ESOP · DOL Form 5500 · 2023

Stafford Development Company ESOP

Data updated 2026-08-11

$29M
Total assets
73
Participants
79th
Percentile by assets
$398,358
Avg per participant
PlainRetire home → About this data

Official DOL plan name: Stafford Development Company Employee Stock Ownership Plan · Sponsored by Stafford Development Company · Georgia · Real Estate

$29M in assets, 73 participants

Stafford Development Company's Stafford Development Company Employee Stock Ownership Plan reported $29M in total assets and 73 participants in its 2023 DOL Form 5500 filing, ranking in the 79th 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.

  • 79th percentile by assets (of 127,072 plans)
  • #4,287 in Real Estate (4,727 peers)

Where Stafford Development Company Employee Stock Ownership Plan sits by assets

Stafford Development Company Employee Stock Ownership Plan sits in the top quartile of all filed plans by assets, $29M for 73 participants (~$398,358/participant), up 32.0% in 2023.

$29M
total plan assets (2023 EOY)
73
covered participants
79th
percentile by assets (of 127,072 plans)
$398,358
avg assets per participant

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Stafford Development Company Employee Stock Ownership Plan reported net income rose from -$1M in the plan year 2022 filing to $7M in the plan year 2023 filing.
  • Stafford Development Company Employee Stock Ownership Plan end-of-year assets rose from $22M in the plan year 2022 filing to $29M in the plan year 2023 filing.
  • Stafford Development Company Employee Stock Ownership Plan reported participants rose from 69 in the plan year 2022 filing to 73 in the plan year 2023 filing.

See the national 2022→2023 release diff →

State
Industry

Stafford Development Company Employee Stock Ownership Plan vs the 2023 asset distribution

By assets, Stafford Development Company Employee Stock Ownership Plan outranks 79% of the 127,072 plans that filed a Form 5500 for the 2023 plan year, and holds roughly 0.3x the national average plan size of $100M (721 average participants).

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$22M
Net Assets (End of Year)$11M
Net Income$7M
Employer EIN580954358
Plan Effective Date2016-07-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Stafford Development Company)

$20M$25M$30M$35M$40M$45M 202220232024 $25.6M $42M ▲ +63.9%
Total plan assets by year, all Stafford Development Company plans on file
Year Plans Participants Total Assets
2022 2 164 $26M
2023 2 177 $33M
2024 2 196 $42M

Nearby ESOP Plans in Georgia

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

Stafford Development Company Employee Stock Ownership Plan vs. nearby ESOP plans in Georgia, assets vs. participants

Stafford Development Company Employee Stock Ownership Plan vs. nearby ESOP plans in Georgia, assets vs. participants Scatter plot of 6 data points. -5000500100015002000 -2000200400600800 Total assets ($M) Participants Stafford Development…Warehouse Home Furni…Choate Construction …Brent Scarbrough & C…Aubrey Silvey Enterp…Dixie Plywood and Lu…
Stafford Development Company Employee Stock Ownership Plan vs. nearby ESOP plans in Georgia, assets vs. participants

Similar-Sized ESOP Plans Nationally

ESOP plans in other states closest to Stafford Development Company Employee Stock Ownership Plan by total assets, not by location.

Frequently Asked Questions

How did Stafford Development Company Employee Stock Ownership Plan assets move in 2023?
Stafford Development Company Employee Stock Ownership Plan surged - up 32.0% during 2023, from $22M to $29M. Reported net income was $7M.
How have Stafford Development Company plan assets changed over time?
Across 3 plan years on file (2022-2024), Stafford Development Company's sponsor-wide assets grew 63.9%, from $26M to $42M.
Where does Stafford Development Company Employee Stock Ownership Plan rank by assets among Form 5500 filers?
Stafford Development Company Employee Stock Ownership Plan ranks in the 79th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top quartile of all filed plans by assets).
Which ESOP plans are similar in size to Stafford Development Company Employee Stock Ownership Plan?
Among ESOP plans in other states, the closest by assets is Jasper Rubber Products, Inc. Employee Stock Ownership Plan in IN ($29M, 334 participants).

Next read for Stafford Development Company Employee St…

Scale reading

Ways to act on Stafford Development Company Employee Stock Ownership Plan's numbers.

  • By total assets, Stafford Development Company 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 Georgia. Compare plans
  • Stafford Development Company's sponsor-wide assets have grown 63.9% since 2022 across 3 plan years on file. More Real Estate plans