ESOP · DOL Form 5500 · 2022

Stoneage Holdings, Inc. ESOP

Data updated 2026-08-11

$38M
Total assets
127
Participants
85th
Percentile by assets
$299,003
Avg per participant
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Official DOL plan name: Stoneage Employee Stock Ownership Plan · Sponsored by Stoneage Holdings, Inc. · Colorado · Professional & Technical Services

$38M in assets, 127 participants

Stoneage Holdings, Inc.'s Stoneage Employee Stock Ownership Plan reported $38M in total assets and 127 participants in its 2022 DOL Form 5500 filing, ranking in the 85th 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.

  • 85th percentile by assets (of 139,126 plans)
  • #18,620 in Professional & Technical Services (21,562 peers)

Coverage in Colorado

Stoneage Employee Stock Ownership Plan covers 127 participants in Colorado, about 34% of the average Colorado filer (state average ~376 per filing). Assets: $38M.

$38M
total plan assets (2022 EOY)
127
covered participants
85th
percentile by assets (of 139,126 plans)
$299,003
avg assets per participant

The plan reported a net loss of $11M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Participants vs Colorado filers

In Colorado, the average filing covers about 376 participants across 2,719 plans. Stoneage Employee Stock Ownership Plan reports 127 participants - about 34% of that state average ($38M EOY assets).

Colorado filing particulars

Total Assets (Beginning of Year)$32M
Net Assets (End of Year)$14M
Net Income-$11M
Employer EIN921106022
Plan Effective Date2015-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Stoneage Holdings, Inc.)

$37.5M$38M$38.5M$39M$39.5M$40M 202220232024 $38M $39M ▲ +2.8%
Total plan assets by year, all Stoneage Holdings, Inc. plans on file
Year Plans Participants Total Assets
2022 1 127 $38M
2023 1 142 $40M
2024 1 153 $39M

Nearby ESOP Plans in Colorado

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

Stoneage Employee Stock Ownership Plan vs. nearby ESOP plans in Colorado, assets vs. participants

Stoneage Employee Stock Ownership Plan vs. nearby ESOP plans in Colorado, assets vs. participants Scatter plot of 6 data points. 020040060080010001200 0100200300 Total assets ($M) Participants Stoneage Employee St…Alpine Lumber Compan…Brown Strauss, Inc. …Trinidad Benham Corp…Envision Management …Catamount Constructo…
Stoneage Employee Stock Ownership Plan vs. nearby ESOP plans in Colorado, assets vs. participants

Similar-Sized ESOP Plans Nationally

ESOP plans in other states closest to Stoneage Employee Stock Ownership Plan by total assets, not by location.

Frequently Asked Questions

How did Stoneage Employee Stock Ownership Plan assets move in 2022?
Stoneage Employee Stock Ownership Plan grew sharply - up 19.9% during 2022, from $32M to $38M. Reported net income was -$11M.
How have Stoneage Holdings, Inc. plan assets changed over time?
Across 3 plan years on file (2022-2024), Stoneage Holdings, Inc.'s sponsor-wide assets grew 2.8%, from $38M to $39M.
Where does Stoneage Employee Stock Ownership Plan rank by assets among Form 5500 filers?
Stoneage Employee Stock Ownership Plan ranks in the 85th 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 Stoneage Employee Stock Ownership Plan?
Among ESOP plans in other states, the closest by assets is Advanced Process Technologies, Inc. Employee Stock Ownership Plan and Trust in MN ($38M, 91 participants).

Next read for Stoneage Employee Stock Ownership Plan

Filing takeaways

Ways to act on Stoneage Employee Stock Ownership Plan's numbers.