ESOP · DOL Form 5500 · 2023
Special Mine Services, Inc. ESOP
Data updated 2026-08-11
- $14M
- Total assets
- 60
- Participants
- 65th
- Percentile by assets
- $230,708
- Avg per participant
Official DOL plan name: Special Mine Services, Inc. Employees Stock Ownership Plan · Sponsored by Special Mine Services, Inc. · Illinois · Mining & Oil Extraction
$14M in assets, 60 participants
Special Mine Services, Inc.'s Special Mine Services, Inc. Employees Stock Ownership Plan reported $14M in total assets and 60 participants in its 2023 DOL Form 5500 filing, ranking in the 65th 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.
- 65th percentile by assets (of 127,072 plans)
- #369 in Mining & Oil Extraction (811 peers)
Mining & Oil Extraction sector rank
Within Mining & Oil Extraction, Special Mine Services, Inc. Employees Stock Ownership Plan ranks #369 of 811 2023 filers by assets (888% of the sector average)-$14M for 60 participants.
- $14M
- total plan assets (2023 EOY)
- 60
- covered participants
- 65th
- percentile by assets (of 127,072 plans)
- $230,708
- avg assets per participant
The plan reported a net loss of $2M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Special Mine Services, Inc. Employees Stock Ownership Plan reported net income fell from $1M in the plan year 2022 filing to -$2M in the plan year 2023 filing.
- Special Mine Services, Inc. Employees Stock Ownership Plan reported participants rose from 50 in the plan year 2022 filing to 60 in the plan year 2023 filing.
- Special Mine Services, Inc. Employees Stock Ownership Plan end-of-year assets rose from $14M in the plan year 2022 filing to $14M in the plan year 2023 filing.
Rank #369 in Mining & Oil Extraction
Among 811 Mining & Oil Extraction plans that filed a Form 5500 for plan year 2023, Special Mine Services, Inc. Employees Stock Ownership Plan ranks #369 by end-of-year assets - about 888% of the sector average of $123M. Nationally it sits in the 65th percentile, a weaker position within its industry than across all filers.
Mining & Oil Extraction filing particulars
| Total Assets (Beginning of Year) | $14M |
|---|---|
| Net Assets (End of Year) | $11M |
| Net Income | -$2M |
| Employer EIN | 371137608 |
| Plan Effective Date | 2004-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Special Mine Services, Inc.)
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 50 | $14M |
| 2023 | 1 | 60 | $14M |
| 2024 | 1 | 55 | $13M |
Nearby ESOP Plans in Illinois
Peer ESOP plans, same state, same plan type, ranked by total assets.
Special Mine Services, Inc. Employees Stock Ownership Plan vs. nearby ESOP plans in Illinois, assets vs. participants
- Amsted Industries Incorporated Employees' Stock Ownership Plan $4.4B · 4,738
- Kehe Distributors, Inc. Employee Stock Ownership Plan $1.6B · 4,251
- Scot Forge Company Employee Stock Ownership Plan $1.2B · 486
- Bdo USA Employee Stock Ownership Plan $915M · 10,168
- Bdo USA Employee Stock Ownership Plan $915M · 10,168
Similar-Sized ESOP Plans Nationally
ESOP plans in other states closest to Special Mine Services, Inc. Employees Stock Ownership Plan by total assets, not by location.
Frequently Asked Questions
How did Special Mine Services, Inc. Employees Stock Ownership Plan assets move in 2023? ▼
How have Special Mine Services, Inc. plan assets changed over time? ▼
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Filing takeaways
Ways to act on Special Mine Services, Inc. Employees Stock Ownership Plan's numbers.
- By total assets, Special Mine Services, Inc. Employees Stock Ownership Plan ranks above the median plan by assets. See the largest plans
- Compare it side-by-side against 3 similar ESOP plans in Illinois. Compare plans
- Special Mine Services, Inc.'s sponsor-wide assets have declined 5.1% since 2022 across 3 plan years on file. More Mining & Oil Extraction plans