ESOP · DOL Form 5500 · 2023

Smith Seckman Reid, Inc. ESOP

Data updated 2026-08-11

$99M
Total assets: 483
Participants: 91st
Percentile by assets: $205,919
Avg per participant

Official DOL plan name: Smith Seckman Reid, Inc. Employee Stock Ownership Plan · Sponsored by Smith Seckman Reid, Inc. · Tennessee · Professional & Technical Services

$99M in assets, 483 participants

Smith Seckman Reid, Inc.'s Smith Seckman Reid, Inc. Employee Stock Ownership Plan reported $99M in total assets and 483 participants in its 2023 DOL Form 5500 filing, ranking in the 91st 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.

91st percentile by assets (of 127,072 plans)
#18,780 in Professional & Technical Services (20,321 peers)

Coverage in Tennessee

Smith Seckman Reid, Inc. Employee Stock Ownership Plan covers 483 participants in Tennessee, about 43% of the average Tennessee filer (state average ~1,126 per filing). Assets: $99M.

$99M
total plan assets (2023 EOY): 483
covered participants: 91st
percentile by assets (of 127,072 plans): $205,919
avg assets per participant

Smith Seckman Reid, Inc. Employee Stock Ownership Plan end-of-year assets rose from $78M in the plan year 2022 filing to $99M in the plan year 2023 filing.
Smith Seckman Reid, Inc. Employee Stock Ownership Plan reported net income rose from $19M in the plan year 2022 filing to $21M in the plan year 2023 filing.
Smith Seckman Reid, Inc. Employee Stock Ownership Plan reported participants rose from 450 in the plan year 2022 filing to 483 in the plan year 2023 filing.

See the national 2022→2023 release diff →

State

Tennessee

Industry

Professional & Technical Services

Participants vs Tennessee filers

In Tennessee, the average filing covers about 1,126 participants across 2,384 plans. Smith Seckman Reid, Inc. Employee Stock Ownership Plan reports 483 participants - about 43% of that state average ($99M EOY assets).

Tennessee filing particulars

Total Assets (Beginning of Year)	$78M
Net Assets (End of Year)	$96M
Net Income	$21M
Employer EIN	620791037
Plan Effective Date	1983-02-01
Filing Status	FILING RECEIVED

Sponsor Plan History (Smith Seckman Reid, Inc.)

Total plan assets by year, all Smith Seckman Reid, Inc. plans on file

Year	Plans	Participants	Total Assets
2022	2	889	$166M
2023	2	951	$196M
2024	2	1,020	$221M

Nearby ESOP Plans in Tennessee

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

Smith Seckman Reid, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Tennessee, assets vs. participants

Barr Brands International Amended and Restated Employee Stock Ownership Plan $427M · 401
Zander Group Holdings, Inc. Employee Stock Ownership Plan $221M · 190
National Health Corp Leveraged Employee Stock Ownership Plan $144M · 1,470
3ls, Inc. Employee Stock Ownership Plan $134M · 424
Churchill Holdings, Inc. Employee Stock Ownership Plan $81M · 474

Compare Smith Seckman Reid, Inc. Employee Stock … side-by-side with 3 peers →

Similar-Sized ESOP Plans Nationally

ESOP plans in other states closest to Smith Seckman Reid, Inc. Employee Stock Ownership Plan by total assets, not by location.

Peopletec, Inc. Employee Stock Ownership Plan (AL) $99M · 513
Hpm Building Supply Employee Stock Ownership Plan (HI) $100M · 381
Mrmc ESOP (TX) $100M · 1,051
Nott Company Employee Stock Ownership Company (MN) $100M · 299

Frequently Asked Questions

How did Smith Seckman Reid, Inc. Employee Stock Ownership Plan assets move in 2023? ▼

Smith Seckman Reid, Inc. Employee Stock Ownership Plan grew sharply - up 27.2% during 2023, from $78M to $99M. Reported net income was $21M.

How have Smith Seckman Reid, Inc. plan assets changed over time? ▼

Across 3 plan years on file (2022-2024), Smith Seckman Reid, Inc.'s sponsor-wide assets grew 33.1%, from $166M to $221M.

Where does Smith Seckman Reid, Inc. Employee Stock Ownership Plan rank by assets among Form 5500 filers? ▼

Smith Seckman Reid, Inc. Employee Stock Ownership Plan ranks in the 91st percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top 10% of all filed plans by assets).

Which ESOP plans are similar in size to Smith Seckman Reid, Inc. Employee Stock Ownership Plan? ▼

Among ESOP plans in other states, the closest by assets is Peopletec, Inc. Employee Stock Ownership Plan in AL ($99M, 513 participants).

Next read for Smith Seckman Reid, Inc. Employee Stock …

Filing takeaways

Ways to act on Smith Seckman Reid, Inc. Employee Stock Ownership Plan's numbers.

By total assets, Smith Seckman Reid, Inc. Employee Stock Ownership Plan ranks in the top 10% of all filed plans by assets. See the largest plans
Compare it side-by-side against 3 similar ESOP plans in Tennessee. Compare plans
Smith Seckman Reid, Inc.'s sponsor-wide assets have grown 33.1% since 2022 across 3 plan years on file. More Professional & Technical Services plans

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 620791037.