ESOP · DOL Form 5500 · 2023
S.M. Wilson & Co. ESOP
Data updated 2026-08-25
- $20M
- Total assets Small plan by assets
- 94
- Participants Small participant base
- 73rd
- Percentile by assets National rank
- $212,267
- Avg per participant Above avg balance/head
Official DOL plan name: S.M. Wilson & Co. Employee Stock Ownership Plan · Sponsored by S.M. Wilson & Co. · Missouri · Construction
$20M in assets, 94 participants
S.M. Wilson & Co.'s S.M. Wilson & Co. Employee Stock Ownership Plan reported $20M in total assets and 94 participants in its 2023 DOL Form 5500 filing, ranking in the 73rd 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.
- #6,442 in Construction (9,030 peers)
S.M. Wilson & Co. multi-year trail
S.M. Wilson & Co.'s plans moved +93.4% in assets from 2022 to 2024; this filing shows S.M. Wilson & Co. Employee Stock Ownership Plan at $20M / 94 participants.
- #6,442
- in Construction (9,030 peers)
- +51.9%
- assets growth YoY
S.M. Wilson & Co. Employee Stock Ownership Plan's outsized position by total assets
S.M. Wilson & Co. Employee Stock Ownership Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$19,953,087 Top 27% higher than 73% of 127,068 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023
S.M. Wilson & Co. 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. S.M. Wilson & Co. Employee Stock Ownership Plan is a small filing (94 participants) on this national headcount ladder.
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- S.M. Wilson & Co. Employee Stock Ownership Plan reported net income rose from $3M in the plan year 2022 filing to $8M in the plan year 2023 filing.
- S.M. Wilson & Co. Employee Stock Ownership Plan end-of-year assets rose from $13M in the plan year 2022 filing to $20M in the plan year 2023 filing.
- S.M. Wilson & Co. Employee Stock Ownership Plan reported participants fell from 108 in the plan year 2022 filing to 94 in the plan year 2023 filing.
EBSA filing schedule strip
Filing strip 370699952 · S.M. Wilson & Co. PY 2023 · ESOP
S.M. Wilson & Co. Employee Stock Ownership Plan · $20M · 94 · 73rd
- PHOTO $20M
- IND 94
- EOY 73rd
- 5500 ESOP
- ASSETS near Cmc Rescue, Inc. Employee Stock Ownership Plan
- PCT ind #6442
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 Missouri →
S.M. Wilson & Co. Employee Stock Ownership Plan in the asset neighbourhood
S.M. Wilson & Co. multi-year asset trail
Sponsor-wide plan assets over time
All S.M. Wilson & Co. plans reported in each filing year
- Latest sponsor-wide plan assets
- $46M 93.39632792715591% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 196 | $24M |
| 2023 | 2 | 182 | $32M |
| 2024 | 2 | 180 | $46M |
S.M. Wilson & Co. filing trail (2023)
| Total Assets (Beginning of Year) | $13M |
|---|---|
| Net Assets (End of Year) | $18M |
| Net Income | $8M |
| Employer EIN | 370699952 |
| Plan Effective Date | 2005-01-01 |
| Filing Status | FILING RECEIVED |
Nearby ESOP Plans in Missouri
Peer ESOP plans, same state, same plan type, ranked by total assets.
- Burns & Mcdonnell, Inc. Employee Stock Ownership Plan $4.7B · 8,553
- Mccarthy Employee Stock Ownership Plan $1.5B · 3,651
- Arco DB Companies, Inc. Employee Stock Ownership Plan $443M · 560
- Je Dunn Employee Stock Ownership Plan and Trust $429M · 2,457
- Emery Sapp Employee Stock Ownership Plan $313M · 1,947
S.M. Wilson & Co. Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount
Outside Missouri, the nearest ESOP by assets is Cmc Rescue, Inc. Employee Stock Ownership Plan in CA ($20M); by covered participants it is Nusource Holdings, Inc Employee Stock Ownership Plan in MN (94 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($20M here).
- Cmc Rescue, Inc. Employee Stock Ownership Plan (CA) $20M · 71
- De Maximis, Inc. Employee Stock Ownership Plan (TN) $20M · 61
- Mid-Continental Restoration Company, Inc. Employees Stock Ownership Plan and Trust (KS) $20M · 190
- Materials Transportation Company Employee Stock Ownership Plan (TX) $20M · 125
Similar participant headcount
Nearest other-state filings by covered participants (94 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.