ESOP · DOL Form 5500 · 2024
Symmes Maini & Mckee Associates, Inc. ESOP
Data updated 2026-08-25
- $17M
- Total assets Small plan by assets
- 185
- Participants Below avg headcount
- 67th
- Percentile by assets National rank
- $92,191
- Avg per participant Below avg balance/head
Official DOL plan name: Symmes Maini & Mckee Associates, Inc. Employee Stock Ownership Plan · Sponsored by Symmes Maini & Mckee Associates, Inc. · Massachusetts · Professional & Technical Services
$17M in assets, 185 participants
Symmes Maini & Mckee Associates, Inc.'s Symmes Maini & Mckee Associates, Inc. Employee Stock Ownership Plan reported $17M in total assets and 185 participants in its 2024 DOL Form 5500 filing, ranking in the 67th 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.
- #13,360 in Professional & Technical Services (20,173 peers)
Coverage in Massachusetts
Symmes Maini & Mckee Associates, Inc. Employee Stock Ownership Plan covers 185 participants in Massachusetts, about 28% of the average Massachusetts filer (state average ~659 per filing). Assets: $17M.
- #13,360
- in Professional & Technical Services (20,173 peers)
- +17.5%
- assets growth YoY
The plan reported a net loss of $24K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Symmes Maini & Mckee Associates, Inc. Employee Stock Ownership Plan's outsized position by total assets
Symmes Maini & Mckee Associates, Inc. Employee Stock Ownership Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$17,055,350 Top 33% higher than 67% 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
Symmes Maini & Mckee Associates, Inc. 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. Symmes Maini & Mckee Associates, Inc. Employee Stock Ownership Plan sits mid-pack in the medium band (185 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Symmes Maini & Mckee Associates, Inc. Employee Stock Ownership Plan reported net income fell from $1M in the plan year 2023 filing to -$24K in the plan year 2024 filing.
- Symmes Maini & Mckee Associates, Inc. Employee Stock Ownership Plan end-of-year assets rose from $15M in the plan year 2023 filing to $17M in the plan year 2024 filing.
- Symmes Maini & Mckee Associates, Inc. Employee Stock Ownership Plan reported participants fell from 187 in the plan year 2023 filing to 185 in the plan year 2024 filing.
Plan-year Form 5500 strip
Filing strip 042745179 · Symmes Maini & Mckee Associates, Inc. PY 2024 · ESOP
Symmes Maini & Mckee Associates, Inc. Employee Stock Ownership Plan · $17M · 185 · 67th
- BOY $17M
- BOY 185
- BOY 67th
- BOY ESOP
- BOY near Libra Industries, Inc. of Michigan Employee Stock Ownership Plan
- BOY ind #13360
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 Massachusetts →
Symmes Maini & Mckee Associates, Inc. Employee Stock Ownership Plan in the asset neighbourhood
Massachusetts filing particulars
| Total Assets (Beginning of Year) | $15M |
|---|---|
| Net Assets (End of Year) | $14M |
| Net Income | -$24K |
| Employer EIN | 042745179 |
| Plan Effective Date | 1988-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Symmes Maini & Mckee Associates, Inc.)
Sponsor-wide plan assets over time
All Symmes Maini & Mckee Associates, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $80M 32.50188726744466% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 403 | $61M |
| 2023 | 2 | 398 | $71M |
| 2024 | 2 | 380 | $80M |
Nearby ESOP Plans in Massachusetts
Peer ESOP plans, same state, same plan type, ranked by total assets.
- Consigli Building Group Employee Stock Ownership Plan $729M · 1,684
- The Gillette Company Employee Stock Ownership Plan $368M · 139
- First Amended and Restated Creative Financial Staffing, Inc. Employee Stock Ownership Plan $253M · 445
- David Clark Employee Stock Ownership Plan $183M · 236
- New England Biolabs, Inc. Non-Voting Stock Ownership Plan $163M · 424
Symmes Maini & Mckee Associates, Inc. Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount
Outside Massachusetts, the nearest ESOP by assets is Libra Industries, Inc. of Michigan Employee Stock Ownership Plan in MI ($17M); by covered participants it is Ms Consultants, Inc. ESOP Profit Sharing/Stock Bonus Plan in OH (185 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($17M here).
Similar participant headcount
Nearest other-state filings by covered participants (185 participants); asset peers above are excluded.
- Ms Consultants, Inc. ESOP Profit Sharing/Stock Bonus Plan (OH) 185 · 0 off
- Larson Engineering, Inc. First Restated Employee Stock Ownership Plan and Trust (MN) 185 · 0 off
- Great Lakes Dental Technologies, Ltd. Employee Stock Ownership Plan (NY) 185 · 0 off
- Chasse Enterprises, Inc Employee Stock Ownership Plan (AZ) 185 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.