ESOP · DOL Form 5500 · 2022

Southern Tier Insulation Distributors, Inc. ESOP

Data updated 2026-08-25

$26M
Total assets Below avg plan size
80
Participants Small participant base
81st
Percentile by assets National rank
$323,828
Avg per participant High balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Southern Tier Insulation Employee Stock Ownership Plan · Sponsored by Southern Tier Insulation Distributors, Inc. · New York · Construction

$26M in assets, 80 participants

Southern Tier Insulation Distributors, Inc.'s Southern Tier Insulation Employee Stock Ownership Plan reported $26M in total assets and 80 participants in its 2022 DOL Form 5500 filing, ranking in the 81st 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.

  • #7,944 in Construction (9,927 peers)

Where Southern Tier Insulation Employee Stock Ownership Plan sits by assets

Southern Tier Insulation Employee Stock Ownership Plan sits in the top quartile of all filed plans by assets, $26M for 80 participants (~$323,828/participant), down 3.1% in 2022.

#7,944
in Construction (9,927 peers)
-3.1%
assets change YoY
0.3×
vs typical plan assets (national mean)

The plan reported a net loss of $3M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Southern Tier Insulation Employee Stock Ownership Plan's outsized position by total assets

Southern Tier Insulation Employee Stock Ownership Plan vs every filed plan by assets

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

$25,906,254 Top 19% higher than 81% 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

Southern Tier Insulation 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. Southern Tier Insulation Employee Stock Ownership Plan is a small filing (80 participants) on this national headcount ladder.

Form 5500 schedule snapshot

Filing strip 161102760 · Southern Tier Insulation Distributors, Inc. PY 2022 · ESOP

Southern Tier Insulation Employee Stock Ownership Plan · $26M · 80 · 81st

  • PHOTO $26M
  • PHOTO 80
  • PHOTO 81st
  • PHOTO ESOP
  • PHOTO near Metcut Employee Stock Ownership Trust
  • PHOTO ind #7944

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 →

Southern Tier Insulation Employee Stock Ownership Plan in the asset neighbourhood

Janotta & Herner, Inc. Employee Stock Ownership Plan and TrustJanotta & Herner, Inc. Emplo…$26MSouthern Tier Insulation Employee Stock Ownership PlanSouthern Tier Insulation Emp…$26MMetcut Employee Stock Ownership TrustMetcut Employee Stock Owners…$26MRyba Marine Construction Co. Employee Stock Ownership PlanRyba Marine Construction Co.…$26MHpgi Holdings Employee Stock Ownership PlanHpgi Holdings Employee Stock…$26M
End-of-year total assets ($M) among Southern Tier Insulation Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2022.

Scale-class filing particulars (2022)

Total Assets (Beginning of Year)$27M
Net Assets (End of Year)$20M
Net Income-$3M
Employer EIN161102760
Plan Effective Date1995-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Southern Tier Insulation Distributors, Inc.)

Sponsor-wide plan assets over time

All Southern Tier Insulation Distributors, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$30M 15.285320679709233% vs 2022
2024 filing year
$24M$26M$28M$30M$32M 202220232024 $25.9M $29.9M ▲ +15.3%
Year Plans Participants Total Assets
2022 1 80 $26M
2023 1 73 $27M
2024 1 73 $30M

Nearby ESOP Plans in New York

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

Southern Tier Insulation Employee Stock Ownership Plan vs. nearby ESOP plans in New York, assets vs. participants Scatter plot of 6 data points. -100001000200030004000 -20002004006008001000 Total assets ($M) Participants Southern Tier Insulation Employee Stock Ownership Plan, Total assets ($M): 25.906254 · Participants: 80Southern Tier Insulation Employee Stock Ownership PlanStewart'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 Plan
Southern Tier Insulation Employee Stock Ownership Plan vs. nearby ESOP plans in New York, assets vs. participants
Compare Southern Tier Insulation Employee Stock Ownership Plan side-by-side with 3 peers →

Southern Tier Insulation Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount

Outside New York, the nearest ESOP by assets is Metcut Employee Stock Ownership Trust in OH ($26M); by covered participants it is Crop Quest Inc Employee Stock Ownership Plan in KS (80 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (80 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 Southern Tier Insulation Employee Stock Ownership Plan assets move in 2022? ▼
Southern Tier Insulation Employee Stock Ownership Plan edged down modestly - down 3.1% during 2022, from $27M to $26M. Reported net income was -$3M.
How have Southern Tier Insulation Distributors, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Southern Tier Insulation Distributors, Inc.'s sponsor-wide assets grew 15.3%, from $26M to $30M.
Where does Southern Tier Insulation Employee Stock Ownership Plan rank by assets among Form 5500 filers? ▼
Southern Tier Insulation Employee Stock Ownership Plan ranks in the 81st percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top quartile of all filed plans by assets).
Which ESOP plans are similar in size to Southern Tier Insulation Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Metcut Employee Stock Ownership Trust in OH ($26M, 138 participants).
Which ESOP plans cover a similar participant headcount to Southern Tier Insulation Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Crop Quest Inc Employee Stock Ownership Plan in KS (80 participants, $8M 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 161102760.

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.