ESOP · DOL Form 5500 · 2023
Stevens Industries, Inc. ESOP
Data updated 2026-08-11
- $21M
- Total assets
- 396
- Participants
- 73rd
- Percentile by assets
- $52,706
- Avg per participant
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.
- 73rd percentile by assets (of 127,072 plans)
- #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.
- $21M
- total plan assets (2023 EOY)
- 396
- covered participants
- 73rd
- percentile by assets (of 127,072 plans)
- $52,706
- avg assets per participant
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.
Stevens Industries, Inc. across 3 plan years on file
Across the 3 plan years Stevens Industries, Inc. has on file (2022-2024), sponsor-wide plan assets have moved from $46M to $52M, a gain of 14.8%, while reported participants moved from 855 to 925 (+8.2%). Peak year by sponsor assets: 2024 ($52M); trough: 2022 ($46M).
Stevens Industries, Inc. multi-year asset trail
| 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 EIN | 370899991 |
| Plan Effective Date | 1998-01-01 |
| Filing Status | FILING 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
- Amsted Industries Incorporated Employees' Stock Ownership Plan $4.4B · 4,738
- Kehe Distributors, Inc. Employee Stock Ownership Plan $1.6B · 4,251
- Scot Forge Company Employee Stock Ownership Plan $1.2B · 486
- Bdo USA Employee Stock Ownership Plan $915M · 10,168
- Bdo USA Employee Stock Ownership Plan $915M · 10,168
Similar-Sized ESOP Plans Nationally
ESOP plans in other states closest to Stevens Industries, Inc. Employee Stock Ownership Plan by total assets, not by location.
Frequently Asked Questions
How did Stevens Industries, Inc. Employee Stock Ownership Plan assets move in 2023? ▼
How have Stevens Industries, Inc. plan assets changed over time? ▼
Which ESOP plans are similar in size to Stevens Industries, Inc. Employee Stock Ownership Plan? ▼
Next read for Stevens Industries, Inc. Employee Stock …
Multi-year trail
Ways to act on Stevens Industries, Inc. Employee Stock Ownership Plan's numbers.
- By total assets, Stevens Industries, Inc. Employee Stock Ownership Plan ranks above the median plan by assets. See the largest plans
- Compare it side-by-side against 3 similar ESOP plans in Illinois. Compare plans
- Stevens Industries, Inc.'s sponsor-wide assets have grown 14.8% since 2022 across 3 plan years on file. More Manufacturing plans