ESOP · DOL Form 5500 · 2022
Stone & Ward Inc. ESOP ESOP
Data updated 2026-08-25
- $8M
- Total assets Small plan by assets
- 43
- Participants Small participant base
- 59th
- Percentile by assets National rank
- $176,117
- Avg per participant Above avg balance/head
Official DOL plan name: Stock Ownership Plan & Trust of Stone & Ward Inc. · Sponsored by Stone & Ward Inc. ESOP · Arkansas · Professional & Technical Services
$8M in assets, 43 participants
Stone & Ward Inc. ESOP's Stock Ownership Plan & Trust of Stone & Ward Inc. reported $8M in total assets and 43 participants in its 2022 DOL Form 5500 filing, ranking in the 59th 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.
- #12,350 in Professional & Technical Services (21,562 peers)
Stone & Ward Inc. ESOP multi-year trail
Stone & Ward Inc. ESOP's plans moved -21.9% in assets from 2022 to 2024; this filing shows Stock Ownership Plan & Trust of Stone & Ward Inc. at $8M / 43 participants.
- #12,350
- in Professional & Technical Services (21,562 peers)
- +2.9%
- assets growth YoY
Stock Ownership Plan & Trust of Stone & Ward Inc.'s mid-pack asset rank among Professional & Technical Services and all filers
Stock Ownership Plan & Trust of Stone & Ward Inc. vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$7,573,034 Top 41% higher than 59% of 139,123 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022
Stock Ownership Plan & Trust of Stone & Ward Inc. among smaller filed plans by headcount
Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Stock Ownership Plan & Trust of Stone & Ward Inc. is a small filing (43 participants) on this national headcount ladder.
EBSA filing schedule strip
Filing strip 710710164 · Stone & Ward Inc. ESOP PY 2022 · ESOP
Stock Ownership Plan & Trust of Stone & Ward Inc. · $8M · 43 · 59th
- BOY $8M
- BOY 43
- BOY 59th
- BOY ESOP
- BOY near Design Collective, Inc. Employee Stock Ownership Plan
- BOY ind #12350
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 Arkansas →
Stock Ownership Plan & Trust of Stone & Ward Inc. in the asset neighbourhood
Stone & Ward Inc. ESOP multi-year asset trail
Sponsor-wide plan assets over time
All Stone & Ward Inc. ESOP plans reported in each filing year
- Latest sponsor-wide plan assets
- $6M 21.922640252242363% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 43 | $8M |
| 2023 | 1 | 43 | $8M |
| 2024 | 1 | 40 | $6M |
Stone & Ward Inc. ESOP filing trail (2022)
| Total Assets (Beginning of Year) | $7M |
|---|---|
| Net Assets (End of Year) | $7M |
| Net Income | $420K |
| Employer EIN | 710710164 |
| Plan Effective Date | 1998-10-01 |
| Filing Status | FILING RECEIVED |
Nearby ESOP Plans in Arkansas
Peer ESOP plans, same state, same plan type, ranked by total assets.
- Central States Manufacturing, Inc. Employee Stock Ownership Plan $337M · 1,068
- Harps Food Stores, Inc. Employee Stock Ownership Plan $304M · 2,351
- Central Moloney, Inc. Salaried Employee Stock Ownership Plan and Trust $180M · 112
- E.C. Barton & Company Employee Stock Ownership Plan & Trust $167M · 587
- Rubber & Gasket Company of America Employee Stock Ownership Plan $61M · 140
Stock Ownership Plan & Trust of Stone & Ward Inc.'s out-of-state ESOP peers by assets and headcount
Outside Arkansas, the nearest ESOP by assets is Design Collective, Inc. Employee Stock Ownership Plan in MD ($8M); by covered participants it is Sacred Wind Employee Stock Ownership Plan in NM (43 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($8M here).
Similar participant headcount
Nearest other-state filings by covered participants (43 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.