ESOP · DOL Form 5500 · 2023

Select Investment and Management Co. ESOP

Data updated 2026-08-25

$17M
Total assets Small plan by assets
134
Participants Small participant base
69th
Percentile by assets National rank
$123,556
Avg per participant Near avg balance/head
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Official DOL plan name: Select Investment and Management Co. Employee Stock Ownership Plan · Sponsored by Select Investment and Management Co. · Idaho · Food Services & Accommodation

$17M in assets, 134 participants

Select Investment and Management Co.'s Select Investment and Management Co. Employee Stock Ownership Plan reported $17M in total assets and 134 participants in its 2023 DOL Form 5500 filing, ranking in the 69th 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.

  • #3,488 in Food Services & Accommodation (3,828 peers)

Coverage in Idaho

Select Investment and Management Co. Employee Stock Ownership Plan covers 134 participants in Idaho, about 39% of the average Idaho filer (state average ~347 per filing). Assets: $17M.

#3,488
in Food Services & Accommodation (3,828 peers)
+251.3%
assets growth YoY

Select Investment and Management Co. Employee Stock Ownership Plan's outsized position by total assets

Select Investment and Management Co. Employee Stock Ownership Plan vs every filed plan by assets

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

$16,556,550 Top 31% higher than 69% 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

Select Investment and Management Co. 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. Select Investment and Management Co. Employee Stock Ownership Plan sits mid-pack in the medium band (134 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Select Investment and Management Co. Employee Stock Ownership Plan end-of-year assets rose from $5M in the plan year 2022 filing to $17M in the plan year 2023 filing.
  • Select Investment and Management Co. Employee Stock Ownership Plan reported net income rose from -$53M in the plan year 2022 filing to $67M in the plan year 2023 filing.
  • Select Investment and Management Co. Employee Stock Ownership Plan reported participants rose from 81 in the plan year 2022 filing to 134 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 870537386 · Select Investment and Management Co. PY 2023 · ESOP

Select Investment and Management Co. Employee Stock Ownership Plan · $17M · 134 · 69th

  • IND $17M
  • EOY 134
  • 5500 69th
  • ASSETS ESOP
  • PCT near Burns Engineering, Inc. Employee Stock Ownership Plan
  • EIN ind #3488

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 Idaho →

Select Investment and Management Co. Employee Stock Ownership Plan in the asset neighbourhood

Valhalla Holdings, Inc. Employee Stock Ownership Plan and TrustValhalla Holdings, Inc. Empl…$17MSelect Investment and Management Co. Employee Stock Ownership PlanSelect Investment and Manage…$17MBurns Engineering, Inc. Employee Stock Ownership PlanBurns Engineering, Inc. Empl…$17MBernards Holdings, Inc. Employee Stock Ownership PlanBernards Holdings, Inc. Empl…$17MThermoanalytics, Inc. Employee Stock Ownership PlanThermoanalytics, Inc. Employ…$17M
End-of-year total assets ($M) among Select Investment and Management Co. Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2023.

Idaho filing particulars

Total Assets (Beginning of Year)$5M
Net Assets (End of Year)$14M
Net Income$67M
Employer EIN870537386
Plan Effective Date2022-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Select Investment and Management Co.)

Sponsor-wide plan assets over time

All Select Investment and Management Co. plans reported in each filing year

Latest sponsor-wide plan assets
$18M 134.66965971803592% vs 2022
2024 filing year
$5M$10M$15M$20M 202220232024 $7.51M $17.6M ▲ +134.5%
Year Plans Participants Total Assets
2022 2 155 $8M
2023 1 134 $17M
2024 1 147 $18M

Nearby ESOP Plans in Idaho

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

Select Investment and Management Co. Employee Stock Ownership Plan vs. nearby ESOP plans in Idaho, assets vs. participants Scatter plot of 6 data points. -500005000100001500020000 -20246 Total assets ($B) Participants Select Investment and Management Co. Employee Stock Ownership Plan, Total assets ($B): 0.01655655 · Participants: 134Select Investment and Management Co. Employee Stock Ownership PlanWinco Employee Stock Ownership Plan, Total assets ($B): 4.656219713 · Participants: 16664Winco Employee Stock Ownership PlanNorco, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.255999157 · Participants: 1341Norco, Inc. Employee Stock Ownership PlanLitehouse, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.242106302 · Participants: 1015Litehouse, Inc. Employee Stock Ownership PlanStellar Industries, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.229611549 · Participants: 659Stellar Industries, Inc. Employee Stock Ownership PlanLitehouse, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.217520907 · Participants: 1130Litehouse, Inc. Employee Stock Ownership Plan
Select Investment and Management Co. Employee Stock Ownership Plan vs. nearby ESOP plans in Idaho, assets vs. participants
Compare Select Investment and Management Co. Employee Stock Ownership Plan side-by-side with 3 peers →

Select Investment and Management Co. Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount

Outside Idaho, the nearest ESOP by assets is Burns Engineering, Inc. Employee Stock Ownership Plan in PA ($17M); by covered participants it is Reed & Reed, Inc. Employee Stock Ownership Plan in ME (134 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (134 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 Select Investment and Management Co. Employee Stock Ownership Plan assets move in 2023? ▼
Select Investment and Management Co. Employee Stock Ownership Plan surged - up 251.3% during 2023, from $5M to $17M. Reported net income was $67M.
How have Select Investment and Management Co. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Select Investment and Management Co.'s sponsor-wide assets grew 134.7%, from $8M to $18M.
Which ESOP plans are similar in size to Select Investment and Management Co. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Burns Engineering, Inc. Employee Stock Ownership Plan in PA ($17M, 284 participants).
Which ESOP plans cover a similar participant headcount to Select Investment and Management Co. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Reed & Reed, Inc. Employee Stock Ownership Plan in ME (134 participants, $13M 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 870537386.

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.