ESOP · DOL Form 5500 · 2023

Stephenson Equipment, Inc. ESOP

Data updated 2026-08-25

$6M
Total assets Small plan by assets
217
Participants Below avg headcount
46th
Percentile by assets National rank
$25,452
Avg per participant Low balance/head
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Official DOL plan name: Stephenson Equipment, Inc. Employee Stock Ownership Plan · Sponsored by Stephenson Equipment, Inc. · Pennsylvania · Wholesale Trade

$6M in assets, 217 participants

Stephenson Equipment, Inc.'s Stephenson Equipment, Inc. Employee Stock Ownership Plan reported $6M in total assets and 217 participants in its 2023 DOL Form 5500 filing, ranking in the 46th 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.

  • #2,247 in Wholesale Trade (6,309 peers)

Coverage in Pennsylvania

Stephenson Equipment, Inc. Employee Stock Ownership Plan covers 217 participants in Pennsylvania, about 26% of the average Pennsylvania filer (state average ~822 per filing). Assets: $6M.

#2,247
in Wholesale Trade (6,309 peers)
+49.3%
assets growth YoY

The plan reported a net loss of $67M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Stephenson Equipment, Inc. Employee Stock Ownership Plan's mid-pack asset rank among Wholesale Trade and all filers

Stephenson Equipment, Inc. Employee Stock Ownership Plan vs every filed plan by assets

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

$5,523,000 46th percentile higher than 46% 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

Stephenson Equipment, Inc. Employee Stock Ownership Plan among mid-size filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Stephenson Equipment, Inc. Employee Stock Ownership Plan sits mid-pack in the medium band (217 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Stephenson Equipment, Inc. Employee Stock Ownership Plan reported net income fell from $4M in the plan year 2022 filing to -$67M in the plan year 2023 filing.
  • Stephenson Equipment, Inc. Employee Stock Ownership Plan end-of-year assets rose from $4M in the plan year 2022 filing to $6M in the plan year 2023 filing.
  • Stephenson Equipment, Inc. Employee Stock Ownership Plan reported participants fell from 224 in the plan year 2022 filing to 217 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 251511922 · Stephenson Equipment, Inc. PY 2023 · ESOP

Stephenson Equipment, Inc. Employee Stock Ownership Plan · $6M · 217 · 46th

  • PART $6M
  • TYPE 217
  • NET 46th
  • BOOK ESOP
  • VS-ST near Securityhunter, Inc. Employee Stock Ownership Plan
  • BOY ind #2247

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 Pennsylvania →

Stephenson Equipment, Inc. Employee Stock Ownership Plan in the asset neighbourhood

Stephenson Equipment, Inc. Employee Stock Ownership PlanStephenson Equipment, Inc. E…$6MSecurityhunter, Inc. Employee Stock Ownership PlanSecurityhunter, Inc. Employe…$6MBrin Glass Employee Stock Ownership PlanBrin Glass Employee Stock Ow…$6MO & D Manufacturing, Inc. Employee Stock Ownership PlanO & D Manufacturing, Inc. Em…$6MWolverine Plating Corporation Employee Stock Ownership PlanWolverine Plating Corporatio…$6M
End-of-year total assets ($M) among Stephenson Equipment, Inc. Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2023.

Pennsylvania filing particulars

Total Assets (Beginning of Year)$4M
Net Assets (End of Year)-$63M
Net Income-$67M
Employer EIN251511922
Plan Effective Date2022-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Stephenson Equipment, Inc.)

Sponsor-wide plan assets over time

All Stephenson Equipment, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$36M 84.3403603756791% vs 2022
2024 filing year
$15M$20M$25M$30M$35M$40M 202220232024 $19.3M $35.5M ▲ +84.3%
Year Plans Participants Total Assets
2022 2 438 $19M
2023 2 449 $25M
2024 2 473 $36M

Nearby ESOP Plans in Pennsylvania

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

Stephenson Equipment, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Pennsylvania, assets vs. participants Scatter plot of 6 data points. -1000001000020000300004000050000 -20246 Total assets ($B) Participants Stephenson Equipment, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.005523 · Participants: 217Stephenson Equipment, Inc. Employee Stock Ownership PlanWawa, Inc. Employee Stock Ownership Plan, Total assets ($B): 5.338226537 · Participants: 42695Wawa, Inc. Employee Stock Ownership PlanBradford White Corporation Employee Stock Ownership Plan and Trust Agreement, Total assets ($B): 1.558044827 · Participants: 342Bradford White Corporation Employee Stock Ownership Plan and Trust AgreementCentimark Corporation Employee Stock Ownership Plan and Trust, Total assets ($B): 0.686501046 · Participants: 2353Centimark Corporation Employee Stock Ownership Plan and TrustSheetz, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.686202616 · Participants: 13858Sheetz, Inc. Employee Stock Ownership PlanD & H Employee Stock Ownership Plan, Total assets ($B): 0.288933356 · Participants: 1461D & H Employee Stock Ownership Plan
Stephenson Equipment, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Pennsylvania, assets vs. participants
Compare Stephenson Equipment, Inc. Employee Stock Ownership Plan side-by-side with 3 peers →

Stephenson Equipment, Inc. Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount

Outside Pennsylvania, the nearest ESOP by assets is Securityhunter, Inc. Employee Stock Ownership Plan in MD ($6M); by covered participants it is Eon, Inc. 2012 Amended and Restated Employee Stock Ownership Plan in MN (217 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (217 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 Stephenson Equipment, Inc. Employee Stock Ownership Plan assets move in 2023? ▼
Stephenson Equipment, Inc. Employee Stock Ownership Plan surged - up 49.3% during 2023, from $4M to $6M. Reported net income was -$67M.
How have Stephenson Equipment, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Stephenson Equipment, Inc.'s sponsor-wide assets grew 84.3%, from $19M to $36M.
Which ESOP plans are similar in size to Stephenson Equipment, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Securityhunter, Inc. Employee Stock Ownership Plan in MD ($6M, 47 participants).
Which ESOP plans cover a similar participant headcount to Stephenson Equipment, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Eon, Inc. 2012 Amended and Restated Employee Stock Ownership Plan in MN (217 participants, $9M 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 251511922.

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.