ESOP · DOL Form 5500 · 2024

Select Investment and Management Co. ESOP

Data updated 2026-08-25

$18M
Total assets Small plan by assets
147
Participants Small participant base
68th
Percentile by assets National rank
$119,830
Avg per participant Near avg balance/head
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Official DOL plan name: Select Investment and Management Co. Employee Stock Ownership Plan · Sponsored by Select Investment and Management Co. · Idaho · Food Services & Accommodation

$18M in assets, 147 participants

Select Investment and Management Co.'s Select Investment and Management Co. Employee Stock Ownership Plan reported $18M in total assets and 147 participants in its 2024 DOL Form 5500 filing, ranking in the 68th 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.

  • #3,319 in Food Services & Accommodation (3,672 peers)

Coverage in Idaho

Select Investment and Management Co. Employee Stock Ownership Plan covers 147 participants in Idaho, about 42% of the average Idaho filer (state average ~347 per filing). Assets: $18M.

#3,319
in Food Services & Accommodation (3,672 peers)
+6.4%
assets growth YoY

Select Investment and Management Co. Employee Stock Ownership Plan's outsized position by total assets

Select Investment and Management Co. Employee Stock Ownership Plan vs every filed plan by assets

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

$17,614,950 Top 32% higher than 68% 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

Select Investment and Management Co. 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. Select Investment and Management Co. Employee Stock Ownership Plan sits mid-pack in the medium band (147 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Select Investment and Management Co. Employee Stock Ownership Plan reported net income fell from $67M in the plan year 2023 filing to $1M in the plan year 2024 filing.
  • Select Investment and Management Co. Employee Stock Ownership Plan reported participants rose from 134 in the plan year 2023 filing to 147 in the plan year 2024 filing.
  • Select Investment and Management Co. Employee Stock Ownership Plan end-of-year assets rose from $17M in the plan year 2023 filing to $18M in the plan year 2024 filing.

See the national 2023→2024 release diff →

EBSA filing schedule strip

Filing strip 870537386 · Select Investment and Management Co. PY 2024 · ESOP

Select Investment and Management Co. Employee Stock Ownership Plan · $18M · 147 · 68th

  • TYPE $18M
  • NET 147
  • BOOK 68th
  • VS-ST ESOP
  • BOY near General Aire Systems Employee Stock Ownership Plan
  • SCH ind #3319

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 Idaho →

Select Investment and Management Co. Employee Stock Ownership Plan in the asset neighbourhood

Harmelin & Associates, Inc. Employee Stock Ownership PlanHarmelin & Associates, Inc. …$18MSelect Investment and Management Co. Employee Stock Ownership PlanSelect Investment and Manage…$18MGeneral Aire Systems Employee Stock Ownership PlanGeneral Aire Systems Employe…$18MPilot Point Bancorp, Inc. Employee Stock Ownership PlanPilot Point Bancorp, Inc. Em…$18MRh2 Engineering, Inc. Employee Stock Ownership PlanRh2 Engineering, Inc. Employ…$18M
End-of-year total assets ($M) among Select Investment and Management Co. Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2024.

Idaho filing particulars

Total Assets (Beginning of Year)$17M
Net Assets (End of Year)$15M
Net Income$1M
Employer EIN870537386
Plan Effective Date2022-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Select Investment and Management Co.)

Sponsor-wide plan assets over time

All Select Investment and Management Co. plans reported in each filing year

Latest sponsor-wide plan assets
$18M 134.66965971803592% vs 2022
2024 filing year
$5M$10M$15M$20M 202220232024 $7.51M $17.6M ▲ +134.5%
Year Plans Participants Total Assets
2022 2 155 $8M
2023 1 134 $17M
2024 1 147 $18M

Nearby ESOP Plans in Idaho

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

Select Investment and Management Co. Employee Stock Ownership Plan vs. nearby ESOP plans in Idaho, assets vs. participants Scatter plot of 6 data points. -500005000100001500020000 -20246 Total assets ($B) Participants Select Investment and Management Co. Employee Stock Ownership Plan, Total assets ($B): 0.01761495 · Participants: 147Select Investment and Management Co. Employee Stock Ownership PlanWinco Employee Stock Ownership Plan, Total assets ($B): 5.045286033 · Participants: 17054Winco Employee Stock Ownership PlanStellar Industries, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.331410874 · Participants: 774Stellar Industries, Inc. Employee Stock Ownership PlanNorco, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.269499287 · Participants: 1381Norco, Inc. Employee Stock Ownership PlanMagic Valley Growers, Ltd. Employee Stock Ownership Plan, Total assets ($B): 0.095197829 · Participants: 241Magic Valley Growers, Ltd. Employee Stock Ownership PlanThe Franklin Group, Inc. Employee Stock Ownership Plan and Trust, Total assets ($B): 0.090181679 · Participants: 561The Franklin Group, Inc. Employee Stock Ownership Plan and Trust
Select Investment and Management Co. Employee Stock Ownership Plan vs. nearby ESOP plans in Idaho, assets vs. participants
Compare Select Investment and Management Co. Employee Stock Ownership Plan side-by-side with 3 peers →

Select Investment and Management Co. Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount

Outside Idaho, the nearest ESOP by assets is General Aire Systems Employee Stock Ownership Plan in PA ($18M); by covered participants it is Woodsman ESOP in FL (147 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (147 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 Select Investment and Management Co. Employee Stock Ownership Plan assets move in 2024? ▼
Select Investment and Management Co. Employee Stock Ownership Plan grew at a solid clip - up 6.4% during 2024, from $17M to $18M. Reported net income was $1M.
How have Select Investment and Management Co. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Select Investment and Management Co.'s sponsor-wide assets grew 134.7%, from $8M to $18M.
Which ESOP plans are similar in size to Select Investment and Management Co. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is General Aire Systems Employee Stock Ownership Plan in PA ($18M, 20 participants).
Which ESOP plans cover a similar participant headcount to Select Investment and Management Co. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Woodsman ESOP in FL (147 participants, $49M 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 870537386.

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.