ESOP · DOL Form 5500 · 2023

Stailey Insurance Corporation ESOP

Data updated 2026-08-25

$3M
Total assets Small plan by assets
15
Participants Small participant base
34th
Percentile by assets National rank
$182,581
Avg per participant Above avg balance/head
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Official DOL plan name: Stailey Insurance Corporation Employee Stock Ownership Plan · Sponsored by Stailey Insurance Corporation · Colorado · Finance & Insurance

$3M in assets, 15 participants

Stailey Insurance Corporation's Stailey Insurance Corporation Employee Stock Ownership Plan reported $3M in total assets and 15 participants in its 2023 DOL Form 5500 filing, ranking in the 34th 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.

  • #2,122 in Finance & Insurance (8,869 peers)

Stailey Insurance Corporation multi-year trail

Stailey Insurance Corporation's plans moved +44.4% in assets from 2022 to 2024; this filing shows Stailey Insurance Corporation Employee Stock Ownership Plan at $3M / 15 participants.

#2,122
in Finance & Insurance (8,869 peers)
+34.9%
assets growth YoY

Stailey Insurance Corporation Employee Stock Ownership Plan's mid-pack asset rank among Finance & Insurance and all filers

Stailey Insurance Corporation Employee Stock Ownership Plan vs every filed plan by assets

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

$2,738,716 34th percentile higher than 34% 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

Stailey Insurance Corporation Employee Stock Ownership Plan among smaller filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Stailey Insurance Corporation Employee Stock Ownership Plan is a small filing (15 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Stailey Insurance Corporation Employee Stock Ownership Plan reported net income rose from $332K in the plan year 2022 filing to $782K in the plan year 2023 filing.
  • Stailey Insurance Corporation Employee Stock Ownership Plan end-of-year assets rose from $2M in the plan year 2022 filing to $3M in the plan year 2023 filing.
  • Stailey Insurance Corporation Employee Stock Ownership Plan reported participants fell from 19 in the plan year 2022 filing to 15 in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 840577060 · Stailey Insurance Corporation PY 2023 · ESOP

Stailey Insurance Corporation Employee Stock Ownership Plan · $3M · 15 · 34th

  • NET $3M
  • NET 15
  • NET 34th
  • NET ESOP
  • NET near Bill Carr Surveys, Inc. Employee Stock Ownership Plan
  • NET ind #2122

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 Colorado →

Stailey Insurance Corporation Employee Stock Ownership Plan in the asset neighbourhood

Stailey Insurance Corporation Employee Stock Ownership PlanStailey Insurance Corporatio…$3MBill Carr Surveys, Inc. Employee Stock Ownership PlanBill Carr Surveys, Inc. Empl…$3MImagine Early Learning Centers Employee Stock Ownership PlanImagine Early Learning Cente…$3MStruthers-Dunn Employee Stock Ownership PlanStruthers-Dunn Employee Stoc…$3MSun Precast Company, Inc. Employee Stock Ownership PlanSun Precast Company, Inc. Em…$3M
End-of-year total assets ($M) among Stailey Insurance Corporation Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2023.

Stailey Insurance Corporation multi-year asset trail

Sponsor-wide plan assets over time

All Stailey Insurance Corporation plans reported in each filing year

Latest sponsor-wide plan assets
$3M 44.42484686379315% vs 2022
2024 filing year
$1.5M$2M$2.5M$3M$3.5M 202220232024 $2.03M $2.93M ▲ +44.3%
Year Plans Participants Total Assets
2022 1 19 $2M
2023 1 15 $3M
2024 1 16 $3M

Stailey Insurance Corporation filing trail (2023)

Total Assets (Beginning of Year)$2M
Net Assets (End of Year)$2M
Net Income$782K
Employer EIN840577060
Plan Effective Date2002-01-01
Filing StatusFILING RECEIVED

Nearby ESOP Plans in Colorado

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

Stailey Insurance Corporation Employee Stock Ownership Plan vs. nearby ESOP plans in Colorado, assets vs. participants Scatter plot of 6 data points. -500050010001500 -1000100200300400500 Total assets ($M) Participants Stailey Insurance Corporation Employee Stock Ownership Plan, Total assets ($M): 2.738716 · Participants: 15Stailey Insurance Corporation Employee Stock Ownership PlanAlpine Lumber Company Employee Stock Ownership Plan, Total assets ($M): 385.149702 · Participants: 581Alpine Lumber Company Employee Stock Ownership PlanTrinidad Benham Corp. Employee Stock Ownership Plan, Total assets ($M): 266.310908 · Participants: 776Trinidad Benham Corp. Employee Stock Ownership PlanEnvision Management Holding, Inc. Employee Stock Ownership Plan, Total assets ($M): 211.311494 · Participants: 1075Envision Management Holding, Inc. Employee Stock Ownership PlanBrown Strauss, Inc. Employee Stock Ownership Plan, Total assets ($M): 209.447754 · Participants: 206Brown Strauss, Inc. Employee Stock Ownership PlanHercules Industries, Inc. Employee Stock Ownership Plan, Total assets ($M): 106.310439 · Participants: 444Hercules Industries, Inc. Employee Stock Ownership Plan
Stailey Insurance Corporation Employee Stock Ownership Plan vs. nearby ESOP plans in Colorado, assets vs. participants
Compare Stailey Insurance Corporation Employee Stock Ownership Plan side-by-side with 3 peers →

Stailey Insurance Corporation Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount

Outside Colorado, the nearest ESOP by assets is Bill Carr Surveys, Inc. Employee Stock Ownership Plan in CA ($3M); by covered participants it is First National Bank of Sparta Profit Sharing Plan in IL (15 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (15 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 Stailey Insurance Corporation Employee Stock Ownership Plan assets move in 2023? ▼
Stailey Insurance Corporation Employee Stock Ownership Plan surged - up 34.9% during 2023, from $2M to $3M. Reported net income was $782K.
How have Stailey Insurance Corporation plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Stailey Insurance Corporation's sponsor-wide assets grew 44.4%, from $2M to $3M.
Which ESOP plans are similar in size to Stailey Insurance Corporation Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Bill Carr Surveys, Inc. Employee Stock Ownership Plan in CA ($3M, 26 participants).
Which ESOP plans cover a similar participant headcount to Stailey Insurance Corporation Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is First National Bank of Sparta Profit Sharing Plan in IL (15 participants, $2M 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 840577060.

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.