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
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.
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 EIN | 580954358 |
| Plan Effective Date | 2016-07-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Stafford Development Company)
| 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
- Warehouse Home Furnishings Distributors, Inc. Employee Stock Ownership Plan $665M · 1,772
- Choate Construction Company Employee Stock Ownership Plan $408M · 454
- Brent Scarbrough & Company Employee Stock Ownership Plan $367M · 439
- Aubrey Silvey Enterprises, Inc. Employee Stock Ownership Plan $222M · 424
- Dixie Plywood and Lumber Company Employee Stock Ownership Plan $208M · 327
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? ▼
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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