ESOP · DOL Form 5500 · 2022

Stepherson, Incorporated ESOP

Data updated 2026-08-25

$44M
Total assets Below avg plan size
408
Participants Below avg headcount
87th
Percentile by assets National rank
$107,471
Avg per participant Below avg balance/head
PlainRetire home → About this data RSS: change history

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.

  • #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.

#8,831
in Retail Trade (9,519 peers)
+5.1%
assets growth YoY
0.4×
vs typical plan assets (national mean)

Stepherson, Incorporated Employee Stock Ownership Plan's outsized position by total assets

Stepherson, Incorporated Employee Stock Ownership Plan vs every filed plan by assets

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

$43,848,315 Top 13% higher than 87% 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

Stepherson, Incorporated Employee Stock Ownership Plan among mid-size filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Stepherson, Incorporated Employee Stock Ownership Plan sits mid-pack in the medium band (408 participants).

Plan-year Form 5500 strip

Filing strip 620536130 · Stepherson, Incorporated PY 2022 · ESOP

Stepherson, Incorporated Employee Stock Ownership Plan · $44M · 408 · 87th

  • 5500 $44M
  • ASSETS 408
  • PCT 87th
  • EIN ESOP
  • RANK near The Berlin Steel Construction Company Employee Stock Ownership Plan
  • PHOTO ind #8831

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 Tennessee →

Stepherson, Incorporated Employee Stock Ownership Plan in the asset neighbourhood

Stepherson, Incorporated Employee Stock Ownership PlanStepherson, Incorporated Emp…$44MThe Berlin Steel Construction Company Employee Stock Ownership PlanThe Berlin Steel Constructio…$44MWaste Gas Fabricating Co., Inc. Employee Stock Ownership PlanWaste Gas Fabricating Co., I…$44MCsc Employee Stock Ownership PlanCsc Employee Stock Ownership…$44MSdi Education, Inc. Employee Stock Ownership PlanSdi Education, Inc. Employee…$44M
End-of-year total assets ($M) among Stepherson, Incorporated Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2022.

Tennessee filing particulars

Total Assets (Beginning of Year)$42M
Net Assets (End of Year)$28M
Net Income$3M
Employer EIN620536130
Plan Effective Date2009-10-31
Filing StatusFILING RECEIVED

Sponsor Plan History (Stepherson, Incorporated)

Sponsor-wide plan assets over time

All Stepherson, Incorporated plans reported in each filing year

Latest sponsor-wide plan assets
$39M 18.433445541145726% vs 2022
2023 filing year
$35M$40M$45M$50M 20222023 $47.2M $38.5M ▼ -18.4%
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 Scatter plot of 6 data points. 01000200030004000 0100200300400500 Total assets ($M) Participants Stepherson, Incorporated Employee Stock Ownership Plan, Total assets ($M): 43.848315 · Participants: 408Stepherson, Incorporated Employee Stock Ownership PlanBarr Brands International Amended and Restated Employee Stock Ownership Plan, Total assets ($M): 448.826239 · Participants: 312Barr Brands International Amended and Restated Employee Stock Ownership PlanZander Group Holdings, Inc. Employee Stock Ownership Plan, Total assets ($M): 199.960184 · Participants: 184Zander Group Holdings, Inc. Employee Stock Ownership Plan3ls, Inc. Employee Stock Ownership Plan, Total assets ($M): 118.475903 · Participants: 5053ls, Inc. Employee Stock Ownership PlanPaladin Capital, Inc. ESOP, Total assets ($M): 99.01375 · Participants: 3771Paladin Capital, Inc. ESOPChurchill Holdings, Inc. Employee Stock Ownership Plan, Total assets ($M): 93.135811 · Participants: 512Churchill Holdings, Inc. Employee Stock Ownership Plan
Stepherson, Incorporated Employee Stock Ownership Plan vs. nearby ESOP plans in Tennessee, assets vs. participants
Compare Stepherson, Incorporated Employee Stock Ownership Plan side-by-side with 3 peers →

Stepherson, Incorporated Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount

Outside Tennessee, the nearest ESOP by assets is The Berlin Steel Construction Company Employee Stock Ownership Plan in CT ($44M); by covered participants it is Stevens Industries, Inc. Employee Stock Ownership Plan in IL (408 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (408 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 Stepherson, Incorporated Employee Stock Ownership Plan assets move in 2022? ▼
Stepherson, Incorporated Employee Stock Ownership Plan grew at a solid clip - up 5.1% during 2022, from $42M to $44M. Reported net income was $3M.
How have Stepherson, Incorporated plan assets changed over time? ▼
Across 2 plan years on file (2022-2023), Stepherson, Incorporated's sponsor-wide assets declined 18.4%, from $47M to $39M.
Where does Stepherson, Incorporated Employee Stock Ownership Plan rank by assets among Form 5500 filers? ▼
Stepherson, Incorporated Employee Stock Ownership Plan ranks in the 87th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top quartile of all filed plans by assets).
Which ESOP plans are similar in size to Stepherson, Incorporated Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is The Berlin Steel Construction Company Employee Stock Ownership Plan in CT ($44M, 130 participants).
Which ESOP plans cover a similar participant headcount to Stepherson, Incorporated Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Stevens Industries, Inc. Employee Stock Ownership Plan in IL (408 participants, $19M 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 620536130.

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.