ESOP · DOL Form 5500 · 2022

Stephenson Equipment, Inc. ESOP

Data updated 2026-08-25

$4M
Total assets Small plan by assets
224
Participants Below avg headcount
44th
Percentile by assets National rank
$16,518
Avg per participant Low balance/head
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Official DOL plan name: Stephenson Equipment, Inc. Employee Stock Ownership Plan · Sponsored by Stephenson Equipment, Inc. · Pennsylvania · Wholesale Trade

$4M in assets, 224 participants

Stephenson Equipment, Inc.'s Stephenson Equipment, Inc. Employee Stock Ownership Plan reported $4M in total assets and 224 participants in its 2022 DOL Form 5500 filing, ranking in the 44th 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.

  • #2,172 in Wholesale Trade (6,843 peers)

Coverage in Pennsylvania

Stephenson Equipment, Inc. Employee Stock Ownership Plan covers 224 participants in Pennsylvania, about 27% of the average Pennsylvania filer (state average ~822 per filing). Assets: $4M.

#2,172
in Wholesale Trade (6,843 peers)
$4M
reported net income

Stephenson Equipment, Inc. Employee Stock Ownership Plan's mid-pack asset rank among Wholesale Trade and all filers

Stephenson Equipment, Inc. Employee Stock Ownership Plan vs every filed plan by assets

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

$3,700,000 44th percentile higher than 44% 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

Stephenson Equipment, Inc. Employee Stock Ownership Plan 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. Stephenson Equipment, Inc. Employee Stock Ownership Plan sits mid-pack in the medium band (224 participants).

Form 5500 schedule snapshot

Filing strip 251511922 · Stephenson Equipment, Inc. PY 2022 · ESOP

Stephenson Equipment, Inc. Employee Stock Ownership Plan · $4M · 224 · 44th

  • BOY $4M
  • BOY 224
  • BOY 44th
  • BOY ESOP
  • BOY near Servotronics, Inc. Employee Stock Ownership Plan
  • BOY ind #2172

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 →

Stephenson Equipment, Inc. Employee Stock Ownership Plan in the asset neighbourhood

Stephenson Equipment, Inc. Employee Stock Ownership PlanStephenson Equipment, Inc. E…$4MServotronics, Inc. Employee Stock Ownership PlanServotronics, Inc. Employee …$4MWatkins Ross & Co Employee Stock Ownership PlanWatkins Ross & Co Employee S…$4MHgk Asset Management, Inc. Employee Stock Ownership PlanHgk Asset Management, Inc. E…$4MTtg Electric Co., Inc. Employee Stock Ownership PlanTtg Electric Co., Inc. Emplo…$4M
End-of-year total assets ($M) among Stephenson Equipment, Inc. Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2022.

Pennsylvania filing particulars

Total Assets (Beginning of Year)N/A
Net Assets (End of Year)$4M
Net Income$4M
Employer EIN251511922
Plan Effective Date2022-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Stephenson Equipment, Inc.)

Sponsor-wide plan assets over time

All Stephenson Equipment, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$36M 84.3403603756791% vs 2022
2024 filing year
$15M$20M$25M$30M$35M$40M 202220232024 $19.3M $35.5M ▲ +84.3%
Year Plans Participants Total Assets
2022 2 438 $19M
2023 2 449 $25M
2024 2 473 $36M

Nearby ESOP Plans in Pennsylvania

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

Stephenson Equipment, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Pennsylvania, assets vs. participants Scatter plot of 6 data points. -50000500010000150002000025000 -1012345 Total assets ($B) Participants Stephenson Equipment, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.0037 · Participants: 224Stephenson Equipment, Inc. Employee Stock Ownership PlanWawa, 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
Stephenson Equipment, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Pennsylvania, assets vs. participants
Compare Stephenson Equipment, Inc. Employee Stock Ownership Plan side-by-side with 3 peers →

Stephenson Equipment, Inc. Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount

Outside Pennsylvania, the nearest ESOP by assets is Servotronics, Inc. Employee Stock Ownership Plan in NY ($4M); by covered participants it is First State Bank of St. Charles Employee Stock Ownership Plan in MO (224 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (224 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 have Stephenson Equipment, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Stephenson Equipment, Inc.'s sponsor-wide assets grew 84.3%, from $19M to $36M.
Which ESOP plans are similar in size to Stephenson Equipment, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Servotronics, Inc. Employee Stock Ownership Plan in NY ($4M, 189 participants).
Which ESOP plans cover a similar participant headcount to Stephenson Equipment, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is First State Bank of St. Charles Employee Stock Ownership Plan in MO (224 participants, $10M 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 251511922.

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.