ESOP · DOL Form 5500 · 2022

The L.S. Starrett Company ESOP

Data updated 2026-08-25

$383K
Total assets Small plan by assets
332
Participants Below avg headcount
16th
Percentile by assets National rank
$1,153
Avg per participant Low balance/head
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Official DOL plan name: The L.S. Starrett Company 2013 Employee Stock Ownership Plan and Trust · Sponsored by The L.S. Starrett Company · Massachusetts · Manufacturing

$383K in assets, 332 participants

The L.S. Starrett Company's The L.S. Starrett Company 2013 Employee Stock Ownership Plan and Trust reported $383K in total assets and 332 participants in its 2022 DOL Form 5500 filing, ranking in the 16th 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.

  • #1,327 in Manufacturing (20,602 peers)

2022 asset change

The L.S. Starrett Company 2013 Employee Stock Ownership Plan and Trust surged 35.2% in 2022 ($283K → $383K) for 332 participants.

#1,327
in Manufacturing (20,602 peers)
+35.2%
assets growth YoY

The L.S. Starrett Company 2013 Employee Stock Ownership Plan and Trust among the smaller filed plans by assets

The L.S. Starrett Company 2013 Employee Stock Ownership Plan and Trust vs every filed plan by assets

End-of-year total assets · plan year 2022 · DOL Form 5500

$382,832 16th percentile higher than 16% of 139,123 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 2022

The L.S. Starrett Company 2013 Employee Stock Ownership Plan and Trust among mid-size filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. The L.S. Starrett Company 2013 Employee Stock Ownership Plan and Trust sits mid-pack in the medium band (332 participants).

EBSA filing schedule strip

Filing strip 041866480 · The L.S. Starrett Company PY 2022 · ESOP

The L.S. Starrett Company 2013 Employee Stock Ownership Plan and Trust · $383K · 332 · 16th

  • VS-ST $383K
  • VS-ST 332
  • VS-ST 16th
  • VS-ST ESOP
  • VS-ST near A & W Construction Services, Inc. ESOP and Trust
  • VS-ST ind #1327

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 Massachusetts →

The L.S. Starrett Company 2013 Employee Stock Ownership Plan and Trust in the asset neighbourhood

The L.S. Starrett Company 2013 Employee Stock Ownership Plan and TrustThe L.S. Starrett Company 20…$383KA & W Construction Services, Inc. ESOP and TrustA & W Construction Services,…$382KBerrett-Koehler Publishers, Inc. Employee Stock Ownership PlanBerrett-Koehler Publishers, …$383KLinco Holdings, Inc. Employee Stock Ownership PlanLinco Holdings, Inc. Employe…$384KCrosby & Henry, Inc. Employee Stock Ownership PlanCrosby & Henry, Inc. Employe…$381K
End-of-year total assets ($M) among The L.S. Starrett Company 2013 Employee Stock Ownership Plan and Trust and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2022.

The L.S. Starrett Company years around the 2022 move

Sponsor-wide plan assets over time

All The L.S. Starrett Company plans reported in each filing year

Latest sponsor-wide plan assets
$116M 7.118980074849635% vs 2022
2024 filing year
$105M$110M$115M$120M 202220232024 $108M $116M ▲ +7.1%
Year Plans Participants Total Assets
2022 4 1,469 $108M
2023 4 1,383 $116M
2024 4 1,279 $116M

2022 asset-move particulars

Total Assets (Beginning of Year)$283K
Net Assets (End of Year)$383K
Net Income$100K
Employer EIN041866480
Plan Effective Date2013-02-05
Filing StatusFILING RECEIVED

Nearby ESOP Plans in Massachusetts

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

The L.S. Starrett Company 2013 Employee Stock Ownership Plan and Trust vs. nearby ESOP plans in Massachusetts, assets vs. participants Scatter plot of 6 data points. 050010001500200025003000 -2000200400600 Total assets ($M) Participants The L.S. Starrett Company 2013 Employee Stock Ownership Plan and Trust, Total assets ($M): 0.382832 · Participants: 332The L.S. Starrett Company 2013 Employee Stock Ownership Plan and TrustConsigli Building Group Employee Stock Ownership Plan, Total assets ($M): 495.023943 · Participants: 1315Consigli Building Group Employee Stock Ownership PlanThe Gillette Company Employee Stock Ownership Plan, Total assets ($M): 380.839397 · Participants: 193The Gillette Company Employee Stock Ownership PlanAbt Associates Inc. Employees Stock Ownership Plan, Total assets ($M): 312.177588 · Participants: 2426Abt Associates Inc. Employees Stock Ownership PlanNew England Biolabs, Inc. Voting Stock Ownership Plan, Total assets ($M): 272.105333 · Participants: 386New England Biolabs, Inc. Voting Stock Ownership PlanEastern Bank Employee Stock Ownership Plan, Total assets ($M): 258.836117 · Participants: 1646Eastern Bank Employee Stock Ownership Plan
The L.S. Starrett Company 2013 Employee Stock Ownership Plan and Trust vs. nearby ESOP plans in Massachusetts, assets vs. participants
Compare The L.S. Starrett Company 2013 Employee Stock Ownership Plan and Trust side-by-side with 3 peers →

The L.S. Starrett Company 2013 Employee Stock Ownership Plan and Trust's out-of-state ESOP peers by assets and headcount

Outside Massachusetts, the nearest ESOP by assets is A & W Construction Services, Inc. ESOP and Trust in FL ($382K); by covered participants it is Fox Bros. Piggly Wiggly, Inc. Employee Stock Ownership Plan in WI (332 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (332 participants); asset peers above are excluded.

DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did The L.S. Starrett Company 2013 Employee Stock Ownership Plan and Trust assets move in 2022? ▼
The L.S. Starrett Company 2013 Employee Stock Ownership Plan and Trust surged - up 35.2% during 2022, from $283K to $383K. Reported net income was $100K.
How have The L.S. Starrett Company plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), The L.S. Starrett Company's sponsor-wide assets grew 7.1%, from $108M to $116M.
Where does The L.S. Starrett Company 2013 Employee Stock Ownership Plan and Trust rank by assets among Form 5500 filers? ▼
The L.S. Starrett Company 2013 Employee Stock Ownership Plan and Trust ranks in the 16th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (among the smaller plans by assets on file).
Which ESOP plans are similar in size to The L.S. Starrett Company 2013 Employee Stock Ownership Plan and Trust? ▼
Among ESOP plans in other states, the closest by assets is A & W Construction Services, Inc. ESOP and Trust in FL ($382K, 37 participants).
Which ESOP plans cover a similar participant headcount to The L.S. Starrett Company 2013 Employee Stock Ownership Plan and Trust? ▼
Among ESOP plans in other states, the closest by covered participants is Fox Bros. Piggly Wiggly, Inc. Employee Stock Ownership Plan in WI (332 participants, $24M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2022.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 041866480.

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.