ESOP · DOL Form 5500 · 2022

Stevens Global Logistics, Inc. ESOP

Data updated 2026-08-25

$5M
Total assets Small plan by assets
71
Participants Small participant base
49th
Percentile by assets National rank
$63,821
Avg per participant Low balance/head
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Official DOL plan name: Stevens Global Logistics, Inc. Employee Stock Ownership Plan · Sponsored by Stevens Global Logistics, Inc. · California · Transportation & Warehousing

$5M in assets, 71 participants

Stevens Global Logistics, Inc.'s Stevens Global Logistics, Inc. Employee Stock Ownership Plan reported $5M in total assets and 71 participants in its 2022 DOL Form 5500 filing, ranking in the 49th 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.

  • #1,963 in Transportation & Warehousing (3,876 peers)

Stevens Global Logistics, Inc. multi-year trail

Stevens Global Logistics, Inc.'s plans moved +16.2% in assets from 2022 to 2024; this filing shows Stevens Global Logistics, Inc. Employee Stock Ownership Plan at $5M / 71 participants.

#1,963
in Transportation & Warehousing (3,876 peers)
+91.2%
assets growth YoY

Stevens Global Logistics, Inc. Employee Stock Ownership Plan's mid-pack asset rank among Transportation & Warehousing and all filers

Stevens Global Logistics, Inc. Employee Stock Ownership Plan vs every filed plan by assets

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

$4,531,265 49th percentile higher than 49% 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

Stevens Global Logistics, Inc. Employee Stock Ownership Plan among smaller filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Stevens Global Logistics, Inc. Employee Stock Ownership Plan is a small filing (71 participants) on this national headcount ladder.

EBSA filing schedule strip

Filing strip 953967181 · Stevens Global Logistics, Inc. PY 2022 · ESOP

Stevens Global Logistics, Inc. Employee Stock Ownership Plan · $5M · 71 · 49th

  • SCH $5M
  • SCH 71
  • SCH 49th
  • SCH ESOP
  • SCH near Goodson Employee Stock Ownership Plan and Trust
  • SCH ind #1963

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 California →

Stevens Global Logistics, Inc. Employee Stock Ownership Plan in the asset neighbourhood

Stevens Global Logistics, Inc. Employee Stock Ownership PlanStevens Global Logistics, In…$5MGoodson Employee Stock Ownership Plan and TrustGoodson Employee Stock Owner…$5MAmerican Handling Systems, Inc. Employee Stock Ownership PlanAmerican Handling Systems, I…$5MAmerican Handling Systems, Inc. Employee Stock Ownership PlanAmerican Handling Systems, I…$5MOhio Screw Products Employee Stock Ownership PlanOhio Screw Products Employee…$5M
End-of-year total assets ($M) among Stevens Global Logistics, Inc. Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2022.

Stevens Global Logistics, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Stevens Global Logistics, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$16M 16.191477519158333% vs 2022
2024 filing year
$10M$12M$14M$16M$18M 202220232024 $13.8M $16M ▲ +16.2%
Year Plans Participants Total Assets
2022 2 137 $14M
2023 2 127 $12M
2024 2 121 $16M

Stevens Global Logistics, Inc. filing trail (2022)

Total Assets (Beginning of Year)$2M
Net Assets (End of Year)-$16M
Net Income$6M
Employer EIN953967181
Plan Effective Date2021-01-01
Filing StatusFILING RECEIVED

Nearby ESOP Plans in California

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

Stevens Global Logistics, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in California, assets vs. participants Scatter plot of 6 data points. -20000200040006000800010000 -101234 Total assets ($B) Participants Stevens Global Logistics, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.004531265 · Participants: 71Stevens Global Logistics, Inc. Employee Stock Ownership PlanParsons Employee Stock Ownership Plan, Total assets ($B): 2.949816013 · Participants: 7804Parsons Employee Stock Ownership PlanAcco Employee Stock Ownership Plan, Total assets ($B): 1.217969943 · Participants: 1318Acco Employee Stock Ownership PlanRosendin Electric, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.994551911 · Participants: 1488Rosendin Electric, Inc. Employee Stock Ownership PlanRecology Employee Stock Ownership Plan, Total assets ($B): 0.462005591 · Participants: 3560Recology Employee Stock Ownership PlanAgron, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.455961299 · Participants: 70Agron, Inc. Employee Stock Ownership Plan
Stevens Global Logistics, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in California, assets vs. participants
Compare Stevens Global Logistics, Inc. Employee Stock Ownership Plan side-by-side with 3 peers →

Stevens Global Logistics, Inc. Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount

Outside California, the nearest ESOP by assets is Goodson Employee Stock Ownership Plan and Trust in MN ($5M); by covered participants it is Thumb Bank & Trust Employee Stock Ownership Plan in MI (71 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (71 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 Stevens Global Logistics, Inc. Employee Stock Ownership Plan assets move in 2022? ▼
Stevens Global Logistics, Inc. Employee Stock Ownership Plan surged - up 91.2% during 2022, from $2M to $5M. Reported net income was $6M.
How have Stevens Global Logistics, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Stevens Global Logistics, Inc.'s sponsor-wide assets grew 16.2%, from $14M to $16M.
Which ESOP plans are similar in size to Stevens Global Logistics, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Goodson Employee Stock Ownership Plan and Trust in MN ($5M, 27 participants).
Which ESOP plans cover a similar participant headcount to Stevens Global Logistics, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Thumb Bank & Trust Employee Stock Ownership Plan in MI (71 participants, $11M 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 953967181.

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.