ESOP · DOL Form 5500 · 2023

Southern Missouri Containers, Inc. ESOP

Data updated 2026-08-25

$70M
Total assets Below avg plan size
443
Participants Below avg headcount
89th
Percentile by assets National rank
$158,744
Avg per participant Above avg balance/head
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Official DOL plan name: Smc Packaging Group Profit Sharing Plan · Sponsored by Southern Missouri Containers, Inc. · Missouri · Manufacturing

$70M in assets, 443 participants

Southern Missouri Containers, Inc.'s Smc Packaging Group Profit Sharing Plan reported $70M in total assets and 443 participants in its 2023 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.

  • #15,580 in Manufacturing (18,722 peers)

Where Smc Packaging Group Profit Sharing Plan sits by assets

Smc Packaging Group Profit Sharing Plan sits in the top quartile of all filed plans by assets, $70M for 443 participants (~$158,744/participant), up 93.6% in 2023.

#15,580
in Manufacturing (18,722 peers)
+93.6%
assets growth YoY
0.7×
vs typical plan assets (national mean)

Smc Packaging Group Profit Sharing Plan's outsized position by total assets

Smc Packaging Group Profit Sharing Plan vs every filed plan by assets

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

$70,323,683 Top 11% higher than 89% 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

Smc Packaging Group Profit Sharing Plan among mid-size filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Smc Packaging Group Profit Sharing Plan sits mid-pack in the medium band (443 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Smc Packaging Group Profit Sharing Plan end-of-year assets rose from $36M in the plan year 2022 filing to $70M in the plan year 2023 filing.
  • Smc Packaging Group Profit Sharing Plan reported net income rose from $18M in the plan year 2022 filing to $34M in the plan year 2023 filing.
  • Smc Packaging Group Profit Sharing Plan reported participants rose from 410 in the plan year 2022 filing to 443 in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 430976692 · Southern Missouri Containers, Inc. PY 2023 · ESOP

Smc Packaging Group Profit Sharing Plan · $70M · 443 · 89th

  • EOY $70M
  • EOY 443
  • EOY 89th
  • EOY ESOP
  • EOY near West Valley Construction Co., Inc. ESOP
  • EOY ind #15580

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 →

Smc Packaging Group Profit Sharing Plan in the asset neighbourhood

M.a. Ford Mfg. Co., Inc. Employee Stock Ownership PlanM.a. Ford Mfg. Co., Inc. Emp…$71MHawkins, Inc. Employee Stock Ownership PlanHawkins, Inc. Employee Stock…$71MWest Valley Construction Co., Inc. ESOPWest Valley Construction Co.…$70MSmc Packaging Group Profit Sharing PlanSmc Packaging Group Profit S…$70MThe Richmond Group, Inc. Employee Stock Ownership PlanThe Richmond Group, Inc. Emp…$70M
End-of-year total assets ($M) among Smc Packaging Group Profit Sharing Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2023.

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$36M
Net Assets (End of Year)$70M
Net Income$34M
Employer EIN430976692
Plan Effective Date1978-10-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Southern Missouri Containers, Inc.)

Sponsor-wide plan assets over time

All Southern Missouri Containers, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$106M 65.34750031690565% vs 2022
2023 filing year
$40M$60M$80M$100M$120M 20222023 $64.1M $106M ▲ +65.3%
Year Plans Participants Total Assets
2022 2 868 $64M
2023 2 906 $106M

Nearby ESOP Plans in Missouri

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

Smc Packaging Group Profit Sharing Plan vs. nearby ESOP plans in Missouri, assets vs. participants Scatter plot of 6 data points. 0200040006000800010000 -20246 Total assets ($B) Participants Smc Packaging Group Profit Sharing Plan, Total assets ($B): 0.070323683 · Participants: 443Smc Packaging Group Profit Sharing PlanBurns & Mcdonnell, Inc. Employee Stock Ownership Plan, Total assets ($B): 4.708605759 · Participants: 8553Burns & Mcdonnell, Inc. Employee Stock Ownership PlanMccarthy Employee Stock Ownership Plan, Total assets ($B): 1.489427066 · Participants: 3651Mccarthy Employee Stock Ownership PlanArco DB Companies, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.442677383 · Participants: 560Arco DB Companies, Inc. Employee Stock Ownership PlanJe Dunn Employee Stock Ownership Plan and Trust, Total assets ($B): 0.429385855 · Participants: 2457Je Dunn Employee Stock Ownership Plan and TrustEmery Sapp Employee Stock Ownership Plan, Total assets ($B): 0.312725972 · Participants: 1947Emery Sapp Employee Stock Ownership Plan
Smc Packaging Group Profit Sharing Plan vs. nearby ESOP plans in Missouri, assets vs. participants
Compare Smc Packaging Group Profit Sharing Plan side-by-side with 3 peers →

Smc Packaging Group Profit Sharing Plan's out-of-state ESOP peers by assets and headcount

Outside Missouri, the nearest ESOP by assets is West Valley Construction Co., Inc. ESOP in CA ($70M); by covered participants it is Home Bancorp, Inc. Employee Stock Ownership Plan in LA (443 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (443 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 Smc Packaging Group Profit Sharing Plan assets move in 2023? ▼
Smc Packaging Group Profit Sharing Plan surged - up 93.6% during 2023, from $36M to $70M. Reported net income was $34M.
How have Southern Missouri Containers, Inc. plan assets changed over time? ▼
Across 2 plan years on file (2022-2023), Southern Missouri Containers, Inc.'s sponsor-wide assets grew 65.3%, from $64M to $106M.
Where does Smc Packaging Group Profit Sharing Plan rank by assets among Form 5500 filers? ▼
Smc Packaging Group Profit Sharing Plan ranks in the 89th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top quartile of all filed plans by assets).
Which ESOP plans are similar in size to Smc Packaging Group Profit Sharing Plan? ▼
Among ESOP plans in other states, the closest by assets is West Valley Construction Co., Inc. ESOP in CA ($70M, 150 participants).
Which ESOP plans cover a similar participant headcount to Smc Packaging Group Profit Sharing Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Home Bancorp, Inc. Employee Stock Ownership Plan in LA (443 participants, $23M 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 430976692.

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.