ESOP · DOL Form 5500 · 2024
Smith Seckman Reid, Inc. ESOP
Data updated 2026-08-11
- $116M
- Total assets
- 507
- Participants
- 91st
- Percentile by assets
- $229,280
- Avg per participant
Official DOL plan name: Smith Seckman Reid, Inc. Employee Stock Ownership Plan · Sponsored by Smith Seckman Reid, Inc. · Tennessee · Professional & Technical Services
$116M in assets, 507 participants
Smith Seckman Reid, Inc.'s Smith Seckman Reid, Inc. Employee Stock Ownership Plan reported $116M in total assets and 507 participants in its 2024 DOL Form 5500 filing, ranking in the 91st 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.
- 91st percentile by assets (of 123,622 plans)
- #18,688 in Professional & Technical Services (20,173 peers)
Coverage in Tennessee
Smith Seckman Reid, Inc. Employee Stock Ownership Plan covers 507 participants in Tennessee, about 45% of the average Tennessee filer (state average ~1,126 per filing). Assets: $116M.
- $116M
- total plan assets (2024 EOY)
- 507
- covered participants
- 91st
- percentile by assets (of 123,622 plans)
- $229,280
- avg assets per participant
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Smith Seckman Reid, Inc. Employee Stock Ownership Plan end-of-year assets rose from $99M in the plan year 2023 filing to $116M in the plan year 2024 filing.
- Smith Seckman Reid, Inc. Employee Stock Ownership Plan reported net income rose from $21M in the plan year 2023 filing to $22M in the plan year 2024 filing.
- Smith Seckman Reid, Inc. Employee Stock Ownership Plan reported participants rose from 483 in the plan year 2023 filing to 507 in the plan year 2024 filing.
Participants vs Tennessee filers
In Tennessee, the average filing covers about 1,126 participants across 2,384 plans. Smith Seckman Reid, Inc. Employee Stock Ownership Plan reports 507 participants - about 45% of that state average ($116M EOY assets).
Tennessee filing particulars
| Total Assets (Beginning of Year) | $99M |
|---|---|
| Net Assets (End of Year) | $114M |
| Net Income | $22M |
| Employer EIN | 620791037 |
| Plan Effective Date | 1983-02-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Smith Seckman Reid, Inc.)
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 889 | $166M |
| 2023 | 2 | 951 | $196M |
| 2024 | 2 | 1,020 | $221M |
Nearby ESOP Plans in Tennessee
Peer ESOP plans, same state, same plan type, ranked by total assets.
Smith Seckman Reid, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Tennessee, assets vs. participants
- Barr Brands International Amended and Restated Employee Stock Ownership Plan $470M · 403
- Zander Group Holdings, Inc. Employee Stock Ownership Plan $247M · 201
- National Health Corp Leveraged Employee Stock Ownership Plan $168M · 1,385
- 3ls, Inc. Employee Stock Ownership Plan $143M · 515
- The Chase Construction Group Employee Stock Ownership Plan $93M · 72
Similar-Sized ESOP Plans Nationally
ESOP plans in other states closest to Smith Seckman Reid, Inc. Employee Stock Ownership Plan by total assets, not by location.
- Aarete Employee Stock Ownership Plan (IL) $116M · 242
- United Electric Supply Company Employee Stock Ownership Plan (DE) $116M · 328
- The Goodheart-Willcox Company, Inc. Employees' Profit Sharing and Stock Ownership Plan (IL) $117M · 163
- Abt Associates Inc. Employees Stock Ownership Plan (MA) $117M · 1,191
Frequently Asked Questions
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Filing takeaways
Ways to act on Smith Seckman Reid, Inc. Employee Stock Ownership Plan's numbers.
- By total assets, Smith Seckman Reid, Inc. Employee Stock Ownership Plan ranks in the top 10% of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar ESOP plans in Tennessee. Compare plans
- Smith Seckman Reid, Inc.'s sponsor-wide assets have grown 33.1% since 2022 across 3 plan years on file. More Professional & Technical Services plans