ESOP · DOL Form 5500 · 2023

Src Holdings Corporation ESOP

Data updated 2026-08-25

$269M
Total assets Near avg plan size
1,561
Participants Near avg headcount
96th
Percentile by assets National rank
$172,074
Avg per participant Above avg balance/head
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Official DOL plan name: Src Employee Stock Ownership Plan and Trust · Sponsored by Src Holdings Corporation · Missouri · Management of Enterprises

$269M in assets, 1,561 participants

Src Holdings Corporation's Src Employee Stock Ownership Plan and Trust reported $269M in total assets and 1,561 participants in its 2023 DOL Form 5500 filing, ranking in the 96th 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.

  • #979 in Management of Enterprises (1,137 peers)

Coverage in Missouri

Src Employee Stock Ownership Plan and Trust covers 1,561 participants in Missouri, 2.1x the typical Missouri plan (state average ~737 per filing). Assets: $269M.

#979
in Management of Enterprises (1,137 peers)
+12.8%
assets growth YoY
2.7×
vs typical plan assets (national mean)

Src Employee Stock Ownership Plan and Trust's outsized position by total assets

Src Employee Stock Ownership Plan and Trust vs every filed plan by assets

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

$268,607,056 Top 4% higher than 96% 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

Src Employee Stock Ownership Plan and Trust's large-plan peer group by participant headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Src Employee Stock Ownership Plan and Trust lands in the large band (1,561 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Src Employee Stock Ownership Plan and Trust reported net income fell from $38M in the plan year 2022 filing to $26M in the plan year 2023 filing.
  • Src Employee Stock Ownership Plan and Trust end-of-year assets rose from $238M in the plan year 2022 filing to $269M in the plan year 2023 filing.
  • Src Employee Stock Ownership Plan and Trust reported participants rose from 1,388 in the plan year 2022 filing to 1,561 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 431274934 · Src Holdings Corporation PY 2023 · ESOP

Src Employee Stock Ownership Plan and Trust · $269M · 1,561 · 96th

  • PART $269M
  • TYPE 1,561
  • NET 96th
  • BOOK ESOP
  • VS-ST near Lockheed Martin Corporation Capital Accumulation Plan
  • BOY ind #979

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 Missouri →

Src Employee Stock Ownership Plan and Trust in the asset neighbourhood

Shawmut Group Employee Stock Ownership PlanShawmut Group Employee Stock…$274MParksite Inc. Employee Stock Ownership PlanParksite Inc. Employee Stock…$274MSrc Employee Stock Ownership Plan and TrustSrc Employee Stock Ownership…$269MLockheed Martin Corporation Capital Accumulation PlanLockheed Martin Corporation …$267MTrinidad Benham Corp. Employee Stock Ownership PlanTrinidad Benham Corp. Employ…$266M
End-of-year total assets ($M) among Src Employee Stock Ownership Plan and Trust and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2023.

Missouri filing particulars

Total Assets (Beginning of Year)$238M
Net Assets (End of Year)$177M
Net Income$26M
Employer EIN431274934
Plan Effective Date1983-02-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Src Holdings Corporation)

Sponsor-wide plan assets over time

All Src Holdings Corporation plans reported in each filing year

Latest sponsor-wide plan assets
$427M 32.33702845588648% vs 2022
2024 filing year
$300M$350M$400M$450M 202220232024 $323M $427M ▲ +32.3%
Year Plans Participants Total Assets
2022 2 2,774 $323M
2023 2 3,118 $367M
2024 2 3,074 $427M

Nearby ESOP Plans in Missouri

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

Src Employee Stock Ownership Plan and Trust vs. nearby ESOP plans in Missouri, assets vs. participants Scatter plot of 6 data points. 0200040006000800010000 012345 Total assets ($B) Participants Src Employee Stock Ownership Plan and Trust, Total assets ($B): 0.268607056 · Participants: 1561Src Employee Stock Ownership Plan and TrustBurns & Mcdonnell, Inc. Employee Stock Ownership Plan, Total assets ($B): 4.708605759 · Participants: 8553Burns & Mcdonnell, Inc. Employee Stock Ownership PlanMccarthy Employee Stock Ownership Plan, Total assets ($B): 1.489427066 · Participants: 3651Mccarthy Employee Stock Ownership PlanArco DB Companies, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.442677383 · Participants: 560Arco DB Companies, Inc. Employee Stock Ownership PlanJe Dunn Employee Stock Ownership Plan and Trust, Total assets ($B): 0.429385855 · Participants: 2457Je Dunn Employee Stock Ownership Plan and TrustEmery Sapp Employee Stock Ownership Plan, Total assets ($B): 0.312725972 · Participants: 1947Emery Sapp Employee Stock Ownership Plan
Src Employee Stock Ownership Plan and Trust vs. nearby ESOP plans in Missouri, assets vs. participants
Compare Src Employee Stock Ownership Plan and Trust side-by-side with 3 peers →

Src Employee Stock Ownership Plan and Trust's out-of-state ESOP peers by assets and headcount

Outside Missouri, the nearest ESOP by assets is Lockheed Martin Corporation Capital Accumulation Plan in MD ($267M); by covered participants it is Hytrol Conveyor Co., Inc. Employee Stock Ownership Plan in AR (1,570 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (1,561 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 Src Employee Stock Ownership Plan and Trust assets move in 2023? ▼
Src Employee Stock Ownership Plan and Trust grew at a solid clip - up 12.8% during 2023, from $238M to $269M. Reported net income was $26M.
How have Src Holdings Corporation plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Src Holdings Corporation's sponsor-wide assets grew 32.3%, from $323M to $427M.
Where does Src Employee Stock Ownership Plan and Trust rank by assets among Form 5500 filers? ▼
Src Employee Stock Ownership Plan and Trust ranks in the 96th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top 5% of all filed plans by assets).
Which ESOP plans are similar in size to Src Employee Stock Ownership Plan and Trust? ▼
Among ESOP plans in other states, the closest by assets is Lockheed Martin Corporation Capital Accumulation Plan in MD ($267M, 5,839 participants).
Which ESOP plans cover a similar participant headcount to Src Employee Stock Ownership Plan and Trust? ▼
Among ESOP plans in other states, the closest by covered participants is Hytrol Conveyor Co., Inc. Employee Stock Ownership Plan in AR (1,570 participants, $31M 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 431274934.

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.