ESOP · DOL Form 5500 · 2022

Smith Berger Marine, Inc. ESOP

Data updated 2026-08-25

$14M
Total assets Small plan by assets
26
Participants Small participant base
71st
Percentile by assets National rank
$538,260
Avg per participant High balance/head
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Official DOL plan name: Smith Berger Marine, Inc. Employee Stock Ownership Plan · Sponsored by Smith Berger Marine, Inc. · Washington · Manufacturing

$14M in assets, 26 participants

Smith Berger Marine, Inc.'s Smith Berger Marine, Inc. Employee Stock Ownership Plan reported $14M in total assets and 26 participants in its 2022 DOL Form 5500 filing, ranking in the 71st 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.

  • #12,460 in Manufacturing (20,602 peers)

Smith Berger Marine, Inc. multi-year trail

Smith Berger Marine, Inc.'s plans moved -19.0% in assets from 2022 to 2024; this filing shows Smith Berger Marine, Inc. Employee Stock Ownership Plan at $14M / 26 participants.

#12,460
in Manufacturing (20,602 peers)
+2.7%
assets growth YoY

Smith Berger Marine, Inc. Employee Stock Ownership Plan's outsized position by total assets

Smith Berger Marine, Inc. Employee Stock Ownership Plan vs every filed plan by assets

End-of-year total assets · plan year 2022 · DOL Form 5500

$13,994,760 Top 29% higher than 71% of 139,123 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 2022

Smith Berger Marine, Inc. Employee Stock Ownership Plan among smaller filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Smith Berger Marine, Inc. Employee Stock Ownership Plan is a small filing (26 participants) on this national headcount ladder.

Published 5500 schedule card

Filing strip 911211020 · Smith Berger Marine, Inc. PY 2022 · ESOP

Smith Berger Marine, Inc. Employee Stock Ownership Plan · $14M · 26 · 71st

  • ASSETS $14M
  • PCT 26
  • EIN 71st
  • RANK ESOP
  • PHOTO near Nordon, Inc. Employee Stock Ownership Plan
  • IND ind #12460

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 Washington →

Smith Berger Marine, Inc. Employee Stock Ownership Plan in the asset neighbourhood

Nordon, Inc. Employee Stock Ownership PlanNordon, Inc. Employee Stock …$14MMetalcraft, Inc.Employee Stock Ownership PlanMetalcraft, Inc.Employee Sto…$14MTesco Controls, Inc. Employee Stock Ownership PlanTesco Controls, Inc. Employe…$14MRhodes Development Group, Inc. Employee Stock Ownership PlanRhodes Development Group, In…$14MSmith Berger Marine, Inc. Employee Stock Ownership PlanSmith Berger Marine, Inc. Em…$14M
End-of-year total assets ($M) among Smith Berger Marine, Inc. Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2022.

Smith Berger Marine, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Smith Berger Marine, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$11M 19.03749689169375% vs 2022
2024 filing year
$10M$11M$12M$13M$14M$15M 202220232024 $14M $11.3M ▼ -19.0%
Year Plans Participants Total Assets
2022 1 26 $14M
2023 1 25 $11M
2024 1 25 $11M

Smith Berger Marine, Inc. filing trail (2022)

Total Assets (Beginning of Year)$14M
Net Assets (End of Year)$14M
Net Income$363K
Employer EIN911211020
Plan Effective Date1992-11-01
Filing StatusFILING RECEIVED

Nearby ESOP Plans in Washington

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

Smith Berger Marine, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Washington, assets vs. participants Scatter plot of 6 data points. -100001000200030004000 -0.500.511.52 Total assets ($B) Participants Smith Berger Marine, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.01399476 · Participants: 26Smith Berger Marine, Inc. Employee Stock Ownership PlanSchweitzer Engineering Laboratories, Inc. Employee Stock Ownership Plan, Total assets ($B): 1.763037695 · Participants: 3621Schweitzer Engineering Laboratories, Inc. Employee Stock Ownership PlanTriple B Corporation Employee Stock Ownership Plan, Total assets ($B): 0.282617196 · Participants: 1096Triple B Corporation Employee Stock Ownership PlanManson Construction Co. Non-Craft Employee Stock Ownership Plan, Total assets ($B): 0.151972472 · Participants: 322Manson Construction Co. Non-Craft Employee Stock Ownership PlanPoint B, Inc. Employee Stock Ownership Plan and Trust, Total assets ($B): 0.142690764 · Participants: 768Point B, Inc. Employee Stock Ownership Plan and TrustThe Plexsys Interface Products, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.131317752 · Participants: 211The Plexsys Interface Products, Inc. Employee Stock Ownership Plan
Smith Berger Marine, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Washington, assets vs. participants
Compare Smith Berger Marine, Inc. Employee Stock Ownership Plan side-by-side with 3 peers →

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

Outside Washington, the nearest ESOP by assets is Nordon, Inc. Employee Stock Ownership Plan in NY ($14M); by covered participants it is Empire Telephone Corporation Employee Stock Ownership Plan in NY (26 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (26 participants); asset peers above are excluded.

DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Smith Berger Marine, Inc. Employee Stock Ownership Plan assets move in 2022? ▼
Smith Berger Marine, Inc. Employee Stock Ownership Plan edged up modestly - up 2.7% during 2022, from $14M to $14M. Reported net income was $363K.
How have Smith Berger Marine, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Smith Berger Marine, Inc.'s sponsor-wide assets declined 19.0%, from $14M to $11M.
Which ESOP plans are similar in size to Smith Berger Marine, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Nordon, Inc. Employee Stock Ownership Plan in NY ($14M, 135 participants).
Which ESOP plans cover a similar participant headcount to Smith Berger Marine, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Empire Telephone Corporation Employee Stock Ownership Plan in NY (26 participants, $10M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2022.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 911211020.

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.