ESOP · DOL Form 5500 · 2023

Stephens & Smith Construction Co., Inc. ESOP

Data updated 2026-08-25

$22M
Total assets Small plan by assets
198
Participants Below avg headcount
74th
Percentile by assets National rank
$109,182
Avg per participant Below avg balance/head
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Official DOL plan name: Stephens & Smith Construction Co., Inc. Employee Stock Ownership Plan · Sponsored by Stephens & Smith Construction Co., Inc. · Nebraska · Construction

$22M in assets, 198 participants

Stephens & Smith Construction Co., Inc.'s Stephens & Smith Construction Co., Inc. Employee Stock Ownership Plan reported $22M in total assets and 198 participants in its 2023 DOL Form 5500 filing, ranking in the 74th 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.

  • #6,561 in Construction (9,030 peers)

Coverage in Nebraska

Stephens & Smith Construction Co., Inc. Employee Stock Ownership Plan covers 198 participants in Nebraska, about 36% of the average Nebraska filer (state average ~552 per filing). Assets: $22M.

#6,561
in Construction (9,030 peers)
+4.9%
assets growth YoY

Stephens & Smith Construction Co., Inc. Employee Stock Ownership Plan's outsized position by total assets

Stephens & Smith Construction Co., Inc. Employee Stock Ownership Plan vs every filed plan by assets

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

$21,617,944 Top 26% higher than 74% 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

Stephens & Smith Construction Co., Inc. Employee Stock Ownership Plan 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. Stephens & Smith Construction Co., Inc. Employee Stock Ownership Plan sits mid-pack in the medium band (198 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Stephens & Smith Construction Co., Inc. Employee Stock Ownership Plan reported net income fell from $2M in the plan year 2022 filing to $1M in the plan year 2023 filing.
  • Stephens & Smith Construction Co., Inc. Employee Stock Ownership Plan reported participants rose from 183 in the plan year 2022 filing to 198 in the plan year 2023 filing.
  • Stephens & Smith Construction Co., Inc. Employee Stock Ownership Plan end-of-year assets rose from $21M in the plan year 2022 filing to $22M in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 470558429 · Stephens & Smith Construction Co., Inc. PY 2023 · ESOP

Stephens & Smith Construction Co., Inc. Employee Stock Ownership Plan · $22M · 198 · 74th

  • PART $22M
  • TYPE 198
  • NET 74th
  • BOOK ESOP
  • VS-ST near Conco, Inc. Employee Stock Ownership Plan and Trust Agreement
  • BOY ind #6561

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 Nebraska →

Stephens & Smith Construction Co., Inc. Employee Stock Ownership Plan in the asset neighbourhood

Rei Engineers, Inc. Employee Stock Ownership PlanRei Engineers, Inc. Employee…$22MConco, Inc. Employee Stock Ownership Plan and Trust AgreementConco, Inc. Employee Stock O…$22MStephens & Smith Construction Co., Inc. Employee Stock Ownership PlanStephens & Smith Constructio…$22MG W Holdings, Inc. Employee Stock Ownership PlanG W Holdings, Inc. Employee …$22MRegal Service Employee Stock Ownership PlanRegal Service Employee Stock…$22M
End-of-year total assets ($M) among Stephens & Smith Construction Co., Inc. Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2023.

Nebraska filing particulars

Total Assets (Beginning of Year)$21M
Net Assets (End of Year)$22M
Net Income$1M
Employer EIN470558429
Plan Effective Date1999-07-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Stephens & Smith Construction Co., Inc.)

Sponsor-wide plan assets over time

All Stephens & Smith Construction Co., Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$38M 27.16274997712836% vs 2022
2024 filing year
$25M$30M$35M$40M 202220232024 $30.2M $38.4M ▲ +27.2%
Year Plans Participants Total Assets
2022 2 375 $30M
2023 2 400 $33M
2024 2 444 $38M

Nearby ESOP Plans in Nebraska

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

Stephens & Smith Construction Co., Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Nebraska, assets vs. participants Scatter plot of 6 data points. 050010001500 0100200300400500 Total assets ($M) Participants Stephens & Smith Construction Co., Inc. Employee Stock Ownership Plan, Total assets ($M): 21.617944 · Participants: 198Stephens & Smith Construction Co., Inc. Employee Stock Ownership PlanMead Lumber Company Employee Stock Ownership Plan and Trust, Total assets ($M): 392.139506 · Participants: 1316Mead Lumber Company Employee Stock Ownership Plan and TrustTaylor & Martin Enterprises, Inc. Employee Stock Ownership Plan, Total assets ($M): 217.903912 · Participants: 65Taylor & Martin Enterprises, Inc. Employee Stock Ownership PlanCommonwealth Holdings, Inc. Employee Stock Ownership Plan, Total assets ($M): 147.784876 · Participants: 214Commonwealth Holdings, Inc. Employee Stock Ownership PlanBuilders Supply Co. , Inc. Employee Stock Ownership Plan, Total assets ($M): 118.345407 · Participants: 242Builders Supply Co. , Inc. Employee Stock Ownership PlanMajors Plastics, Inc. Employee Stock Ownership Plan, Total assets ($M): 95.323024 · Participants: 386Majors Plastics, Inc. Employee Stock Ownership Plan
Stephens & Smith Construction Co., Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Nebraska, assets vs. participants
Compare Stephens & Smith Construction Co., Inc. Employee Stock Ownership Plan side-by-side with 3 peers →

Stephens & Smith Construction Co., Inc. Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount

Outside Nebraska, the nearest ESOP by assets is Conco, Inc. Employee Stock Ownership Plan and Trust Agreement in KY ($22M); by covered participants it is Midwest Bancorporation, Inc and Affiliates Employee Stock Ownership Plan in MO (198 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (198 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 Stephens & Smith Construction Co., Inc. Employee Stock Ownership Plan assets move in 2023? ▼
Stephens & Smith Construction Co., Inc. Employee Stock Ownership Plan edged up modestly - up 4.9% during 2023, from $21M to $22M. Reported net income was $1M.
How have Stephens & Smith Construction Co., Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Stephens & Smith Construction Co., Inc.'s sponsor-wide assets grew 27.2%, from $30M to $38M.
Which ESOP plans are similar in size to Stephens & Smith Construction Co., Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Conco, Inc. Employee Stock Ownership Plan and Trust Agreement in KY ($22M, 17 participants).
Which ESOP plans cover a similar participant headcount to Stephens & Smith Construction Co., Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Midwest Bancorporation, Inc and Affiliates Employee Stock Ownership Plan in MO (198 participants, $31M 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 470558429.

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.