ESOP · DOL Form 5500 · 2023

Stewart's Shops Corp ESOP

Data updated 2026-08-25

$877M
Total assets Above avg plan size
3,439
Participants Above avg headcount
98th
Percentile by assets National rank
$254,893
Avg per participant Above avg balance/head
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Official DOL plan name: Stewart's Shops Corp Employee Stock Ownership Plan · Sponsored by Stewart's Shops Corp · New York · Retail Trade

$877M in assets, 3,439 participants

Stewart's Shops Corp's Stewart's Shops Corp Employee Stock Ownership Plan reported $877M in total assets and 3,439 participants in its 2023 DOL Form 5500 filing, ranking in the 98th 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.

  • #8,327 in Retail Trade (8,414 peers)

Coverage in New York

Stewart's Shops Corp Employee Stock Ownership Plan covers 3,439 participants in New York, 4.3x the typical New York plan (state average ~798 per filing). Assets: $877M.

#8,327
in Retail Trade (8,414 peers)
+12.1%
assets growth YoY
8.8×
vs typical plan assets (national mean)

Stewart's Shops Corp Employee Stock Ownership Plan's outsized position by total assets

Stewart's Shops Corp Employee Stock Ownership Plan vs every filed plan by assets

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

$876,575,830 Top 2% higher than 98% 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

Stewart's Shops Corp Employee Stock Ownership Plan's large-plan peer group by participant headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Stewart's Shops Corp Employee Stock Ownership Plan lands in the large band (3,439 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Stewart's Shops Corp Employee Stock Ownership Plan reported net income rose from $39M in the plan year 2022 filing to $69M in the plan year 2023 filing.
  • Stewart's Shops Corp Employee Stock Ownership Plan end-of-year assets rose from $782M in the plan year 2022 filing to $877M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 141323607 · Stewart's Shops Corp PY 2023 · ESOP

Stewart's Shops Corp Employee Stock Ownership Plan · $877M · 3,439 · 98th

  • PART $877M
  • TYPE 3,439
  • NET 98th
  • BOOK ESOP
  • VS-ST near Highland Homes Employee Stock Ownership Plan
  • BOY ind #8327

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 New York →

Stewart's Shops Corp Employee Stock Ownership Plan in the asset neighbourhood

Andersen Corporation Employee Stock Ownership PlanAndersen Corporation Employe…$899MHighland Homes Employee Stock Ownership PlanHighland Homes Employee Stoc…$885MStewart's Shops Corp Employee Stock Ownership PlanStewart's Shops Corp Employe…$877MEmployee Owned Brands, Inc. Employee Stock Ownership PlanEmployee Owned Brands, Inc. …$864MScheels Employee Stock Ownership PlanScheels Employee Stock Owner…$838M
End-of-year total assets ($M) among Stewart's Shops Corp Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2023.

New York filing particulars

Total Assets (Beginning of Year)$782M
Net Assets (End of Year)$850M
Net Income$69M
Employer EIN141323607
Plan Effective Date1974-04-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Stewart's Shops Corp)

Sponsor-wide plan assets over time

All Stewart's Shops Corp plans reported in each filing year

Latest sponsor-wide plan assets
$897M 14.742219369227877% vs 2022
2024 filing year
$750M$800M$850M$900M$950M 202220232024 $782M $897M ▲ +14.7%
Year Plans Participants Total Assets
2022 1 3,443 $782M
2023 1 3,439 $877M
2024 1 3,483 $897M

Nearby ESOP Plans in New York

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

Stewart's Shops Corp Employee Stock Ownership Plan vs. nearby ESOP plans in New York, assets vs. participants Scatter plot of 6 data points. -1000010002000300040005000 02004006008001000 Total assets ($M) Participants Stewart's Shops Corp Employee Stock Ownership Plan, Total assets ($M): 876.57583 · Participants: 3439Stewart's Shops Corp Employee Stock Ownership PlanNorth Coast Holdings Employee Stock Ownership Plan, Total assets ($M): 406.002646 · Participants: 4467North Coast Holdings Employee Stock Ownership PlanGriffon Corporation Employee Stock Ownership Plan, Total assets ($M): 298.738533 · Participants: 3674Griffon Corporation Employee Stock Ownership PlanGreenman-Pedersen, Inc. Employee Stock Ownership Plan, Total assets ($M): 247.681611 · Participants: 1704Greenman-Pedersen, Inc. Employee Stock Ownership PlanH.C. Wainwright & Co. Employee Stock Ownership Plan, Total assets ($M): 241.736533 · Participants: 93H.C. Wainwright & Co. Employee Stock Ownership PlanMarshall & Sterling Enterprises, Inc. Employee Stock Ownership Plan, Total assets ($M): 201.746967 · Participants: 494Marshall & Sterling Enterprises, Inc. Employee Stock Ownership Plan
Stewart's Shops Corp Employee Stock Ownership Plan vs. nearby ESOP plans in New York, assets vs. participants
Compare Stewart's Shops Corp Employee Stock Ownership Plan side-by-side with 3 peers →

Stewart's Shops Corp Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount

Outside New York, the nearest ESOP by assets is Highland Homes Employee Stock Ownership Plan in TX ($885M); by covered participants it is Ferrell Companies, Inc. Employee Stock Ownership Plan in MO (3,453 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (3,439 participants); asset peers above are excluded.

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 did Stewart's Shops Corp Employee Stock Ownership Plan assets move in 2023? ▼
Stewart's Shops Corp Employee Stock Ownership Plan grew at a solid clip - up 12.1% during 2023, from $782M to $877M. Reported net income was $69M.
How have Stewart's Shops Corp plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Stewart's Shops Corp's sponsor-wide assets grew 14.7%, from $782M to $897M.
Where does Stewart's Shops Corp Employee Stock Ownership Plan rank by assets among Form 5500 filers? ▼
Stewart's Shops Corp Employee Stock Ownership Plan ranks in the 98th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top 5% of all filed plans by assets).
Which ESOP plans are similar in size to Stewart's Shops Corp Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Highland Homes Employee Stock Ownership Plan in TX ($885M, 791 participants).
Which ESOP plans cover a similar participant headcount to Stewart's Shops Corp Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Ferrell Companies, Inc. Employee Stock Ownership Plan in MO (3,453 participants, $75M in assets).

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 141323607.

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.