ESOP · DOL Form 5500 · 2023

Southern Tier Insulation Distributors, Inc. ESOP

Data updated 2026-08-25

$27M
Total assets Below avg plan size
73
Participants Small participant base
78th
Percentile by assets National rank
$372,934
Avg per participant High balance/head
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Official DOL plan name: Southern Tier Insulation Employee Stock Ownership Plan · Sponsored by Southern Tier Insulation Distributors, Inc. · New York · Construction

$27M in assets, 73 participants

Southern Tier Insulation Distributors, Inc.'s Southern Tier Insulation Employee Stock Ownership Plan reported $27M in total assets and 73 participants in its 2023 DOL Form 5500 filing, ranking in the 78th 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.

  • #6,891 in Construction (9,030 peers)

Where Southern Tier Insulation Employee Stock Ownership Plan sits by assets

Southern Tier Insulation Employee Stock Ownership Plan sits in the top quartile of all filed plans by assets, $27M for 73 participants (~$372,934/participant), up 5.1% in 2023.

#6,891
in Construction (9,030 peers)
+5.1%
assets growth YoY
0.3×
vs typical plan assets (national mean)

Southern Tier Insulation Employee Stock Ownership Plan's outsized position by total assets

Southern Tier Insulation Employee Stock Ownership Plan vs every filed plan by assets

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

$27,224,214 Top 22% higher than 78% 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

Southern Tier Insulation 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. Southern Tier Insulation Employee Stock Ownership Plan is a small filing (73 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Southern Tier Insulation Employee Stock Ownership Plan reported net income rose from -$3M in the plan year 2022 filing to $706K in the plan year 2023 filing.
  • Southern Tier Insulation Employee Stock Ownership Plan reported participants fell from 80 in the plan year 2022 filing to 73 in the plan year 2023 filing.
  • Southern Tier Insulation Employee Stock Ownership Plan end-of-year assets rose from $26M in the plan year 2022 filing to $27M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 161102760 · Southern Tier Insulation Distributors, Inc. PY 2023 · ESOP

Southern Tier Insulation Employee Stock Ownership Plan · $27M · 73 · 78th

  • RANK $27M
  • PHOTO 73
  • IND 78th
  • EOY ESOP
  • 5500 near Woodsman ESOP
  • ASSETS ind #6891

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 New York →

Southern Tier Insulation Employee Stock Ownership Plan in the asset neighbourhood

Modjeski and Masters Inc. Employee Stock Ownership PlanModjeski and Masters Inc. Em…$27MWoodsman ESOP$27MSouthern Tier Insulation Employee Stock Ownership PlanSouthern Tier Insulation Emp…$27MEngineered Seal Products, Inc. Employee Stock Ownership PlanEngineered Seal Products, In…$27MHfa Enterprises Employee Stock Ownership PlanHfa Enterprises Employee Sto…$27M
End-of-year total assets ($M) among Southern Tier Insulation Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2023.

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$26M
Net Assets (End of Year)$21M
Net Income$706K
Employer EIN161102760
Plan Effective Date1995-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Southern Tier Insulation Distributors, Inc.)

Sponsor-wide plan assets over time

All Southern Tier Insulation Distributors, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$30M 15.285320679709233% vs 2022
2024 filing year
$24M$26M$28M$30M$32M 202220232024 $25.9M $29.9M ▲ +15.3%
Year Plans Participants Total Assets
2022 1 80 $26M
2023 1 73 $27M
2024 1 73 $30M

Nearby ESOP Plans in New York

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

Southern Tier Insulation Employee Stock Ownership Plan vs. nearby ESOP plans in New York, assets vs. participants Scatter plot of 6 data points. -1000010002000300040005000 -20002004006008001000 Total assets ($M) Participants Southern Tier Insulation Employee Stock Ownership Plan, Total assets ($M): 27.224214 · Participants: 73Southern Tier Insulation Employee Stock Ownership PlanStewart's Shops Corp Employee Stock Ownership Plan, Total assets ($M): 876.57583 · Participants: 3439Stewart's Shops Corp Employee Stock Ownership PlanNorth Coast Holdings Employee Stock Ownership Plan, Total assets ($M): 406.002646 · Participants: 4467North Coast Holdings Employee Stock Ownership PlanGriffon Corporation Employee Stock Ownership Plan, Total assets ($M): 298.738533 · Participants: 3674Griffon Corporation Employee Stock Ownership PlanGreenman-Pedersen, Inc. Employee Stock Ownership Plan, Total assets ($M): 247.681611 · Participants: 1704Greenman-Pedersen, Inc. Employee Stock Ownership PlanH.C. Wainwright & Co. Employee Stock Ownership Plan, Total assets ($M): 241.736533 · Participants: 93H.C. Wainwright & Co. Employee Stock Ownership Plan
Southern Tier Insulation Employee Stock Ownership Plan vs. nearby ESOP plans in New York, assets vs. participants
Compare Southern Tier Insulation Employee Stock Ownership Plan side-by-side with 3 peers →

Southern Tier Insulation Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount

Outside New York, the nearest ESOP by assets is Woodsman ESOP in FL ($27M); by covered participants it is Glass & Metals, Inc. Employee Stock Ownership and Savings Plan in VA (73 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (73 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 Southern Tier Insulation Employee Stock Ownership Plan assets move in 2023? ▼
Southern Tier Insulation Employee Stock Ownership Plan grew at a solid clip - up 5.1% during 2023, from $26M to $27M. Reported net income was $706K.
How have Southern Tier Insulation Distributors, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Southern Tier Insulation Distributors, Inc.'s sponsor-wide assets grew 15.3%, from $26M to $30M.
Where does Southern Tier Insulation Employee Stock Ownership Plan rank by assets among Form 5500 filers? ▼
Southern Tier Insulation Employee Stock Ownership Plan ranks in the 78th 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 Southern Tier Insulation Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Woodsman ESOP in FL ($27M, 156 participants).
Which ESOP plans cover a similar participant headcount to Southern Tier Insulation Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Glass & Metals, Inc. Employee Stock Ownership and Savings Plan in VA (73 participants, $20M 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 161102760.

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.