ESOP · DOL Form 5500 · 2023

Smith & Boucher, Inc. ESOP

Data updated 2026-08-25

$3M
Total assets Small plan by assets
27
Participants Small participant base
38th
Percentile by assets National rank
$127,366
Avg per participant Near avg balance/head
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Official DOL plan name: Smith & Boucher, Inc. Employee Stock Ownership Plan · Sponsored by Smith & Boucher, Inc. · Kansas · Professional & Technical Services

$3M in assets, 27 participants

Smith & Boucher, Inc.'s Smith & Boucher, Inc. Employee Stock Ownership Plan reported $3M in total assets and 27 participants in its 2023 DOL Form 5500 filing, ranking in the 38th 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.

  • #7,076 in Professional & Technical Services (20,321 peers)

What the 2023 filing shows

Smith & Boucher, Inc. Employee Stock Ownership Plan holds $3M for 27 participants - about $127,366 per participant, in the lower half of filed plans by assets.

#7,076
in Professional & Technical Services (20,321 peers)
+6.5%
assets growth YoY

Smith & Boucher, Inc. Employee Stock Ownership Plan's mid-pack asset rank among Professional & Technical Services and all filers

Smith & Boucher, Inc. Employee Stock Ownership Plan vs every filed plan by assets

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

$3,438,874 38th percentile higher than 38% 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

Smith & Boucher, Inc. Employee Stock Ownership Plan among smaller filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Smith & Boucher, Inc. Employee Stock Ownership Plan is a small filing (27 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Smith & Boucher, Inc. Employee Stock Ownership Plan reported net income rose from $170K in the plan year 2022 filing to $210K in the plan year 2023 filing.
  • Smith & Boucher, Inc. Employee Stock Ownership Plan end-of-year assets rose from $3M in the plan year 2022 filing to $3M in the plan year 2023 filing.
  • Smith & Boucher, Inc. Employee Stock Ownership Plan reported participants fell from 28 in the plan year 2022 filing to 27 in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 431127208 · Smith & Boucher, Inc. PY 2023 · ESOP

Smith & Boucher, Inc. Employee Stock Ownership Plan · $3M · 27 · 38th

  • SCH $3M
  • EBSA 27
  • PART 38th
  • TYPE ESOP
  • NET near Air Purification, Inc. Employee Stock Ownership Plan
  • BOOK ind #7076

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 Kansas →

Smith & Boucher, Inc. Employee Stock Ownership Plan in the asset neighbourhood

American Mechanical, Inc. Employee Stock Ownership PlanAmerican Mechanical, Inc. Em…$3MSmith & Boucher, Inc. Employee Stock Ownership PlanSmith & Boucher, Inc. Employ…$3MAir Purification, Inc. Employee Stock Ownership PlanAir Purification, Inc. Emplo…$3MCredential Leasing Corporation Employee Stock Ownership Plan and TrustCredential Leasing Corporati…$3MAllwest Testing & Engineering, Inc. Employee Stock Ownership PlanAllwest Testing & Engineerin…$3M
End-of-year total assets ($M) among Smith & Boucher, Inc. Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2023.

Filing particulars (2023)

Total Assets (Beginning of Year)$3M
Net Assets (End of Year)$3M
Net Income$210K
Employer EIN431127208
Plan Effective Date1976-11-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Smith & Boucher, Inc.)

Sponsor-wide plan assets over time

All Smith & Boucher, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$3M 6.231170098263165% vs 2022
2024 filing year
$3.2M$3.3M$3.4M$3.5M 202220232024 $3.23M $3.43M ▲ +6.2%
Year Plans Participants Total Assets
2022 1 28 $3M
2023 1 27 $3M
2024 1 30 $3M

Nearby ESOP Plans in Kansas

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

Smith & Boucher, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Kansas, assets vs. participants Scatter plot of 6 data points. -2000200400600800 -1000100200300400 Total assets ($M) Participants Smith & Boucher, Inc. Employee Stock Ownership Plan, Total assets ($M): 3.438874 · Participants: 27Smith & Boucher, Inc. Employee Stock Ownership PlanPbi-Gordon Companies, Inc. Employee Stock Ownership Plan, Total assets ($M): 358.733267 · Participants: 488Pbi-Gordon Companies, Inc. Employee Stock Ownership PlanHarcros Chemicals, Inc. Employee Stock Ownership Plan, Total assets ($M): 296.082944 · Participants: 549Harcros Chemicals, Inc. Employee Stock Ownership PlanMmc Corp Employee Stock Ownership Plan, Total assets ($M): 239.968034 · Participants: 754Mmc Corp Employee Stock Ownership PlanGlobe Engineering Co Inc Employee Stock Ownership Plan and Trust, Total assets ($M): 136.184991 · Participants: 236Globe Engineering Co Inc Employee Stock Ownership Plan and TrustInland Truck Parts Company Employee Stock Ownership Plan and Trust, Total assets ($M): 98.736189 · Participants: 665Inland Truck Parts Company Employee Stock Ownership Plan and Trust
Smith & Boucher, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Kansas, assets vs. participants
Compare Smith & Boucher, Inc. Employee Stock Ownership Plan side-by-side with 3 peers →

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

Outside Kansas, the nearest ESOP by assets is Air Purification, Inc. Employee Stock Ownership Plan in NC ($3M); by covered participants it is Blankenberger Brothers, Inc. Employee Stock Ownership Plan and Trust Agreement in IN (27 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (27 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 Smith & Boucher, Inc. Employee Stock Ownership Plan assets move in 2023? ▼
Smith & Boucher, Inc. Employee Stock Ownership Plan grew at a solid clip - up 6.5% during 2023, from $3M to $3M. Reported net income was $210K.
How have Smith & Boucher, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Smith & Boucher, Inc.'s sponsor-wide assets grew 6.2%, from $3M to $3M.
Which ESOP plans are similar in size to Smith & Boucher, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Air Purification, Inc. Employee Stock Ownership Plan in NC ($3M, 13 participants).
Which ESOP plans cover a similar participant headcount to Smith & Boucher, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Blankenberger Brothers, Inc. Employee Stock Ownership Plan and Trust Agreement in IN (27 participants, $13M 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 431127208.

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.