ESOP · DOL Form 5500 · 2024

Stevens Industries, Inc. ESOP

Data updated 2026-08-25

$19M
Total assets Small plan by assets
419
Participants Below avg headcount
69th
Percentile by assets National rank
$44,759
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Stevens Industries, Inc. Employee Stock Ownership Plan · Sponsored by Stevens Industries, Inc. · Illinois · Manufacturing

$19M in assets, 419 participants

Stevens Industries, Inc.'s Stevens Industries, Inc. Employee Stock Ownership Plan reported $19M in total assets and 419 participants in its 2024 DOL Form 5500 filing, ranking in the 69th 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.

  • #10,341 in Manufacturing (17,777 peers)

Stevens Industries, Inc. multi-year trail

Stevens Industries, Inc.'s plans moved +14.8% in assets from 2022 to 2024; this filing shows Stevens Industries, Inc. Employee Stock Ownership Plan at $19M / 419 participants.

#10,341
in Manufacturing (17,777 peers)
-10.1%
assets change YoY

The plan reported a net loss of $2M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Stevens Industries, Inc. Employee Stock Ownership Plan's outsized position by total assets

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

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

$18,753,982 Top 31% higher than 69% 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 Industries, Inc. Employee Stock Ownership Plan among mid-size filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Stevens Industries, Inc. Employee Stock Ownership Plan sits mid-pack in the medium band (419 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Stevens Industries, Inc. Employee Stock Ownership Plan reported net income fell from $2M in the plan year 2023 filing to -$2M in the plan year 2024 filing.
  • Stevens Industries, Inc. Employee Stock Ownership Plan end-of-year assets fell from $21M in the plan year 2023 filing to $19M in the plan year 2024 filing.
  • Stevens Industries, Inc. Employee Stock Ownership Plan reported participants rose from 396 in the plan year 2023 filing to 419 in the plan year 2024 filing.

See the national 2023→2024 release diff →

EBSA filing schedule strip

Filing strip 370899991 · Stevens Industries, Inc. PY 2024 · ESOP

Stevens Industries, Inc. Employee Stock Ownership Plan · $19M · 419 · 69th

  • ASSETS $19M
  • PCT 419
  • EIN 69th
  • RANK ESOP
  • PHOTO near Pro Food Systems, Inc. Employee Stock Ownership Plan
  • IND ind #10341

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 Illinois →

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

Minnesota Ag Group, Inc. Employee Stock Ownership PlanMinnesota Ag Group, Inc. Emp…$19MPeerless Holdings, Inc. Employee Stock Ownership PlanPeerless Holdings, Inc. Empl…$19MHamill Manufacturing Company Employee Stock Ownership PlanHamill Manufacturing Company…$19MPro Food Systems, Inc. Employee Stock Ownership PlanPro Food Systems, Inc. Emplo…$19MStevens Industries, Inc. Employee Stock Ownership PlanStevens Industries, Inc. Emp…$19M
End-of-year total assets ($M) among Stevens Industries, Inc. Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2024.

Stevens Industries, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Stevens Industries, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$52M 14.797920883280488% vs 2022
2024 filing year
$40M$45M$50M$55M 202220232024 $45.6M $52.3M ▲ +14.8%
Year Plans Participants Total Assets
2022 2 855 $46M
2023 2 854 $51M
2024 2 925 $52M

Stevens Industries, Inc. filing trail (2024)

Total Assets (Beginning of Year)$21M
Net Assets (End of Year)$18M
Net Income-$2M
Employer EIN370899991
Plan Effective Date1998-01-01
Filing StatusFILING RECEIVED

Nearby ESOP Plans in Illinois

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

Stevens Industries, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Illinois, assets vs. participants Scatter plot of 6 data points. -20000200040006000800010000 -101234 Total assets ($B) Participants Stevens Industries, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.018753982 · Participants: 419Stevens Industries, Inc. Employee Stock Ownership PlanAmsted Industries Incorporated Employees' Stock Ownership Plan, Total assets ($B): 3.699095694 · Participants: 4909Amsted Industries Incorporated Employees' Stock Ownership PlanKehe Distributors, Inc. Employee Stock Ownership Plan, Total assets ($B): 2.165348047 · Participants: 4815Kehe Distributors, Inc. Employee Stock Ownership PlanScot Forge Company Employee Stock Ownership Plan, Total assets ($B): 1.429776889 · Participants: 491Scot Forge Company Employee Stock Ownership PlanBdo USA Employee Stock Ownership Plan, Total assets ($B): 1.0622005 · Participants: 9258Bdo USA Employee Stock Ownership PlanShorr Paper Products, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.430213996 · Participants: 543Shorr Paper Products, Inc. Employee Stock Ownership Plan
Stevens Industries, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Illinois, assets vs. participants
Compare Stevens Industries, Inc. Employee Stock Ownership Plan side-by-side with 3 peers →

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

Outside Illinois, the nearest ESOP by assets is Pro Food Systems, Inc. Employee Stock Ownership Plan in MO ($19M); by covered participants it is Berkel & Company Contractors, Inc. Employee Stock Ownership Plan in KS (418 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (419 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 Industries, Inc. Employee Stock Ownership Plan assets move in 2024? ▼
Stevens Industries, Inc. Employee Stock Ownership Plan pulled back noticeably - down 10.1% during 2024, from $21M to $19M. Reported net income was -$2M.
How have Stevens Industries, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Stevens Industries, Inc.'s sponsor-wide assets grew 14.8%, from $46M to $52M.
Which ESOP plans are similar in size to Stevens Industries, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Pro Food Systems, Inc. Employee Stock Ownership Plan in MO ($19M, 242 participants).
Which ESOP plans cover a similar participant headcount to Stevens Industries, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Berkel & Company Contractors, Inc. Employee Stock Ownership Plan in KS (418 participants, $106M 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 370899991.

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.