Other
2022 plan-year Other DOL Form 5500

Stellar Industries, Inc. Employee Stock Ownership Plan & Trust

ERISA Form 5500 plan record drawn from DOL EBSA — verify with linked source filings below.

Sponsored by Stellar Industries, Inc. · Iowa · Manufacturing

What the 2023 filing shows

Stellar Industries, Inc. Employee Stock Ownership Plan & Trust holds $123M for 440 participants — about $279,229 per participant, up 24.1% over the 2022 plan year.

$123M
total plan assets (2022 EOY)
440
covered participants
$279,229
avg assets per participant
+24.1%
assets growth YoY
Total Assets (2023)
$123M
Participants
440
State
Industry
Manufacturing

What the Filing Says About Stellar Industries, Inc. Employee Stock Ownership Plan & Trust

Stellar Industries, Inc. Employee Stock Ownership Plan & Trust is a Other retirement plan sponsored by Stellar Industries, Inc., headquartered in Iowa. As of the 2022 Form 5500 filing, the plan reports $123M in total end-of-year assets and covers 440 participants across the Manufacturing industry. The sponsor's EIN on file with the U.S. Department of Labor is 421354535, and the plan has been effective since 1991-11-01. Its filing status is currently FILING RECEIVED.

Year over year, total assets moved from $99M at the beginning of 2022 to $123M at year-end — a gain of 24.1%. Net assets (after liabilities) closed the year at $119M, with reported net income of $24M driven by investment returns, contributions received, and benefit payments during the period. These figures reflect what the plan administrator certified on Schedule H or Schedule I of the Form 5500 annual return and can be compared against 2 prior plan-year filings from the same sponsor shown below.

Asset totals and participant counts reflect a single plan year snapshot and can change materially with market conditions, plan mergers, or workforce changes. Fields such as "net income" include both realized investment performance and contribution/distribution flows — a single-year figure does not by itself indicate plan health or participant outcomes. This page summarizes public DOL disclosures for research and educational purposes only and is not retirement, tax, legal, or financial advice. Before making decisions about your own retirement benefits or evaluating an employer's plan, verify the underlying filing directly via the DOL EFAST2 system and consult a qualified professional.

Financial Summary (2023)

Total Assets (Beginning of Year)$99M
Total Assets (End of Year)$123M
Net Assets (End of Year)$119M
Net Income$24M
Plan TypeOther
Employer EIN421354535
Plan Effective Date1991-11-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Stellar Industries, Inc.)

Year Plans Participants Total Assets
2022 2 1,014 $148M
2023 2 1,327 $265M
2024 2 1,570 $370M

Nearby Other Plans in Iowa

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

Frequently Asked Questions

How much money is in the Stellar Industries, Inc. Employee Stock Ownership Plan & Trust?
As of the 2022 Form 5500 filing, Stellar Industries, Inc. Employee Stock Ownership Plan & Trust holds $123M in total assets with 440 participants. It is sponsored by Stellar Industries, Inc..
What type of plan is Stellar Industries, Inc. Employee Stock Ownership Plan & Trust?
Stellar Industries, Inc. Employee Stock Ownership Plan & Trust is a Other plan. It has been effective since 1991-11-01. The plan is filed with the U.S. Department of Labor under EIN 421354535.
Who sponsors the Stellar Industries, Inc. Employee Stock Ownership Plan & Trust?
Stellar Industries, Inc. Employee Stock Ownership Plan & Trust is sponsored by Stellar Industries, Inc., located in Iowa. The sponsor's EIN is 421354535 and the plan operates in the Manufacturing industry.
How did Stellar Industries, Inc. Employee Stock Ownership Plan & Trust perform in 2022?
Stellar Industries, Inc. Employee Stock Ownership Plan & Trust grew by 24.1% during 2022, moving from $99M to $123M in total assets. Net income was $24M.
Where can I find official filings for Stellar Industries, Inc. Employee Stock Ownership Plan & Trust?
Official Form 5500 filings for Stellar Industries, Inc. Employee Stock Ownership Plan & Trust are available through the U.S. Department of Labor's EFAST2 system. Search by EIN 421354535 or plan name at efast.dol.gov.
How does Stellar Industries, Inc. Employee Stock Ownership Plan & Trust compare to other plans?
You can compare Stellar Industries, Inc. Employee Stock Ownership Plan & Trust against other Other plans on the plan type page, or view plans in Iowa on the state page. PlainRetire tracks the 5,000 largest retirement plans in the U.S. by total assets.

Explore PlainRetire

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 421354535.

Reference: IRS Publication 560 — Retirement Plans for Small Business, contribution-limit rules.

Reference: IRS Publication 590-B — Distributions from IRAs, RMD rules under SECURE Act 2.0.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.