ESOP · DOL Form 5500 · 2022

Stahly Engineering & Associates, Inc. ESOP

Data updated 2026-08-25

$7M
Total assets Small plan by assets
43
Participants Small participant base
56th
Percentile by assets National rank
$153,931
Avg per participant Above avg balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Stahly Engineering & Associates Employee Stock Ownership Plan & Trust · Sponsored by Stahly Engineering & Associates, Inc. · Montana · Professional & Technical Services

$7M in assets, 43 participants

Stahly Engineering & Associates, Inc.'s Stahly Engineering & Associates Employee Stock Ownership Plan & Trust reported $7M in total assets and 43 participants in its 2022 DOL Form 5500 filing, ranking in the 56th 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.

  • #11,745 in Professional & Technical Services (21,562 peers)

Stahly Engineering & Associates, Inc. multi-year trail

Stahly Engineering & Associates, Inc.'s plans moved +69.1% in assets from 2022 to 2024; this filing shows Stahly Engineering & Associates Employee Stock Ownership Plan & Trust at $7M / 43 participants.

#11,745
in Professional & Technical Services (21,562 peers)
+36.6%
assets growth YoY

Stahly Engineering & Associates Employee Stock Ownership Plan & Trust's mid-pack asset rank among Professional & Technical Services and all filers

Stahly Engineering & Associates Employee Stock Ownership Plan & Trust vs every filed plan by assets

End-of-year total assets · plan year 2022 · DOL Form 5500

$6,619,018 Top 44% higher than 56% of 139,123 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 2022

Stahly Engineering & Associates Employee Stock Ownership Plan & Trust among smaller filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Stahly Engineering & Associates Employee Stock Ownership Plan & Trust is a small filing (43 participants) on this national headcount ladder.

Form 5500 schedule snapshot

Filing strip 810307441 · Stahly Engineering & Associates, Inc. PY 2022 · ESOP

Stahly Engineering & Associates Employee Stock Ownership Plan & Trust · $7M · 43 · 56th

  • TYPE $7M
  • NET 43
  • BOOK 56th
  • VS-ST ESOP
  • BOY near Cambron Engineering, Inc. Employee Stock Ownership Plan
  • SCH ind #11745

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 Montana →

Stahly Engineering & Associates Employee Stock Ownership Plan & Trust in the asset neighbourhood

Ifc Employee Stock Ownership PlanIfc Employee Stock Ownership…$7MStahly Engineering & Associates Employee Stock Ownership Plan & TrustStahly Engineering & Associa…$7MCambron Engineering, Inc. Employee Stock Ownership PlanCambron Engineering, Inc. Em…$7MFlorida Mechanical Systems Inc ESOPFlorida Mechanical Systems I…$7MCane Creek Cycling Components, Inc. Employee Stock Ownership PlanCane Creek Cycling Component…$7M
End-of-year total assets ($M) among Stahly Engineering & Associates Employee Stock Ownership Plan & Trust and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2022.

Stahly Engineering & Associates, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Stahly Engineering & Associates, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$11M 69.11147544847287% vs 2022
2024 filing year
$6M$8M$10M$12M 202220232024 $6.62M $11.2M ▲ +69.0%
Year Plans Participants Total Assets
2022 1 43 $7M
2023 1 44 $10M
2024 1 56 $11M

Stahly Engineering & Associates, Inc. filing trail (2022)

Total Assets (Beginning of Year)$5M
Net Assets (End of Year)$3M
Net Income$2M
Employer EIN810307441
Plan Effective Date2017-01-01
Filing StatusFILING RECEIVED

Nearby ESOP Plans in Montana

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

Stahly Engineering & Associates Employee Stock Ownership Plan & Trust vs. nearby ESOP plans in Montana, assets vs. participants Scatter plot of 6 data points. -500050010001500 -1000100200300400500 Total assets ($M) Participants Stahly Engineering & Associates Employee Stock Ownership Plan & Trust, Total assets ($M): 6.619018 · Participants: 43Stahly Engineering & Associates Employee Stock Ownership Plan & TrustPacific Hide & Fur Depot D/B/a Pacific Steel and Recycling Employee Stock Ownership Plan and Trust, Total assets ($M): 436.286144 · Participants: 800Pacific Hide & Fur Depot D/B/a Pacific Steel and Recycling Employee Stock Ownership Plan and TrustD.a. Davidson Companies Employee Stock Ownership Plan, Total assets ($M): 118.950259 · Participants: 1368D.a. Davidson Companies Employee Stock Ownership PlanElectrical Consultants, Inc. Employee Stock Ownership Plan, Total assets ($M): 70.363373 · Participants: 666Electrical Consultants, Inc. Employee Stock Ownership PlanMorrison-Maierle, Inc. Employee Stock Ownership Plan, Total assets ($M): 65.173097 · Participants: 274Morrison-Maierle, Inc. Employee Stock Ownership PlanSletten, Inc. Employee Stock Ownership Plan, Total assets ($M): 64.690755 · Participants: 318Sletten, Inc. Employee Stock Ownership Plan
Stahly Engineering & Associates Employee Stock Ownership Plan & Trust vs. nearby ESOP plans in Montana, assets vs. participants
Compare Stahly Engineering & Associates Employee Stock Ownership Plan & Trust side-by-side with 3 peers →

Stahly Engineering & Associates Employee Stock Ownership Plan & Trust's out-of-state ESOP peers by assets and headcount

Outside Montana, the nearest ESOP by assets is Cambron Engineering, Inc. Employee Stock Ownership Plan in MI ($7M); by covered participants it is Sacred Wind Employee Stock Ownership Plan in NM (43 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (43 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

How did Stahly Engineering & Associates Employee Stock Ownership Plan & Trust assets move in 2022? ▼
Stahly Engineering & Associates Employee Stock Ownership Plan & Trust surged - up 36.6% during 2022, from $5M to $7M. Reported net income was $2M.
How have Stahly Engineering & Associates, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Stahly Engineering & Associates, Inc.'s sponsor-wide assets grew 69.1%, from $7M to $11M.
Which ESOP plans are similar in size to Stahly Engineering & Associates Employee Stock Ownership Plan & Trust? ▼
Among ESOP plans in other states, the closest by assets is Cambron Engineering, Inc. Employee Stock Ownership Plan in MI ($7M, 38 participants).
Which ESOP plans cover a similar participant headcount to Stahly Engineering & Associates Employee Stock Ownership Plan & Trust? ▼
Among ESOP plans in other states, the closest by covered participants is Sacred Wind Employee Stock Ownership Plan in NM (43 participants, $7M 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 810307441.

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.