ESOP · DOL Form 5500 · 2024

S&me, Inc. ESOP

Data updated 2026-08-25

$80M
Total assets Below avg plan size
955
Participants Near avg headcount
89th
Percentile by assets National rank
$83,318
Avg per participant Below avg balance/head
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Official DOL plan name: S&me, Inc. Employee Stock Ownership Plan · Sponsored by S&me, Inc. · North Carolina · Professional & Technical Services

$80M in assets, 955 participants

S&me, Inc.'s S&me, Inc. Employee Stock Ownership Plan reported $80M in total assets and 955 participants in its 2024 DOL Form 5500 filing, ranking in the 89th 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.

  • #18,119 in Professional & Technical Services (20,173 peers)

Where S&me, Inc. Employee Stock Ownership Plan sits by assets

S&me, Inc. Employee Stock Ownership Plan sits in the top quartile of all filed plans by assets, $80M for 955 participants (~$83,318/participant), up 24.8% in 2024.

#18,119
in Professional & Technical Services (20,173 peers)
+24.8%
assets growth YoY
0.8×
vs typical plan assets (national mean)

S&me, Inc. Employee Stock Ownership Plan's outsized position by total assets

S&me, Inc. Employee Stock Ownership Plan vs every filed plan by assets

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

$79,568,626 Top 11% higher than 89% 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&me, Inc. Employee Stock Ownership Plan among mid-size filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. S&me, Inc. Employee Stock Ownership Plan sits mid-pack in the medium band (955 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • S&me, Inc. Employee Stock Ownership Plan end-of-year assets rose from $64M in the plan year 2023 filing to $80M in the plan year 2024 filing.
  • S&me, Inc. Employee Stock Ownership Plan reported net income fell from $21M in the plan year 2023 filing to $17M in the plan year 2024 filing.
  • S&me, Inc. Employee Stock Ownership Plan reported participants fell from 967 in the plan year 2023 filing to 955 in the plan year 2024 filing.

See the national 2023→2024 release diff →

EBSA filing schedule strip

Filing strip 560791580 · S&me, Inc. PY 2024 · ESOP

S&me, Inc. Employee Stock Ownership Plan · $80M · 955 · 89th

  • ASSETS $80M
  • ASSETS 955
  • ASSETS 89th
  • ASSETS ESOP
  • ASSETS near Bnbuilders, Inc. Employee Stock Ownership Plan
  • ASSETS ind #18119

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 North Carolina →

S&me, Inc. Employee Stock Ownership Plan in the asset neighbourhood

Ams Mechanical Holdings, Inc. Employee Stock Ownership PlanAms Mechanical Holdings, Inc…$80MVenture Construction Company Employee Stock Ownership PlanVenture Construction Company…$80MBnbuilders, Inc. Employee Stock Ownership PlanBnbuilders, Inc. Employee St…$80MS&me, Inc. Employee Stock Ownership PlanS&me, Inc. Employee Stock Ow…$80MWestern Water Works Supply Company Employee Stock Ownership PlanWestern Water Works Supply C…$79M
End-of-year total assets ($M) among S&me, Inc. Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2024.

Scale-class filing particulars (2024)

Total Assets (Beginning of Year)$64M
Net Assets (End of Year)$80M
Net Income$17M
Employer EIN560791580
Plan Effective Date1995-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (S&me, Inc.)

Sponsor-wide plan assets over time

All S&me, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$197M 42.32469367094945% vs 2022
2024 filing year
$120M$140M$160M$180M$200M$220M 202220232024 $139M $198M ▲ +42.3%
Year Plans Participants Total Assets
2022 2 2,064 $139M
2023 2 2,059 $171M
2024 2 2,034 $197M

Nearby ESOP Plans in North Carolina

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

S&me, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in North Carolina, assets vs. participants Scatter plot of 6 data points. 050010001500 50100150200 Total assets ($M) Participants S&me, Inc. Employee Stock Ownership Plan, Total assets ($M): 79.568626 · Participants: 955S&me, Inc. Employee Stock Ownership PlanColumbia Forest Products, Inc. Employee Stock Ownership Plan and Trust, Total assets ($M): 184.02736 · Participants: 1396Columbia Forest Products, Inc. Employee Stock Ownership Plan and TrustEcmd, Inc. Employee Stock Ownership Plan, Total assets ($M): 153.55178 · Participants: 969Ecmd, Inc. Employee Stock Ownership PlanPrecision Walls, Inc. Employee Stock Ownership Plan, Total assets ($M): 143.430717 · Participants: 1228Precision Walls, Inc. Employee Stock Ownership PlanRobert E. Mason & Associates, Inc. Employee Stock Ownership Plan, Total assets ($M): 132.702062 · Participants: 279Robert E. Mason & Associates, Inc. Employee Stock Ownership PlanState Utility Contractors, Inc. Employee Stock Ownership Plan, Total assets ($M): 123.497988 · Participants: 158State Utility Contractors, Inc. Employee Stock Ownership Plan
S&me, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in North Carolina, assets vs. participants
Compare S&me, Inc. Employee Stock Ownership Plan side-by-side with 3 peers →

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

Outside North Carolina, the nearest ESOP by assets is Bnbuilders, Inc. Employee Stock Ownership Plan in WA ($80M); by covered participants it is Employee Stock Ownership Plan for Employees of David Volkert and Associates, Inc. and Subsidiaries in AL (958 participants). Same-state nearby plans are listed separately above.

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&me, Inc. Employee Stock Ownership Plan assets move in 2024? ▼
S&me, Inc. Employee Stock Ownership Plan grew sharply - up 24.8% during 2024, from $64M to $80M. Reported net income was $17M.
How have S&me, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), S&me, Inc.'s sponsor-wide assets grew 42.3%, from $139M to $197M.
Where does S&me, Inc. Employee Stock Ownership Plan rank by assets among Form 5500 filers? ▼
S&me, Inc. Employee Stock Ownership Plan ranks in the 89th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top quartile of all filed plans by assets).
Which ESOP plans are similar in size to S&me, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Bnbuilders, Inc. Employee Stock Ownership Plan in WA ($80M, 513 participants).
Which ESOP plans cover a similar participant headcount to S&me, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Employee Stock Ownership Plan for Employees of David Volkert and Associates, Inc. and Subsidiaries in AL (958 participants, $182M 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 560791580.

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.