Shared Medical Services, Inc.ESOP
SHARED MEDICAL SERVICES EMPLOYEE STOCK OWNERSHIP PLAN · COTTAGE GROVE, WI · plan year 2024
Shared Medical Services, Inc.'s 2024 Form 5500 did not separately report plan administrative expenses, which is common where recordkeeping is paid through investment revenue-sharing or a master trust. The plan held $93,695,086 across 364 participant accounts, with employer contributions averaging $7,006 per active participant. See methodology for what Form 5500 does and doesn't capture.
The plan sits in the $50M–$250M size bracket, benchmarked here against 10,352 comparable plans and shown alongside other professional & technical services employers. By assets it is the 238th-largest of 1,936 plans among Wisconsin employers on file, and the 1,605th of 11,654 in professional & technical services. active participation has grown from 275 to 325 since 2022.
Shared Medical Services, Inc.'s 2024 employer contribution ran above the $3,635 median for plans its size, placing it in the top quarter of its peers. Filings report dollars actually contributed, not the match formula; the formula itself (for example, 50% of the first 6% of pay) lives in the plan's summary plan description from HR.
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Source: U.S. Department of Labor, Form 5500 series, EIN 411388075 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.