ESOP · DOL Form 5500 · 2023

Smith Seckman Reid, Inc. ESOP

Data updated 2026-08-25

$99M
Total assets Below avg plan size
483
Participants Below avg headcount
91st
Percentile by assets National rank
$205,919
Avg per participant Above avg balance/head
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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.

  • #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.

#18,780
in Professional & Technical Services (20,321 peers)
+27.2%
assets growth YoY
1.0×
vs typical plan assets (national mean)

Smith Seckman Reid, Inc. Employee Stock Ownership Plan's outsized position by total assets

Smith Seckman Reid, Inc. Employee Stock Ownership Plan vs every filed plan by assets

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

$99,459,001 Top 9% higher than 91% 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

Smith Seckman Reid, Inc. 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. Smith Seckman Reid, Inc. Employee Stock Ownership Plan sits mid-pack in the medium band (483 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • 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 →

Published 5500 schedule card

Filing strip 620791037 · Smith Seckman Reid, Inc. PY 2023 · ESOP

Smith Seckman Reid, Inc. Employee Stock Ownership Plan · $99M · 483 · 91st

  • BOOK $99M
  • BOOK 483
  • BOOK 91st
  • BOOK ESOP
  • BOOK near Peopletec, Inc. Employee Stock Ownership Plan
  • BOOK ind #18780

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 Tennessee →

Smith Seckman Reid, Inc. Employee Stock Ownership Plan in the asset neighbourhood

Nott Company Employee Stock Ownership CompanyNott Company Employee Stock …$100MMrmc ESOP$100MHpm Building Supply Employee Stock Ownership PlanHpm Building Supply Employee…$100MSmith Seckman Reid, Inc. Employee Stock Ownership PlanSmith Seckman Reid, Inc. Emp…$99MPeopletec, Inc. Employee Stock Ownership PlanPeopletec, Inc. Employee Sto…$99M
End-of-year total assets ($M) among Smith Seckman Reid, Inc. Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2023.

Tennessee filing particulars

Total Assets (Beginning of Year)$78M
Net Assets (End of Year)$96M
Net Income$21M
Employer EIN620791037
Plan Effective Date1983-02-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Smith Seckman Reid, Inc.)

Sponsor-wide plan assets over time

All Smith Seckman Reid, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$221M 33.14692562200671% vs 2022
2024 filing year
$160M$180M$200M$220M$240M 202220232024 $166M $221M ▲ +33.1%
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 Scatter plot of 6 data points. 0500100015002000 0100200300400500 Total assets ($M) Participants Smith Seckman Reid, Inc. Employee Stock Ownership Plan, Total assets ($M): 99.459001 · Participants: 483Smith Seckman Reid, Inc. Employee Stock Ownership PlanBarr Brands International Amended and Restated Employee Stock Ownership Plan, Total assets ($M): 426.710102 · Participants: 401Barr Brands International Amended and Restated Employee Stock Ownership PlanZander Group Holdings, Inc. Employee Stock Ownership Plan, Total assets ($M): 221.11771 · Participants: 190Zander Group Holdings, Inc. Employee Stock Ownership PlanNational Health Corp Leveraged Employee Stock Ownership Plan, Total assets ($M): 144.306423 · Participants: 1470National Health Corp Leveraged Employee Stock Ownership Plan3ls, Inc. Employee Stock Ownership Plan, Total assets ($M): 133.506002 · Participants: 4243ls, Inc. Employee Stock Ownership PlanChurchill Holdings, Inc. Employee Stock Ownership Plan, Total assets ($M): 81.144338 · Participants: 474Churchill Holdings, Inc. Employee Stock Ownership Plan
Smith Seckman Reid, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Tennessee, assets vs. participants
Compare Smith Seckman Reid, Inc. Employee Stock Ownership Plan side-by-side with 3 peers →

Smith Seckman Reid, Inc. Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount

Outside Tennessee, the nearest ESOP by assets is Peopletec, Inc. Employee Stock Ownership Plan in AL ($99M); by covered participants it is Clune Construction Company Employee Stock Ownership Plan in IL (483 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($99M here).

Similar participant headcount

Nearest other-state filings by covered participants (483 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 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).
Which ESOP plans cover a similar participant headcount to Smith Seckman Reid, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Clune Construction Company Employee Stock Ownership Plan in IL (483 participants, $180M 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 620791037.

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.