ESOP · DOL Form 5500 · 2023

Src Holdings Corporation ESOP

Data updated 2026-08-11

$269M
Total assets: 1,561
Participants: 96th
Percentile by assets: $172,074
Avg per participant

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.

96th percentile by assets (of 127,072 plans)
#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.

$269M
total plan assets (2023 EOY): 1,561
covered participants: 96th
percentile by assets (of 127,072 plans): $172,074
avg assets per participant

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 →

State

Missouri

Industry

Management of Enterprises

Participants vs Missouri filers

In Missouri, the average filing covers about 737 participants across 2,297 plans. Src Employee Stock Ownership Plan and Trust reports 1,561 participants - 2.1x that state average ($269M EOY assets).

Missouri filing particulars

Total Assets (Beginning of Year)	$238M
Net Assets (End of Year)	$177M
Net Income	$26M
Employer EIN	431274934
Plan Effective Date	1983-02-01
Filing Status	FILING RECEIVED

Sponsor Plan History (Src Holdings Corporation)

Total plan assets by year, all Src Holdings Corporation plans on file

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

Burns & Mcdonnell, Inc. Employee Stock Ownership Plan $4.7B · 8,553
Mccarthy Employee Stock Ownership Plan $1.5B · 3,651
Arco DB Companies, Inc. Employee Stock Ownership Plan $443M · 560
Je Dunn Employee Stock Ownership Plan and Trust $429M · 2,457
Emery Sapp Employee Stock Ownership Plan $313M · 1,947

Compare Src Employee Stock Ownership Plan and Tr… side-by-side with 3 peers →

Similar-Sized ESOP Plans Nationally

ESOP plans in other states closest to Src Employee Stock Ownership Plan and Trust by total assets, not by location.

Lockheed Martin Corporation Capital Accumulation Plan (MD) $267M · 5,839
Trinidad Benham Corp. Employee Stock Ownership Plan (CO) $266M · 776
Parksite Inc. Employee Stock Ownership Plan (IL) $274M · 627
Shawmut Group Employee Stock Ownership Plan (MA) $274M · 716

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).

Next read for Src Employee Stock Ownership Plan and Tr…

Filing takeaways

Ways to act on Src Employee Stock Ownership Plan and Trust's numbers.

By total assets, Src Employee Stock Ownership Plan and Trust ranks in the top 5% of all filed plans by assets. See the largest plans
Compare it side-by-side against 3 similar ESOP plans in Missouri. Compare plans
Src Holdings Corporation's sponsor-wide assets have grown 32.3% since 2022 across 3 plan years on file. More Management of Enterprises 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 431274934.