ESOP · DOL Form 5500 · 2024

Src Holdings Corporation ESOP

Data updated 2026-08-25

$311M
Total assets Above avg plan size
1,535
Participants Near avg headcount
96th
Percentile by assets National rank
$202,829
Avg per participant Above avg balance/head
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Official DOL plan name: Src Employee Stock Ownership Plan and Trust · Sponsored by Src Holdings Corporation · Missouri · Management of Enterprises

$311M in assets, 1,535 participants

Src Holdings Corporation's Src Employee Stock Ownership Plan and Trust reported $311M in total assets and 1,535 participants in its 2024 DOL Form 5500 filing, ranking in the 96th 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.

  • #993 in Management of Enterprises (1,133 peers)

Coverage in Missouri

Src Employee Stock Ownership Plan and Trust covers 1,535 participants in Missouri, 2.1x the typical Missouri plan (state average ~737 per filing). Assets: $311M.

#993
in Management of Enterprises (1,133 peers)
+15.9%
assets growth YoY
3.1×
vs typical plan assets (national mean)

Src Employee Stock Ownership Plan and Trust's outsized position by total assets

Src Employee Stock Ownership Plan and Trust vs every filed plan by assets

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

$311,342,689 Top 4% higher than 96% 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

Src Employee Stock Ownership Plan and Trust's large-plan peer group by participant headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Src Employee Stock Ownership Plan and Trust lands in the large band (1,535 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Src Employee Stock Ownership Plan and Trust end-of-year assets rose from $269M in the plan year 2023 filing to $311M in the plan year 2024 filing.
  • Src Employee Stock Ownership Plan and Trust reported net income rose from $26M in the plan year 2023 filing to $29M in the plan year 2024 filing.
  • Src Employee Stock Ownership Plan and Trust reported participants fell from 1,561 in the plan year 2023 filing to 1,535 in the plan year 2024 filing.

See the national 2023→2024 release diff →

EBSA filing schedule strip

Filing strip 431274934 · Src Holdings Corporation PY 2024 · ESOP

Src Employee Stock Ownership Plan and Trust · $311M · 1,535 · 96th

  • PART $311M
  • TYPE 1,535
  • NET 96th
  • BOOK ESOP
  • VS-ST near D & H Employee Stock Ownership Plan
  • BOY ind #993

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 Missouri →

Src Employee Stock Ownership Plan and Trust in the asset neighbourhood

Trachte Building Systems Employee Stock Ownership PlanTrachte Building Systems Emp…$315MBob's Red Mill Natural Foods, Inc. Employee Stock Ownership PlanBob's Red Mill Natural Foods…$315MD & H Employee Stock Ownership PlanD & H Employee Stock Ownersh…$314MSrc Employee Stock Ownership Plan and TrustSrc Employee Stock Ownership…$311MTriple B Corporation Employee Stock Ownership PlanTriple B Corporation Employe…$308M
End-of-year total assets ($M) among Src Employee Stock Ownership Plan and Trust and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2024.

Missouri filing particulars

Total Assets (Beginning of Year)$269M
Net Assets (End of Year)$207M
Net Income$29M
Employer EIN431274934
Plan Effective Date1983-02-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Src Holdings Corporation)

Sponsor-wide plan assets over time

All Src Holdings Corporation plans reported in each filing year

Latest sponsor-wide plan assets
$427M 32.33702845588648% vs 2022
2024 filing year
$300M$350M$400M$450M 202220232024 $323M $427M ▲ +32.3%
Year Plans Participants Total Assets
2022 2 2,774 $323M
2023 2 3,118 $367M
2024 2 3,074 $427M

Nearby ESOP Plans in Missouri

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

Src Employee Stock Ownership Plan and Trust vs. nearby ESOP plans in Missouri, assets vs. participants Scatter plot of 6 data points. 050001000015000 0246 Total assets ($B) Participants Src Employee Stock Ownership Plan and Trust, Total assets ($B): 0.311342689 · Participants: 1535Src Employee Stock Ownership Plan and TrustBurns & Mcdonnell, Inc. Employee Stock Ownership Plan, Total assets ($B): 5.463861407 · Participants: 9902Burns & Mcdonnell, Inc. Employee Stock Ownership PlanMccarthy Employee Stock Ownership Plan, Total assets ($B): 1.845491185 · Participants: 2983Mccarthy Employee Stock Ownership PlanJe Dunn Employee Stock Ownership Plan and Trust, Total assets ($B): 0.620590539 · Participants: 2825Je Dunn Employee Stock Ownership Plan and TrustArco DB Companies, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.514271888 · Participants: 608Arco DB Companies, Inc. Employee Stock Ownership PlanEmery Sapp Employee Stock Ownership Plan, Total assets ($B): 0.399783698 · Participants: 2184Emery Sapp Employee Stock Ownership Plan
Src Employee Stock Ownership Plan and Trust vs. nearby ESOP plans in Missouri, assets vs. participants
Compare Src Employee Stock Ownership Plan and Trust side-by-side with 3 peers →

Src Employee Stock Ownership Plan and Trust's out-of-state ESOP peers by assets and headcount

Outside Missouri, the nearest ESOP by assets is D & H Employee Stock Ownership Plan in PA ($314M); by covered participants it is Gray, Inc. Employee Stock Ownership Plan in KY (1,534 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (1,535 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 Src Employee Stock Ownership Plan and Trust assets move in 2024? ▼
Src Employee Stock Ownership Plan and Trust grew sharply - up 15.9% during 2024, from $269M to $311M. Reported net income was $29M.
How have Src Holdings Corporation plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Src Holdings Corporation's sponsor-wide assets grew 32.3%, from $323M to $427M.
Where does Src Employee Stock Ownership Plan and Trust rank by assets among Form 5500 filers? ▼
Src Employee Stock Ownership Plan and Trust ranks in the 96th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top 5% of all filed plans by assets).
Which ESOP plans are similar in size to Src Employee Stock Ownership Plan and Trust? ▼
Among ESOP plans in other states, the closest by assets is D & H Employee Stock Ownership Plan in PA ($314M, 1,459 participants).
Which ESOP plans cover a similar participant headcount to Src Employee Stock Ownership Plan and Trust? ▼
Among ESOP plans in other states, the closest by covered participants is Gray, Inc. Employee Stock Ownership Plan in KY (1,534 participants, $177M 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 431274934.

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.