ESOP · DOL Form 5500 · 2022

The L.S. Starrett Company ESOP

Data updated 2026-08-25

$3M
Total assets Small plan by assets
216
Participants Below avg headcount
41st
Percentile by assets National rank
$14,133
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: The L.S. Starrett Company Employee Stock Ownership Plan · Sponsored by The L.S. Starrett Company · Massachusetts · Manufacturing

$3M in assets, 216 participants

The L.S. Starrett Company's The L.S. Starrett Company Employee Stock Ownership Plan reported $3M in total assets and 216 participants in its 2022 DOL Form 5500 filing, ranking in the 41st 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.

  • #4,963 in Manufacturing (20,602 peers)

Coverage in Massachusetts

The L.S. Starrett Company Employee Stock Ownership Plan covers 216 participants in Massachusetts, about 33% of the average Massachusetts filer (state average ~659 per filing). Assets: $3M.

#4,963
in Manufacturing (20,602 peers)
+29.8%
assets growth YoY

The L.S. Starrett Company Employee Stock Ownership Plan's mid-pack asset rank among Manufacturing and all filers

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

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

$3,052,816 41st percentile higher than 41% 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 Employee Stock Ownership Plan 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 Employee Stock Ownership Plan sits mid-pack in the medium band (216 participants).

DOL schedule card

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

The L.S. Starrett Company Employee Stock Ownership Plan · $3M · 216 · 41st

  • EIN $3M
  • EIN 216
  • EIN 41st
  • EIN ESOP
  • EIN near Ni Holdings, Inc. Employee Stock Ownership Plan
  • EIN ind #4963

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 Employee Stock Ownership Plan in the asset neighbourhood

Acrilex, Inc. Employee Stock Ownership PlanAcrilex, Inc. Employee Stock…$3MThe L.S. Starrett Company Employee Stock Ownership PlanThe L.S. Starrett Company Em…$3MNi Holdings, Inc. Employee Stock Ownership PlanNi Holdings, Inc. Employee S…$3MMaco Tool & Engineering, Inc. ESOPMaco Tool & Engineering, Inc…$3MLeanin' Tree Employee Stock Ownership PlanLeanin' Tree Employee Stock …$3M
End-of-year total assets ($M) among The L.S. Starrett Company Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2022.

Massachusetts filing particulars

Total Assets (Beginning of Year)$2M
Net Assets (End of Year)$3M
Net Income$701K
Employer EIN041866480
Plan Effective Date1994-07-01
Filing StatusFILING RECEIVED

Sponsor Plan History (The L.S. Starrett Company)

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

Nearby ESOP Plans in Massachusetts

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

The L.S. Starrett Company Employee Stock Ownership Plan vs. nearby ESOP plans in Massachusetts, assets vs. participants Scatter plot of 6 data points. 050010001500200025003000 -2000200400600 Total assets ($M) Participants The L.S. Starrett Company Employee Stock Ownership Plan, Total assets ($M): 3.052816 · Participants: 216The L.S. Starrett Company Employee Stock Ownership PlanConsigli 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 Employee Stock Ownership Plan vs. nearby ESOP plans in Massachusetts, assets vs. participants
Compare The L.S. Starrett Company Employee Stock Ownership Plan side-by-side with 3 peers →

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

Outside Massachusetts, the nearest ESOP by assets is Ni Holdings, Inc. Employee Stock Ownership Plan in ND ($3M); by covered participants it is Essa Bank & Trust Employee Stock Ownership Plan in PA (216 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (216 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 Employee Stock Ownership Plan assets move in 2022? ▼
The L.S. Starrett Company Employee Stock Ownership Plan grew sharply - up 29.8% during 2022, from $2M to $3M. Reported net income was $701K.
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.
Which ESOP plans are similar in size to The L.S. Starrett Company Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Ni Holdings, Inc. Employee Stock Ownership Plan in ND ($3M, 134 participants).
Which ESOP plans cover a similar participant headcount to The L.S. Starrett Company Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Essa Bank & Trust Employee Stock Ownership Plan in PA (216 participants, $23M 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.