ESOP · DOL Form 5500 · 2024

Smith Berger Marine, Inc. ESOP

Data updated 2026-08-25

$11M
Total assets Small plan by assets
25
Participants Small participant base
58th
Percentile by assets National rank
$453,220
Avg per participant High balance/head
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Official DOL plan name: Smith Berger Marine, Inc. Employee Stock Ownership Plan · Sponsored by Smith Berger Marine, Inc. · Washington · Manufacturing

$11M in assets, 25 participants

Smith Berger Marine, Inc.'s Smith Berger Marine, Inc. Employee Stock Ownership Plan reported $11M in total assets and 25 participants in its 2024 DOL Form 5500 filing, ranking in the 58th 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.

  • #7,989 in Manufacturing (17,777 peers)

Smith Berger Marine, Inc. multi-year trail

Smith Berger Marine, Inc.'s plans moved -19.0% in assets from 2022 to 2024; this filing shows Smith Berger Marine, Inc. Employee Stock Ownership Plan at $11M / 25 participants.

#7,989
in Manufacturing (17,777 peers)
+3.5%
assets growth YoY

Smith Berger Marine, Inc. Employee Stock Ownership Plan's mid-pack asset rank among Manufacturing and all filers

Smith Berger Marine, Inc. Employee Stock Ownership Plan vs every filed plan by assets

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

$11,330,508 Top 42% higher than 58% 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

Smith Berger Marine, Inc. Employee Stock Ownership Plan among smaller filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Smith Berger Marine, Inc. Employee Stock Ownership Plan is a small filing (25 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Smith Berger Marine, Inc. Employee Stock Ownership Plan reported net income rose from -$3M in the plan year 2023 filing to $381K in the plan year 2024 filing.
  • Smith Berger Marine, Inc. Employee Stock Ownership Plan end-of-year assets rose from $11M in the plan year 2023 filing to $11M in the plan year 2024 filing.

See the national 2023→2024 release diff →

EBSA filing schedule strip

Filing strip 911211020 · Smith Berger Marine, Inc. PY 2024 · ESOP

Smith Berger Marine, Inc. Employee Stock Ownership Plan · $11M · 25 · 58th

  • BOY $11M
  • BOY 25
  • BOY 58th
  • BOY ESOP
  • BOY near Carpetland USA Milwaukee, Inc. Employee Stock Ownership Plan
  • BOY ind #7989

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 Washington →

Smith Berger Marine, Inc. Employee Stock Ownership Plan in the asset neighbourhood

Tricon Construction, Inc. Employee Stock Ownership PlanTricon Construction, Inc. Em…$11MSmith Berger Marine, Inc. Employee Stock Ownership PlanSmith Berger Marine, Inc. Em…$11MCarpetland USA Milwaukee, Inc. Employee Stock Ownership PlanCarpetland USA Milwaukee, In…$11MPioneer Bank Employee Stock Ownership PlanPioneer Bank Employee Stock …$11MBcp Securities, Inc. Employee Stock Ownership PlanBcp Securities, Inc. Employe…$11M
End-of-year total assets ($M) among Smith Berger Marine, Inc. Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2024.

Smith Berger Marine, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Smith Berger Marine, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$11M 19.03749689169375% vs 2022
2024 filing year
$10M$11M$12M$13M$14M$15M 202220232024 $14M $11.3M ▼ -19.0%
Year Plans Participants Total Assets
2022 1 26 $14M
2023 1 25 $11M
2024 1 25 $11M

Smith Berger Marine, Inc. filing trail (2024)

Total Assets (Beginning of Year)$11M
Net Assets (End of Year)$11M
Net Income$381K
Employer EIN911211020
Plan Effective Date1992-11-01
Filing StatusFILING RECEIVED

Nearby ESOP Plans in Washington

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

Smith Berger Marine, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Washington, assets vs. participants Scatter plot of 6 data points. -1000010002000300040005000 -101234 Total assets ($B) Participants Smith Berger Marine, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.011330508 · Participants: 25Smith Berger Marine, Inc. Employee Stock Ownership PlanSchweitzer Engineering Laboratories, Inc. Employee Stock Ownership Plan, Total assets ($B): 3.162915985 · Participants: 4281Schweitzer Engineering Laboratories, Inc. Employee Stock Ownership PlanTriple B Corporation Employee Stock Ownership Plan, Total assets ($B): 0.30805532 · Participants: 1238Triple B Corporation Employee Stock Ownership PlanManson Construction Co. Non-Craft Employee Stock Ownership Plan, Total assets ($B): 0.207396855 · Participants: 291Manson Construction Co. Non-Craft Employee Stock Ownership PlanParametrix, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.159192217 · Participants: 737Parametrix, Inc. Employee Stock Ownership PlanThe Plexsys Interface Products, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.097195017 · Participants: 184The Plexsys Interface Products, Inc. Employee Stock Ownership Plan
Smith Berger Marine, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Washington, assets vs. participants
Compare Smith Berger Marine, Inc. Employee Stock Ownership Plan side-by-side with 3 peers →

Smith Berger Marine, Inc. Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount

Outside Washington, the nearest ESOP by assets is Carpetland USA Milwaukee, Inc. Employee Stock Ownership Plan in WI ($11M); by covered participants it is Panhandle Implement Company, Inc. Employee Stock Ownership Plan in TX (25 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (25 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 Smith Berger Marine, Inc. Employee Stock Ownership Plan assets move in 2024? ▼
Smith Berger Marine, Inc. Employee Stock Ownership Plan edged up modestly - up 3.5% during 2024, from $11M to $11M. Reported net income was $381K.
How have Smith Berger Marine, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Smith Berger Marine, Inc.'s sponsor-wide assets declined 19.0%, from $14M to $11M.
Which ESOP plans are similar in size to Smith Berger Marine, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Carpetland USA Milwaukee, Inc. Employee Stock Ownership Plan in WI ($11M, 89 participants).
Which ESOP plans cover a similar participant headcount to Smith Berger Marine, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Panhandle Implement Company, Inc. Employee Stock Ownership Plan in TX (25 participants, $2M 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 911211020.

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.