ESOP · DOL Form 5500 · 2024
Smith Seckman Reid, Inc. ESOP
Data updated 2026-08-25
- $116M
- Total assets Near avg plan size
- 507
- Participants Below avg headcount
- 91st
- Percentile by assets National rank
- $229,280
- Avg per participant Above avg balance/head
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.
- #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.
- #18,688
- in Professional & Technical Services (20,173 peers)
- +16.9%
- assets growth YoY
- 1.2×
- vs typical plan assets (national mean)
Smith Seckman Reid, Inc. Employee Stock Ownership Plan's outsized position by total assets
Smith Seckman Reid, Inc. Employee Stock Ownership Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$116,245,191 Top 9% higher than 91% 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
Smith Seckman Reid, 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. Smith Seckman Reid, Inc. Employee Stock Ownership Plan sits mid-pack in the medium band (507 participants).
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.
Plan-year Form 5500 strip
Filing strip 620791037 · Smith Seckman Reid, Inc. PY 2024 · ESOP
Smith Seckman Reid, Inc. Employee Stock Ownership Plan · $116M · 507 · 91st
- RANK $116M
- RANK 507
- RANK 91st
- RANK ESOP
- RANK near Aarete Employee Stock Ownership Plan
- RANK ind #18688
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 Tennessee →
Smith Seckman Reid, Inc. Employee Stock Ownership Plan in the asset neighbourhood
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.)
Sponsor-wide plan assets over time
All Smith Seckman Reid, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $221M 33.14692562200671% vs 2022
- 2024 filing year
| 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.
- 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
Smith Seckman Reid, Inc. Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount
Outside Tennessee, the nearest ESOP by assets is Aarete Employee Stock Ownership Plan in IL ($116M); by covered participants it is Urschel Laboratories Employee Stock Ownership Plan in IN (509 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($116M here).
- 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
Similar participant headcount
Nearest other-state filings by covered participants (507 participants); asset peers above are excluded.
- Urschel Laboratories Employee Stock Ownership Plan (IN) 509 · 2 off
- Scott Electric Company Employee Stock Ownership Plan (PA) 509 · 2 off
- Inland Fresh Seafood Corporation of America, Inc Employee Stock Ownership Plan (GA) 504 · 3 off
- Dealers Electrical Supply Co. Employee Stock Ownership Plan (TX) 510 · 3 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.