ESOP · DOL Form 5500 · 2023
Stone & Ward Inc. ESOP ESOP
Data updated 2026-08-25
- $8M
- Total assets Small plan by assets
- 43
- Participants Small participant base
- 53rd
- Percentile by assets National rank
- $177,229
- Avg per participant Above avg balance/head
Official DOL plan name: Stock Ownership Plan & Trust of Stone & Ward Inc. · Sponsored by Stone & Ward Inc. ESOP · Arkansas · Professional & Technical Services
$8M in assets, 43 participants
Stone & Ward Inc. ESOP's Stock Ownership Plan & Trust of Stone & Ward Inc. reported $8M in total assets and 43 participants in its 2023 DOL Form 5500 filing, ranking in the 53rd 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.
- #10,399 in Professional & Technical Services (20,321 peers)
Stone & Ward Inc. ESOP multi-year trail
Stone & Ward Inc. ESOP's plans moved -21.9% in assets from 2022 to 2024; this filing shows Stock Ownership Plan & Trust of Stone & Ward Inc. at $8M / 43 participants.
- #10,399
- in Professional & Technical Services (20,321 peers)
- +0.6%
- assets growth YoY
Stock Ownership Plan & Trust of Stone & Ward Inc.'s mid-pack asset rank among Professional & Technical Services and all filers
Stock Ownership Plan & Trust of Stone & Ward Inc. vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$7,620,864 Top 47% higher than 53% of 127,068 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023
Stock Ownership Plan & Trust of Stone & Ward Inc. among smaller filed plans by headcount
Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Stock Ownership Plan & Trust of Stone & Ward Inc. is a small filing (43 participants) on this national headcount ladder.
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Stock Ownership Plan & Trust of Stone & Ward Inc. reported net income fell from $420K in the plan year 2022 filing to $238K in the plan year 2023 filing.
EBSA filing schedule strip
Filing strip 710710164 · Stone & Ward Inc. ESOP PY 2023 · ESOP
Stock Ownership Plan & Trust of Stone & Ward Inc. · $8M · 43 · 53rd
- VS-ST $8M
- BOY 43
- SCH 53rd
- EBSA ESOP
- PART near Pinnacle Plastic Products Employee Stock Ownership Plan
- TYPE ind #10399
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 Arkansas →
Stock Ownership Plan & Trust of Stone & Ward Inc. in the asset neighbourhood
Stone & Ward Inc. ESOP multi-year asset trail
Sponsor-wide plan assets over time
All Stone & Ward Inc. ESOP plans reported in each filing year
- Latest sponsor-wide plan assets
- $6M 21.922640252242363% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 43 | $8M |
| 2023 | 1 | 43 | $8M |
| 2024 | 1 | 40 | $6M |
Stone & Ward Inc. ESOP filing trail (2023)
| Total Assets (Beginning of Year) | $8M |
|---|---|
| Net Assets (End of Year) | $7M |
| Net Income | $238K |
| Employer EIN | 710710164 |
| Plan Effective Date | 1998-10-01 |
| Filing Status | FILING RECEIVED |
Nearby ESOP Plans in Arkansas
Peer ESOP plans, same state, same plan type, ranked by total assets.
- Central States, Inc. Employee Stock Ownership Plan $496M · 1,113
- Central Moloney, Inc. Salaried Employee Stock Ownership Plan and Trust $352M · 119
- Harps Food Stores, Inc. Employee Stock Ownership Plan $306M · 2,833
- E.C. Barton & Company Employee Stock Ownership Plan & Trust $167M · 674
- Rubber & Gasket Company of America Employee Stock Ownership Plan $64M · 147
Stock Ownership Plan & Trust of Stone & Ward Inc.'s out-of-state ESOP peers by assets and headcount
Outside Arkansas, the nearest ESOP by assets is Pinnacle Plastic Products Employee Stock Ownership Plan in OH ($8M); by covered participants it is Geotex Construction Services, Inc. Employee Stock Ownership Plan in OH (43 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($8M here).
Similar participant headcount
Nearest other-state filings by covered participants (43 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.