ESOP · DOL Form 5500 · 2022

Stetson Engineers, Inc. ESOP

Data updated 2026-08-25

$2M
Total assets Small plan by assets
48
Participants Small participant base
34th
Percentile by assets National rank
$42,261
Avg per participant Low balance/head
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Official DOL plan name: Stetson Engineers, Inc. Employee Stock Ownership Plan · Sponsored by Stetson Engineers, Inc. · California · Professional & Technical Services

$2M in assets, 48 participants

Stetson Engineers, Inc.'s Stetson Engineers, Inc. Employee Stock Ownership Plan reported $2M in total assets and 48 participants in its 2022 DOL Form 5500 filing, ranking in the 34th 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.

  • #6,598 in Professional & Technical Services (21,562 peers)

2022 asset change

Stetson Engineers, Inc. Employee Stock Ownership Plan pulled back noticeably 12.2% in 2022 ($2M → $2M) for 48 participants.

#6,598
in Professional & Technical Services (21,562 peers)
-12.2%
assets change YoY

The plan reported a net loss of $281K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Stetson Engineers, Inc. Employee Stock Ownership Plan's mid-pack asset rank among Professional & Technical Services and all filers

Stetson Engineers, Inc. Employee Stock Ownership Plan vs every filed plan by assets

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

$2,028,519 34th percentile higher than 34% 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

Stetson Engineers, Inc. Employee Stock Ownership Plan among smaller filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Stetson Engineers, Inc. Employee Stock Ownership Plan is a small filing (48 participants) on this national headcount ladder.

Form 5500 schedule snapshot

Filing strip 942452155 · Stetson Engineers, Inc. PY 2022 · ESOP

Stetson Engineers, Inc. Employee Stock Ownership Plan · $2M · 48 · 34th

  • EIN $2M
  • EIN 48
  • EIN 34th
  • EIN ESOP
  • EIN near Stailey Insurance Corporation Employee Stock Ownership Plan
  • EIN ind #6598

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 California →

Stetson Engineers, Inc. Employee Stock Ownership Plan in the asset neighbourhood

Stetson Engineers, Inc. Employee Stock Ownership PlanStetson Engineers, Inc. Empl…$2MStailey Insurance Corporation Employee Stock Ownership PlanStailey Insurance Corporatio…$2MFrench-Reneker Associates, Inc. Employee Stock Ownership PlanFrench-Reneker Associates, I…$2MBlue Ridge Bankshares, Inc. Employee Stock Ownership PlanBlue Ridge Bankshares, Inc. …$2MTotal Truck Parts, Inc. Employee Stock Ownership PlanTotal Truck Parts, Inc. Empl…$2M
End-of-year total assets ($M) among Stetson Engineers, Inc. Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2022.

Stetson Engineers, Inc. years around the 2022 move

Sponsor-wide plan assets over time

All Stetson Engineers, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$2M 8.740958305049151% vs 2022
2024 filing year
$1.7M$1.8M$1.9M$2M$2.1M 202220232024 $2.03M $1.85M ▼ -8.9%
Year Plans Participants Total Assets
2022 1 48 $2M
2023 1 47 $2M
2024 1 48 $2M

2022 asset-move particulars

Total Assets (Beginning of Year)$2M
Net Assets (End of Year)$2M
Net Income-$281K
Employer EIN942452155
Plan Effective Date1988-10-01
Filing StatusFILING RECEIVED

Nearby ESOP Plans in California

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

Stetson Engineers, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in California, assets vs. participants Scatter plot of 6 data points. -20000200040006000800010000 -101234 Total assets ($B) Participants Stetson Engineers, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.002028519 · Participants: 48Stetson Engineers, Inc. Employee Stock Ownership PlanParsons Employee Stock Ownership Plan, Total assets ($B): 2.949816013 · Participants: 7804Parsons Employee Stock Ownership PlanAcco Employee Stock Ownership Plan, Total assets ($B): 1.217969943 · Participants: 1318Acco Employee Stock Ownership PlanRosendin Electric, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.994551911 · Participants: 1488Rosendin Electric, Inc. Employee Stock Ownership PlanRecology Employee Stock Ownership Plan, Total assets ($B): 0.462005591 · Participants: 3560Recology Employee Stock Ownership PlanAgron, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.455961299 · Participants: 70Agron, Inc. Employee Stock Ownership Plan
Stetson Engineers, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in California, assets vs. participants
Compare Stetson Engineers, Inc. Employee Stock Ownership Plan side-by-side with 3 peers →

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

Outside California, the nearest ESOP by assets is Stailey Insurance Corporation Employee Stock Ownership Plan in CO ($2M); by covered participants it is X-Cel Tooling, Inc. Employee Stock Ownership Plan in WI (48 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (48 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 Stetson Engineers, Inc. Employee Stock Ownership Plan assets move in 2022? ▼
Stetson Engineers, Inc. Employee Stock Ownership Plan pulled back noticeably - down 12.2% during 2022, from $2M to $2M. Reported net income was -$281K.
How have Stetson Engineers, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Stetson Engineers, Inc.'s sponsor-wide assets declined 8.7%, from $2M to $2M.
Which ESOP plans are similar in size to Stetson Engineers, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Stailey Insurance Corporation Employee Stock Ownership Plan in CO ($2M, 19 participants).
Which ESOP plans cover a similar participant headcount to Stetson Engineers, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is X-Cel Tooling, Inc. Employee Stock Ownership Plan in WI (48 participants, $25M 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 942452155.

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.