ESOP · DOL Form 5500 · 2022

St. John Holdings, Inc. ESOP

Data updated 2026-08-25

$178M
Total assets Near avg plan size
304
Participants Below avg headcount
95th
Percentile by assets National rank
$587,035
Avg per participant High balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: St. John Holdings Employee Stock Ownership Plan and Trust · Sponsored by St. John Holdings, Inc. · Pennsylvania · Management of Enterprises

$178M in assets, 304 participants

St. John Holdings, Inc.'s St. John Holdings Employee Stock Ownership Plan and Trust reported $178M in total assets and 304 participants in its 2022 DOL Form 5500 filing, ranking in the 95th 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.

  • #1,000 in Management of Enterprises (1,193 peers)

Coverage in Pennsylvania

St. John Holdings Employee Stock Ownership Plan and Trust covers 304 participants in Pennsylvania, about 37% of the average Pennsylvania filer (state average ~822 per filing). Assets: $178M.

#1,000
in Management of Enterprises (1,193 peers)
-4.7%
assets change YoY
1.8×
vs typical plan assets (national mean)

St. John Holdings Employee Stock Ownership Plan and Trust's outsized position by total assets

St. John Holdings Employee Stock Ownership Plan and Trust vs every filed plan by assets

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

$178,458,720 Top 5% higher than 95% 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

St. John Holdings Employee Stock Ownership Plan and Trust among mid-size filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. St. John Holdings Employee Stock Ownership Plan and Trust sits mid-pack in the medium band (304 participants).

DOL schedule card

Filing strip 660405683 · St. John Holdings, Inc. PY 2022 · ESOP

St. John Holdings Employee Stock Ownership Plan and Trust · $178M · 304 · 95th

  • TYPE $178M
  • TYPE 304
  • TYPE 95th
  • TYPE ESOP
  • TYPE near Mcelroy Metal Mill, Inc. Employee Stock Ownership Plan
  • TYPE ind #1000

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 Pennsylvania →

St. John Holdings Employee Stock Ownership Plan and Trust in the asset neighbourhood

R.S. Hughes Company, Inc. Employee Stock Ownership PlanR.S. Hughes Company, Inc. Em…$181MCentral Moloney, Inc. Salaried Employee Stock Ownership Plan and TrustCentral Moloney, Inc. Salari…$180MMcelroy Metal Mill, Inc. Employee Stock Ownership PlanMcelroy Metal Mill, Inc. Emp…$179MSt. John Holdings Employee Stock Ownership Plan and TrustSt. John Holdings Employee S…$178MMarshall & Sterling Enterprises, Inc. Employee Stock Ownership PlanMarshall & Sterling Enterpri…$176M
End-of-year total assets ($M) among St. John Holdings Employee Stock Ownership Plan and Trust and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2022.

Pennsylvania filing particulars

Total Assets (Beginning of Year)$187M
Net Assets (End of Year)$37M
Net Income$2M
Employer EIN660405683
Plan Effective Date1986-02-01
Filing StatusFILING RECEIVED

Sponsor Plan History (St. John Holdings, Inc.)

Sponsor-wide plan assets over time

All St. John Holdings, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$157M 12.261712400492394% vs 2022
2024 filing year
$150M$160M$170M$180M$190M 202220232024 $178M $157M ▼ -12.3%
Year Plans Participants Total Assets
2022 1 304 $178M
2023 1 365 $167M
2024 1 279 $157M

Nearby ESOP Plans in Pennsylvania

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

St. John Holdings Employee Stock Ownership Plan and Trust vs. nearby ESOP plans in Pennsylvania, assets vs. participants Scatter plot of 6 data points. -50000500010000150002000025000 -1012345 Total assets ($B) Participants St. John Holdings Employee Stock Ownership Plan and Trust, Total assets ($B): 0.17845872 · Participants: 304St. John Holdings Employee Stock Ownership Plan and TrustWawa, Inc. Employee Stock Ownership Plan, Total assets ($B): 4.519811811 · Participants: 22323Wawa, Inc. Employee Stock Ownership PlanBradford White Corporation Employee Stock Ownership Plan and Trust Agreement, Total assets ($B): 1.154561341 · Participants: 337Bradford White Corporation Employee Stock Ownership Plan and Trust AgreementSheetz, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.533697969 · Participants: 12847Sheetz, Inc. Employee Stock Ownership PlanCentimark Corporation Employee Stock Ownership Plan and Trust, Total assets ($B): 0.48126732 · Participants: 2268Centimark Corporation Employee Stock Ownership Plan and TrustNewage Industries, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.310383492 · Participants: 304Newage Industries, Inc. Employee Stock Ownership Plan
St. John Holdings Employee Stock Ownership Plan and Trust vs. nearby ESOP plans in Pennsylvania, assets vs. participants
Compare St. John Holdings Employee Stock Ownership Plan and Trust side-by-side with 3 peers →

St. John Holdings Employee Stock Ownership Plan and Trust's out-of-state ESOP peers by assets and headcount

Outside Pennsylvania, the nearest ESOP by assets is Mcelroy Metal Mill, Inc. Employee Stock Ownership Plan in LA ($179M); by covered participants it is Greene Light Holding Company Employee Stock Ownership Plan in WI (304 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (304 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 St. John Holdings Employee Stock Ownership Plan and Trust assets move in 2022? ▼
St. John Holdings Employee Stock Ownership Plan and Trust edged down modestly - down 4.7% during 2022, from $187M to $178M. Reported net income was $2M.
How have St. John Holdings, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), St. John Holdings, Inc.'s sponsor-wide assets declined 12.3%, from $178M to $157M.
Where does St. John Holdings Employee Stock Ownership Plan and Trust rank by assets among Form 5500 filers? ▼
St. John Holdings Employee Stock Ownership Plan and Trust ranks in the 95th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top 5% of all filed plans by assets).
Which ESOP plans are similar in size to St. John Holdings Employee Stock Ownership Plan and Trust? ▼
Among ESOP plans in other states, the closest by assets is Mcelroy Metal Mill, Inc. Employee Stock Ownership Plan in LA ($179M, 566 participants).
Which ESOP plans cover a similar participant headcount to St. John Holdings Employee Stock Ownership Plan and Trust? ▼
Among ESOP plans in other states, the closest by covered participants is Greene Light Holding Company Employee Stock Ownership Plan in WI (304 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 660405683.

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.