ESOP · DOL Form 5500 · 2023

St. Michael's Inc. ESOP

Data updated 2026-08-25

$4M
Total assets Small plan by assets
96
Participants Small participant base
38th
Percentile by assets National rank
$36,892
Avg per participant Low balance/head
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Official DOL plan name: St. Michael's Inc. Employee Stock Ownership Plan · Sponsored by St. Michael's Inc. · Virginia · Administrative & Support Services

$4M in assets, 96 participants

St. Michael's Inc.'s St. Michael's Inc. Employee Stock Ownership Plan reported $4M in total assets and 96 participants in its 2023 DOL Form 5500 filing, ranking in the 38th 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.

  • #2,696 in Administrative & Support Services (4,372 peers)

Administrative & Support Services sector rank

Within Administrative & Support Services, St. Michael's Inc. Employee Stock Ownership Plan ranks #2,696 of 4,372 2023 filers by assets (815% of the sector average)-$4M for 96 participants.

#2,696
in Administrative & Support Services (4,372 peers)
+7.2%
assets growth YoY

St. Michael's Inc. Employee Stock Ownership Plan's mid-pack asset rank among Administrative & Support Services and all filers

St. Michael's Inc. Employee Stock Ownership Plan vs every filed plan by assets

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

$3,541,614 38th percentile higher than 38% 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

St. Michael's Inc. 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. St. Michael's Inc. Employee Stock Ownership Plan is a small filing (96 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • St. Michael's Inc. Employee Stock Ownership Plan reported net income rose from -$437K in the plan year 2022 filing to $238K in the plan year 2023 filing.
  • St. Michael's Inc. Employee Stock Ownership Plan reported participants rose from 88 in the plan year 2022 filing to 96 in the plan year 2023 filing.
  • St. Michael's Inc. Employee Stock Ownership Plan end-of-year assets rose from $3M in the plan year 2022 filing to $4M in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 205146971 · St. Michael's Inc. PY 2023 · ESOP

St. Michael's Inc. Employee Stock Ownership Plan · $4M · 96 · 38th

  • BOY $4M
  • BOY 96
  • BOY 38th
  • BOY ESOP
  • BOY near Jerome H. Rhoads, Inc. Employee Stock Ownership Plan
  • BOY ind #2696

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 Virginia →

St. Michael's Inc. Employee Stock Ownership Plan in the asset neighbourhood

Eagle Group Systems, Inc. Employee Stock Ownership PlanEagle Group Systems, Inc. Em…$4MSt. Michael's Inc. Employee Stock Ownership PlanSt. Michael's Inc. Employee …$4MJerome H. Rhoads, Inc. Employee Stock Ownership PlanJerome H. Rhoads, Inc. Emplo…$4MCommunity First Bank Employee Stock Ownership PlanCommunity First Bank Employe…$4MOaktree Employee Stock Ownership PlanOaktree Employee Stock Owner…$4M
End-of-year total assets ($M) among St. Michael's Inc. Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2023.

Administrative & Support Services filing particulars

Total Assets (Beginning of Year)$3M
Net Assets (End of Year)$4M
Net Income$238K
Employer EIN205146971
Plan Effective Date2016-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (St. Michael's Inc.)

Sponsor-wide plan assets over time

All St. Michael's Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$15M 28.930492320120806% vs 2022
2024 filing year
$10M$12M$14M$16M 202220232024 $11.6M $15M ▲ +29.0%
Year Plans Participants Total Assets
2022 2 234 $12M
2023 2 238 $13M
2024 2 235 $15M

Nearby ESOP Plans in Virginia

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

St. Michael's Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Virginia, assets vs. participants Scatter plot of 6 data points. -200002000400060008000 -0.500.511.5 Total assets ($B) Participants St. Michael's Inc. Employee Stock Ownership Plan, Total assets ($B): 0.003541614 · Participants: 96St. Michael's Inc. Employee Stock Ownership PlanNvr, Inc. Employee Stock Ownership Plan, Total assets ($B): 1.200416394 · Participants: 6866Nvr, Inc. Employee Stock Ownership PlanThe Resorts Companies, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.351932601 · Participants: 1751The Resorts Companies, Inc. Employee Stock Ownership PlanAmerican Systems Corporation Employee Stock Ownership Plan, Total assets ($B): 0.331314714 · Participants: 1782American Systems Corporation Employee Stock Ownership PlanModern Technology Solutions, Inc. Employee Stock Ownership Plan and Trust, Total assets ($B): 0.321520666 · Participants: 1652Modern Technology Solutions, Inc. Employee Stock Ownership Plan and TrustNew River Electrical Corporation Employee Stock Ownership Plan, Total assets ($B): 0.320954252 · Participants: 444New River Electrical Corporation Employee Stock Ownership Plan
St. Michael's Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Virginia, assets vs. participants
Compare St. Michael's Inc. Employee Stock Ownership Plan side-by-side with 3 peers →

St. Michael's Inc. Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount

Outside Virginia, the nearest ESOP by assets is Jerome H. Rhoads, Inc. Employee Stock Ownership Plan in PA ($4M); by covered participants it is Erdman Anthony Profit Sharing and Employee Stock Ownership Plan in NY (96 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (96 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 St. Michael's Inc. Employee Stock Ownership Plan assets move in 2023? ▼
St. Michael's Inc. Employee Stock Ownership Plan grew at a solid clip - up 7.2% during 2023, from $3M to $4M. Reported net income was $238K.
How have St. Michael's Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), St. Michael's Inc.'s sponsor-wide assets grew 28.9%, from $12M to $15M.
Which ESOP plans are similar in size to St. Michael's Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Jerome H. Rhoads, Inc. Employee Stock Ownership Plan in PA ($4M, 172 participants).
Which ESOP plans cover a similar participant headcount to St. Michael's Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Erdman Anthony Profit Sharing and Employee Stock Ownership Plan in NY (96 participants, $3M 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 205146971.

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.