ESOP · DOL Form 5500 · 2024
Smallwood, Reynolds, Stewart, Stewart & Associates, Inc. ESOP
Data updated 2026-08-25
- $7M
- Total assets Small plan by assets
- 79
- Participants Small participant base
- 48th
- Percentile by assets National rank
- $88,358
- Avg per participant Below avg balance/head
Official DOL plan name: Smallwood, Reynolds, Stewart, Stewart & Associates, Inc. ESOP · Sponsored by Smallwood, Reynolds, Stewart, Stewart & Associates, Inc. · Georgia · Professional & Technical Services
$7M in assets, 79 participants
Smallwood, Reynolds, Stewart, Stewart & Associates, Inc.'s Smallwood, Reynolds, Stewart, Stewart & Associates, Inc. ESOP reported $7M in total assets and 79 participants in its 2024 DOL Form 5500 filing, ranking in the 48th 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.
- #9,339 in Professional & Technical Services (20,173 peers)
2024 asset change
Smallwood, Reynolds, Stewart, Stewart & Associates, Inc. ESOP pulled back noticeably 8.7% in 2024 ($8M → $7M) for 79 participants.
- #9,339
- in Professional & Technical Services (20,173 peers)
- -8.7%
- assets change YoY
The plan reported a net loss of $668K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Smallwood, Reynolds, Stewart, Stewart & Associates, Inc. ESOP's mid-pack asset rank among Professional & Technical Services and all filers
Smallwood, Reynolds, Stewart, Stewart & Associates, Inc. ESOP vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$6,980,295 48th percentile higher than 48% 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
Smallwood, Reynolds, Stewart, Stewart & Associates, Inc. ESOP among smaller filed plans by headcount
Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Smallwood, Reynolds, Stewart, Stewart & Associates, Inc. ESOP is a small filing (79 participants) on this national headcount ladder.
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Smallwood, Reynolds, Stewart, Stewart & Associates, Inc. ESOP reported net income rose from -$790K in the plan year 2023 filing to -$668K in the plan year 2024 filing.
- Smallwood, Reynolds, Stewart, Stewart & Associates, Inc. ESOP reported participants fell from 84 in the plan year 2023 filing to 79 in the plan year 2024 filing.
- Smallwood, Reynolds, Stewart, Stewart & Associates, Inc. ESOP end-of-year assets rose from $7M in the plan year 2023 filing to $7M in the plan year 2024 filing.
EBSA filing schedule strip
Filing strip 581353898 · Smallwood, Reynolds, Stewart, Stewart & Associates, Inc. PY 2024 · ESOP
Smallwood, Reynolds, Stewart, Stewart & Associates, Inc. ESOP · $7M · 79 · 48th
- EIN $7M
- RANK 79
- PHOTO 48th
- IND ESOP
- EOY near Rcm Services, Inc. Employee Stock Ownership Plan
- 5500 ind #9339
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 Georgia →
Smallwood, Reynolds, Stewart, Stewart & Associates, Inc. ESOP in the asset neighbourhood
Smallwood, Reynolds, Stewart, Stewart & Associates, Inc. years around the 2024 move
Sponsor-wide plan assets over time
All Smallwood, Reynolds, Stewart, Stewart & Associates, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $18M 4.9726667349762295% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 161 | $19M |
| 2023 | 2 | 167 | $20M |
| 2024 | 2 | 155 | $18M |
2024 asset-move particulars
| Total Assets (Beginning of Year) | $8M |
|---|---|
| Net Assets (End of Year) | $7M |
| Net Income | -$668K |
| Employer EIN | 581353898 |
| Plan Effective Date | 1998-01-01 |
| Filing Status | FILING RECEIVED |
Nearby ESOP Plans in Georgia
Peer ESOP plans, same state, same plan type, ranked by total assets.
- Warehouse Home Furnishings Distributors, Inc. Employee Stock Ownership Plan $681M · 1,745
- Choate Construction Company Employee Stock Ownership Plan $548M · 494
- Brent Scarbrough & Company Employee Stock Ownership Plan $522M · 485
- Aubrey Silvey Enterprises, Inc. Employee Stock Ownership Plan $281M · 488
- Dixie Plywood and Lumber Company Employee Stock Ownership Plan $231M · 324
Smallwood, Reynolds, Stewart, Stewart & Associates, Inc. ESOP's out-of-state ESOP peers by assets and headcount
Outside Georgia, the nearest ESOP by assets is Rcm Services, Inc. Employee Stock Ownership Plan in MA ($7M); by covered participants it is Bank of Sun Prairie Employee Stock Ownership Plan in WI (79 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($7M here).
Similar participant headcount
Nearest other-state filings by covered participants (79 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.