ESOP · DOL Form 5500 · 2023

The L.S. Starrett Company ESOP

Data updated 2026-08-25

$528K
Total assets Small plan by assets
300
Participants Below avg headcount
18th
Percentile by assets National rank
$1,760
Avg per participant Low balance/head
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Official DOL plan name: The L.S. Starrett Company 2013 Employee Stock Ownership Plan and Trust · Sponsored by The L.S. Starrett Company · Massachusetts · Manufacturing

$528K in assets, 300 participants

The L.S. Starrett Company's The L.S. Starrett Company 2013 Employee Stock Ownership Plan and Trust reported $528K in total assets and 300 participants in its 2023 DOL Form 5500 filing, ranking in the 18th 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.

  • #1,393 in Manufacturing (18,722 peers)

Coverage in Massachusetts

The L.S. Starrett Company 2013 Employee Stock Ownership Plan and Trust covers 300 participants in Massachusetts, about 46% of the average Massachusetts filer (state average ~659 per filing). Assets: $528K.

#1,393
in Manufacturing (18,722 peers)
+37.9%
assets growth YoY

The L.S. Starrett Company 2013 Employee Stock Ownership Plan and Trust among the smaller filed plans by assets

The L.S. Starrett Company 2013 Employee Stock Ownership Plan and Trust vs every filed plan by assets

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

$528,066 18th percentile higher than 18% 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

The L.S. Starrett Company 2013 Employee Stock Ownership Plan and Trust 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. The L.S. Starrett Company 2013 Employee Stock Ownership Plan and Trust sits mid-pack in the medium band (300 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • The L.S. Starrett Company 2013 Employee Stock Ownership Plan and Trust reported net income rose from $100K in the plan year 2022 filing to $145K in the plan year 2023 filing.
  • The L.S. Starrett Company 2013 Employee Stock Ownership Plan and Trust end-of-year assets rose from $383K in the plan year 2022 filing to $528K in the plan year 2023 filing.
  • The L.S. Starrett Company 2013 Employee Stock Ownership Plan and Trust reported participants fell from 332 in the plan year 2022 filing to 300 in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 041866480 · The L.S. Starrett Company PY 2023 · ESOP

The L.S. Starrett Company 2013 Employee Stock Ownership Plan and Trust · $528K · 300 · 18th

  • BOY $528K
  • SCH 300
  • EBSA 18th
  • PART ESOP
  • TYPE near Jeo Employee Stock Ownership Plan
  • NET ind #1393

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 2013 Employee Stock Ownership Plan and Trust in the asset neighbourhood

The L.S. Starrett Company 2013 Employee Stock Ownership Plan and TrustThe L.S. Starrett Company 20…$528KJeo Employee Stock Ownership PlanJeo Employee Stock Ownership…$528KTrio Investments, Inc. Employees Stock Ownership TrustTrio Investments, Inc. Emplo…$527KPps Administrative Services Inc Employee Stock Ownership and Profit Sharing PlanPps Administrative Services …$531KCompressed Air Power Employee Stock Ownership PlanCompressed Air Power Employe…$525K
End-of-year total assets ($M) among The L.S. Starrett Company 2013 Employee Stock Ownership Plan and Trust and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2023.

Massachusetts filing particulars

Total Assets (Beginning of Year)$383K
Net Assets (End of Year)$528K
Net Income$145K
Employer EIN041866480
Plan Effective Date2013-02-05
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 2013 Employee Stock Ownership Plan and Trust vs. nearby ESOP plans in Massachusetts, assets vs. participants Scatter plot of 6 data points. 0500100015002000 -2000200400600800 Total assets ($M) Participants The L.S. Starrett Company 2013 Employee Stock Ownership Plan and Trust, Total assets ($M): 0.528066 · Participants: 300The L.S. Starrett Company 2013 Employee Stock Ownership Plan and TrustConsigli Building Group Employee Stock Ownership Plan, Total assets ($M): 611.879597 · Participants: 1511Consigli Building Group Employee Stock Ownership PlanThe Gillette Company Employee Stock Ownership Plan, Total assets ($M): 349.164775 · Participants: 174The Gillette Company Employee Stock Ownership PlanShawmut Group Employee Stock Ownership Plan, Total assets ($M): 274.195602 · Participants: 716Shawmut Group Employee Stock Ownership PlanFirst Amended and Restated Creative Financial Staffing, Inc. Employee Stock Ownership Plan, Total assets ($M): 244.511447 · Participants: 641First Amended and Restated Creative Financial Staffing, Inc. Employee Stock Ownership PlanEastern Bank Employee Stock Ownership Plan, Total assets ($M): 213.345202 · Participants: 1778Eastern Bank Employee Stock Ownership Plan
The L.S. Starrett Company 2013 Employee Stock Ownership Plan and Trust vs. nearby ESOP plans in Massachusetts, assets vs. participants
Compare The L.S. Starrett Company 2013 Employee Stock Ownership Plan and Trust side-by-side with 3 peers →

The L.S. Starrett Company 2013 Employee Stock Ownership Plan and Trust's out-of-state ESOP peers by assets and headcount

Outside Massachusetts, the nearest ESOP by assets is Jeo Employee Stock Ownership Plan in NE ($528K); by covered participants it is Distribution Alternatives, Inc. Employee Stock Ownership Plan in MN (300 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (300 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 The L.S. Starrett Company 2013 Employee Stock Ownership Plan and Trust assets move in 2023? ▼
The L.S. Starrett Company 2013 Employee Stock Ownership Plan and Trust surged - up 37.9% during 2023, from $383K to $528K. Reported net income was $145K.
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.
Where does The L.S. Starrett Company 2013 Employee Stock Ownership Plan and Trust rank by assets among Form 5500 filers? ▼
The L.S. Starrett Company 2013 Employee Stock Ownership Plan and Trust ranks in the 18th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (among the smaller plans by assets on file).
Which ESOP plans are similar in size to The L.S. Starrett Company 2013 Employee Stock Ownership Plan and Trust? ▼
Among ESOP plans in other states, the closest by assets is Jeo Employee Stock Ownership Plan in NE ($528K, 215 participants).
Which ESOP plans cover a similar participant headcount to The L.S. Starrett Company 2013 Employee Stock Ownership Plan and Trust? ▼
Among ESOP plans in other states, the closest by covered participants is Distribution Alternatives, Inc. Employee Stock Ownership Plan in MN (300 participants, $3M 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 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.