ESOP · DOL Form 5500 · 2023
Small Mine Development, LLC ESOP
Data updated 2026-08-11
- $11M
- Total assets
- 410
- Participants
- 60th
- Percentile by assets
- $25,949
- Avg per participant
Official DOL plan name: Small Mine Development Employee Stock Ownership Plan · Sponsored by Small Mine Development, LLC · Idaho · Mining & Oil Extraction
$11M in assets, 410 participants
Small Mine Development, LLC's Small Mine Development Employee Stock Ownership Plan reported $11M in total assets and 410 participants in its 2023 DOL Form 5500 filing, ranking in the 60th 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.
- 60th percentile by assets (of 127,072 plans)
- #315 in Mining & Oil Extraction (811 peers)
Mining & Oil Extraction sector rank
Within Mining & Oil Extraction, Small Mine Development Employee Stock Ownership Plan ranks #315 of 811 2023 filers by assets (1156% of the sector average)-$11M for 410 participants.
- $11M
- total plan assets (2023 EOY)
- 410
- covered participants
- 60th
- percentile by assets (of 127,072 plans)
- $25,949
- avg assets per participant
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Small Mine Development Employee Stock Ownership Plan reported net income rose from -$360K in the plan year 2022 filing to $6M in the plan year 2023 filing.
- Small Mine Development Employee Stock Ownership Plan end-of-year assets rose from $6M in the plan year 2022 filing to $11M in the plan year 2023 filing.
- Small Mine Development Employee Stock Ownership Plan reported participants rose from 401 in the plan year 2022 filing to 410 in the plan year 2023 filing.
Rank #315 in Mining & Oil Extraction
Among 811 Mining & Oil Extraction plans that filed a Form 5500 for plan year 2023, Small Mine Development Employee Stock Ownership Plan ranks #315 by end-of-year assets - about 1156% of the sector average of $123M. Nationally it sits in the 60th percentile, a weaker position within its industry than across all filers.
Mining & Oil Extraction filing particulars
| Total Assets (Beginning of Year) | $6M |
|---|---|
| Net Assets (End of Year) | -$15M |
| Net Income | $6M |
| Employer EIN | 942866465 |
| Plan Effective Date | 2020-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Small Mine Development, LLC)
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 881 | $46M |
| 2023 | 2 | 1,022 | $55M |
| 2024 | 3 | 1,179 | $67M |
Nearby ESOP Plans in Idaho
Peer ESOP plans, same state, same plan type, ranked by total assets.
Small Mine Development Employee Stock Ownership Plan vs. nearby ESOP plans in Idaho, assets vs. participants
- Winco Employee Stock Ownership Plan $4.7B · 16,664
- Norco, Inc. Employee Stock Ownership Plan $256M · 1,341
- Litehouse, Inc. Employee Stock Ownership Plan $242M · 1,015
- Stellar Industries, Inc. Employee Stock Ownership Plan $230M · 659
- Litehouse, Inc. Employee Stock Ownership Plan $218M · 1,130
Similar-Sized ESOP Plans Nationally
ESOP plans in other states closest to Small Mine Development Employee Stock Ownership Plan by total assets, not by location.
Frequently Asked Questions
How did Small Mine Development Employee Stock Ownership Plan assets move in 2023? ▼
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Filing takeaways
Ways to act on Small Mine Development Employee Stock Ownership Plan's numbers.
- By total assets, Small Mine Development Employee Stock Ownership Plan ranks above the median plan by assets. See the largest plans
- Compare it side-by-side against 3 similar ESOP plans in Idaho. Compare plans
- Small Mine Development, LLC's sponsor-wide assets have grown 44.2% since 2022 across 3 plan years on file. More Mining & Oil Extraction plans