ESOP · DOL Form 5500 · 2023

St. John Holdings, Inc. ESOP

Data updated 2026-08-25

$167M
Total assets Near avg plan size
365
Participants Below avg headcount
94th
Percentile by assets National rank
$457,969
Avg per participant High balance/head
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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.

  • #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.

#927
in Management of Enterprises (1,137 peers)
-6.3%
assets change YoY
1.7×
vs typical plan assets (national mean)

St. John Holdings Employee Stock Ownership Plan and Trust's outsized position by total assets

St. John Holdings Employee Stock Ownership Plan and Trust vs every filed plan by assets

End-of-year total assets · plan year 2023 · DOL Form 5500

$167,158,790 Top 6% higher than 94% of 127,068 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 2023

St. John Holdings Employee Stock Ownership Plan and Trust among mid-size filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. St. John Holdings Employee Stock Ownership Plan and Trust sits mid-pack in the medium band (365 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • 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 →

EBSA filing schedule strip

Filing strip 660405683 · St. John Holdings, Inc. PY 2023 · ESOP

St. John Holdings Employee Stock Ownership Plan and Trust · $167M · 365 · 94th

  • NET $167M
  • NET 365
  • NET 94th
  • NET ESOP
  • NET near E.C. Barton & Company Employee Stock Ownership Plan & Trust
  • NET ind #927

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 Pennsylvania →

St. John Holdings Employee Stock Ownership Plan and Trust in the asset neighbourhood

Radiance Technologies, Inc. Employee Stock Ownership PlanRadiance Technologies, Inc. …$168MSignature Homes Employee Stock Ownership PlanSignature Homes Employee Sto…$168MWilson Electric Services Corp. Employee Stock Ownership PlanWilson Electric Services Cor…$167MSt. John Holdings Employee Stock Ownership Plan and TrustSt. John Holdings Employee S…$167ME.C. Barton & Company Employee Stock Ownership Plan & TrustE.C. Barton & Company Employ…$167M
End-of-year total assets ($M) among St. John Holdings Employee Stock Ownership Plan and Trust and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2023.

Pennsylvania filing particulars

Total Assets (Beginning of Year)$178M
Net Assets (End of Year)$39M
Net Income$2M
Employer EIN660405683
Plan Effective Date1986-02-01
Filing StatusFILING RECEIVED

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

Sponsor-wide plan assets over time

All St. John Holdings, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$157M 12.261712400492394% vs 2022
2024 filing year
$150M$160M$170M$180M$190M 202220232024 $178M $157M ▼ -12.3%
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 Scatter plot of 6 data points. -1000001000020000300004000050000 -20246 Total assets ($B) Participants St. John Holdings Employee Stock Ownership Plan and Trust, Total assets ($B): 0.16715879 · Participants: 365St. John Holdings Employee Stock Ownership Plan and TrustWawa, Inc. Employee Stock Ownership Plan, Total assets ($B): 5.338226537 · Participants: 42695Wawa, Inc. Employee Stock Ownership PlanBradford White Corporation Employee Stock Ownership Plan and Trust Agreement, Total assets ($B): 1.558044827 · Participants: 342Bradford White Corporation Employee Stock Ownership Plan and Trust AgreementCentimark Corporation Employee Stock Ownership Plan and Trust, Total assets ($B): 0.686501046 · Participants: 2353Centimark Corporation Employee Stock Ownership Plan and TrustSheetz, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.686202616 · Participants: 13858Sheetz, Inc. Employee Stock Ownership PlanD & H Employee Stock Ownership Plan, Total assets ($B): 0.288933356 · Participants: 1461D & H Employee Stock Ownership Plan
St. John Holdings Employee Stock Ownership Plan and Trust vs. nearby ESOP plans in Pennsylvania, assets vs. participants
Compare St. John Holdings Employee Stock Ownership Plan and Trust side-by-side with 3 peers →

St. John Holdings Employee Stock Ownership Plan and Trust's out-of-state ESOP peers by assets and headcount

Outside Pennsylvania, the nearest ESOP by assets is E.C. Barton & Company Employee Stock Ownership Plan & Trust in AR ($167M); by covered participants it is O'neil Industries, Inc. Employee Stock Ownership Plan in IL (365 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (365 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.

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).
Which ESOP plans cover a similar participant headcount to St. John Holdings Employee Stock Ownership Plan and Trust? ▼
Among ESOP plans in other states, the closest by covered participants is O'neil Industries, Inc. Employee Stock Ownership Plan in IL (365 participants, $60M in assets).

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.

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.