ESOP · DOL Form 5500 · 2023
Stewart's Shops Corp ESOP
Data updated 2026-08-11
- $877M
- Total assets
- 3,439
- Participants
- 98th
- Percentile by assets
- $254,893
- Avg per participant
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.
- 98th percentile by assets (of 127,072 plans)
- #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.
- $877M
- total plan assets (2023 EOY)
- 3,439
- covered participants
- 98th
- percentile by assets (of 127,072 plans)
- $254,893
- avg assets per participant
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.
Participants vs New York filers
In New York, the average filing covers about 798 participants across 9,061 plans. Stewart's Shops Corp Employee Stock Ownership Plan reports 3,439 participants - 4.3x that state average ($877M EOY assets).
New York filing particulars
| Total Assets (Beginning of Year) | $782M |
|---|---|
| Net Assets (End of Year) | $850M |
| Net Income | $69M |
| Employer EIN | 141323607 |
| Plan Effective Date | 1974-04-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Stewart's Shops Corp)
| 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
- North Coast Holdings Employee Stock Ownership Plan $406M · 4,467
- Griffon Corporation Employee Stock Ownership Plan $299M · 3,674
- Greenman-Pedersen, Inc. Employee Stock Ownership Plan $248M · 1,704
- H.C. Wainwright & Co. Employee Stock Ownership Plan $242M · 93
- Marshall & Sterling Enterprises, Inc. Employee Stock Ownership Plan $202M · 494
Similar-Sized ESOP Plans Nationally
ESOP plans in other states closest to Stewart's Shops Corp Employee Stock Ownership Plan by total assets, not by location.
- Highland Homes Employee Stock Ownership Plan (TX) $885M · 791
- Employee Owned Brands, Inc. Employee Stock Ownership Plan (IA) $864M · 802
- Andersen Corporation Employee Stock Ownership Plan (MN) $899M · 11,644
- Scheels Employee Stock Ownership Plan (ND) $838M · 4,597
Frequently Asked Questions
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Filing takeaways
Ways to act on Stewart's Shops Corp Employee Stock Ownership Plan's numbers.
- By total assets, Stewart's Shops Corp Employee Stock Ownership Plan ranks in the top 5% of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar ESOP plans in New York. Compare plans
- Stewart's Shops Corp's sponsor-wide assets have grown 14.7% since 2022 across 3 plan years on file. More Retail Trade plans