ESOP · DOL Form 5500 · 2023
Smallwood, Reynolds, Stewart, Stewart & Associates, Inc. ESOP
Data updated 2026-08-25
- $7M
- Total assets Small plan by assets
- 84
- Participants Small participant base
- 50th
- Percentile by assets National rank
- $79,437
- Avg per participant Below avg balance/head
Official DOL plan name: Smallwood, Reynolds, Stewart, Stewart & Associates, Inc. ESOP · Sponsored by Smallwood, Reynolds, Stewart, Stewart & Associates, Inc. · Georgia · Professional & Technical Services
$7M in assets, 84 participants
Smallwood, Reynolds, Stewart, Stewart & Associates, Inc.'s Smallwood, Reynolds, Stewart, Stewart & Associates, Inc. ESOP reported $7M in total assets and 84 participants in its 2023 DOL Form 5500 filing, ranking in the 50th 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.
- #9,838 in Professional & Technical Services (20,321 peers)
2023 asset change
Smallwood, Reynolds, Stewart, Stewart & Associates, Inc. ESOP pulled back noticeably 10.6% in 2023 ($7M → $7M) for 84 participants.
- #9,838
- in Professional & Technical Services (20,321 peers)
- -10.6%
- assets change YoY
The plan reported a net loss of $790K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Smallwood, Reynolds, Stewart, Stewart & Associates, Inc. ESOP's mid-pack asset rank among Professional & Technical Services and all filers
Smallwood, Reynolds, Stewart, Stewart & Associates, Inc. ESOP vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$6,672,725 Top 50% higher than 50% 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
Smallwood, Reynolds, Stewart, Stewart & Associates, Inc. ESOP among smaller filed plans by headcount
Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Smallwood, Reynolds, Stewart, Stewart & Associates, Inc. ESOP is a small filing (84 participants) on this national headcount ladder.
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Smallwood, Reynolds, Stewart, Stewart & Associates, Inc. ESOP reported net income fell from $2M in the plan year 2022 filing to -$790K in the plan year 2023 filing.
- Smallwood, Reynolds, Stewart, Stewart & Associates, Inc. ESOP end-of-year assets fell from $7M in the plan year 2022 filing to $7M in the plan year 2023 filing.
- Smallwood, Reynolds, Stewart, Stewart & Associates, Inc. ESOP reported participants rose from 81 in the plan year 2022 filing to 84 in the plan year 2023 filing.
Plan-year Form 5500 strip
Filing strip 581353898 · Smallwood, Reynolds, Stewart, Stewart & Associates, Inc. PY 2023 · ESOP
Smallwood, Reynolds, Stewart, Stewart & Associates, Inc. ESOP · $7M · 84 · 50th
- ASSETS $7M
- ASSETS 84
- ASSETS 50th
- ASSETS ESOP
- ASSETS near Rjm Sales, Inc. Employee Stock Ownership Plan
- ASSETS ind #9838
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 Georgia →
Smallwood, Reynolds, Stewart, Stewart & Associates, Inc. ESOP in the asset neighbourhood
Smallwood, Reynolds, Stewart, Stewart & Associates, Inc. years around the 2023 move
Sponsor-wide plan assets over time
All Smallwood, Reynolds, Stewart, Stewart & Associates, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $18M 4.9726667349762295% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 161 | $19M |
| 2023 | 2 | 167 | $20M |
| 2024 | 2 | 155 | $18M |
2023 asset-move particulars
| Total Assets (Beginning of Year) | $7M |
|---|---|
| Net Assets (End of Year) | $7M |
| Net Income | -$790K |
| Employer EIN | 581353898 |
| Plan Effective Date | 1998-01-01 |
| Filing Status | FILING RECEIVED |
Nearby ESOP Plans in Georgia
Peer ESOP plans, same state, same plan type, ranked by total assets.
- Warehouse Home Furnishings Distributors, Inc. Employee Stock Ownership Plan $665M · 1,772
- Choate Construction Company Employee Stock Ownership Plan $408M · 454
- Brent Scarbrough & Company Employee Stock Ownership Plan $367M · 439
- Aubrey Silvey Enterprises, Inc. Employee Stock Ownership Plan $222M · 424
- Dixie Plywood and Lumber Company Employee Stock Ownership Plan $208M · 327
Smallwood, Reynolds, Stewart, Stewart & Associates, Inc. ESOP's out-of-state ESOP peers by assets and headcount
Outside Georgia, the nearest ESOP by assets is Rjm Sales, Inc. Employee Stock Ownership Plan in NJ ($7M); by covered participants it is Carpetland USA Milwaukee, Inc. Employee Stock Ownership Plan in WI (84 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($7M here).
Similar participant headcount
Nearest other-state filings by covered participants (84 participants); asset peers above are excluded.
- Carpetland USA Milwaukee, Inc. Employee Stock Ownership Plan (WI) 84 · 0 off
- The Peoples State Bank Employee Stock Ownership Plan (IN) 84 · 0 off
- Sierra Pacific Engineering & Products Employee Stock Ownership Plan (CA) 84 · 0 off
- Airpro Fan & Blower Company Employee Stock Ownership Plan (WI) 84 · 0 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.