ESOP · DOL Form 5500 · 2023

Symmes Maini & Mckee Associates, Inc. ESOP

Data updated 2026-08-25

$15M
Total assets Small plan by assets
187
Participants Below avg headcount
67th
Percentile by assets National rank
$77,620
Avg per participant Below avg balance/head
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Official DOL plan name: Symmes Maini & Mckee Associates, Inc. Employee Stock Ownership Plan · Sponsored by Symmes Maini & Mckee Associates, Inc. · Massachusetts · Professional & Technical Services

$15M in assets, 187 participants

Symmes Maini & Mckee Associates, Inc.'s Symmes Maini & Mckee Associates, Inc. Employee Stock Ownership Plan reported $15M in total assets and 187 participants in its 2023 DOL Form 5500 filing, ranking in the 67th 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.

  • #13,379 in Professional & Technical Services (20,321 peers)

Coverage in Massachusetts

Symmes Maini & Mckee Associates, Inc. Employee Stock Ownership Plan covers 187 participants in Massachusetts, about 28% of the average Massachusetts filer (state average ~659 per filing). Assets: $15M.

#13,379
in Professional & Technical Services (20,321 peers)
+9.2%
assets growth YoY

Symmes Maini & Mckee Associates, Inc. Employee Stock Ownership Plan's outsized position by total assets

Symmes Maini & Mckee Associates, Inc. Employee Stock Ownership Plan vs every filed plan by assets

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

$14,514,898 Top 33% higher than 67% 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

Symmes Maini & Mckee Associates, Inc. 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. Symmes Maini & Mckee Associates, Inc. Employee Stock Ownership Plan sits mid-pack in the medium band (187 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Symmes Maini & Mckee Associates, Inc. Employee Stock Ownership Plan reported net income rose from $963K in the plan year 2022 filing to $1M in the plan year 2023 filing.
  • Symmes Maini & Mckee Associates, Inc. Employee Stock Ownership Plan end-of-year assets rose from $13M in the plan year 2022 filing to $15M in the plan year 2023 filing.
  • Symmes Maini & Mckee Associates, Inc. Employee Stock Ownership Plan reported participants fell from 205 in the plan year 2022 filing to 187 in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 042745179 · Symmes Maini & Mckee Associates, Inc. PY 2023 · ESOP

Symmes Maini & Mckee Associates, Inc. Employee Stock Ownership Plan · $15M · 187 · 67th

  • EBSA $15M
  • PART 187
  • TYPE 67th
  • NET ESOP
  • BOOK near Pridgeon & Clay, Inc Employee Stock Ownership Plan
  • VS-ST ind #13379

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 Massachusetts →

Symmes Maini & Mckee Associates, Inc. Employee Stock Ownership Plan in the asset neighbourhood

L&s Construction, Inc. Employee Stock Ownership PlanL&s Construction, Inc. Emplo…$15MSymmes Maini & Mckee Associates, Inc. Employee Stock Ownership PlanSymmes Maini & Mckee Associa…$15MPridgeon & Clay, Inc Employee Stock Ownership PlanPridgeon & Clay, Inc Employe…$15MTotal Water Treatment Systems, Inc. Employee Stock Ownership PlanTotal Water Treatment System…$15MDesign Electric, Inc. Employee Stock Ownership PlanDesign Electric, Inc. Employ…$15M
End-of-year total assets ($M) among Symmes Maini & Mckee Associates, Inc. Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2023.

Massachusetts filing particulars

Total Assets (Beginning of Year)$13M
Net Assets (End of Year)$15M
Net Income$1M
Employer EIN042745179
Plan Effective Date1988-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Symmes Maini & Mckee Associates, Inc.)

Sponsor-wide plan assets over time

All Symmes Maini & Mckee Associates, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$80M 32.50188726744466% vs 2022
2024 filing year
$50M$60M$70M$80M$90M 202220232024 $60.6M $80.3M ▲ +32.5%
Year Plans Participants Total Assets
2022 2 403 $61M
2023 2 398 $71M
2024 2 380 $80M

Nearby ESOP Plans in Massachusetts

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

Symmes Maini & Mckee Associates, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Massachusetts, assets vs. participants Scatter plot of 6 data points. 0500100015002000 -2000200400600800 Total assets ($M) Participants Symmes Maini & Mckee Associates, Inc. Employee Stock Ownership Plan, Total assets ($M): 14.514898 · Participants: 187Symmes Maini & Mckee Associates, Inc. Employee Stock Ownership PlanConsigli Building Group Employee Stock Ownership Plan, Total assets ($M): 611.879597 · Participants: 1511Consigli Building Group Employee Stock Ownership PlanThe Gillette Company Employee Stock Ownership Plan, Total assets ($M): 349.164775 · Participants: 174The Gillette Company Employee Stock Ownership PlanShawmut Group Employee Stock Ownership Plan, Total assets ($M): 274.195602 · Participants: 716Shawmut Group Employee Stock Ownership PlanFirst Amended and Restated Creative Financial Staffing, Inc. Employee Stock Ownership Plan, Total assets ($M): 244.511447 · Participants: 641First Amended and Restated Creative Financial Staffing, Inc. Employee Stock Ownership PlanEastern Bank Employee Stock Ownership Plan, Total assets ($M): 213.345202 · Participants: 1778Eastern Bank Employee Stock Ownership Plan
Symmes Maini & Mckee Associates, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Massachusetts, assets vs. participants
Compare Symmes Maini & Mckee Associates, Inc. Employee Stock Ownership Plan side-by-side with 3 peers →

Symmes Maini & Mckee Associates, Inc. Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount

Outside Massachusetts, the nearest ESOP by assets is Pridgeon & Clay, Inc Employee Stock Ownership Plan in MI ($15M); by covered participants it is Irr Supply Centers, Inc. Employee Stock Ownership Plan in NY (187 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (187 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 Symmes Maini & Mckee Associates, Inc. Employee Stock Ownership Plan assets move in 2023? ▼
Symmes Maini & Mckee Associates, Inc. Employee Stock Ownership Plan grew at a solid clip - up 9.2% during 2023, from $13M to $15M. Reported net income was $1M.
How have Symmes Maini & Mckee Associates, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Symmes Maini & Mckee Associates, Inc.'s sponsor-wide assets grew 32.5%, from $61M to $80M.
Which ESOP plans are similar in size to Symmes Maini & Mckee Associates, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Pridgeon & Clay, Inc Employee Stock Ownership Plan in MI ($15M, 375 participants).
Which ESOP plans cover a similar participant headcount to Symmes Maini & Mckee Associates, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Irr Supply Centers, Inc. Employee Stock Ownership Plan in NY (187 participants, $45M 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 042745179.

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.