ESOP · DOL Form 5500 · 2023

Stanley Tree Service Inc. ESOP

Data updated 2026-08-25

$4M
Total assets Small plan by assets
201
Participants Below avg headcount
42nd
Percentile by assets National rank
$21,940
Avg per participant Low balance/head
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Official DOL plan name: Stanley Tree Service Employee Stock Ownership Plan · Sponsored by Stanley Tree Service Inc. · Rhode Island · Administrative & Support Services

$4M in assets, 201 participants

Stanley Tree Service Inc.'s Stanley Tree Service Employee Stock Ownership Plan reported $4M in total assets and 201 participants in its 2023 DOL Form 5500 filing, ranking in the 42nd 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.

  • #2,835 in Administrative & Support Services (4,372 peers)

Coverage in Rhode Island

Stanley Tree Service Employee Stock Ownership Plan covers 201 participants in Rhode Island, about 14% of the average Rhode Island filer (state average ~1,449 per filing). Assets: $4M.

#2,835
in Administrative & Support Services (4,372 peers)
+12.1%
assets growth YoY

Stanley Tree Service Employee Stock Ownership Plan's mid-pack asset rank among Administrative & Support Services and all filers

Stanley Tree Service Employee Stock Ownership Plan vs every filed plan by assets

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

$4,410,000 42nd percentile higher than 42% 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

Stanley Tree Service 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. Stanley Tree Service Employee Stock Ownership Plan sits mid-pack in the medium band (201 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Stanley Tree Service Employee Stock Ownership Plan reported net income rose from $1M in the plan year 2022 filing to $1M in the plan year 2023 filing.
  • Stanley Tree Service Employee Stock Ownership Plan reported participants rose from 175 in the plan year 2022 filing to 201 in the plan year 2023 filing.
  • Stanley Tree Service Employee Stock Ownership Plan end-of-year assets rose from $4M in the plan year 2022 filing to $4M in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 050468308 · Stanley Tree Service Inc. PY 2023 · ESOP

Stanley Tree Service Employee Stock Ownership Plan · $4M · 201 · 42nd

  • EBSA $4M
  • EBSA 201
  • EBSA 42nd
  • EBSA ESOP
  • EBSA near Turn-Key Medical, Inc. Employee Stock Ownership Plan and Trust
  • EBSA ind #2835

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 Rhode Island →

Stanley Tree Service Employee Stock Ownership Plan in the asset neighbourhood

Stanley Tree Service Employee Stock Ownership PlanStanley Tree Service Employe…$4MTurn-Key Medical, Inc. Employee Stock Ownership Plan and TrustTurn-Key Medical, Inc. Emplo…$4MWoodland Cabinetry, Inc. Employee Stock Ownership PlanWoodland Cabinetry, Inc. Emp…$4MCalifornia Eastern Laboratories, Inc. Employee Stock Ownership PlanCalifornia Eastern Laborator…$4MMerchants Bancorp Employee Stock Ownership PlanMerchants Bancorp Employee S…$4M
End-of-year total assets ($M) among Stanley Tree Service Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2023.

Rhode Island filing particulars

Total Assets (Beginning of Year)$4M
Net Assets (End of Year)-$36M
Net Income$1M
Employer EIN050468308
Plan Effective Date2020-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Stanley Tree Service Inc.)

Sponsor-wide plan assets over time

All Stanley Tree Service Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$13M 48.42003746922561% vs 2022
2024 filing year
$8M$10M$12M$14M 202220232024 $8.51M $12.6M ▲ +48.4%
Year Plans Participants Total Assets
2022 2 344 $9M
2023 2 394 $10M
2024 2 427 $13M

Nearby ESOP Plans in Rhode Island

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

Stanley Tree Service Employee Stock Ownership Plan vs. nearby ESOP plans in Rhode Island, assets vs. participants Scatter plot of 6 data points. -20000200040006000 -0.500.511.5 Total assets ($B) Participants Stanley Tree Service Employee Stock Ownership Plan, Total assets ($B): 0.00441 · Participants: 201Stanley Tree Service Employee Stock Ownership PlanThe Bank of America Transferred Savings Account Plan, Total assets ($B): 1.070736111 · Participants: 4647The Bank of America Transferred Savings Account PlanCentury Drywall, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.075040019 · Participants: 43Century Drywall, Inc. Employee Stock Ownership PlanThielsch Engineering, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.065480622 · Participants: 477Thielsch Engineering, Inc. Employee Stock Ownership PlanNewport Harbor Corporation Employee Stock Ownership Plan, Total assets ($B): 0.063597754 · Participants: 1078Newport Harbor Corporation Employee Stock Ownership PlanBeta Group, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.023328265 · Participants: 162Beta Group, Inc. Employee Stock Ownership Plan
Stanley Tree Service Employee Stock Ownership Plan vs. nearby ESOP plans in Rhode Island, assets vs. participants
Compare Stanley Tree Service Employee Stock Ownership Plan side-by-side with 3 peers →

Stanley Tree Service Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount

Outside Rhode Island, the nearest ESOP by assets is Turn-Key Medical, Inc. Employee Stock Ownership Plan and Trust in ID ($4M); by covered participants it is Afco Industries, Inc. Employee Stock Ownership Plan in LA (201 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (201 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 Stanley Tree Service Employee Stock Ownership Plan assets move in 2023? ▼
Stanley Tree Service Employee Stock Ownership Plan grew at a solid clip - up 12.1% during 2023, from $4M to $4M. Reported net income was $1M.
How have Stanley Tree Service Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Stanley Tree Service Inc.'s sponsor-wide assets grew 48.4%, from $9M to $13M.
Which ESOP plans are similar in size to Stanley Tree Service Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Turn-Key Medical, Inc. Employee Stock Ownership Plan and Trust in ID ($4M, 34 participants).
Which ESOP plans cover a similar participant headcount to Stanley Tree Service Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Afco Industries, Inc. Employee Stock Ownership Plan in LA (201 participants, $73M 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 050468308.

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.