ESOP · DOL Form 5500 · 2023

Stetson Engineers, Inc. ESOP

Data updated 2026-08-25

$2M
Total assets Small plan by assets
47
Participants Small participant base
29th
Percentile by assets National rank
$36,932
Avg per participant Low balance/head
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Official DOL plan name: Stetson Engineers, Inc. Employee Stock Ownership Plan · Sponsored by Stetson Engineers, Inc. · California · Professional & Technical Services

$2M in assets, 47 participants

Stetson Engineers, Inc.'s Stetson Engineers, Inc. Employee Stock Ownership Plan reported $2M in total assets and 47 participants in its 2023 DOL Form 5500 filing, ranking in the 29th 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.

  • #4,978 in Professional & Technical Services (20,321 peers)

2023 asset change

Stetson Engineers, Inc. Employee Stock Ownership Plan pulled back noticeably 14.4% in 2023 ($2M → $2M) for 47 participants.

#4,978
in Professional & Technical Services (20,321 peers)
-14.4%
assets change YoY

The plan reported a net loss of $293K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Stetson Engineers, Inc. Employee Stock Ownership Plan among the smaller filed plans by assets

Stetson Engineers, Inc. Employee Stock Ownership Plan vs every filed plan by assets

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

$1,735,782 29th percentile higher than 29% 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

Stetson Engineers, Inc. Employee Stock Ownership Plan among smaller filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Stetson Engineers, Inc. Employee Stock Ownership Plan is a small filing (47 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Stetson Engineers, Inc. Employee Stock Ownership Plan end-of-year assets fell from $2M in the plan year 2022 filing to $2M in the plan year 2023 filing.
  • Stetson Engineers, Inc. Employee Stock Ownership Plan reported participants fell from 48 in the plan year 2022 filing to 47 in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 942452155 · Stetson Engineers, Inc. PY 2023 · ESOP

Stetson Engineers, Inc. Employee Stock Ownership Plan · $2M · 47 · 29th

  • NET $2M
  • BOOK 47
  • VS-ST 29th
  • BOY ESOP
  • SCH near Lbtc Holdings, Inc. Employee Stock Ownership Plan
  • EBSA ind #4978

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 California →

Stetson Engineers, Inc. Employee Stock Ownership Plan in the asset neighbourhood

Stetson Engineers, Inc. Employee Stock Ownership PlanStetson Engineers, Inc. Empl…$2MLbtc Holdings, Inc. Employee Stock Ownership PlanLbtc Holdings, Inc. Employee…$2MCrisis Preparation and Recovery, Inc. Employee Stock Ownership PlanCrisis Preparation and Recov…$2MQuantum Innovations, Inc. Employee Stock Ownership PlanQuantum Innovations, Inc. Em…$2MSpinnaker Trust Employee Stock Ownership PlanSpinnaker Trust Employee Sto…$2M
End-of-year total assets ($M) among Stetson Engineers, Inc. Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2023.

Stetson Engineers, Inc. years around the 2023 move

Sponsor-wide plan assets over time

All Stetson Engineers, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$2M 8.740958305049151% vs 2022
2024 filing year
$1.7M$1.8M$1.9M$2M$2.1M 202220232024 $2.03M $1.85M ▼ -8.9%
Year Plans Participants Total Assets
2022 1 48 $2M
2023 1 47 $2M
2024 1 48 $2M

2023 asset-move particulars

Total Assets (Beginning of Year)$2M
Net Assets (End of Year)$2M
Net Income-$293K
Employer EIN942452155
Plan Effective Date1988-10-01
Filing StatusFILING RECEIVED

Nearby ESOP Plans in California

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

Stetson Engineers, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in California, assets vs. participants Scatter plot of 6 data points. -20000200040006000800010000 -101234 Total assets ($B) Participants Stetson Engineers, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.001735782 · Participants: 47Stetson Engineers, Inc. Employee Stock Ownership PlanParsons Employee Stock Ownership Plan, Total assets ($B): 3.757068542 · Participants: 7871Parsons Employee Stock Ownership PlanAcco Employee Stock Ownership Plan, Total assets ($B): 1.444524335 · Participants: 1397Acco Employee Stock Ownership PlanRosendin Electric, Inc. Employee Stock Ownership Plan, Total assets ($B): 1.125537204 · Participants: 1700Rosendin Electric, Inc. Employee Stock Ownership PlanAgron, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.533004512 · Participants: 72Agron, Inc. Employee Stock Ownership PlanRecology Employee Stock Ownership Plan, Total assets ($B): 0.497089527 · Participants: 3656Recology Employee Stock Ownership Plan
Stetson Engineers, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in California, assets vs. participants
Compare Stetson Engineers, Inc. Employee Stock Ownership Plan side-by-side with 3 peers →

Stetson Engineers, Inc. Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount

Outside California, the nearest ESOP by assets is Lbtc Holdings, Inc. Employee Stock Ownership Plan in HI ($2M); by covered participants it is Buse Timber & Sales, Inc. Employee Stock Ownership Plan in WA (47 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (47 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 Stetson Engineers, Inc. Employee Stock Ownership Plan assets move in 2023? ▼
Stetson Engineers, Inc. Employee Stock Ownership Plan pulled back noticeably - down 14.4% during 2023, from $2M to $2M. Reported net income was -$293K.
How have Stetson Engineers, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Stetson Engineers, Inc.'s sponsor-wide assets declined 8.7%, from $2M to $2M.
Which ESOP plans are similar in size to Stetson Engineers, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Lbtc Holdings, Inc. Employee Stock Ownership Plan in HI ($2M, 73 participants).
Which ESOP plans cover a similar participant headcount to Stetson Engineers, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Buse Timber & Sales, Inc. Employee Stock Ownership Plan in WA (47 participants, $15M 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 942452155.

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.