ESOP · DOL Form 5500 · 2024

Southern Tier Insulation Distributors, Inc. ESOP

Data updated 2026-08-25

$30M
Total assets Below avg plan size
73
Participants Small participant base
77th
Percentile by assets National rank
$409,125
Avg per participant High balance/head
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Official DOL plan name: Southern Tier Insulation Employee Stock Ownership Plan · Sponsored by Southern Tier Insulation Distributors, Inc. · New York · Construction

$30M in assets, 73 participants

Southern Tier Insulation Distributors, Inc.'s Southern Tier Insulation Employee Stock Ownership Plan reported $30M in total assets and 73 participants in its 2024 DOL Form 5500 filing, ranking in the 77th 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.

  • #6,855 in Construction (9,039 peers)

Where Southern Tier Insulation Employee Stock Ownership Plan sits by assets

Southern Tier Insulation Employee Stock Ownership Plan sits in the top quartile of all filed plans by assets, $30M for 73 participants (~$409,125/participant), up 9.7% in 2024.

#6,855
in Construction (9,039 peers)
+9.7%
assets growth YoY
0.3×
vs typical plan assets (national mean)

Southern Tier Insulation Employee Stock Ownership Plan's outsized position by total assets

Southern Tier Insulation Employee Stock Ownership Plan vs every filed plan by assets

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

$29,866,108 Top 23% higher than 77% 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

Southern Tier Insulation 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. Southern Tier Insulation Employee Stock Ownership Plan is a small filing (73 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Southern Tier Insulation Employee Stock Ownership Plan reported net income rose from $706K in the plan year 2023 filing to $2M in the plan year 2024 filing.
  • Southern Tier Insulation Employee Stock Ownership Plan end-of-year assets rose from $27M in the plan year 2023 filing to $30M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Published 5500 schedule card

Filing strip 161102760 · Southern Tier Insulation Distributors, Inc. PY 2024 · ESOP

Southern Tier Insulation Employee Stock Ownership Plan · $30M · 73 · 77th

  • BOOK $30M
  • BOOK 73
  • BOOK 77th
  • BOOK ESOP
  • BOOK near Infoworks Employee Stock Ownership Plan and Trust
  • BOOK ind #6855

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 New York →

Southern Tier Insulation Employee Stock Ownership Plan in the asset neighbourhood

Votaw Electric, Inc., Employee Stock Ownership PlanVotaw Electric, Inc., Employ…$30MHarken, Inc. Employee Stock Ownership PlanHarken, Inc. Employee Stock …$30MWindow Technology, Inc. Employee Stock Ownership PlanWindow Technology, Inc. Empl…$30MSouthern Tier Insulation Employee Stock Ownership PlanSouthern Tier Insulation Emp…$30MInfoworks Employee Stock Ownership Plan and TrustInfoworks Employee Stock Own…$30M
End-of-year total assets ($M) among Southern Tier Insulation Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2024.

Scale-class filing particulars (2024)

Total Assets (Beginning of Year)$27M
Net Assets (End of Year)$23M
Net Income$2M
Employer EIN161102760
Plan Effective Date1995-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Southern Tier Insulation Distributors, Inc.)

Sponsor-wide plan assets over time

All Southern Tier Insulation Distributors, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$30M 15.285320679709233% vs 2022
2024 filing year
$24M$26M$28M$30M$32M 202220232024 $25.9M $29.9M ▲ +15.3%
Year Plans Participants Total Assets
2022 1 80 $26M
2023 1 73 $27M
2024 1 73 $30M

Nearby ESOP Plans in New York

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

Southern Tier Insulation Employee Stock Ownership Plan vs. nearby ESOP plans in New York, assets vs. participants Scatter plot of 6 data points. -100001000200030004000 -20002004006008001000 Total assets ($M) Participants Southern Tier Insulation Employee Stock Ownership Plan, Total assets ($M): 29.866108 · Participants: 73Southern Tier Insulation Employee Stock Ownership PlanStewart's Shops Corp Employee Stock Ownership Plan, Total assets ($M): 896.840227 · Participants: 3483Stewart's Shops Corp Employee Stock Ownership PlanNorth Coast Holdings Employee Stock Ownership Plan, Total assets ($M): 450.776522 · Participants: 3042North Coast Holdings Employee Stock Ownership PlanGriffon Corporation Employee Stock Ownership Plan, Total assets ($M): 306.094988 · Participants: 3209Griffon Corporation Employee Stock Ownership PlanGreenman-Pedersen, Inc. Employee Stock Ownership Plan, Total assets ($M): 254.362741 · Participants: 1716Greenman-Pedersen, Inc. Employee Stock Ownership PlanMarshall & Sterling Enterprises, Inc. Employee Stock Ownership Plan, Total assets ($M): 234.345888 · Participants: 518Marshall & Sterling Enterprises, Inc. Employee Stock Ownership Plan
Southern Tier Insulation Employee Stock Ownership Plan vs. nearby ESOP plans in New York, assets vs. participants
Compare Southern Tier Insulation Employee Stock Ownership Plan side-by-side with 3 peers →

Southern Tier Insulation Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount

Outside New York, the nearest ESOP by assets is Infoworks Employee Stock Ownership Plan and Trust in TN ($30M); by covered participants it is The Peoples Bank of Ripley Employee Stock Ownership Plan in MS (73 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (73 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 Southern Tier Insulation Employee Stock Ownership Plan assets move in 2024? ▼
Southern Tier Insulation Employee Stock Ownership Plan grew at a solid clip - up 9.7% during 2024, from $27M to $30M. Reported net income was $2M.
How have Southern Tier Insulation Distributors, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Southern Tier Insulation Distributors, Inc.'s sponsor-wide assets grew 15.3%, from $26M to $30M.
Where does Southern Tier Insulation Employee Stock Ownership Plan rank by assets among Form 5500 filers? ▼
Southern Tier Insulation Employee Stock Ownership Plan ranks in the 77th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top quartile of all filed plans by assets).
Which ESOP plans are similar in size to Southern Tier Insulation Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Infoworks Employee Stock Ownership Plan and Trust in TN ($30M, 108 participants).
Which ESOP plans cover a similar participant headcount to Southern Tier Insulation Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is The Peoples Bank of Ripley Employee Stock Ownership Plan in MS (73 participants, $1M 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 161102760.

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.