ESOP · DOL Form 5500 · 2023

Shoestring Valley Holdings, Inc. ESOP

Data updated 2026-08-25

$2M
Total assets Small plan by assets
294
Participants Below avg headcount
30th
Percentile by assets National rank
$6,360
Avg per participant Low balance/head
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Official DOL plan name: Shoestring Valley Holdings, Inc. Employee Stock Ownership Plan · Sponsored by Shoestring Valley Holdings, Inc. · Oregon · Construction

$2M in assets, 294 participants

Shoestring Valley Holdings, Inc.'s Shoestring Valley Holdings, Inc. Employee Stock Ownership Plan reported $2M in total assets and 294 participants in its 2023 DOL Form 5500 filing, ranking in the 30th 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.

  • #2,483 in Construction (9,030 peers)

Shoestring Valley Holdings, Inc. multi-year trail

Shoestring Valley Holdings, Inc.'s plans moved +36.1% in assets from 2022 to 2024; this filing shows Shoestring Valley Holdings, Inc. Employee Stock Ownership Plan at $2M / 294 participants.

#2,483
in Construction (9,030 peers)
$2M
reported net income

Shoestring Valley Holdings, Inc. Employee Stock Ownership Plan among the smaller filed plans by assets

Shoestring Valley Holdings, Inc. Employee Stock Ownership Plan vs every filed plan by assets

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

$1,869,976 30th percentile higher than 30% 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

Shoestring Valley Holdings, 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. Shoestring Valley Holdings, Inc. Employee Stock Ownership Plan sits mid-pack in the medium band (294 participants).

Plan-year Form 5500 strip

Filing strip 930422424 · Shoestring Valley Holdings, Inc. PY 2023 · ESOP

Shoestring Valley Holdings, Inc. Employee Stock Ownership Plan · $2M · 294 · 30th

  • EIN $2M
  • RANK 294
  • PHOTO 30th
  • IND ESOP
  • EOY near Boettcher Supply, Inc. Employee Stock Ownership Plan
  • 5500 ind #2483

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 Oregon →

Shoestring Valley Holdings, Inc. Employee Stock Ownership Plan in the asset neighbourhood

Shoestring Valley Holdings, Inc. Employee Stock Ownership PlanShoestring Valley Holdings, …$2MBoettcher Supply, Inc. Employee Stock Ownership PlanBoettcher Supply, Inc. Emplo…$2MCampbell Company Employee Stock Ownership Plan & TrustCampbell Company Employee St…$2MPennian Bank Employee Stock Ownership PlanPennian Bank Employee Stock …$2MHeritage Bank of St. Tammany Employee Stock Ownership PlanHeritage Bank of St. Tammany…$2M
End-of-year total assets ($M) among Shoestring Valley Holdings, Inc. Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2023.

Shoestring Valley Holdings, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Shoestring Valley Holdings, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$105M 36.122186237903705% vs 2022
2024 filing year
$70M$80M$90M$100M$110M 202220232024 $77M $105M ▲ +36.1%
Year Plans Participants Total Assets
2022 1 361 $77M
2023 2 689 $93M
2024 2 736 $105M

Shoestring Valley Holdings, Inc. filing trail (2023)

Total Assets (Beginning of Year)N/A
Net Assets (End of Year)$2M
Net Income$2M
Employer EIN930422424
Plan Effective Date2023-01-01
Filing StatusFILING RECEIVED

Nearby ESOP Plans in Oregon

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

Shoestring Valley Holdings, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Oregon, assets vs. participants Scatter plot of 6 data points. -50005001000150020002500 -1000100200300 Total assets ($M) Participants Shoestring Valley Holdings, Inc. Employee Stock Ownership Plan, Total assets ($M): 1.869976 · Participants: 294Shoestring Valley Holdings, Inc. Employee Stock Ownership PlanBob's Red Mill Natural Foods, Inc. Employee Stock Ownership Plan, Total assets ($M): 235.753413 · Participants: 580Bob's Red Mill Natural Foods, Inc. Employee Stock Ownership PlanBi-Mart Corporation Employee Stock Ownership Plan, Total assets ($M): 210.231629 · Participants: 1981Bi-Mart Corporation Employee Stock Ownership PlanPacific Industrial Corp. Employee Stock Ownership Plan, Total assets ($M): 204.304035 · Participants: 71Pacific Industrial Corp. Employee Stock Ownership PlanKey Knife, Inc. Employee Stock Ownership Plan, Total assets ($M): 168.331686 · Participants: 69Key Knife, Inc. Employee Stock Ownership PlanNorthwest Pump & Equipment Co. Employee Stock Ownership Plan, Total assets ($M): 73.155492 · Participants: 200Northwest Pump & Equipment Co. Employee Stock Ownership Plan
Shoestring Valley Holdings, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Oregon, assets vs. participants
Compare Shoestring Valley Holdings, Inc. Employee Stock Ownership Plan side-by-side with 3 peers →

Shoestring Valley Holdings, Inc. Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount

Outside Oregon, the nearest ESOP by assets is Boettcher Supply, Inc. Employee Stock Ownership Plan in KS ($2M); by covered participants it is Graef ESOP in WI (294 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (294 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 have Shoestring Valley Holdings, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Shoestring Valley Holdings, Inc.'s sponsor-wide assets grew 36.1%, from $77M to $105M.
Which ESOP plans are similar in size to Shoestring Valley Holdings, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Boettcher Supply, Inc. Employee Stock Ownership Plan in KS ($2M, 16 participants).
Which ESOP plans cover a similar participant headcount to Shoestring Valley Holdings, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Graef ESOP in WI (294 participants, $5M 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 930422424.

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.