ESOP · DOL Form 5500 · 2024

Plansmith Corporation ESOP

Data updated 2026-08-25

$3M
Total assets Small plan by assets
35
Participants Small participant base
33rd
Percentile by assets National rank
$76,592
Avg per participant Below avg balance/head
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Official DOL plan name: The Plansmith Corporation Employee Stock Ownership Plan · Sponsored by Plansmith Corporation · Illinois · Information & Media

$3M in assets, 35 participants

Plansmith Corporation's The Plansmith Corporation Employee Stock Ownership Plan reported $3M in total assets and 35 participants in its 2024 DOL Form 5500 filing, ranking in the 33rd 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.

  • #509 in Information & Media (2,822 peers)

Plansmith Corporation multi-year trail

Plansmith Corporation's plans moved +56.9% in assets from 2022 to 2024; this filing shows The Plansmith Corporation Employee Stock Ownership Plan at $3M / 35 participants.

#509
in Information & Media (2,822 peers)
+30.7%
assets growth YoY

The Plansmith Corporation Employee Stock Ownership Plan among the smaller filed plans by assets

The Plansmith Corporation Employee Stock Ownership Plan vs every filed plan by assets

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

$2,680,736 33rd percentile higher than 33% 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

The Plansmith Corporation 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. The Plansmith Corporation Employee Stock Ownership Plan is a small filing (35 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • The Plansmith Corporation Employee Stock Ownership Plan reported net income rose from $342K in the plan year 2023 filing to $630K in the plan year 2024 filing.
  • The Plansmith Corporation Employee Stock Ownership Plan end-of-year assets rose from $2M in the plan year 2023 filing to $3M in the plan year 2024 filing.
  • The Plansmith Corporation Employee Stock Ownership Plan reported participants rose from 32 in the plan year 2023 filing to 35 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Plan-year Form 5500 strip

Filing strip 362852830 · Plansmith Corporation PY 2024 · ESOP

The Plansmith Corporation Employee Stock Ownership Plan · $3M · 35 · 33rd

  • EIN $3M
  • RANK 35
  • PHOTO 33rd
  • IND ESOP
  • EOY near Onebridge, Inc. Employee Stock Ownership Plan
  • 5500 ind #509

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 →

The Plansmith Corporation Employee Stock Ownership Plan in the asset neighbourhood

Tisch, Inc. Employee Stock Ownership PlanTisch, Inc. Employee Stock O…$3MThe Plansmith Corporation Employee Stock Ownership PlanThe Plansmith Corporation Em…$3MOnebridge, Inc. Employee Stock Ownership PlanOnebridge, Inc. Employee Sto…$3MBank of Sun Prairie Employee Stock Ownership PlanBank of Sun Prairie Employee…$3MMiller-Newell Engineers, Inc. Employee Stock Ownership PlanMiller-Newell Engineers, Inc…$3M
End-of-year total assets ($M) among The Plansmith Corporation Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2024.

Plansmith Corporation multi-year asset trail

Sponsor-wide plan assets over time

All Plansmith Corporation plans reported in each filing year

Latest sponsor-wide plan assets
$3M 56.886356507123494% vs 2022
2024 filing year
$1.5M$2M$2.5M$3M 202220232024 $1.71M $2.68M ▲ +56.7%
Year Plans Participants Total Assets
2022 1 34 $2M
2023 1 32 $2M
2024 1 35 $3M

Plansmith Corporation filing trail (2024)

Total Assets (Beginning of Year)$2M
Net Assets (End of Year)$3M
Net Income$630K
Employer EIN362852830
Plan Effective Date2015-01-01
Filing StatusFILING RECEIVED

Nearby ESOP Plans in Illinois

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

The Plansmith Corporation Employee Stock Ownership Plan vs. nearby ESOP plans in Illinois, assets vs. participants Scatter plot of 6 data points. -50000500010000 -101234 Total assets ($B) Participants The Plansmith Corporation Employee Stock Ownership Plan, Total assets ($B): 0.002680736 · Participants: 35The Plansmith Corporation Employee Stock Ownership PlanAmsted Industries Incorporated Employees' Stock Ownership Plan, Total assets ($B): 3.699095694 · Participants: 4909Amsted Industries Incorporated Employees' Stock Ownership PlanKehe Distributors, Inc. Employee Stock Ownership Plan, Total assets ($B): 2.165348047 · Participants: 4815Kehe Distributors, Inc. Employee Stock Ownership PlanScot Forge Company Employee Stock Ownership Plan, Total assets ($B): 1.429776889 · Participants: 491Scot Forge Company Employee Stock Ownership PlanBdo USA Employee Stock Ownership Plan, Total assets ($B): 1.0622005 · Participants: 9258Bdo USA Employee Stock Ownership PlanShorr Paper Products, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.430213996 · Participants: 543Shorr Paper Products, Inc. Employee Stock Ownership Plan
The Plansmith Corporation Employee Stock Ownership Plan vs. nearby ESOP plans in Illinois, assets vs. participants
Compare The Plansmith Corporation Employee Stock Ownership Plan side-by-side with 3 peers →

The Plansmith Corporation Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount

Outside Illinois, the nearest ESOP by assets is Onebridge, Inc. Employee Stock Ownership Plan in IN ($3M); by covered participants it is Micro Craft ESOP in TN (35 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (35 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 The Plansmith Corporation Employee Stock Ownership Plan assets move in 2024? ▼
The Plansmith Corporation Employee Stock Ownership Plan surged - up 30.7% during 2024, from $2M to $3M. Reported net income was $630K.
How have Plansmith Corporation plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Plansmith Corporation's sponsor-wide assets grew 56.9%, from $2M to $3M.
Which ESOP plans are similar in size to The Plansmith Corporation Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Onebridge, Inc. Employee Stock Ownership Plan in IN ($3M, 87 participants).
Which ESOP plans cover a similar participant headcount to The Plansmith Corporation Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Micro Craft ESOP in TN (35 participants, $108 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 362852830.

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.