ESOP · DOL Form 5500 · 2023

St. John Holdings, Inc. ESOP

Data updated 2026-08-11

$167M
Total assets: 365
Participants: 94th
Percentile by assets: $457,969
Avg per participant

Official DOL plan name: St. John Holdings Employee Stock Ownership Plan and Trust · Sponsored by St. John Holdings, Inc. · Pennsylvania · Management of Enterprises

$167M in assets, 365 participants

St. John Holdings, Inc.'s St. John Holdings Employee Stock Ownership Plan and Trust reported $167M in total assets and 365 participants in its 2023 DOL Form 5500 filing, ranking in the 94th 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.

94th percentile by assets (of 127,072 plans)
#927 in Management of Enterprises (1,137 peers)

Coverage in Pennsylvania

St. John Holdings Employee Stock Ownership Plan and Trust covers 365 participants in Pennsylvania, about 44% of the average Pennsylvania filer (state average ~822 per filing). Assets: $167M.

$167M
total plan assets (2023 EOY): 365
covered participants: 94th
percentile by assets (of 127,072 plans): $457,969
avg assets per participant

St. John Holdings Employee Stock Ownership Plan and Trust reported net income fell from $2M in the plan year 2022 filing to $2M in the plan year 2023 filing.
St. John Holdings Employee Stock Ownership Plan and Trust reported participants rose from 304 in the plan year 2022 filing to 365 in the plan year 2023 filing.
St. John Holdings Employee Stock Ownership Plan and Trust end-of-year assets fell from $178M in the plan year 2022 filing to $167M in the plan year 2023 filing.

See the national 2022→2023 release diff →

State

Pennsylvania

Industry

Management of Enterprises

Participants vs Pennsylvania filers

In Pennsylvania, the average filing covers about 822 participants across 5,751 plans. St. John Holdings Employee Stock Ownership Plan and Trust reports 365 participants - about 44% of that state average ($167M EOY assets).

Pennsylvania filing particulars

Total Assets (Beginning of Year)	$178M
Net Assets (End of Year)	$39M
Net Income	$2M
Employer EIN	660405683
Plan Effective Date	1986-02-01
Filing Status	FILING RECEIVED

Sponsor Plan History (St. John Holdings, Inc.)

Total plan assets by year, all St. John Holdings, Inc. plans on file

Year	Plans	Participants	Total Assets
2022	1	304	$178M
2023	1	365	$167M
2024	1	279	$157M

Nearby ESOP Plans in Pennsylvania

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

St. John Holdings Employee Stock Ownership Plan and Trust vs. nearby ESOP plans in Pennsylvania, assets vs. participants

Wawa, Inc. Employee Stock Ownership Plan $5.3B · 42,695
Bradford White Corporation Employee Stock Ownership Plan and Trust Agreement $1.6B · 342
Centimark Corporation Employee Stock Ownership Plan and Trust $687M · 2,353
Sheetz, Inc. Employee Stock Ownership Plan $686M · 13,858
D & H Employee Stock Ownership Plan $289M · 1,461

Compare St. John Holdings Employee Stock Ownersh… side-by-side with 3 peers →

Similar-Sized ESOP Plans Nationally

ESOP plans in other states closest to St. John Holdings Employee Stock Ownership Plan and Trust by total assets, not by location.

E.C. Barton & Company Employee Stock Ownership Plan & Trust (AR) $167M · 674
Wilson Electric Services Corp. Employee Stock Ownership Plan (AZ) $167M · 726
Signature Homes Employee Stock Ownership Plan (AL) $168M · 123
Radiance Technologies, Inc. Employee Stock Ownership Plan (AL) $168M · 874

Frequently Asked Questions

How did St. John Holdings Employee Stock Ownership Plan and Trust assets move in 2023? ▼

St. John Holdings Employee Stock Ownership Plan and Trust pulled back noticeably - down 6.3% during 2023, from $178M to $167M. Reported net income was $2M.

How have St. John Holdings, Inc. plan assets changed over time? ▼

Across 3 plan years on file (2022-2024), St. John Holdings, Inc.'s sponsor-wide assets declined 12.3%, from $178M to $157M.

Where does St. John Holdings Employee Stock Ownership Plan and Trust rank by assets among Form 5500 filers? ▼

St. John Holdings Employee Stock Ownership Plan and Trust ranks in the 94th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top 10% of all filed plans by assets).

Which ESOP plans are similar in size to St. John Holdings Employee Stock Ownership Plan and Trust? ▼

Among ESOP plans in other states, the closest by assets is E.C. Barton & Company Employee Stock Ownership Plan & Trust in AR ($167M, 674 participants).

Next read for St. John Holdings Employee Stock Ownersh…

Filing takeaways

Ways to act on St. John Holdings Employee Stock Ownership Plan and Trust's numbers.

By total assets, St. John Holdings Employee Stock Ownership Plan and Trust ranks in the top 10% of all filed plans by assets. See the largest plans
Compare it side-by-side against 3 similar ESOP plans in Pennsylvania. Compare plans
St. John Holdings, Inc.'s sponsor-wide assets have declined 12.3% since 2022 across 3 plan years on file. More Management of Enterprises plans

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 660405683.