ESOP · DOL Form 5500 · 2024

Smooth Fusion, Inc. ESOP

Data updated 2026-08-11

$109K
Total assets
21
Participants
7th
Percentile by assets
$5,213
Avg per participant
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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.

  • 7th percentile by assets (of 123,622 plans)
  • #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.

$109K
total plan assets (2024 EOY)
21
covered participants
7th
percentile by assets (of 123,622 plans)
$5,213
avg assets per participant

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.

Where Smooth Fusion, Inc. Employee Stock Ownership Plan sits by total 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 $2,010,000,000 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

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 →

State
Texas
Industry
Professional & Technical Services

Smooth Fusion, Inc. across 3 plan years on file

Across the 3 plan years Smooth Fusion, Inc. has on file (2022-2024), sponsor-wide plan assets have moved from $95K to $109K, a gain of 14.8%, while reported participants moved from 21 to 21 (+0.0%). Peak year by sponsor assets: 2023 ($116K); trough: 2022 ($95K).

Smooth Fusion, Inc. multi-year asset trail

$0.09M$0.1M$0.11M$0.12M$0.13M 202220232024 $0.1M $0.11M ▲ +10.0%
Total plan assets by year, all Smooth Fusion, Inc. plans on file
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 ($B) Participants Smooth Fusion, Inc. …, Total assets ($B): 0.000109467 · Participants: 21Smooth Fusion, Inc. …Sammons Enterprises,…, Total assets ($B): 23.876523932 · Participants: 3284Sammons Enterprises,…Highland Homes Emplo…, Total assets ($B): 0.982965144 · Participants: 891Highland Homes Emplo…Austin Industries Em…, Total assets ($B): 0.527193522 · Participants: 7703Austin Industries Em…Lja Engineering, Inc…, Total assets ($B): 0.493492368 · Participants: 1799Lja Engineering, Inc…Air Tractor Holdings…, Total assets ($B): 0.40134922 · Participants: 350Air Tractor Holdings…
Smooth Fusion, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Texas, assets vs. participants
Compare Smooth Fusion, Inc. Employee Stock Owner… side-by-side with 3 peers →

Similar-Sized ESOP Plans Nationally

ESOP plans in other states closest to Smooth Fusion, Inc. Employee Stock Ownership Plan by total assets, not by location.

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).

Next read for Smooth Fusion, Inc. Employee Stock Owner…

Multi-year trail

Ways to act on Smooth Fusion, Inc. Employee Stock Ownership Plan's numbers.

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.