ESOP · DOL Form 5500 · 2024

Shared Medical Services, Inc. ESOP

Data updated 2026-08-25

$114M
Total assets Near avg plan size
346
Participants Below avg headcount
91st
Percentile by assets National rank
$330,477
Avg per participant High balance/head
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Official DOL plan name: Shared Medical Services Employee Stock Ownership Plan · Sponsored by Shared Medical Services, Inc. · Wisconsin · Professional & Technical Services

$114M in assets, 346 participants

Shared Medical Services, Inc.'s Shared Medical Services Employee Stock Ownership Plan reported $114M in total assets and 346 participants in its 2024 DOL Form 5500 filing, ranking in the 91st 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.

  • #18,663 in Professional & Technical Services (20,173 peers)

Where Shared Medical Services Employee Stock Ownership Plan sits by assets

Shared Medical Services Employee Stock Ownership Plan sits in the top 10% of all filed plans by assets, $114M for 346 participants (~$330,477/participant), up 33.5% in 2024.

#18,663
in Professional & Technical Services (20,173 peers)
+33.5%
assets growth YoY
1.1×
vs typical plan assets (national mean)

Shared Medical Services Employee Stock Ownership Plan's outsized position by total assets

Shared Medical Services Employee Stock Ownership Plan vs every filed plan by assets

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

$114,345,089 Top 9% higher than 91% 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

Shared Medical Services 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. Shared Medical Services Employee Stock Ownership Plan sits mid-pack in the medium band (346 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Shared Medical Services Employee Stock Ownership Plan reported net income rose from $16M in the plan year 2023 filing to $30M in the plan year 2024 filing.
  • Shared Medical Services Employee Stock Ownership Plan end-of-year assets rose from $86M in the plan year 2023 filing to $114M in the plan year 2024 filing.
  • Shared Medical Services Employee Stock Ownership Plan reported participants rose from 317 in the plan year 2023 filing to 346 in the plan year 2024 filing.

See the national 2023→2024 release diff →

EBSA filing schedule strip

Filing strip 411388075 · Shared Medical Services, Inc. PY 2024 · ESOP

Shared Medical Services Employee Stock Ownership Plan · $114M · 346 · 91st

  • TYPE $114M
  • NET 346
  • BOOK 91st
  • VS-ST ESOP
  • BOY near Third Federal Savings Associate Stock Ownership Plan
  • SCH ind #18663

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 Wisconsin →

Shared Medical Services Employee Stock Ownership Plan in the asset neighbourhood

Terrazzo & Marble Supply Co. of Illinois Employee Stock Ownership PlanTerrazzo & Marble Supply Co.…$115MPalmer-Donavin Employee Stock Ownership PlanPalmer-Donavin Employee Stoc…$115MHcc, Inc. Employee Stock Ownership PlanHcc, Inc. Employee Stock Own…$115MShared Medical Services Employee Stock Ownership PlanShared Medical Services Empl…$114MThird Federal Savings Associate Stock Ownership PlanThird Federal Savings Associ…$114M
End-of-year total assets ($M) among Shared Medical Services 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)$86M
Net Assets (End of Year)$94M
Net Income$30M
Employer EIN411388075
Plan Effective Date2011-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Shared Medical Services, Inc.)

Sponsor-wide plan assets over time

All Shared Medical Services, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$163M 47.60094436340877% vs 2022
2024 filing year
$100M$120M$140M$160M$180M 202220232024 $111M $163M ▲ +47.6%
Year Plans Participants Total Assets
2022 2 666 $111M
2023 2 759 $131M
2024 2 831 $163M

Nearby ESOP Plans in Wisconsin

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

Shared Medical Services Employee Stock Ownership Plan vs. nearby ESOP plans in Wisconsin, assets vs. participants Scatter plot of 6 data points. -200002000400060008000 -101234 Total assets ($B) Participants Shared Medical Services Employee Stock Ownership Plan, Total assets ($B): 0.114345089 · Participants: 346Shared Medical Services Employee Stock Ownership PlanSchreiber Foods, Inc Employee Stock Ownership Plan, Total assets ($B): 3.761100176 · Participants: 6519Schreiber Foods, Inc Employee Stock Ownership PlanWoodman's Employees' Profit Sharing and Stock Ownership Plan, Total assets ($B): 0.795573537 · Participants: 2967Woodman's Employees' Profit Sharing and Stock Ownership PlanKi Employee Stock Ownership Plan, Total assets ($B): 0.604138718 · Participants: 1689Ki Employee Stock Ownership PlanWausau Supply Company Employee Stock Ownership Plan, Total assets ($B): 0.332844757 · Participants: 834Wausau Supply Company Employee Stock Ownership PlanTrachte Building Systems Employee Stock Ownership Plan, Total assets ($B): 0.31505419 · Participants: 266Trachte Building Systems Employee Stock Ownership Plan
Shared Medical Services Employee Stock Ownership Plan vs. nearby ESOP plans in Wisconsin, assets vs. participants
Compare Shared Medical Services Employee Stock Ownership Plan side-by-side with 3 peers →

Shared Medical Services Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount

Outside Wisconsin, the nearest ESOP by assets is Third Federal Savings Associate Stock Ownership Plan in OH ($114M); by covered participants it is Bills Electric, Inc. Employee Stock Ownership Plan in MO (346 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (346 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 Shared Medical Services Employee Stock Ownership Plan assets move in 2024? ▼
Shared Medical Services Employee Stock Ownership Plan surged - up 33.5% during 2024, from $86M to $114M. Reported net income was $30M.
How have Shared Medical Services, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Shared Medical Services, Inc.'s sponsor-wide assets grew 47.6%, from $111M to $163M.
Where does Shared Medical Services Employee Stock Ownership Plan rank by assets among Form 5500 filers? ▼
Shared Medical Services Employee Stock Ownership Plan ranks in the 91st percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top 10% of all filed plans by assets).
Which ESOP plans are similar in size to Shared Medical Services Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Third Federal Savings Associate Stock Ownership Plan in OH ($114M, 966 participants).
Which ESOP plans cover a similar participant headcount to Shared Medical Services Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Bills Electric, Inc. Employee Stock Ownership Plan in MO (346 participants, $22M 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 411388075.

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.