employee Stock Ownership Plan and Trust in MN (89 participants, $84M 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 621033907.

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.