ESOP · DOL Form 5500 · 2023
Stafford Management Services, Inc. ESOP
Data updated 2026-08-11
- $19M
- Total assets
- 27
- Participants
- 71st
- Percentile by assets
- $692,659
- Avg per participant
Official DOL plan name: Stafford Associates Computer Specialists, Inc. Employee Stock Ownership Plan · Sponsored by Stafford Management Services, Inc. · New York · Professional & Technical Services
$19M in assets, 27 participants
Stafford Management Services, Inc.'s Stafford Associates Computer Specialists, Inc. Employee Stock Ownership Plan reported $19M in total assets and 27 participants in its 2023 DOL Form 5500 filing, ranking in the 71st 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.
- 71st percentile by assets (of 127,072 plans)
- #14,433 in Professional & Technical Services (20,321 peers)
Stafford Management Services, Inc. multi-year trail
Stafford Management Services, Inc.'s plans moved +21.0% in assets from 2022 to 2024; this filing shows Stafford Associates Computer Specialists, Inc. Employee Stock Ownership Plan at $19M / 27 participants.
- $19M
- total plan assets (2023 EOY)
- 27
- covered participants
- 71st
- percentile by assets (of 127,072 plans)
- $692,659
- avg assets per participant
Where Stafford Associates Computer Specialists, Inc. Employee Stock Ownership Plan sits by total assets
Stafford Associates Computer Specialists, Inc. Employee Stock Ownership Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$18,701,803 Top 29% higher than 71% of 127,068 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Stafford Associates Computer Specialists, Inc. Employee Stock Ownership Plan reported net income rose from -$313K in the plan year 2022 filing to $2M in the plan year 2023 filing.
- Stafford Associates Computer Specialists, Inc. Employee Stock Ownership Plan end-of-year assets rose from $16M in the plan year 2022 filing to $19M in the plan year 2023 filing.
- Stafford Associates Computer Specialists, Inc. Employee Stock Ownership Plan reported participants fell from 30 in the plan year 2022 filing to 27 in the plan year 2023 filing.
Stafford Management Services, Inc. across 3 plan years on file
Across the 3 plan years Stafford Management Services, Inc. has on file (2022-2024), sponsor-wide plan assets have moved from $16M to $20M, a gain of 21.0%, while reported participants moved from 30 to 32 (+6.7%). Peak year by sponsor assets: 2024 ($20M); trough: 2022 ($16M).
Stafford Management Services, Inc. multi-year asset trail
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 30 | $16M |
| 2023 | 1 | 27 | $19M |
| 2024 | 1 | 32 | $20M |
Stafford Management Services, Inc. filing trail (2023)
| Total Assets (Beginning of Year) | $16M |
|---|---|
| Net Assets (End of Year) | $18M |
| Net Income | $2M |
| Employer EIN | 112974503 |
| Plan Effective Date | 2010-01-01 |
| Filing Status | FILING RECEIVED |
Nearby ESOP Plans in New York
Peer ESOP plans, same state, same plan type, ranked by total assets.
Stafford Associates Computer Specialists, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in New York, assets vs. participants
- Stewart's Shops Corp Employee Stock Ownership Plan $877M · 3,439
- North Coast Holdings Employee Stock Ownership Plan $406M · 4,467
- Griffon Corporation Employee Stock Ownership Plan $299M · 3,674
- Greenman-Pedersen, Inc. Employee Stock Ownership Plan $248M · 1,704
- H.C. Wainwright & Co. Employee Stock Ownership Plan $242M · 93
Similar-Sized ESOP Plans Nationally
ESOP plans in other states closest to Stafford Associates Computer Specialists, Inc. Employee Stock Ownership Plan by total assets, not by location.
Frequently Asked Questions
How did Stafford Associates Computer Specialists, Inc. Employee Stock Ownership Plan assets move in 2023? ▼
How have Stafford Management Services, Inc. plan assets changed over time? ▼
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Next read for Stafford Associates Computer Specialists…
Multi-year trail
Ways to act on Stafford Associates Computer Specialists, Inc. Employee Stock Ownership Plan's numbers.
- By total assets, Stafford Associates Computer Specialists, Inc. Employee Stock Ownership Plan ranks above the median plan by assets. See the largest plans
- Compare it side-by-side against 3 similar ESOP plans in New York. Compare plans
- Stafford Management Services, Inc.'s sponsor-wide assets have grown 21.0% since 2022 across 3 plan years on file. More Professional & Technical Services plans