ESOP · DOL Form 5500 · 2024
Special Mine Services, Inc. ESOP
Data updated 2026-08-25
- $13M
- Total assets Small plan by assets
- 55
- Participants Small participant base
- 61st
- Percentile by assets National rank
- $236,348
- Avg per participant Above avg balance/head
Official DOL plan name: Special Mine Services, Inc. Employees Stock Ownership Plan · Sponsored by Special Mine Services, Inc. · Illinois · Mining & Oil Extraction
$13M in assets, 55 participants
Special Mine Services, Inc.'s Special Mine Services, Inc. Employees Stock Ownership Plan reported $13M in total assets and 55 participants in its 2024 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.
- #328 in Mining & Oil Extraction (785 peers)
What the 2024 filing shows
Special Mine Services, Inc. Employees Stock Ownership Plan holds $13M for 55 participants - about $236,348 per participant, above the median plan by assets.
- #328
- in Mining & Oil Extraction (785 peers)
- -6.1%
- assets change YoY
The plan reported a net loss of $766K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Special Mine Services, Inc. Employees Stock Ownership Plan's mid-pack asset rank among Mining & Oil Extraction and all filers
Special Mine Services, Inc. Employees Stock Ownership Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$12,999,126 Top 39% higher than 61% of 123,620 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2024
Special Mine Services, Inc. Employees 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. Special Mine Services, Inc. Employees Stock Ownership Plan is a small filing (55 participants) on this national headcount ladder.
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Special Mine Services, Inc. Employees Stock Ownership Plan reported net income rose from -$2M in the plan year 2023 filing to -$766K in the plan year 2024 filing.
- Special Mine Services, Inc. Employees Stock Ownership Plan reported participants fell from 60 in the plan year 2023 filing to 55 in the plan year 2024 filing.
- Special Mine Services, Inc. Employees Stock Ownership Plan end-of-year assets fell from $14M in the plan year 2023 filing to $13M in the plan year 2024 filing.
EBSA filing schedule strip
Filing strip 371137608 · Special Mine Services, Inc. PY 2024 · ESOP
Special Mine Services, Inc. Employees Stock Ownership Plan · $13M · 55 · 61st
- IND $13M
- IND 55
- IND 61st
- IND ESOP
- IND near Frank & Grossman Employee Stock Ownership Plan
- IND ind #328
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 Illinois →
Special Mine Services, Inc. Employees Stock Ownership Plan in the asset neighbourhood
Filing particulars (2024)
| Total Assets (Beginning of Year) | $14M |
|---|---|
| Net Assets (End of Year) | $10M |
| Net Income | -$766K |
| Employer EIN | 371137608 |
| Plan Effective Date | 2004-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Special Mine Services, Inc.)
Sponsor-wide plan assets over time
All Special Mine Services, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $13M 5.142435655065074% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 50 | $14M |
| 2023 | 1 | 60 | $14M |
| 2024 | 1 | 55 | $13M |
Nearby ESOP Plans in Illinois
Peer ESOP plans, same state, same plan type, ranked by total assets.
- Amsted Industries Incorporated Employees' Stock Ownership Plan $3.7B · 4,909
- Kehe Distributors, Inc. Employee Stock Ownership Plan $2.2B · 4,815
- Scot Forge Company Employee Stock Ownership Plan $1.4B · 491
- Bdo USA Employee Stock Ownership Plan $1.1B · 9,258
- Shorr Paper Products, Inc. Employee Stock Ownership Plan $430M · 543
Special Mine Services, Inc. Employees Stock Ownership Plan's out-of-state ESOP peers by assets and headcount
Outside Illinois, the nearest ESOP by assets is Frank & Grossman Employee Stock Ownership Plan in CA ($13M); by covered participants it is Home Federal Savings and Loan Association of Grand Island Employee in NE (55 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($13M here).
Similar participant headcount
Nearest other-state filings by covered participants (55 participants); asset peers above are excluded.
- Home Federal Savings and Loan Association of Grand Island Employee (NE) 55 · 0 off
- Hunzinger Construction Company Employee Stock Ownership Plan (WI) 55 · 0 off
- Enviromatic Holdings, Inc. Employee Stock Ownership Plan (TX) 55 · 0 off
- Wolverine Plating Corporation Employee Stock Ownership Plan (MI) 55 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.