ESOP · DOL Form 5500 · 2022

Stewart's Shops Corp ESOP

Data updated 2026-08-25

$782M
Total assets Above avg plan size
3,443
Participants Above avg headcount
99th
Percentile by assets National rank
$227,015
Avg per participant Above avg balance/head
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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.

  • #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.

#9,436
in Retail Trade (9,519 peers)
+5.3%
assets growth YoY
7.8×
vs typical plan assets (national mean)

Stewart's Shops Corp Employee Stock Ownership Plan's outsized position by total assets

Stewart's Shops Corp Employee Stock Ownership Plan vs every filed plan by assets

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

$781,613,108 Top 1% higher than 99% 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

Stewart's Shops Corp Employee Stock Ownership Plan's large-plan peer group by participant headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Stewart's Shops Corp Employee Stock Ownership Plan lands in the large band (3,443 participants).

DOL schedule card

Filing strip 141323607 · Stewart's Shops Corp PY 2022 · ESOP

Stewart's Shops Corp Employee Stock Ownership Plan · $782M · 3,443 · 99th

  • EIN $782M
  • EIN 3,443
  • EIN 99th
  • EIN ESOP
  • EIN near Scheels Employee Stock Ownership Plan
  • EIN ind #9436

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 New York →

Stewart's Shops Corp Employee Stock Ownership Plan in the asset neighbourhood

Hypertherm Associate Stock Ownership PlanHypertherm Associate Stock O…$871MNvr, Inc. Employee Stock Ownership PlanNvr, Inc. Employee Stock Own…$863MStewart's Shops Corp Employee Stock Ownership PlanStewart's Shops Corp Employe…$782MScheels Employee Stock Ownership PlanScheels Employee Stock Owner…$762MThe Kendall Group Employee Stock Ownership PlanThe Kendall Group Employee S…$726M
End-of-year total assets ($M) among Stewart's Shops Corp Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2022.

New York filing particulars

Total Assets (Beginning of Year)$742M
Net Assets (End of Year)$782M
Net Income$39M
Employer EIN141323607
Plan Effective Date1974-04-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Stewart's Shops Corp)

Sponsor-wide plan assets over time

All Stewart's Shops Corp plans reported in each filing year

Latest sponsor-wide plan assets
$897M 14.742219369227877% vs 2022
2024 filing year
$750M$800M$850M$900M$950M 202220232024 $782M $897M ▲ +14.7%
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 Scatter plot of 6 data points. -100001000200030004000 02004006008001000 Total assets ($M) Participants Stewart's Shops Corp Employee Stock Ownership Plan, Total assets ($M): 781.613108 · Participants: 3443Stewart's Shops Corp Employee Stock Ownership PlanLewis Tree Service Employee Stock Ownership Plan, Total assets ($M): 384.275596 · Participants: 3307Lewis Tree Service Employee Stock Ownership PlanH.C. Wainwright & Co. Employee Stock Ownership Plan, Total assets ($M): 293.053093 · Participants: 118H.C. Wainwright & Co. Employee Stock Ownership PlanGreenman-Pedersen, Inc. Employee Stock Ownership Plan, Total assets ($M): 207.331837 · Participants: 1611Greenman-Pedersen, Inc. Employee Stock Ownership PlanGriffon Corporation Employee Stock Ownership Plan, Total assets ($M): 183.683651 · Participants: 3775Griffon Corporation Employee Stock Ownership PlanMarshall & Sterling Enterprises, Inc. Employee Stock Ownership Plan, Total assets ($M): 176.394447 · Participants: 482Marshall & Sterling Enterprises, Inc. Employee Stock Ownership Plan
Stewart's Shops Corp Employee Stock Ownership Plan vs. nearby ESOP plans in New York, assets vs. participants
Compare Stewart's Shops Corp Employee Stock Ownership Plan side-by-side with 3 peers →

Stewart's Shops Corp Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount

Outside New York, the nearest ESOP by assets is Scheels Employee Stock Ownership Plan in ND ($762M); by covered participants it is Api Group, Inc. Employee Stock Ownership Plan in MN (3,421 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($782M here).

Similar participant headcount

Nearest other-state filings by covered participants (3,443 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 Stewart's Shops Corp Employee Stock Ownership Plan assets move in 2022? ▼
Stewart's Shops Corp Employee Stock Ownership Plan grew at a solid clip - up 5.3% during 2022, from $742M to $782M. Reported net income was $39M.
How have Stewart's Shops Corp plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Stewart's Shops Corp's sponsor-wide assets grew 14.7%, from $782M to $897M.
Where does Stewart's Shops Corp Employee Stock Ownership Plan rank by assets among Form 5500 filers? ▼
Stewart's Shops Corp Employee Stock Ownership Plan ranks in the 99th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (among the largest 1% of all filed plans).
Which ESOP plans are similar in size to Stewart's Shops Corp Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Scheels Employee Stock Ownership Plan in ND ($762M, 3,187 participants).
Which ESOP plans cover a similar participant headcount to Stewart's Shops Corp Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Api Group, Inc. Employee Stock Ownership Plan in MN (3,421 participants, $14M 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 141323607.

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.