ESOP · DOL Form 5500 · 2023

Stevens Global Logistics, Inc. ESOP

Data updated 2026-08-25

$2M
Total assets Small plan by assets
61
Participants Small participant base
29th
Percentile by assets National rank
$29,123
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Stevens Global Logistics, Inc. Employee Stock Ownership Plan · Sponsored by Stevens Global Logistics, Inc. · California · Transportation & Warehousing

$2M in assets, 61 participants

Stevens Global Logistics, Inc.'s Stevens Global Logistics, Inc. Employee Stock Ownership Plan reported $2M in total assets and 61 participants in its 2023 DOL Form 5500 filing, ranking in the 29th 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.

  • #970 in Transportation & Warehousing (3,362 peers)

Stevens Global Logistics, Inc. multi-year trail

Stevens Global Logistics, Inc.'s plans moved +16.2% in assets from 2022 to 2024; this filing shows Stevens Global Logistics, Inc. Employee Stock Ownership Plan at $2M / 61 participants.

#970
in Transportation & Warehousing (3,362 peers)
-60.8%
assets change YoY

The plan reported a net loss of $565K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Stevens Global Logistics, Inc. Employee Stock Ownership Plan among the smaller filed plans by assets

Stevens Global Logistics, Inc. Employee Stock Ownership Plan vs every filed plan by assets

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

$1,776,531 29th percentile higher than 29% 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

Stevens Global Logistics, Inc. 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. Stevens Global Logistics, Inc. Employee Stock Ownership Plan is a small filing (61 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Stevens Global Logistics, Inc. Employee Stock Ownership Plan reported net income fell from $6M in the plan year 2022 filing to -$565K in the plan year 2023 filing.
  • Stevens Global Logistics, Inc. Employee Stock Ownership Plan end-of-year assets fell from $5M in the plan year 2022 filing to $2M in the plan year 2023 filing.
  • Stevens Global Logistics, Inc. Employee Stock Ownership Plan reported participants fell from 71 in the plan year 2022 filing to 61 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 953967181 · Stevens Global Logistics, Inc. PY 2023 · ESOP

Stevens Global Logistics, Inc. Employee Stock Ownership Plan · $2M · 61 · 29th

  • ASSETS $2M
  • ASSETS 61
  • ASSETS 29th
  • ASSETS ESOP
  • ASSETS near Daymark Energy Advisors, Inc. Employee Stock Ownership Plan
  • ASSETS ind #970

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 California →

Stevens Global Logistics, Inc. Employee Stock Ownership Plan in the asset neighbourhood

Stevens Global Logistics, Inc. Employee Stock Ownership PlanStevens Global Logistics, In…$2MDaymark Energy Advisors, Inc. Employee Stock Ownership PlanDaymark Energy Advisors, Inc…$2MBaseline Engineering Corporation Employee Stock Ownership PlanBaseline Engineering Corpora…$2MCincinnati Federal Savings and Loan Association Employee Stock Ownership PlanCincinnati Federal Savings a…$2MArmadillo Blast Coat Inc. Employee Stock Ownership PlanArmadillo Blast Coat Inc. Em…$2M
End-of-year total assets ($M) among Stevens Global Logistics, Inc. Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2023.

Stevens Global Logistics, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Stevens Global Logistics, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$16M 16.191477519158333% vs 2022
2024 filing year
$10M$12M$14M$16M$18M 202220232024 $13.8M $16M ▲ +16.2%
Year Plans Participants Total Assets
2022 2 137 $14M
2023 2 127 $12M
2024 2 121 $16M

Stevens Global Logistics, Inc. filing trail (2023)

Total Assets (Beginning of Year)$5M
Net Assets (End of Year)-$17M
Net Income-$565K
Employer EIN953967181
Plan Effective Date2021-01-01
Filing StatusFILING RECEIVED

Nearby ESOP Plans in California

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

Stevens Global Logistics, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in California, assets vs. participants Scatter plot of 6 data points. -20000200040006000800010000 -101234 Total assets ($B) Participants Stevens Global Logistics, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.001776531 · Participants: 61Stevens Global Logistics, Inc. Employee Stock Ownership PlanParsons Employee Stock Ownership Plan, Total assets ($B): 3.757068542 · Participants: 7871Parsons Employee Stock Ownership PlanAcco Employee Stock Ownership Plan, Total assets ($B): 1.444524335 · Participants: 1397Acco Employee Stock Ownership PlanRosendin Electric, Inc. Employee Stock Ownership Plan, Total assets ($B): 1.125537204 · Participants: 1700Rosendin Electric, Inc. Employee Stock Ownership PlanAgron, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.533004512 · Participants: 72Agron, Inc. Employee Stock Ownership PlanRecology Employee Stock Ownership Plan, Total assets ($B): 0.497089527 · Participants: 3656Recology Employee Stock Ownership Plan
Stevens Global Logistics, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in California, assets vs. participants
Compare Stevens Global Logistics, Inc. Employee Stock Ownership Plan side-by-side with 3 peers →

Stevens Global Logistics, Inc. Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount

Outside California, the nearest ESOP by assets is Daymark Energy Advisors, Inc. Employee Stock Ownership Plan in MA ($2M); by covered participants it is Employee Stock Ownership Plan for Employees of Perry Bancshares, Inc. in OK (61 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (61 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 Stevens Global Logistics, Inc. Employee Stock Ownership Plan assets move in 2023? ▼
Stevens Global Logistics, Inc. Employee Stock Ownership Plan contracted severely - down 60.8% during 2023, from $5M to $2M. Reported net income was -$565K.
How have Stevens Global Logistics, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Stevens Global Logistics, Inc.'s sponsor-wide assets grew 16.2%, from $14M to $16M.
Which ESOP plans are similar in size to Stevens Global Logistics, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Daymark Energy Advisors, Inc. Employee Stock Ownership Plan in MA ($2M, 32 participants).
Which ESOP plans cover a similar participant headcount to Stevens Global Logistics, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Employee Stock Ownership Plan for Employees of Perry Bancshares, Inc. in OK (61 participants, $4M 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 953967181.

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.