ESOP · DOL Form 5500 · 2024

Stevens Global Logistics, Inc. ESOP

Data updated 2026-08-25

$5M
Total assets Small plan by assets
58
Participants Small participant base
40th
Percentile by assets National rank
$77,754
Avg per participant Below avg balance/head
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Official DOL plan name: Stevens Global Logistics, Inc. Employee Stock Ownership Plan · Sponsored by Stevens Global Logistics, Inc. · California · Transportation & Warehousing

$5M in assets, 58 participants

Stevens Global Logistics, Inc.'s Stevens Global Logistics, Inc. Employee Stock Ownership Plan reported $5M in total assets and 58 participants in its 2024 DOL Form 5500 filing, ranking in the 40th 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.

  • #1,348 in Transportation & Warehousing (3,299 peers)

Stevens Global Logistics, Inc. multi-year trail

Stevens Global Logistics, Inc.'s plans moved +16.2% in assets from 2022 to 2024; this filing shows Stevens Global Logistics, Inc. Employee Stock Ownership Plan at $5M / 58 participants.

#1,348
in Transportation & Warehousing (3,299 peers)
+153.9%
assets growth YoY

Stevens Global Logistics, Inc. Employee Stock Ownership Plan's mid-pack asset rank among Transportation & Warehousing and all filers

Stevens Global Logistics, Inc. Employee Stock Ownership Plan vs every filed plan by assets

End-of-year total assets · plan year 2024 · DOL Form 5500

$4,509,726 40th percentile higher than 40% of 123,620 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 2024

Stevens Global Logistics, Inc. Employee Stock Ownership Plan among smaller filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Stevens Global Logistics, Inc. Employee Stock Ownership Plan is a small filing (58 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Stevens Global Logistics, Inc. Employee Stock Ownership Plan reported net income rose from -$565K in the plan year 2023 filing to $3M in the plan year 2024 filing.
  • Stevens Global Logistics, Inc. Employee Stock Ownership Plan end-of-year assets rose from $2M in the plan year 2023 filing to $5M in the plan year 2024 filing.
  • Stevens Global Logistics, Inc. Employee Stock Ownership Plan reported participants fell from 61 in the plan year 2023 filing to 58 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Plan-year Form 5500 strip

Filing strip 953967181 · Stevens Global Logistics, Inc. PY 2024 · ESOP

Stevens Global Logistics, Inc. Employee Stock Ownership Plan · $5M · 58 · 40th

  • RANK $5M
  • RANK 58
  • RANK 40th
  • RANK ESOP
  • RANK near Elkton Bancorp, Inc. & Affiliated Companies Employee Stock Ownership Plan
  • RANK ind #1348

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 California →

Stevens Global Logistics, Inc. Employee Stock Ownership Plan in the asset neighbourhood

Flocknote Employee Stock Ownership PlanFlocknote Employee Stock Own…$5MStevens Global Logistics, Inc. Employee Stock Ownership PlanStevens Global Logistics, In…$5MElkton Bancorp, Inc. & Affiliated Companies Employee Stock Ownership PlanElkton Bancorp, Inc. & Affil…$5MSes Environmental Employee Stock Ownership Plan and TrustSes Environmental Employee S…$5MJerome H. Rhoads, Inc. Employee Stock Ownership PlanJerome H. Rhoads, Inc. Emplo…$5M
End-of-year total assets ($M) among Stevens Global Logistics, Inc. Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2024.

Stevens Global Logistics, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Stevens Global Logistics, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$16M 16.191477519158333% vs 2022
2024 filing year
$10M$12M$14M$16M$18M 202220232024 $13.8M $16M ▲ +16.2%
Year Plans Participants Total Assets
2022 2 137 $14M
2023 2 127 $12M
2024 2 121 $16M

Stevens Global Logistics, Inc. filing trail (2024)

Total Assets (Beginning of Year)$2M
Net Assets (End of Year)-$14M
Net Income$3M
Employer EIN953967181
Plan Effective Date2021-01-01
Filing StatusFILING RECEIVED

Nearby ESOP Plans in California

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

Stevens Global Logistics, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in California, assets vs. participants Scatter plot of 6 data points. -20000200040006000800010000 -20246 Total assets ($B) Participants Stevens Global Logistics, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.004509726 · Participants: 58Stevens Global Logistics, Inc. Employee Stock Ownership PlanParsons Employee Stock Ownership Plan, Total assets ($B): 4.994512995 · Participants: 8040Parsons Employee Stock Ownership PlanAcco Employee Stock Ownership Plan, Total assets ($B): 1.694943363 · Participants: 1499Acco Employee Stock Ownership PlanRosendin Electric, Inc. Employee Stock Ownership Plan, Total assets ($B): 1.538046697 · Participants: 1998Rosendin Electric, Inc. Employee Stock Ownership PlanEcc Employee Stock Ownership Plan, Total assets ($B): 0.632082376 · Participants: 317Ecc Employee Stock Ownership PlanAgron, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.596115632 · Participants: 68Agron, Inc. Employee Stock Ownership Plan
Stevens Global Logistics, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in California, assets vs. participants
Compare Stevens Global Logistics, Inc. Employee Stock Ownership Plan side-by-side with 3 peers →

Stevens Global Logistics, Inc. Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount

Outside California, the nearest ESOP by assets is Elkton Bancorp, Inc. & Affiliated Companies Employee Stock Ownership Plan in KY ($5M); by covered participants it is Washington State Bancshares, Inc Employee Stock Ownership Plan in LA (58 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (58 participants); asset peers above are excluded.

DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Stevens Global Logistics, Inc. Employee Stock Ownership Plan assets move in 2024? ▼
Stevens Global Logistics, Inc. Employee Stock Ownership Plan surged - up 153.9% during 2024, from $2M to $5M. Reported net income was $3M.
How have Stevens Global Logistics, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Stevens Global Logistics, Inc.'s sponsor-wide assets grew 16.2%, from $14M to $16M.
Which ESOP plans are similar in size to Stevens Global Logistics, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Elkton Bancorp, Inc. & Affiliated Companies Employee Stock Ownership Plan in KY ($5M, 28 participants).
Which ESOP plans cover a similar participant headcount to Stevens Global Logistics, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Washington State Bancshares, Inc Employee Stock Ownership Plan in LA (58 participants, $7M in assets).

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 953967181.

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.