ESOP · DOL Form 5500 · 2023

Smith Berger Marine, Inc. ESOP

Data updated 2026-08-25

$11M
Total assets Small plan by assets
25
Participants Small participant base
61st
Percentile by assets National rank
$437,972
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

$11M in assets, 25 participants

Smith Berger Marine, Inc.'s Smith Berger Marine, Inc. Employee Stock Ownership Plan reported $11M in total assets and 25 participants in its 2023 DOL Form 5500 filing, ranking in the 61st 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.

  • #8,828 in Manufacturing (18,722 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 $11M / 25 participants.

#8,828
in Manufacturing (18,722 peers)
-21.8%
assets change YoY

The plan reported a net loss of $3M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Smith Berger Marine, Inc. Employee Stock Ownership Plan's mid-pack asset rank among Manufacturing and all filers

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

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

$10,949,291 Top 39% higher than 61% 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 Berger Marine, 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 Berger Marine, Inc. Employee Stock Ownership Plan is a small filing (25 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Smith Berger Marine, Inc. Employee Stock Ownership Plan reported net income fell from $363K in the plan year 2022 filing to -$3M in the plan year 2023 filing.
  • Smith Berger Marine, Inc. Employee Stock Ownership Plan end-of-year assets fell from $14M in the plan year 2022 filing to $11M in the plan year 2023 filing.
  • Smith Berger Marine, Inc. Employee Stock Ownership Plan reported participants fell from 26 in the plan year 2022 filing to 25 in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 911211020 · Smith Berger Marine, Inc. PY 2023 · ESOP

Smith Berger Marine, Inc. Employee Stock Ownership Plan · $11M · 25 · 61st

  • BOOK $11M
  • BOOK 25
  • BOOK 61st
  • BOOK ESOP
  • BOOK near Fraley & Schilling Holdings, Inc. Employee Stock Ownership Plan and Trust
  • BOOK ind #8828

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

Smith Berger Marine, Inc. Employee Stock Ownership PlanSmith Berger Marine, Inc. Em…$11MFraley & Schilling Holdings, Inc. Employee Stock Ownership Plan and TrustFraley & Schilling Holdings,…$11MLuckett & Farley Employee Stock Ownership Plan and Trust AgreementLuckett & Farley Employee St…$11MWhitestone Associates, Inc. ESOPWhitestone Associates, Inc. …$11MK. H. Employee Stock Ownership PlanK. H. Employee Stock Ownersh…$11M
End-of-year total assets ($M) among Smith Berger Marine, Inc. Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2023.

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 (2023)

Total Assets (Beginning of Year)$14M
Net Assets (End of Year)$11M
Net Income-$3M
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 -101234 Total assets ($B) Participants Smith Berger Marine, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.010949291 · Participants: 25Smith Berger Marine, Inc. Employee Stock Ownership PlanSchweitzer Engineering Laboratories, Inc. Employee Stock Ownership Plan, Total assets ($B): 2.966454558 · Participants: 3694Schweitzer Engineering Laboratories, Inc. Employee Stock Ownership PlanTriple B Corporation Employee Stock Ownership Plan, Total assets ($B): 0.2780946 · Participants: 1123Triple B Corporation Employee Stock Ownership PlanManson Construction Co. Non-Craft Employee Stock Ownership Plan, Total assets ($B): 0.183263152 · Participants: 310Manson Construction Co. Non-Craft Employee Stock Ownership PlanParametrix, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.140162337 · Participants: 570Parametrix, Inc. Employee Stock Ownership PlanThe Plexsys Interface Products, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.114343989 · Participants: 183The 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 Fraley & Schilling Holdings, Inc. Employee Stock Ownership Plan and Trust in IN ($11M); by covered participants it is Wvs Financial Corp. Employee Stock Ownership Plan in PA (25 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (25 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 Berger Marine, Inc. Employee Stock Ownership Plan assets move in 2023? ▼
Smith Berger Marine, Inc. Employee Stock Ownership Plan declined sharply - down 21.8% during 2023, from $14M to $11M. Reported net income was -$3M.
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 Fraley & Schilling Holdings, Inc. Employee Stock Ownership Plan and Trust in IN ($11M, 544 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 Wvs Financial Corp. Employee Stock Ownership Plan in PA (25 participants, $3M 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 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.