ESOP · DOL Form 5500 · 2022
Stewart's Shops Corp ESOP
Data updated 2026-08-11
- $782M
- Total assets
- 3,443
- Participants
- 99th
- Percentile by assets
- $227,015
- Avg per participant
Official DOL plan name: Stewart's Shops Corp Employee Stock Ownership Plan · Sponsored by Stewart's Shops Corp · New York · Retail Trade
$782M in assets, 3,443 participants
Stewart's Shops Corp's Stewart's Shops Corp Employee Stock Ownership Plan reported $782M in total assets and 3,443 participants in its 2022 DOL Form 5500 filing, ranking in the 99th 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.
- 99th percentile by assets (of 139,126 plans)
- #9,436 in Retail Trade (9,519 peers)
Coverage in New York
Stewart's Shops Corp Employee Stock Ownership Plan covers 3,443 participants in New York, 4.3x the typical New York plan (state average ~798 per filing). Assets: $782M.
- $782M
- total plan assets (2022 EOY)
- 3,443
- covered participants
- 99th
- percentile by assets (of 139,126 plans)
- $227,015
- avg assets per participant
Participants vs New York filers
In New York, the average filing covers about 798 participants across 9,061 plans. Stewart's Shops Corp Employee Stock Ownership Plan reports 3,443 participants - 4.3x that state average ($782M EOY assets).
New York filing particulars
| Total Assets (Beginning of Year) | $742M |
|---|---|
| Net Assets (End of Year) | $782M |
| Net Income | $39M |
| Employer EIN | 141323607 |
| Plan Effective Date | 1974-04-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Stewart's Shops Corp)
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 3,443 | $782M |
| 2023 | 1 | 3,439 | $877M |
| 2024 | 1 | 3,483 | $897M |
Nearby ESOP Plans in New York
Peer ESOP plans, same state, same plan type, ranked by total assets.
Stewart's Shops Corp Employee Stock Ownership Plan vs. nearby ESOP plans in New York, assets vs. participants
- Lewis Tree Service Employee Stock Ownership Plan $384M · 3,307
- H.C. Wainwright & Co. Employee Stock Ownership Plan $293M · 118
- Greenman-Pedersen, Inc. Employee Stock Ownership Plan $207M · 1,611
- Griffon Corporation Employee Stock Ownership Plan $184M · 3,775
- Marshall & Sterling Enterprises, Inc. Employee Stock Ownership Plan $176M · 482
Similar-Sized ESOP Plans Nationally
ESOP plans in other states closest to Stewart's Shops Corp Employee Stock Ownership Plan by total assets, not by location.
- Scheels Employee Stock Ownership Plan (ND) $762M · 3,187
- The Kendall Group Employee Stock Ownership Plan (MI) $726M · 1,817
- Nvr, Inc. Employee Stock Ownership Plan (VA) $863M · 6,910
- Hypertherm Associate Stock Ownership Plan (NH) $871M · 1,412
Frequently Asked Questions
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Filing takeaways
Ways to act on Stewart's Shops Corp Employee Stock Ownership Plan's numbers.
- By total assets, Stewart's Shops Corp Employee Stock Ownership Plan ranks among the largest 1% of all filed plans. See the largest plans
- Compare it side-by-side against 3 similar ESOP plans in New York. Compare plans
- Stewart's Shops Corp's sponsor-wide assets have grown 14.7% since 2022 across 3 plan years on file. More Retail Trade plans