ESOP · DOL Form 5500 · 2024

Stewart's Shops Corp ESOP

Data updated 2026-07-24

$897M
Total assets: 3,483
Participants: 98th
Percentile by assets: $257,491
Avg per participant

Official DOL plan name: Stewart's Shops Corp Employee Stock Ownership Plan · Sponsored by Stewart's Shops Corp · New York · Retail Trade

$897M in assets, 3,483 participants

Stewart's Shops Corp's Stewart's Shops Corp Employee Stock Ownership Plan reported $897M in total assets and 3,483 participants in its 2024 DOL Form 5500 filing, ranking in the 98th 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.

98th percentile by assets (of 116,472 plans)

Coverage in New York

Stewart's Shops Corp Employee Stock Ownership Plan covers 3,483 participants in New York, 4.4x the typical New York plan (state average ~795 per filing). Assets: $897M.

$897M
total plan assets (2024 EOY): 3,483
covered participants: 98th
percentile by assets (of 116,472 plans): $257,491
avg assets per participant

Stewart's Shops Corp Employee Stock Ownership Plan reported net income fell from $69M in the plan year 2023 filing to $47M in the plan year 2024 filing.
Stewart's Shops Corp Employee Stock Ownership Plan end-of-year assets rose from $877M in the plan year 2023 filing to $897M in the plan year 2024 filing.
Stewart's Shops Corp Employee Stock Ownership Plan reported participants rose from 3,439 in the plan year 2023 filing to 3,483 in the plan year 2024 filing.

See the national 2023→2024 release diff →

State

New York

Industry

Retail Trade

Participants vs New York filers

In New York, the average filing covers about 795 participants across 8,491 plans. Stewart's Shops Corp Employee Stock Ownership Plan reports 3,483 participants - 4.4x that state average ($897M EOY assets).

New York filing particulars

Total Assets (Beginning of Year)	$877M
Net Assets (End of Year)	$897M
Net Income	$47M
Employer EIN	141323607
Plan Effective Date	1974-04-01
Filing Status	FILING RECEIVED

Sponsor Plan History (Stewart's Shops Corp)

Total plan assets by year, all Stewart's Shops Corp plans on file

Year	Plans	Participants	Total Assets
2022	1	3,443	$782M
2023	1	3,439	$877M
2024	1	3,483	$897M

Nearby ESOP Plans in New York

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

Stewart's Shops Corp Employee Stock Ownership Plan vs. nearby ESOP plans in New York, assets vs. participants

North Coast Holdings Employee Stock Ownership Plan $451M · 3,042
Greenman-Pedersen, Inc. Employee Stock Ownership Plan $254M · 1,716
Marshall & Sterling Enterprises, Inc. Employee Stock Ownership Plan $234M · 518
H.C. Wainwright & Co. Employee Stock Ownership Plan $228M · 97
Jrm Construction Management Employee Stock Ownership Plan $165M · 550

Compare Stewart's Shops Corp Employee Stock Owne… side-by-side with 3 peers →

Similar-Sized ESOP Plans Nationally

ESOP plans in other states closest to Stewart's Shops Corp Employee Stock Ownership Plan by total assets, not by location.

Employee Owned Brands, Inc. Employee Stock Ownership Plan (IA) $877M · 819
Andersen Corporation Employee Stock Ownership Plan (MN) $963M · 12,104
Scheels Employee Stock Ownership Plan (ND) $963M · 5,157
Highland Homes Employee Stock Ownership Plan (TX) $983M · 891

Frequently Asked Questions

How did Stewart's Shops Corp Employee Stock Ownership Plan assets move in 2024? ▼

Stewart's Shops Corp Employee Stock Ownership Plan edged up modestly - up 2.3% during 2024, from $877M to $897M. Reported net income was $47M.

How have Stewart's Shops Corp plan assets changed over time? ▼

Across 3 plan years on file (2022-2024), Stewart's Shops Corp's sponsor-wide assets grew 14.7%, from $782M to $897M.

Where does Stewart's Shops Corp Employee Stock Ownership Plan rank by assets among Form 5500 filers? ▼

Stewart's Shops Corp Employee Stock Ownership Plan ranks in the 98th percentile by end-of-year assets among 116,472 plans that reported assets for plan year 2024 (in the top 5% of all filed plans by assets).

Which ESOP plans are similar in size to Stewart's Shops Corp Employee Stock Ownership Plan? ▼

Among ESOP plans in other states, the closest by assets is Employee Owned Brands, Inc. Employee Stock Ownership Plan in IA ($877M, 819 participants).

Next read for Stewart's Shops Corp Employee Stock Owne…

Filing takeaways

Ways to act on Stewart's Shops Corp Employee Stock Ownership Plan's numbers.

By total assets, Stewart's Shops Corp Employee Stock Ownership Plan ranks in the top 5% of all filed plans by assets. See the largest plans
Compare it side-by-side against 3 similar ESOP plans in New York. Compare plans
Stewart's Shops Corp's sponsor-wide assets have grown 14.7% since 2022 across 3 plan years on file. More Retail Trade plans

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2024.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 141323607.

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.