ESOP · DOL Form 5500 · 2022
Stepherson, Incorporated ESOP
Data updated 2026-08-11
- $44M
- Total assets
- 408
- Participants
- 87th
- Percentile by assets
- $107,471
- Avg per participant
Official DOL plan name: Stepherson, Incorporated Employee Stock Ownership Plan · Sponsored by Stepherson, Incorporated · Tennessee · Retail Trade
$44M in assets, 408 participants
Stepherson, Incorporated's Stepherson, Incorporated Employee Stock Ownership Plan reported $44M in total assets and 408 participants in its 2022 DOL Form 5500 filing, ranking in the 87th 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.
- 87th percentile by assets (of 139,126 plans)
- #8,831 in Retail Trade (9,519 peers)
Coverage in Tennessee
Stepherson, Incorporated Employee Stock Ownership Plan covers 408 participants in Tennessee, about 36% of the average Tennessee filer (state average ~1,126 per filing). Assets: $44M.
- $44M
- total plan assets (2022 EOY)
- 408
- covered participants
- 87th
- percentile by assets (of 139,126 plans)
- $107,471
- avg assets per participant
Participants vs Tennessee filers
In Tennessee, the average filing covers about 1,126 participants across 2,384 plans. Stepherson, Incorporated Employee Stock Ownership Plan reports 408 participants - about 36% of that state average ($44M EOY assets).
Tennessee filing particulars
| Total Assets (Beginning of Year) | $42M |
|---|---|
| Net Assets (End of Year) | $28M |
| Net Income | $3M |
| Employer EIN | 620536130 |
| Plan Effective Date | 2009-10-31 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Stepherson, Incorporated)
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 796 | $47M |
| 2023 | 1 | 423 | $39M |
Nearby ESOP Plans in Tennessee
Peer ESOP plans, same state, same plan type, ranked by total assets.
Stepherson, Incorporated Employee Stock Ownership Plan vs. nearby ESOP plans in Tennessee, assets vs. participants
- Barr Brands International Amended and Restated Employee Stock Ownership Plan $449M · 312
- Zander Group Holdings, Inc. Employee Stock Ownership Plan $200M · 184
- 3ls, Inc. Employee Stock Ownership Plan $118M · 505
- Paladin Capital, Inc. ESOP $99M · 3,771
- Churchill Holdings, Inc. Employee Stock Ownership Plan $93M · 512
Similar-Sized ESOP Plans Nationally
ESOP plans in other states closest to Stepherson, Incorporated Employee Stock Ownership Plan by total assets, not by location.
Frequently Asked Questions
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Filing takeaways
Ways to act on Stepherson, Incorporated Employee Stock Ownership Plan's numbers.
- By total assets, Stepherson, Incorporated Employee Stock Ownership Plan ranks in the top quartile of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar ESOP plans in Tennessee. Compare plans
- Stepherson, Incorporated's sponsor-wide assets have declined 18.4% since 2022 across 2 plan years on file. More Retail Trade plans