ESOP · DOL Form 5500 · 2024

S.H. Smith & Company, Incorporated ESOP

Data updated 2026-08-25

$3M
Total assets Small plan by assets
39
Participants Small participant base
33rd
Percentile by assets National rank
$73,008
Avg per participant Below avg balance/head
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Official DOL plan name: S. H. Smith & Company, Incorporated Employee Stock Ownership Trust · Sponsored by S.H. Smith & Company, Incorporated · Missouri · Professional & Technical Services

$3M in assets, 39 participants

S.H. Smith & Company, Incorporated's S. H. Smith & Company, Incorporated Employee Stock Ownership Trust reported $3M in total assets and 39 participants in its 2024 DOL Form 5500 filing, ranking in the 33rd 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.

  • #6,016 in Professional & Technical Services (20,173 peers)

S.H. Smith & Company, Incorporated multi-year trail

S.H. Smith & Company, Incorporated's plans moved +29.3% in assets from 2022 to 2024; this filing shows S. H. Smith & Company, Incorporated Employee Stock Ownership Trust at $3M / 39 participants.

#6,016
in Professional & Technical Services (20,173 peers)
+21.7%
assets growth YoY

S. H. Smith & Company, Incorporated Employee Stock Ownership Trust among the smaller filed plans by assets

S. H. Smith & Company, Incorporated Employee Stock Ownership Trust vs every filed plan by assets

End-of-year total assets · plan year 2024 · DOL Form 5500

$2,847,321 33rd percentile higher than 33% of 123,620 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 2024

S. H. Smith & Company, Incorporated Employee Stock Ownership Trust among smaller filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. S. H. Smith & Company, Incorporated Employee Stock Ownership Trust is a small filing (39 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • S. H. Smith & Company, Incorporated Employee Stock Ownership Trust reported net income rose from $137K in the plan year 2023 filing to $509K in the plan year 2024 filing.
  • S. H. Smith & Company, Incorporated Employee Stock Ownership Trust end-of-year assets rose from $2M in the plan year 2023 filing to $3M in the plan year 2024 filing.
  • S. H. Smith & Company, Incorporated Employee Stock Ownership Trust reported participants rose from 36 in the plan year 2023 filing to 39 in the plan year 2024 filing.

See the national 2023→2024 release diff →

DOL schedule card

Filing strip 431214721 · S.H. Smith & Company, Incorporated PY 2024 · ESOP

S. H. Smith & Company, Incorporated Employee Stock Ownership Trust · $3M · 39 · 33rd

  • BOY $3M
  • SCH 39
  • EBSA 33rd
  • PART ESOP
  • TYPE near Union Pacific Fruit Express Company Agreement Employee 401(k) Retirement Thrift Plan
  • NET ind #6016

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 Missouri →

S. H. Smith & Company, Incorporated Employee Stock Ownership Trust in the asset neighbourhood

Chambers Group, Inc. Employee Stock Ownership PlanChambers Group, Inc. Employe…$3MAjac Employee Stock Ownership PlanAjac Employee Stock Ownershi…$3MS. H. Smith & Company, Incorporated Employee Stock Ownership TrustS. H. Smith & Company, Incor…$3MUnion Pacific Fruit Express Company Agreement Employee 401(k) Retirement Thrift PlanUnion Pacific Fruit Express …$3MThermal Tech Employee Stock Ownership PlanThermal Tech Employee Stock …$3M
End-of-year total assets ($M) among S. H. Smith & Company, Incorporated Employee Stock Ownership Trust and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2024.

S.H. Smith & Company, Incorporated multi-year asset trail

Sponsor-wide plan assets over time

All S.H. Smith & Company, Incorporated plans reported in each filing year

Latest sponsor-wide plan assets
$3M 29.34672051947273% vs 2022
2024 filing year
$2M$2.2M$2.4M$2.6M$2.8M$3M 202220232024 $2.2M $2.85M ▲ +29.5%
Year Plans Participants Total Assets
2022 1 32 $2M
2023 1 36 $2M
2024 1 39 $3M

S.H. Smith & Company, Incorporated filing trail (2024)

Total Assets (Beginning of Year)$2M
Net Assets (End of Year)$3M
Net Income$509K
Employer EIN431214721
Plan Effective Date1994-01-01
Filing StatusFILING RECEIVED

Nearby ESOP Plans in Missouri

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

S. H. Smith & Company, Incorporated Employee Stock Ownership Trust vs. nearby ESOP plans in Missouri, assets vs. participants Scatter plot of 6 data points. -5000050001000015000 -20246 Total assets ($B) Participants S. H. Smith & Company, Incorporated Employee Stock Ownership Trust, Total assets ($B): 0.002847321 · Participants: 39S. H. Smith & Company, Incorporated Employee Stock Ownership TrustBurns & Mcdonnell, Inc. Employee Stock Ownership Plan, Total assets ($B): 5.463861407 · Participants: 9902Burns & Mcdonnell, Inc. Employee Stock Ownership PlanMccarthy Employee Stock Ownership Plan, Total assets ($B): 1.845491185 · Participants: 2983Mccarthy Employee Stock Ownership PlanJe Dunn Employee Stock Ownership Plan and Trust, Total assets ($B): 0.620590539 · Participants: 2825Je Dunn Employee Stock Ownership Plan and TrustArco DB Companies, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.514271888 · Participants: 608Arco DB Companies, Inc. Employee Stock Ownership PlanEmery Sapp Employee Stock Ownership Plan, Total assets ($B): 0.399783698 · Participants: 2184Emery Sapp Employee Stock Ownership Plan
S. H. Smith & Company, Incorporated Employee Stock Ownership Trust vs. nearby ESOP plans in Missouri, assets vs. participants
Compare S. H. Smith & Company, Incorporated Employee Stock Ownership Trust side-by-side with 3 peers →

S. H. Smith & Company, Incorporated Employee Stock Ownership Trust's out-of-state ESOP peers by assets and headcount

Outside Missouri, the nearest ESOP by assets is Union Pacific Fruit Express Company Agreement Employee 401(k) Retirement Thrift Plan in NE ($3M); by covered participants it is Sacred Wind Employee Stock Ownership Plan in NM (39 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (39 participants); asset peers above are excluded.

DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did S. H. Smith & Company, Incorporated Employee Stock Ownership Trust assets move in 2024? ▼
S. H. Smith & Company, Incorporated Employee Stock Ownership Trust grew sharply - up 21.7% during 2024, from $2M to $3M. Reported net income was $509K.
How have S.H. Smith & Company, Incorporated plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), S.H. Smith & Company, Incorporated's sponsor-wide assets grew 29.3%, from $2M to $3M.
Which ESOP plans are similar in size to S. H. Smith & Company, Incorporated Employee Stock Ownership Trust? ▼
Among ESOP plans in other states, the closest by assets is Union Pacific Fruit Express Company Agreement Employee 401(k) Retirement Thrift Plan in NE ($3M, 14 participants).
Which ESOP plans cover a similar participant headcount to S. H. Smith & Company, Incorporated Employee Stock Ownership Trust? ▼
Among ESOP plans in other states, the closest by covered participants is Sacred Wind Employee Stock Ownership Plan in NM (39 participants, $1M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2024.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 431214721.

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.