ESOP · DOL Form 5500 · 2023

Stone Environmental Inc. ESOP

Data updated 2026-08-25

$7M
Total assets Small plan by assets
48
Participants Small participant base
51st
Percentile by assets National rank
$147,020
Avg per participant Above avg balance/head
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Official DOL plan name: Stone Environmental Employee Stock Ownership Plan · Sponsored by Stone Environmental Inc. · Vermont · Professional & Technical Services

$7M in assets, 48 participants

Stone Environmental Inc.'s Stone Environmental Employee Stock Ownership Plan reported $7M in total assets and 48 participants in its 2023 DOL Form 5500 filing, ranking in the 51st 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.

  • #10,077 in Professional & Technical Services (20,321 peers)

Stone Environmental Inc. multi-year trail

Stone Environmental Inc.'s plans moved -24.1% in assets from 2022 to 2024; this filing shows Stone Environmental Employee Stock Ownership Plan at $7M / 48 participants.

#10,077
in Professional & Technical Services (20,321 peers)
+17.6%
assets growth YoY

Stone Environmental Employee Stock Ownership Plan's mid-pack asset rank among Professional & Technical Services and all filers

Stone Environmental Employee Stock Ownership Plan vs every filed plan by assets

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

$7,056,980 Top 49% higher than 51% 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

Stone Environmental 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. Stone Environmental Employee Stock Ownership Plan is a small filing (48 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Stone Environmental Employee Stock Ownership Plan reported net income rose from -$661K in the plan year 2022 filing to $1M in the plan year 2023 filing.
  • Stone Environmental Employee Stock Ownership Plan end-of-year assets rose from $6M in the plan year 2022 filing to $7M in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 030335427 · Stone Environmental Inc. PY 2023 · ESOP

Stone Environmental Employee Stock Ownership Plan · $7M · 48 · 51st

  • VS-ST $7M
  • VS-ST 48
  • VS-ST 51st
  • VS-ST ESOP
  • VS-ST near Ferguson Holdings, Inc. Employee Stock Ownership Plan
  • VS-ST ind #10077

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 Vermont →

Stone Environmental Employee Stock Ownership Plan in the asset neighbourhood

Integrated Technology Corporation Employee Stock Ownership PlanIntegrated Technology Corpor…$7MStone Environmental Employee Stock Ownership PlanStone Environmental Employee…$7MFerguson Holdings, Inc. Employee Stock Ownership PlanFerguson Holdings, Inc. Empl…$7MCook, Flatt and Strobel Engineers, P.a. Employee Stock Ownership PlanCook, Flatt and Strobel Engi…$7MConcord Lumber Corp. Employee Stock Ownership Plan & TrustConcord Lumber Corp. Employe…$7M
End-of-year total assets ($M) among Stone Environmental Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2023.

Stone Environmental Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Stone Environmental Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$8M 24.056574452367443% vs 2022
2024 filing year
$6M$8M$10M$12M$14M 202220232024 $10.6M $8.01M ▼ -24.1%
Year Plans Participants Total Assets
2022 2 94 $11M
2023 2 89 $13M
2024 1 63 $8M

Stone Environmental Inc. filing trail (2023)

Total Assets (Beginning of Year)$6M
Net Assets (End of Year)$6M
Net Income$1M
Employer EIN030335427
Plan Effective Date2016-01-01
Filing StatusFILING RECEIVED

Nearby ESOP Plans in Vermont

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

Stone Environmental Employee Stock Ownership Plan vs. nearby ESOP plans in Vermont, assets vs. participants Scatter plot of 6 data points. 0200400600800 -1000100200300400500 Total assets ($M) Participants Stone Environmental Employee Stock Ownership Plan, Total assets ($M): 7.05698 · Participants: 48Stone Environmental Employee Stock Ownership PlanVermont Information Processing, Inc. Employee Stock Ownership Plan, Total assets ($M): 423.9135 · Participants: 600Vermont Information Processing, Inc. Employee Stock Ownership PlanKing Arthur Employee Stock Ownership Plan, Total assets ($M): 192.33935 · Participants: 304King Arthur Employee Stock Ownership PlanCfc ESOP, Total assets ($M): 88.27 · Participants: 427Cfc ESOPHallam Associates, Inc. Employee Stock Ownership Plan and Trust, Total assets ($M): 23.199304 · Participants: 134Hallam Associates, Inc. Employee Stock Ownership Plan and TrustTrust Company of Vermont Employee Stock Ownership Plan, Total assets ($M): 18.810834 · Participants: 43Trust Company of Vermont Employee Stock Ownership Plan
Stone Environmental Employee Stock Ownership Plan vs. nearby ESOP plans in Vermont, assets vs. participants
Compare Stone Environmental Employee Stock Ownership Plan side-by-side with 3 peers →

Stone Environmental Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount

Outside Vermont, the nearest ESOP by assets is Ferguson Holdings, Inc. Employee Stock Ownership Plan in MS ($7M); by covered participants it is Chouteau Hospitality Group, Inc. Employee Stock Ownership Plan in MO (48 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (48 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 Stone Environmental Employee Stock Ownership Plan assets move in 2023? ▼
Stone Environmental Employee Stock Ownership Plan grew sharply - up 17.6% during 2023, from $6M to $7M. Reported net income was $1M.
How have Stone Environmental Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Stone Environmental Inc.'s sponsor-wide assets declined 24.1%, from $11M to $8M.
Which ESOP plans are similar in size to Stone Environmental Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Ferguson Holdings, Inc. Employee Stock Ownership Plan in MS ($7M, 65 participants).
Which ESOP plans cover a similar participant headcount to Stone Environmental Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Chouteau Hospitality Group, Inc. Employee Stock Ownership Plan in MO (48 participants, N/A 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 030335427.

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.