ESOP · DOL Form 5500 · 2023
Stahly Engineering & Associates, Inc. ESOP
Data updated 2026-08-25
- $10M
- Total assets Small plan by assets
- 44
- Participants Small participant base
- 59th
- Percentile by assets National rank
- $229,611
- Avg per participant Above avg balance/head
Official DOL plan name: Stahly Engineering & Associates Employee Stock Ownership Plan & Trust · Sponsored by Stahly Engineering & Associates, Inc. · Montana · Professional & Technical Services
$10M in assets, 44 participants
Stahly Engineering & Associates, Inc.'s Stahly Engineering & Associates Employee Stock Ownership Plan & Trust reported $10M in total assets and 44 participants in its 2023 DOL Form 5500 filing, ranking in the 59th 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.
- #11,669 in Professional & Technical Services (20,321 peers)
Stahly Engineering & Associates, Inc. multi-year trail
Stahly Engineering & Associates, Inc.'s plans moved +69.1% in assets from 2022 to 2024; this filing shows Stahly Engineering & Associates Employee Stock Ownership Plan & Trust at $10M / 44 participants.
- #11,669
- in Professional & Technical Services (20,321 peers)
- +52.6%
- assets growth YoY
Stahly Engineering & Associates Employee Stock Ownership Plan & Trust's mid-pack asset rank among Professional & Technical Services and all filers
Stahly Engineering & Associates Employee Stock Ownership Plan & Trust vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$10,102,869 Top 41% higher than 59% of 127,068 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023
Stahly Engineering & Associates Employee Stock Ownership Plan & Trust among smaller filed plans by headcount
Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Stahly Engineering & Associates Employee Stock Ownership Plan & Trust is a small filing (44 participants) on this national headcount ladder.
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Stahly Engineering & Associates Employee Stock Ownership Plan & Trust reported net income rose from $2M in the plan year 2022 filing to $4M in the plan year 2023 filing.
- Stahly Engineering & Associates Employee Stock Ownership Plan & Trust end-of-year assets rose from $7M in the plan year 2022 filing to $10M in the plan year 2023 filing.
- Stahly Engineering & Associates Employee Stock Ownership Plan & Trust reported participants rose from 43 in the plan year 2022 filing to 44 in the plan year 2023 filing.
Published 5500 schedule card
Filing strip 810307441 · Stahly Engineering & Associates, Inc. PY 2023 · ESOP
Stahly Engineering & Associates Employee Stock Ownership Plan & Trust · $10M · 44 · 59th
- BOY $10M
- BOY 44
- BOY 59th
- BOY ESOP
- BOY near National Azon Inc. Employee Stock Ownership Plan
- BOY ind #11669
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 Montana →
Stahly Engineering & Associates Employee Stock Ownership Plan & Trust in the asset neighbourhood
Stahly Engineering & Associates, Inc. multi-year asset trail
Sponsor-wide plan assets over time
All Stahly Engineering & Associates, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $11M 69.11147544847287% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 43 | $7M |
| 2023 | 1 | 44 | $10M |
| 2024 | 1 | 56 | $11M |
Stahly Engineering & Associates, Inc. filing trail (2023)
| Total Assets (Beginning of Year) | $7M |
|---|---|
| Net Assets (End of Year) | $6M |
| Net Income | $4M |
| Employer EIN | 810307441 |
| Plan Effective Date | 2017-01-01 |
| Filing Status | FILING RECEIVED |
Nearby ESOP Plans in Montana
Peer ESOP plans, same state, same plan type, ranked by total assets.
- Pacific Hide & Fur Depot D/B/a Pacific Steel & Recycling ESOP $442M · 824
- D.a. Davidson Companies Employee Stock Ownership Plan $150M · 1,474
- Electrical Consultants, Inc. Employee Stock Ownership Plan $81M · 720
- Morrison-Maierle, Inc. Employee Stock Ownership Plan $73M · 278
- Sletten, Inc. Employee Stock Ownership Plan $72M · 303
Stahly Engineering & Associates Employee Stock Ownership Plan & Trust's out-of-state ESOP peers by assets and headcount
Outside Montana, the nearest ESOP by assets is National Azon Inc. Employee Stock Ownership Plan in MI ($10M); by covered participants it is Sanibel Captiva Holdings, Inc. Employee Stock Ownership Plan in FL (44 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($10M here).
Similar participant headcount
Nearest other-state filings by covered participants (44 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.