ESOP · DOL Form 5500 · 2023

Stevens Engineers & Constructors, Inc. ESOP

Data updated 2026-08-11

$6M
Total assets
112
Participants
47th
Percentile by assets
$50,214
Avg per participant
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Official DOL plan name: Stevens Engineers & Constructors, Inc. Employee Stock Ownership Plan · Sponsored by Stevens Engineers & Constructors, Inc. · Ohio · Construction

$6M in assets, 112 participants

Stevens Engineers & Constructors, Inc.'s Stevens Engineers & Constructors, Inc. Employee Stock Ownership Plan reported $6M in total assets and 112 participants in its 2023 DOL Form 5500 filing, ranking in the 47th 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.

  • 47th percentile by assets (of 127,072 plans)
  • #4,047 in Construction (9,030 peers)

Coverage in Ohio

Stevens Engineers & Constructors, Inc. Employee Stock Ownership Plan covers 112 participants in Ohio, about 15% of the average Ohio filer (state average ~765 per filing). Assets: $6M.

$6M
total plan assets (2023 EOY)
112
covered participants
47th
percentile by assets (of 127,072 plans)
$50,214
avg assets per participant

The plan reported a net loss of $712K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Where Stevens Engineers & Constructors, Inc. Employee Stock Ownership Plan sits by total assets

Stevens Engineers & Constructors, Inc. Employee Stock Ownership Plan vs every filed plan by assets

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

$5,624,015 47th percentile higher than 47% of 127,068 filed plans

This plan $0 $2,010,000,000 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

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Stevens Engineers & Constructors, Inc. Employee Stock Ownership Plan reported net income fell from $1M in the plan year 2022 filing to -$712K in the plan year 2023 filing.
  • Stevens Engineers & Constructors, Inc. Employee Stock Ownership Plan reported participants rose from 96 in the plan year 2022 filing to 112 in the plan year 2023 filing.
  • Stevens Engineers & Constructors, Inc. Employee Stock Ownership Plan end-of-year assets fell from $6M in the plan year 2022 filing to $6M in the plan year 2023 filing.

See the national 2022→2023 release diff →

State
Ohio
Industry
Construction

Participants vs Ohio filers

In Ohio, the average filing covers about 765 participants across 5,089 plans. Stevens Engineers & Constructors, Inc. Employee Stock Ownership Plan reports 112 participants - about 15% of that state average ($6M EOY assets).

Ohio filing particulars

Total Assets (Beginning of Year)$6M
Net Assets (End of Year)$6M
Net Income-$712K
Employer EIN341048714
Plan Effective Date2001-05-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Stevens Engineers & Constructors, Inc.)

$20M$30M$40M$50M$60M$70M 202220232024 $29.3M $59.4M ▲ +103.1%
Total plan assets by year, all Stevens Engineers & Constructors, Inc. plans on file
Year Plans Participants Total Assets
2022 2 304 $29M
2023 3 392 $55M
2024 3 485 $59M

Nearby ESOP Plans in Ohio

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

Stevens Engineers & Constructors, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Ohio, assets vs. participants Scatter plot of 6 data points. -10000010000200003000040000 -100102030 Total assets ($B) Participants Stevens Engineers & …, Total assets ($B): 0.005624015 · Participants: 112Stevens Engineers & …Procter & Gamble Pro…, Total assets ($B): 23.091305753 · Participants: 32152Procter & Gamble Pro…The Garland Industri…, Total assets ($B): 1.692644904 · Participants: 1019The Garland Industri…Messer Inc. Employee…, Total assets ($B): 0.62249774 · Participants: 873Messer Inc. Employee…Great Lakes Cheese C…, Total assets ($B): 0.504257458 · Participants: 4110Great Lakes Cheese C…Cleveland Steel Cont…, Total assets ($B): 0.451883636 · Participants: 434Cleveland Steel Cont…
Stevens Engineers & Constructors, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Ohio, assets vs. participants
Compare Stevens Engineers & Constructors, Inc. E… side-by-side with 3 peers →

Similar-Sized ESOP Plans Nationally

ESOP plans in other states closest to Stevens Engineers & Constructors, Inc. Employee Stock Ownership Plan by total assets, not by location.

Frequently Asked Questions

How did Stevens Engineers & Constructors, Inc. Employee Stock Ownership Plan assets move in 2023? ▼
Stevens Engineers & Constructors, Inc. Employee Stock Ownership Plan pulled back noticeably - down 11.2% during 2023, from $6M to $6M. Reported net income was -$712K.
How have Stevens Engineers & Constructors, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Stevens Engineers & Constructors, Inc.'s sponsor-wide assets grew 103.1%, from $29M to $59M.
Which ESOP plans are similar in size to Stevens Engineers & Constructors, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Darmann Abrasive Products, Inc. Employee Stock Ownership Plan in MA ($6M, 48 participants).

Next read for Stevens Engineers & Constructors, Inc. E…

Filing takeaways

Ways to act on Stevens Engineers & Constructors, Inc. Employee Stock Ownership Plan's numbers.

  • By total assets, Stevens Engineers & Constructors, Inc. Employee Stock Ownership Plan ranks in the lower half of filed plans by assets. See the largest plans
  • Compare it side-by-side against 3 similar ESOP plans in Ohio. Compare plans
  • Stevens Engineers & Constructors, Inc.'s sponsor-wide assets have grown 103.1% since 2022 across 3 plan years on file. More Construction plans

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 341048714.

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.