ESOP · DOL Form 5500 · 2023

Stoneage Holdings, Inc. ESOP

Data updated 2026-08-25

$40M
Total assets Below avg plan size
142
Participants Small participant base
83rd
Percentile by assets National rank
$278,213
Avg per participant High balance/head
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Official DOL plan name: Stoneage Employee Stock Ownership Plan · Sponsored by Stoneage Holdings, Inc. · Colorado · Professional & Technical Services

$40M in assets, 142 participants

Stoneage Holdings, Inc.'s Stoneage Employee Stock Ownership Plan reported $40M in total assets and 142 participants in its 2023 DOL Form 5500 filing, ranking in the 83rd 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.

  • #16,999 in Professional & Technical Services (20,321 peers)

Coverage in Colorado

Stoneage Employee Stock Ownership Plan covers 142 participants in Colorado, about 38% of the average Colorado filer (state average ~376 per filing). Assets: $40M.

#16,999
in Professional & Technical Services (20,321 peers)
+4.0%
assets growth YoY
0.4×
vs typical plan assets (national mean)

Stoneage Employee Stock Ownership Plan's outsized position by total assets

Stoneage Employee Stock Ownership Plan vs every filed plan by assets

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

$39,506,184 Top 17% higher than 83% 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

Stoneage 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. Stoneage Employee Stock Ownership Plan sits mid-pack in the medium band (142 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Stoneage Employee Stock Ownership Plan reported net income rose from -$11M in the plan year 2022 filing to $1M in the plan year 2023 filing.
  • Stoneage Employee Stock Ownership Plan reported participants rose from 127 in the plan year 2022 filing to 142 in the plan year 2023 filing.
  • Stoneage Employee Stock Ownership Plan end-of-year assets rose from $38M in the plan year 2022 filing to $40M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 921106022 · Stoneage Holdings, Inc. PY 2023 · ESOP

Stoneage Employee Stock Ownership Plan · $40M · 142 · 83rd

  • ASSETS $40M
  • PCT 142
  • EIN 83rd
  • RANK ESOP
  • PHOTO near Guaranty Bank & Trust Company Employee Stock Ownership Plan
  • IND ind #16999

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 Colorado →

Stoneage Employee Stock Ownership Plan in the asset neighbourhood

D.L. Evans Bank Employees Stock Ownership Plan and TrustD.L. Evans Bank Employees St…$40MKenneth's Profit Sharing and Retirement PlanKenneth's Profit Sharing and…$40MStoneage Employee Stock Ownership PlanStoneage Employee Stock Owne…$40MGuaranty Bank & Trust Company Employee Stock Ownership PlanGuaranty Bank & Trust Compan…$39MCepeda Associates, Inc. Employee Stock Ownership PlanCepeda Associates, Inc. Empl…$39M
End-of-year total assets ($M) among Stoneage Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2023.

Colorado filing particulars

Total Assets (Beginning of Year)$38M
Net Assets (End of Year)$15M
Net Income$1M
Employer EIN921106022
Plan Effective Date2015-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Stoneage Holdings, Inc.)

Sponsor-wide plan assets over time

All Stoneage Holdings, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$39M 2.760374786975648% vs 2022
2024 filing year
$37.5M$38M$38.5M$39M$39.5M$40M 202220232024 $38M $39M ▲ +2.8%
Year Plans Participants Total Assets
2022 1 127 $38M
2023 1 142 $40M
2024 1 153 $39M

Nearby ESOP Plans in Colorado

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

Stoneage Employee Stock Ownership Plan vs. nearby ESOP plans in Colorado, assets vs. participants Scatter plot of 6 data points. 050010001500 0100200300400500 Total assets ($M) Participants Stoneage Employee Stock Ownership Plan, Total assets ($M): 39.506184 · Participants: 142Stoneage Employee Stock Ownership PlanAlpine Lumber Company Employee Stock Ownership Plan, Total assets ($M): 385.149702 · Participants: 581Alpine Lumber Company Employee Stock Ownership PlanTrinidad Benham Corp. Employee Stock Ownership Plan, Total assets ($M): 266.310908 · Participants: 776Trinidad Benham Corp. Employee Stock Ownership PlanEnvision Management Holding, Inc. Employee Stock Ownership Plan, Total assets ($M): 211.311494 · Participants: 1075Envision Management Holding, Inc. Employee Stock Ownership PlanBrown Strauss, Inc. Employee Stock Ownership Plan, Total assets ($M): 209.447754 · Participants: 206Brown Strauss, Inc. Employee Stock Ownership PlanHercules Industries, Inc. Employee Stock Ownership Plan, Total assets ($M): 106.310439 · Participants: 444Hercules Industries, Inc. Employee Stock Ownership Plan
Stoneage Employee Stock Ownership Plan vs. nearby ESOP plans in Colorado, assets vs. participants
Compare Stoneage Employee Stock Ownership Plan side-by-side with 3 peers →

Stoneage Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount

Outside Colorado, the nearest ESOP by assets is Guaranty Bank & Trust Company Employee Stock Ownership Plan in MS ($39M); by covered participants it is Dynabrade, Inc Employee Stock Ownership Plan in NY (142 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (142 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 Stoneage Employee Stock Ownership Plan assets move in 2023? ▼
Stoneage Employee Stock Ownership Plan edged up modestly - up 4.0% during 2023, from $38M to $40M. Reported net income was $1M.
How have Stoneage Holdings, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Stoneage Holdings, Inc.'s sponsor-wide assets grew 2.8%, from $38M to $39M.
Where does Stoneage Employee Stock Ownership Plan rank by assets among Form 5500 filers? ▼
Stoneage Employee Stock Ownership Plan ranks in the 83rd percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top quartile of all filed plans by assets).
Which ESOP plans are similar in size to Stoneage Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Guaranty Bank & Trust Company Employee Stock Ownership Plan in MS ($39M, 243 participants).
Which ESOP plans cover a similar participant headcount to Stoneage Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Dynabrade, Inc Employee Stock Ownership Plan in NY (142 participants, $39M 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 921106022.

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.