ESOP · DOL Form 5500 · 2022

Stevens Industries, Inc. ESOP

Data updated 2026-08-25

$19M
Total assets Small plan by assets
408
Participants Below avg headcount
77th
Percentile by assets National rank
$47,373
Avg per participant Low balance/head
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Official DOL plan name: Stevens Industries, Inc. Employee Stock Ownership Plan · Sponsored by Stevens Industries, Inc. · Illinois · Manufacturing

$19M in assets, 408 participants

Stevens Industries, Inc.'s Stevens Industries, Inc. Employee Stock Ownership Plan reported $19M in total assets and 408 participants in its 2022 DOL Form 5500 filing, ranking in the 77th 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.

  • #13,917 in Manufacturing (20,602 peers)

Where Stevens Industries, Inc. Employee Stock Ownership Plan sits by assets

Stevens Industries, Inc. Employee Stock Ownership Plan sits in the top quartile of all filed plans by assets, $19M for 408 participants (~$47,373/participant), down 27.9% in 2022.

#13,917
in Manufacturing (20,602 peers)
-27.9%
assets change YoY
0.2×
vs typical plan assets (national mean)

The plan reported a net loss of $7M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Stevens Industries, Inc. Employee Stock Ownership Plan's outsized position by total assets

Stevens Industries, Inc. Employee Stock Ownership Plan vs every filed plan by assets

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

$19,328,231 Top 23% higher than 77% 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

Stevens Industries, 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. Stevens Industries, Inc. Employee Stock Ownership Plan sits mid-pack in the medium band (408 participants).

Form 5500 schedule snapshot

Filing strip 370899991 · Stevens Industries, Inc. PY 2022 · ESOP

Stevens Industries, Inc. Employee Stock Ownership Plan · $19M · 408 · 77th

  • EOY $19M
  • EOY 408
  • EOY 77th
  • EOY ESOP
  • EOY near New Harbinger Publications Employee Stock Ownership Plan
  • EOY ind #13917

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 Illinois →

Stevens Industries, Inc. Employee Stock Ownership Plan in the asset neighbourhood

Shields, Harper & Company Employee Stock Ownership PlanShields, Harper & Company Em…$19MStevens Industries, Inc. Employee Stock Ownership PlanStevens Industries, Inc. Emp…$19MNew Harbinger Publications Employee Stock Ownership PlanNew Harbinger Publications E…$19MKemron Environmental Services, Inc. Employee Stock Ownership PlanKemron Environmental Service…$19MGrace Stakeholder Investments, Inc. Employee Stock Ownership PlanGrace Stakeholder Investment…$19M
End-of-year total assets ($M) among Stevens Industries, Inc. 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)$18M
Net Income-$7M
Employer EIN370899991
Plan Effective Date1998-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Stevens Industries, Inc.)

Sponsor-wide plan assets over time

All Stevens Industries, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$52M 14.797920883280488% vs 2022
2024 filing year
$40M$45M$50M$55M 202220232024 $45.6M $52.3M ▲ +14.8%
Year Plans Participants Total Assets
2022 2 855 $46M
2023 2 854 $51M
2024 2 925 $52M

Nearby ESOP Plans in Illinois

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

Stevens Industries, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Illinois, assets vs. participants Scatter plot of 6 data points. -5000050001000015000 -101234 Total assets ($B) Participants Stevens Industries, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.019328231 · Participants: 408Stevens Industries, Inc. Employee Stock Ownership PlanAmsted Industries Incorporated Employees' Stock Ownership Plan, Total assets ($B): 3.751765578 · Participants: 4361Amsted Industries Incorporated Employees' Stock Ownership PlanOri 401(k) Savings and Profit Sharing Plan, Total assets ($B): 1.70457972 · Participants: 10023Ori 401(k) Savings and Profit Sharing PlanKehe Distributors, Inc. Employee Stock Ownership Plan, Total assets ($B): 1.163229548 · Participants: 3905Kehe Distributors, Inc. Employee Stock Ownership PlanScot Forge Company Employee Stock Ownership Plan, Total assets ($B): 0.970067277 · Participants: 495Scot Forge Company Employee Stock Ownership PlanRli Corp. Employee Stock Ownership Plan, Total assets ($B): 0.341695997 · Participants: 826Rli Corp. Employee Stock Ownership Plan
Stevens Industries, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Illinois, assets vs. participants
Compare Stevens Industries, Inc. Employee Stock Ownership Plan side-by-side with 3 peers →

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

Outside Illinois, the nearest ESOP by assets is New Harbinger Publications Employee Stock Ownership Plan in CA ($19M); by covered participants it is Stepherson, Incorporated Employee Stock Ownership Plan in TN (408 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (408 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 Stevens Industries, Inc. Employee Stock Ownership Plan assets move in 2022? ▼
Stevens Industries, Inc. Employee Stock Ownership Plan declined sharply - down 27.9% during 2022, from $27M to $19M. Reported net income was -$7M.
How have Stevens Industries, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Stevens Industries, Inc.'s sponsor-wide assets grew 14.8%, from $46M to $52M.
Where does Stevens Industries, Inc. Employee Stock Ownership Plan rank by assets among Form 5500 filers? ▼
Stevens Industries, Inc. Employee Stock Ownership Plan ranks in the 77th 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 Stevens Industries, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is New Harbinger Publications Employee Stock Ownership Plan in CA ($19M, 57 participants).
Which ESOP plans cover a similar participant headcount to Stevens Industries, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Stepherson, Incorporated Employee Stock Ownership Plan in TN (408 participants, $44M 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 370899991.

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.