ESOP · DOL Form 5500 · 2023

Stevens Industries, Inc. ESOP

Data updated 2026-08-25

$21M
Total assets Small plan by assets
396
Participants Below avg headcount
73rd
Percentile by assets National rank
$52,706
Avg per participant Low balance/head
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Official DOL plan name: Stevens Industries, Inc. Employee Stock Ownership Plan · Sponsored by Stevens Industries, Inc. · Illinois · Manufacturing

$21M in assets, 396 participants

Stevens Industries, Inc.'s Stevens Industries, Inc. Employee Stock Ownership Plan reported $21M in total assets and 396 participants in its 2023 DOL Form 5500 filing, ranking in the 73rd 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.

  • #11,886 in Manufacturing (18,722 peers)

Stevens Industries, Inc. multi-year trail

Stevens Industries, Inc.'s plans moved +14.8% in assets from 2022 to 2024; this filing shows Stevens Industries, Inc. Employee Stock Ownership Plan at $21M / 396 participants.

#11,886
in Manufacturing (18,722 peers)
+8.0%
assets growth YoY

Stevens Industries, Inc. Employee Stock Ownership Plan's outsized position by total assets

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

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

$20,871,708 Top 27% higher than 73% 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 Industries, 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. Stevens Industries, Inc. Employee Stock Ownership Plan sits mid-pack in the medium band (396 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Stevens Industries, Inc. Employee Stock Ownership Plan reported net income rose from -$7M in the plan year 2022 filing to $2M in the plan year 2023 filing.
  • Stevens Industries, Inc. Employee Stock Ownership Plan end-of-year assets rose from $19M in the plan year 2022 filing to $21M in the plan year 2023 filing.
  • Stevens Industries, Inc. Employee Stock Ownership Plan reported participants fell from 408 in the plan year 2022 filing to 396 in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 370899991 · Stevens Industries, Inc. PY 2023 · ESOP

Stevens Industries, Inc. Employee Stock Ownership Plan · $21M · 396 · 73rd

  • ASSETS $21M
  • PCT 396
  • EIN 73rd
  • RANK ESOP
  • PHOTO near Frank P. Langley Co., Inc. Employee Profit Sharing and Stock Ownership Plan
  • IND ind #11886

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 Illinois →

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

Impact Photographics, Inc. Employee Stock Ownership PlanImpact Photographics, Inc. E…$21MLsa Associates, Inc. Employee Stock Ownership PlanLsa Associates, Inc. Employe…$21MStevens Industries, Inc. Employee Stock Ownership PlanStevens Industries, Inc. Emp…$21MFrank P. Langley Co., Inc. Employee Profit Sharing and Stock Ownership PlanFrank P. Langley Co., Inc. E…$21MBolton and Company Employee Stock Ownership PlanBolton and Company Employee …$21M
End-of-year total assets ($M) among Stevens Industries, Inc. Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2023.

Stevens Industries, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Stevens Industries, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$52M 14.797920883280488% vs 2022
2024 filing year
$40M$45M$50M$55M 202220232024 $45.6M $52.3M ▲ +14.8%
Year Plans Participants Total Assets
2022 2 855 $46M
2023 2 854 $51M
2024 2 925 $52M

Stevens Industries, Inc. filing trail (2023)

Total Assets (Beginning of Year)$19M
Net Assets (End of Year)$19M
Net Income$2M
Employer EIN370899991
Plan Effective Date1998-01-01
Filing StatusFILING RECEIVED

Nearby ESOP Plans in Illinois

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

Stevens Industries, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Illinois, assets vs. participants Scatter plot of 6 data points. -5000050001000015000 -1012345 Total assets ($B) Participants Stevens Industries, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.020871708 · Participants: 396Stevens Industries, Inc. Employee Stock Ownership PlanAmsted Industries Incorporated Employees' Stock Ownership Plan, Total assets ($B): 4.440263476 · Participants: 4738Amsted Industries Incorporated Employees' Stock Ownership PlanKehe Distributors, Inc. Employee Stock Ownership Plan, Total assets ($B): 1.616096816 · Participants: 4251Kehe Distributors, Inc. Employee Stock Ownership PlanScot Forge Company Employee Stock Ownership Plan, Total assets ($B): 1.195072662 · Participants: 486Scot Forge Company Employee Stock Ownership PlanBdo USA Employee Stock Ownership Plan, Total assets ($B): 0.91547863 · Participants: 10168Bdo USA Employee Stock Ownership PlanBdo USA Employee Stock Ownership Plan, Total assets ($B): 0.91547863 · Participants: 10168Bdo USA Employee Stock Ownership Plan
Stevens Industries, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Illinois, assets vs. participants
Compare Stevens Industries, Inc. Employee Stock Ownership Plan side-by-side with 3 peers →

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

Outside Illinois, the nearest ESOP by assets is Frank P. Langley Co., Inc. Employee Profit Sharing and Stock Ownership Plan in NY ($21M); by covered participants it is Buist Electric Inc Employee Stock Ownership Plan in MI (396 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (396 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 Industries, Inc. Employee Stock Ownership Plan assets move in 2023? ▼
Stevens Industries, Inc. Employee Stock Ownership Plan grew at a solid clip - up 8.0% during 2023, from $19M to $21M. Reported net income was $2M.
How have Stevens Industries, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Stevens Industries, Inc.'s sponsor-wide assets grew 14.8%, from $46M to $52M.
Which ESOP plans are similar in size to Stevens Industries, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Frank P. Langley Co., Inc. Employee Profit Sharing and Stock Ownership Plan in NY ($21M, 39 participants).
Which ESOP plans cover a similar participant headcount to Stevens Industries, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Buist Electric Inc Employee Stock Ownership Plan in MI (396 participants, $51M 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 370899991.

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.