ESOP · DOL Form 5500 · 2023

S.M. Osgood Company ESOP

Data updated 2026-08-25

$5M
Total assets Small plan by assets
22
Participants Small participant base
45th
Percentile by assets National rank
$236,335
Avg per participant Above avg balance/head
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Official DOL plan name: S.M. Osgood Company Employee Stock Ownership Plan and Trust · Sponsored by S.M. Osgood Company · Minnesota · Wholesale Trade

$5M in assets, 22 participants

S.M. Osgood Company's S.M. Osgood Company Employee Stock Ownership Plan and Trust reported $5M in total assets and 22 participants in its 2023 DOL Form 5500 filing, ranking in the 45th 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.

  • #2,168 in Wholesale Trade (6,309 peers)

S.M. Osgood Company multi-year trail

S.M. Osgood Company's plans moved -11.0% in assets from 2022 to 2024; this filing shows S.M. Osgood Company Employee Stock Ownership Plan and Trust at $5M / 22 participants.

#2,168
in Wholesale Trade (6,309 peers)
-8.1%
assets change YoY

The plan reported a net loss of $456K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

S.M. Osgood Company Employee Stock Ownership Plan and Trust's mid-pack asset rank among Wholesale Trade and all filers

S.M. Osgood Company Employee Stock Ownership Plan and Trust vs every filed plan by assets

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

$5,199,362 45th percentile higher than 45% 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

S.M. Osgood Company Employee Stock Ownership Plan and Trust among smaller filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. S.M. Osgood Company Employee Stock Ownership Plan and Trust is a small filing (22 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • S.M. Osgood Company Employee Stock Ownership Plan and Trust reported net income rose from -$718K in the plan year 2022 filing to -$456K in the plan year 2023 filing.
  • S.M. Osgood Company Employee Stock Ownership Plan and Trust end-of-year assets fell from $6M in the plan year 2022 filing to $5M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 410879984 · S.M. Osgood Company PY 2023 · ESOP

S.M. Osgood Company Employee Stock Ownership Plan and Trust · $5M · 22 · 45th

  • EBSA $5M
  • EBSA 22
  • EBSA 45th
  • EBSA ESOP
  • EBSA near Electromek Diagnostic Systems, Inc. Employee Stock Ownership Plan
  • EBSA ind #2168

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 Minnesota →

S.M. Osgood Company Employee Stock Ownership Plan and Trust in the asset neighbourhood

M.W. Sausse & Co., Inc. Employee Stock Ownership PlanM.W. Sausse & Co., Inc. Empl…$5MS.M. Osgood Company Employee Stock Ownership Plan and TrustS.M. Osgood Company Employee…$5MElectromek Diagnostic Systems, Inc. Employee Stock Ownership PlanElectromek Diagnostic System…$5MEpipheo Incorporated Employee Stock Ownership PlanEpipheo Incorporated Employe…$5MNautical Restaurants, Inc. Employee Stock Ownership PlanNautical Restaurants, Inc. E…$5M
End-of-year total assets ($M) among S.M. Osgood Company Employee Stock Ownership Plan and Trust and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2023.

S.M. Osgood Company multi-year asset trail

Sponsor-wide plan assets over time

All S.M. Osgood Company plans reported in each filing year

Latest sponsor-wide plan assets
$5M 11.005072612666076% vs 2022
2024 filing year
$4.8M$5M$5.2M$5.4M$5.6M$5.8M 202220232024 $5.66M $5.03M ▼ -11.1%
Year Plans Participants Total Assets
2022 1 22 $6M
2023 1 22 $5M
2024 1 21 $5M

S.M. Osgood Company filing trail (2023)

Total Assets (Beginning of Year)$6M
Net Assets (End of Year)$5M
Net Income-$456K
Employer EIN410879984
Plan Effective Date1995-10-01
Filing StatusFILING RECEIVED

Nearby ESOP Plans in Minnesota

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

S.M. Osgood Company Employee Stock Ownership Plan and Trust vs. nearby ESOP plans in Minnesota, assets vs. participants Scatter plot of 6 data points. -5000050001000015000 -20002004006008001000 Total assets ($M) Participants S.M. Osgood Company Employee Stock Ownership Plan and Trust, Total assets ($M): 5.199362 · Participants: 22S.M. Osgood Company Employee Stock Ownership Plan and TrustAndersen Corporation Employee Stock Ownership Plan, Total assets ($M): 899.073238 · Participants: 11644Andersen Corporation Employee Stock Ownership PlanKingdom Enterprises, Inc. Employee Stock Ownership Plan, Total assets ($M): 497.538965 · Participants: 789Kingdom Enterprises, Inc. Employee Stock Ownership PlanLandscape Structures, Inc. Employee Stock Ownership Plan and Trust, Total assets ($M): 432.374379 · Participants: 446Landscape Structures, Inc. Employee Stock Ownership Plan and TrustHormel Foods Corporation Joint Earnings Profit Sharing Trust, Total assets ($M): 431.874919 · Participants: 4575Hormel Foods Corporation Joint Earnings Profit Sharing TrustForce America Inc. Employee Stock Ownership Plan, Total assets ($M): 426.610266 · Participants: 412Force America Inc. Employee Stock Ownership Plan
S.M. Osgood Company Employee Stock Ownership Plan and Trust vs. nearby ESOP plans in Minnesota, assets vs. participants
Compare S.M. Osgood Company Employee Stock Ownership Plan and Trust side-by-side with 3 peers →

S.M. Osgood Company Employee Stock Ownership Plan and Trust's out-of-state ESOP peers by assets and headcount

Outside Minnesota, the nearest ESOP by assets is Electromek Diagnostic Systems, Inc. Employee Stock Ownership Plan in IL ($5M); by covered participants it is Davy Architecture, Inc. Employee Stock Ownership Plan in CA (22 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (22 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 S.M. Osgood Company Employee Stock Ownership Plan and Trust assets move in 2023? ▼
S.M. Osgood Company Employee Stock Ownership Plan and Trust pulled back noticeably - down 8.1% during 2023, from $6M to $5M. Reported net income was -$456K.
How have S.M. Osgood Company plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), S.M. Osgood Company's sponsor-wide assets declined 11.0%, from $6M to $5M.
Which ESOP plans are similar in size to S.M. Osgood Company Employee Stock Ownership Plan and Trust? ▼
Among ESOP plans in other states, the closest by assets is Electromek Diagnostic Systems, Inc. Employee Stock Ownership Plan in IL ($5M, 40 participants).
Which ESOP plans cover a similar participant headcount to S.M. Osgood Company Employee Stock Ownership Plan and Trust? ▼
Among ESOP plans in other states, the closest by covered participants is Davy Architecture, Inc. Employee Stock Ownership Plan in CA (22 participants, N/A 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 410879984.

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.