ESOP · DOL Form 5500 · 2024
Small Mine Development, LLC ESOP
Data updated 2026-08-25
- $13M
- Total assets Small plan by assets
- 346
- Participants Below avg headcount
- 62nd
- Percentile by assets National rank
- $38,382
- Avg per participant Low balance/head
Official DOL plan name: Small Mine Development Employee Stock Ownership Plan · Sponsored by Small Mine Development, LLC · Idaho · Mining & Oil Extraction
$13M in assets, 346 participants
Small Mine Development, LLC's Small Mine Development Employee Stock Ownership Plan reported $13M in total assets and 346 participants in its 2024 DOL Form 5500 filing, ranking in the 62nd 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.
- #331 in Mining & Oil Extraction (785 peers)
Mining & Oil Extraction sector rank
Within Mining & Oil Extraction, Small Mine Development Employee Stock Ownership Plan ranks #331 of 785 2024 filers by assets (926% of the sector average)-$13M for 346 participants.
- #331
- in Mining & Oil Extraction (785 peers)
- +24.8%
- assets growth YoY
Small Mine Development Employee Stock Ownership Plan's mid-pack asset rank among Mining & Oil Extraction and all filers
Small Mine Development Employee Stock Ownership Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$13,280,095 Top 38% higher than 62% 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
Small Mine Development 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. Small Mine Development 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
- Small Mine Development Employee Stock Ownership Plan reported net income fell from $6M in the plan year 2023 filing to $4M in the plan year 2024 filing.
- Small Mine Development Employee Stock Ownership Plan end-of-year assets rose from $11M in the plan year 2023 filing to $13M in the plan year 2024 filing.
- Small Mine Development Employee Stock Ownership Plan reported participants fell from 410 in the plan year 2023 filing to 346 in the plan year 2024 filing.
Plan-year Form 5500 strip
Filing strip 942866465 · Small Mine Development, LLC PY 2024 · ESOP
Small Mine Development Employee Stock Ownership Plan · $13M · 346 · 62nd
- RANK $13M
- RANK 346
- RANK 62nd
- RANK ESOP
- RANK near Van Boerum & Frank Associates, Inc. Employee Stock Ownership Plan
- RANK ind #331
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 →
Small Mine Development Employee Stock Ownership Plan in the asset neighbourhood
Mining & Oil Extraction filing particulars
| Total Assets (Beginning of Year) | $11M |
|---|---|
| Net Assets (End of Year) | -$11M |
| Net Income | $4M |
| Employer EIN | 942866465 |
| Plan Effective Date | 2020-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Small Mine Development, LLC)
Sponsor-wide plan assets over time
All Small Mine Development, LLC plans reported in each filing year
- Latest sponsor-wide plan assets
- $67M 44.204738341831295% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 881 | $46M |
| 2023 | 2 | 1,022 | $55M |
| 2024 | 3 | 1,179 | $67M |
Nearby ESOP Plans in Idaho
Peer ESOP plans, same state, same plan type, ranked by total assets.
- Winco Employee Stock Ownership Plan $5.0B · 17,054
- Stellar Industries, Inc. Employee Stock Ownership Plan $331M · 774
- Norco, Inc. Employee Stock Ownership Plan $269M · 1,381
- Magic Valley Growers, Ltd. Employee Stock Ownership Plan $95M · 241
- The Franklin Group, Inc. Employee Stock Ownership Plan and Trust $90M · 561
Small Mine Development Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount
Outside Idaho, the nearest ESOP by assets is Van Boerum & Frank Associates, Inc. Employee Stock Ownership Plan in UT ($13M); by covered participants it is Shared Medical Services Employee Stock Ownership Plan in WI (346 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($13M here).
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.