ESOP · DOL Form 5500 · 2024

Smooth Fusion, Inc. ESOP

Data updated 2026-08-25

$109K
Total assets Small plan by assets
21
Participants Small participant base
7th
Percentile by assets National rank
$5,213
Avg per participant Low balance/head
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Official DOL plan name: Smooth Fusion, Inc. Employee Stock Ownership Plan · Sponsored by Smooth Fusion, Inc. · Texas · Professional & Technical Services

$109K in assets, 21 participants

Smooth Fusion, Inc.'s Smooth Fusion, Inc. Employee Stock Ownership Plan reported $109K in total assets and 21 participants in its 2024 DOL Form 5500 filing, ranking in the 7th 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.

  • #1,166 in Professional & Technical Services (20,173 peers)

Smooth Fusion, Inc. multi-year trail

Smooth Fusion, Inc.'s plans moved +14.8% in assets from 2022 to 2024; this filing shows Smooth Fusion, Inc. Employee Stock Ownership Plan at $109K / 21 participants.

#1,166
in Professional & Technical Services (20,173 peers)
-5.4%
assets change YoY

The plan reported a net loss of $6K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Smooth Fusion, Inc. Employee Stock Ownership Plan among the smaller filed plans by assets

Smooth Fusion, Inc. Employee Stock Ownership Plan vs every filed plan by assets

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

$109,467 7th percentile higher than 7% 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

Smooth Fusion, Inc. Employee Stock Ownership Plan among smaller filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Smooth Fusion, Inc. Employee Stock Ownership Plan is a small filing (21 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Smooth Fusion, Inc. Employee Stock Ownership Plan reported net income fell from $20K in the plan year 2023 filing to -$6K in the plan year 2024 filing.
  • Smooth Fusion, Inc. Employee Stock Ownership Plan reported participants rose from 19 in the plan year 2023 filing to 21 in the plan year 2024 filing.
  • Smooth Fusion, Inc. Employee Stock Ownership Plan end-of-year assets fell from $116K in the plan year 2023 filing to $109K in the plan year 2024 filing.

See the national 2023→2024 release diff →

EBSA filing schedule strip

Filing strip 931620420 · Smooth Fusion, Inc. PY 2024 · ESOP

Smooth Fusion, Inc. Employee Stock Ownership Plan · $109K · 21 · 7th

  • IND $109K
  • IND 21
  • IND 7th
  • IND ESOP
  • IND near Benchmark Group Employee Stock Ownership Plan
  • IND ind #1166

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 Texas →

Smooth Fusion, Inc. Employee Stock Ownership Plan in the asset neighbourhood

Smooth Fusion, Inc. Employee Stock Ownership PlanSmooth Fusion, Inc. Employee…$109KBenchmark Group Employee Stock Ownership PlanBenchmark Group Employee Sto…$110KKcpc Holding Company Employee Stock Ownership PlanKcpc Holding Company Employe…$110KBarrier Reef Employee Stock Ownership PlanBarrier Reef Employee Stock …$110KCamarda Employee Benefit Plan$111K
End-of-year total assets ($M) among Smooth Fusion, Inc. Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2024.

Smooth Fusion, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Smooth Fusion, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$109K 14.753703101904753% vs 2022
2024 filing year
$0.09M$0.1M$0.11M$0.12M$0.13M 202220232024 $0.1M $0.11M ▲ +10.0%
Year Plans Participants Total Assets
2022 1 21 $95K
2023 1 19 $116K
2024 1 21 $109K

Smooth Fusion, Inc. filing trail (2024)

Total Assets (Beginning of Year)$116K
Net Assets (End of Year)$109K
Net Income-$6K
Employer EIN931620420
Plan Effective Date2021-01-01
Filing StatusFILING RECEIVED

Nearby ESOP Plans in Texas

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

Smooth Fusion, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Texas, assets vs. participants Scatter plot of 6 data points. -20000200040006000800010000 -100102030 Total assets ($B) Participants Smooth Fusion, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.000109467 · Participants: 21Smooth Fusion, Inc. Employee Stock Ownership PlanSammons Enterprises, Inc. Employee Stock Ownership Plan, Total assets ($B): 23.876523932 · Participants: 3284Sammons Enterprises, Inc. Employee Stock Ownership PlanHighland Homes Employee Stock Ownership Plan, Total assets ($B): 0.982965144 · Participants: 891Highland Homes Employee Stock Ownership PlanAustin Industries Employee Stock Ownership Plan, Total assets ($B): 0.527193522 · Participants: 7703Austin Industries Employee Stock Ownership PlanLja Engineering, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.493492368 · Participants: 1799Lja Engineering, Inc. Employee Stock Ownership PlanAir Tractor Holdings, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.40134922 · Participants: 350Air Tractor Holdings, Inc. Employee Stock Ownership Plan
Smooth Fusion, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Texas, assets vs. participants
Compare Smooth Fusion, Inc. Employee Stock Ownership Plan side-by-side with 3 peers →

Smooth Fusion, Inc. Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount

Outside Texas, the nearest ESOP by assets is Benchmark Group Employee Stock Ownership Plan in AR ($110K); by covered participants it is Bell Stone Granite Employee Stock Ownership Plan in AZ (21 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($109K here).

Similar participant headcount

Nearest other-state filings by covered participants (21 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 Smooth Fusion, Inc. Employee Stock Ownership Plan assets move in 2024? ▼
Smooth Fusion, Inc. Employee Stock Ownership Plan pulled back noticeably - down 5.4% during 2024, from $116K to $109K. Reported net income was -$6K.
How have Smooth Fusion, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Smooth Fusion, Inc.'s sponsor-wide assets grew 14.8%, from $95K to $109K.
Where does Smooth Fusion, Inc. Employee Stock Ownership Plan rank by assets among Form 5500 filers? ▼
Smooth Fusion, Inc. Employee Stock Ownership Plan ranks in the 7th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (among the smaller plans by assets on file).
Which ESOP plans are similar in size to Smooth Fusion, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Benchmark Group Employee Stock Ownership Plan in AR ($110K, 217 participants).
Which ESOP plans cover a similar participant headcount to Smooth Fusion, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Bell Stone Granite Employee Stock Ownership Plan in AZ (21 participants, $60K 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 931620420.

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.