ESOP · DOL Form 5500 · 2023

Stottler Henke Associates, Inc. ESOP

Data updated 2026-08-25

$1M
Total assets Small plan by assets
N/A
Participants Small participant base
27th
Percentile by assets National rank
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Official DOL plan name: Stottler Henke Associates Employee Stock Ownership Plan · Sponsored by Stottler Henke Associates, Inc. · California · Professional & Technical Services

$1M in assets, N/A participants

Stottler Henke Associates, Inc.'s Stottler Henke Associates Employee Stock Ownership Plan reported $1M in total assets and N/A participants in its 2023 DOL Form 5500 filing, ranking in the 27th 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.

  • #4,502 in Professional & Technical Services (20,321 peers)

Stottler Henke Associates, Inc. multi-year trail

Stottler Henke Associates, Inc.'s plans moved +107.1% in assets from 2023 to 2024; this filing shows Stottler Henke Associates Employee Stock Ownership Plan at $1M / N/A participants.

#4,502
in Professional & Technical Services (20,321 peers)
$1M
reported net income

Stottler Henke Associates Employee Stock Ownership Plan among the smaller filed plans by assets

Stottler Henke Associates Employee Stock Ownership Plan vs every filed plan by assets

End-of-year total assets · plan year 2023 · DOL Form 5500

$1,400,200 27th percentile higher than 27% of 127,068 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 2023

Filed plans by participant headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets.

Published 5500 schedule card

Filing strip 943122641 · Stottler Henke Associates, Inc. PY 2023 · ESOP

Stottler Henke Associates Employee Stock Ownership Plan · $1M · N/A · 27th

  • VS-ST $1M
  • BOY N/A
  • SCH 27th
  • EBSA ESOP
  • PART near Rochester Lead Works, Incorporated and Affiliates Employee Stock Ownership Plan
  • TYPE ind #4502

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 →

Stottler Henke Associates Employee Stock Ownership Plan in the asset neighbourhood

Stottler Henke Associates Employee Stock Ownership PlanStottler Henke Associates Em…$1MRochester Lead Works, Incorporated and Affiliates Employee Stock Ownership PlanRochester Lead Works, Incorp…$1MJones Edmunds & Associates, Inc. Employee Stock Ownership PlanJones Edmunds & Associates, …$1MRiverhills Capital Corporation Employee Stock Ownership PlanRiverhills Capital Corporati…$1MThermal Technologies, Inc. Employee Stock Ownership PlanThermal Technologies, Inc. E…$1M
End-of-year total assets ($M) among Stottler Henke Associates Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2023.

Stottler Henke Associates, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Stottler Henke Associates, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$3M 107.11469790029994% vs 2023
2024 filing year
$1M$1.5M$2M$2.5M$3M$3.5M 20232024 $1.4M $2.9M ▲ +107.1%
Year Plans Participants Total Assets
2023 1 N/A $1M
2024 1 42 $3M

Stottler Henke Associates, Inc. filing trail (2023)

Total Assets (Beginning of Year)N/A
Net Assets (End of Year)$1M
Net Income$1M
Employer EIN943122641
Plan Effective Date2023-01-01
Filing StatusFILING RECEIVED

Nearby ESOP Plans in California

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

Stottler Henke Associates Employee Stock Ownership Plan vs. nearby ESOP plans in California, assets vs. participants Scatter plot of 6 data points. -20000200040006000800010000 -101234 Total assets ($B) Participants Stottler Henke Associates Employee Stock Ownership Plan, Total assets ($B): 0.0014002 · Participants: 0Stottler Henke Associates Employee Stock Ownership PlanParsons Employee Stock Ownership Plan, Total assets ($B): 3.757068542 · Participants: 7871Parsons Employee Stock Ownership PlanAcco Employee Stock Ownership Plan, Total assets ($B): 1.444524335 · Participants: 1397Acco Employee Stock Ownership PlanRosendin Electric, Inc. Employee Stock Ownership Plan, Total assets ($B): 1.125537204 · Participants: 1700Rosendin Electric, Inc. Employee Stock Ownership PlanAgron, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.533004512 · Participants: 72Agron, Inc. Employee Stock Ownership PlanRecology Employee Stock Ownership Plan, Total assets ($B): 0.497089527 · Participants: 3656Recology Employee Stock Ownership Plan
Stottler Henke Associates Employee Stock Ownership Plan vs. nearby ESOP plans in California, assets vs. participants
Compare Stottler Henke Associates Employee Stock Ownership Plan side-by-side with 3 peers →

Stottler Henke Associates Employee Stock Ownership Plan's closest out-of-state ESOP peers by assets

Outside California, the nearest ESOP by end-of-year assets is Rochester Lead Works, Incorporated and Affiliates Employee Stock Ownership Plan in NY at $1M (this filing: $1M).

DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How have Stottler Henke Associates, Inc. plan assets changed over time? ▼
Across 2 plan years on file (2023-2024), Stottler Henke Associates, Inc.'s sponsor-wide assets grew 107.1%, from $1M to $3M.
Which ESOP plans are similar in size to Stottler Henke Associates Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Rochester Lead Works, Incorporated and Affiliates Employee Stock Ownership Plan in NY ($1M, N/A participants).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2023.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 943122641.

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.