ESOP · DOL Form 5500 · 2024
S.M. Osgood Company ESOP
Data updated 2026-08-25
- $5M
- Total assets Small plan by assets
- 21
- Participants Small participant base
- 42nd
- Percentile by assets National rank
- $239,654
- Avg per participant Above avg balance/head
Official DOL plan name: S.M. Osgood Company Employee Stock Ownership Plan and Trust · Sponsored by S.M. Osgood Company · Minnesota · Wholesale Trade
$5M in assets, 21 participants
S.M. Osgood Company's S.M. Osgood Company Employee Stock Ownership Plan and Trust reported $5M in total assets and 21 participants in its 2024 DOL Form 5500 filing, ranking in the 42nd 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.
- #1,941 in Wholesale Trade (6,080 peers)
S.M. Osgood Company multi-year trail
S.M. Osgood Company's plans moved -11.0% in assets from 2022 to 2024; this filing shows S.M. Osgood Company Employee Stock Ownership Plan and Trust at $5M / 21 participants.
- #1,941
- in Wholesale Trade (6,080 peers)
- -3.2%
- assets change YoY
The plan reported a net loss of $1M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
S.M. Osgood Company Employee Stock Ownership Plan and Trust's mid-pack asset rank among Wholesale Trade and all filers
S.M. Osgood Company Employee Stock Ownership Plan and Trust vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$5,032,729 42nd percentile higher than 42% 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
S.M. Osgood Company Employee Stock Ownership Plan and Trust among smaller filed plans by headcount
Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. S.M. Osgood Company Employee Stock Ownership Plan and Trust is a small filing (21 participants) on this national headcount ladder.
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- S.M. Osgood Company Employee Stock Ownership Plan and Trust reported net income fell from -$456K in the plan year 2023 filing to -$1M in the plan year 2024 filing.
- S.M. Osgood Company Employee Stock Ownership Plan and Trust reported participants fell from 22 in the plan year 2023 filing to 21 in the plan year 2024 filing.
- S.M. Osgood Company Employee Stock Ownership Plan and Trust end-of-year assets fell from $5M in the plan year 2023 filing to $5M in the plan year 2024 filing.
DOL schedule card
Filing strip 410879984 · S.M. Osgood Company PY 2024 · ESOP
S.M. Osgood Company Employee Stock Ownership Plan and Trust · $5M · 21 · 42nd
- PHOTO $5M
- PHOTO 21
- PHOTO 42nd
- PHOTO ESOP
- PHOTO near Efh ESOP, Inc. Employee Stock Ownership Plan
- PHOTO ind #1941
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 Minnesota →
S.M. Osgood Company Employee Stock Ownership Plan and Trust in the asset neighbourhood
S.M. Osgood Company multi-year asset trail
Sponsor-wide plan assets over time
All S.M. Osgood Company plans reported in each filing year
- Latest sponsor-wide plan assets
- $5M 11.005072612666076% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 22 | $6M |
| 2023 | 1 | 22 | $5M |
| 2024 | 1 | 21 | $5M |
S.M. Osgood Company filing trail (2024)
| Total Assets (Beginning of Year) | $5M |
|---|---|
| Net Assets (End of Year) | $4M |
| Net Income | -$1M |
| Employer EIN | 410879984 |
| Plan Effective Date | 1995-10-01 |
| Filing Status | FILING RECEIVED |
Nearby ESOP Plans in Minnesota
Peer ESOP plans, same state, same plan type, ranked by total assets.
- Andersen Corporation Employee Stock Ownership Plan $963M · 12,104
- Landscape Structures, Inc. Employee Stock Ownership Plan and Trust $594M · 490
- Kingdom Enterprises, Inc. Employee Stock Ownership Plan $594M · 782
- Force America Inc. Employee Stock Ownership Plan $473M · 615
- Ablenet, Inc. Employee Stock Ownership Plan $460M · 134
S.M. Osgood Company Employee Stock Ownership Plan and Trust's out-of-state ESOP peers by assets and headcount
Outside Minnesota, the nearest ESOP by assets is Efh ESOP, Inc. Employee Stock Ownership Plan in CO ($5M); by covered participants it is Bell Stone Granite Employee Stock Ownership Plan in AZ (21 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($5M here).
Similar participant headcount
Nearest other-state filings by covered participants (21 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.