ESOP · DOL Form 5500 · 2022

Stowe Insurance Agency, Inc. ESOP

Data updated 2026-08-25

N/A
Total assets —
9
Participants Small participant base
PlainRetire home → About this data

Official DOL plan name: Stowe Insurance Agency, Inc. Employee Stock Ownership Plan · Sponsored by Stowe Insurance Agency, Inc. · Vermont · Finance & Insurance

N/A in assets, 9 participants

Stowe Insurance Agency, Inc.'s Stowe Insurance Agency, Inc. Employee Stock Ownership Plan reported N/A in total assets and 9 participants in its 2022 DOL Form 5500 filing. Figures are as reported by the plan sponsor to the Department of Labor, not audited or endorsed by PlainRetire.

What the 2022 filing shows

Stowe Insurance Agency, Inc. Employee Stock Ownership Plan holds N/A for 9 participants.

-$3K
reported net income

The plan reported a net loss of $3K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Stowe Insurance Agency, Inc. Employee Stock Ownership Plan among micro filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Stowe Insurance Agency, Inc. Employee Stock Ownership Plan is a micro filing (9 participants), the leftmost band.

Form 5500 schedule snapshot

Filing strip 030221565 · Stowe Insurance Agency, Inc. PY 2022 · ESOP

Stowe Insurance Agency, Inc. Employee Stock Ownership Plan · N/A · 9

  • ASSETS N/A
  • PCT 9
  • EIN PY 2022
  • RANK ESOP
  • PHOTO near Hopewell Precision, Inc. Employee Stock Ownership Plan
  • IND -$3K

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 Vermont →

Filing particulars (2022)

Total Assets (Beginning of Year)$178K
Net Assets (End of Year)N/A
Net Income-$3K
Employer EIN030221565
Plan Effective Date1989-02-01
Filing StatusFILING RECEIVED

Nearby ESOP Plans in Vermont

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

Stowe Insurance Agency, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Vermont, assets vs. participants Scatter plot of 5 data points. 0100200300400500 -1000100200300400500 Total assets ($M) Participants Vermont Information Processing, Inc. Employee Stock Ownership Plan, Total assets ($M): 400.862763 · Participants: 421Vermont Information Processing, Inc. Employee Stock Ownership PlanKing Arthur Employee Stock Ownership Plan, Total assets ($M): 134.547526 · Participants: 301King Arthur Employee Stock Ownership PlanCfc ESOP, Total assets ($M): 77.87 · Participants: 402Cfc ESOPAmerica's Gardening Resource, Inc. Employee Stock Ownership Plan, Total assets ($M): 27.529451 · Participants: 215America's Gardening Resource, Inc. Employee Stock Ownership PlanTrust Company of Vermont Employee Stock Ownership Plan, Total assets ($M): 18.503938 · Participants: 39Trust Company of Vermont Employee Stock Ownership Plan
Stowe Insurance Agency, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Vermont, assets vs. participants
Compare Stowe Insurance Agency, Inc. Employee Stock Ownership Plan side-by-side with 3 peers →

Stowe Insurance Agency, Inc. Employee Stock Ownership Plan's closest out-of-state ESOP peers by headcount

Outside Vermont, the nearest ESOP by covered participants is Hopewell Precision, Inc. Employee Stock Ownership Plan in NY (9 participants; this filing: 9 participants).

Similar participant headcount

Nearest other-state filings by covered participants (9 participants); asset peers above are excluded.

DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

Which ESOP plans cover a similar participant headcount to Stowe Insurance Agency, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Hopewell Precision, Inc. Employee Stock Ownership Plan in NY (9 participants, N/A in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2022.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 030221565.

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.