ESOP · DOL Form 5500 · 2024

Stevens Resources, Inc. D/B/a Georgia Spa Company ESOP

Data updated 2026-08-25

$815K
Total assets Small plan by assets
60
Participants Small participant base
21st
Percentile by assets National rank
$13,581
Avg per participant Low balance/head
PlainRetire home → About this data

Official DOL plan name: Georgia Spa Company Employee Stock Ownership Plan · Sponsored by Stevens Resources, Inc. D/B/a Georgia Spa Company · Georgia · Retail Trade

$815K in assets, 60 participants

Stevens Resources, Inc. D/B/a Georgia Spa Company's Georgia Spa Company Employee Stock Ownership Plan reported $815K in total assets and 60 participants in its 2024 DOL Form 5500 filing, ranking in the 21st 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.

  • #2,688 in Retail Trade (8,048 peers)

2024 asset change

Georgia Spa Company Employee Stock Ownership Plan contracted severely 57.5% in 2024 ($2M → $815K) for 60 participants.

#2,688
in Retail Trade (8,048 peers)
-57.5%
assets change YoY

Georgia Spa Company Employee Stock Ownership Plan among the smaller filed plans by assets

Georgia Spa Company Employee Stock Ownership Plan vs every filed plan by assets

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

$814,833 21st percentile higher than 21% 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

Georgia Spa Company 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. Georgia Spa Company Employee Stock Ownership Plan is a small filing (60 participants) on this national headcount ladder.

Plan-year Form 5500 strip

Filing strip 582328607 · Stevens Resources, Inc. D/B/a Georgia Spa Company PY 2024 · ESOP

Georgia Spa Company Employee Stock Ownership Plan · $815K · 60 · 21st

  • EBSA $815K
  • EBSA 60
  • EBSA 21st
  • EBSA ESOP
  • EBSA near Mary's Tack & Feed Employee Stock Ownership Plan
  • EBSA ind #2688

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 Georgia →

Georgia Spa Company Employee Stock Ownership Plan in the asset neighbourhood

Weiler Engineering, Inc. Employee Stock Ownership PlanWeiler Engineering, Inc. Emp…$816KEverge Interests, Inc. Employee Stock Ownership PlanEverge Interests, Inc. Emplo…$818KWillocks Construction Corporation Employee Stock Ownership PlanWillocks Construction Corpor…$818KGeorgia Spa Company Employee Stock Ownership PlanGeorgia Spa Company Employee…$815KMary's Tack & Feed Employee Stock Ownership PlanMary's Tack & Feed Employee …$814K
End-of-year total assets ($M) among Georgia Spa Company Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2024.

2024 asset-move particulars

Total Assets (Beginning of Year)$2M
Net Assets (End of Year)-$23M
Net Income$2M
Employer EIN582328607
Plan Effective Date2022-01-01
Filing StatusFILING RECEIVED

Nearby ESOP Plans in Georgia

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

Georgia Spa Company Employee Stock Ownership Plan vs. nearby ESOP plans in Georgia, assets vs. participants Scatter plot of 6 data points. -5000500100015002000 -2000200400600800 Total assets ($M) Participants Georgia Spa Company Employee Stock Ownership Plan, Total assets ($M): 0.814833 · Participants: 60Georgia Spa Company Employee Stock Ownership PlanWarehouse Home Furnishings Distributors, Inc. Employee Stock Ownership Plan, Total assets ($M): 681.121519 · Participants: 1745Warehouse Home Furnishings Distributors, Inc. Employee Stock Ownership PlanChoate Construction Company Employee Stock Ownership Plan, Total assets ($M): 548.082498 · Participants: 494Choate Construction Company Employee Stock Ownership PlanBrent Scarbrough & Company Employee Stock Ownership Plan, Total assets ($M): 522.430924 · Participants: 485Brent Scarbrough & Company Employee Stock Ownership PlanAubrey Silvey Enterprises, Inc. Employee Stock Ownership Plan, Total assets ($M): 281.399754 · Participants: 488Aubrey Silvey Enterprises, Inc. Employee Stock Ownership PlanDixie Plywood and Lumber Company Employee Stock Ownership Plan, Total assets ($M): 230.799825 · Participants: 324Dixie Plywood and Lumber Company Employee Stock Ownership Plan
Georgia Spa Company Employee Stock Ownership Plan vs. nearby ESOP plans in Georgia, assets vs. participants
Compare Georgia Spa Company Employee Stock Ownership Plan side-by-side with 3 peers →

Georgia Spa Company Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount

Outside Georgia, the nearest ESOP by assets is Mary's Tack & Feed Employee Stock Ownership Plan in CA ($814K); by covered participants it is Quality Machining, Inc. Employee Stock Ownership Plan in WI (60 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (60 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 Georgia Spa Company Employee Stock Ownership Plan assets move in 2024? ▼
Georgia Spa Company Employee Stock Ownership Plan contracted severely - down 57.5% during 2024, from $2M to $815K. Reported net income was $2M.
Where does Georgia Spa Company Employee Stock Ownership Plan rank by assets among Form 5500 filers? ▼
Georgia Spa Company Employee Stock Ownership Plan ranks in the 21st percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (among the smaller plans by assets on file).
Which ESOP plans are similar in size to Georgia Spa Company Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Mary's Tack & Feed Employee Stock Ownership Plan in CA ($814K, 40 participants).
Which ESOP plans cover a similar participant headcount to Georgia Spa Company Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Quality Machining, Inc. Employee Stock Ownership Plan in WI (60 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 582328607.

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.