ESOP · DOL Form 5500 · 2024

Stone Environmental Inc. ESOP

Data updated 2026-08-25

$8M
Total assets Small plan by assets
63
Participants Small participant base
51st
Percentile by assets National rank
$127,214
Avg per participant Near avg balance/head
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Official DOL plan name: Stone Environmental Employee Stock Ownership Plan · Sponsored by Stone Environmental Inc. · Vermont · Professional & Technical Services

$8M in assets, 63 participants

Stone Environmental Inc.'s Stone Environmental Employee Stock Ownership Plan reported $8M in total assets and 63 participants in its 2024 DOL Form 5500 filing, ranking in the 51st 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.

  • #9,922 in Professional & Technical Services (20,173 peers)

Stone Environmental Inc. multi-year trail

Stone Environmental Inc.'s plans moved -24.1% in assets from 2022 to 2024; this filing shows Stone Environmental Employee Stock Ownership Plan at $8M / 63 participants.

#9,922
in Professional & Technical Services (20,173 peers)
+13.6%
assets growth YoY

Stone Environmental Employee Stock Ownership Plan's mid-pack asset rank among Professional & Technical Services and all filers

Stone Environmental Employee Stock Ownership Plan vs every filed plan by assets

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

$8,014,495 Top 49% higher than 51% 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

Stone Environmental 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. Stone Environmental Employee Stock Ownership Plan is a small filing (63 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Stone Environmental Employee Stock Ownership Plan reported participants rose from 48 in the plan year 2023 filing to 63 in the plan year 2024 filing.
  • Stone Environmental Employee Stock Ownership Plan end-of-year assets rose from $7M in the plan year 2023 filing to $8M in the plan year 2024 filing.
  • Stone Environmental Employee Stock Ownership Plan reported net income fell from $1M in the plan year 2023 filing to $1M in the plan year 2024 filing.

See the national 2023→2024 release diff →

DOL schedule card

Filing strip 030335427 · Stone Environmental Inc. PY 2024 · ESOP

Stone Environmental Employee Stock Ownership Plan · $8M · 63 · 51st

  • NET $8M
  • BOOK 63
  • VS-ST 51st
  • BOY ESOP
  • SCH near Loftness Specialized Farm Equipment, Inc. Employee Stock Ownership Plan and Trust
  • EBSA ind #9922

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 Vermont →

Stone Environmental Employee Stock Ownership Plan in the asset neighbourhood

Coldstream Service Holdings, Inc. Employee Stock Ownership PlanColdstream Service Holdings,…$8MPhipps Inc Employee Stock Ownership PlanPhipps Inc Employee Stock Ow…$8MStone Environmental Employee Stock Ownership PlanStone Environmental Employee…$8MLoftness Specialized Farm Equipment, Inc. Employee Stock Ownership Plan and TrustLoftness Specialized Farm Eq…$8MNexus Engineering Group, Inc. Employee Stock Ownership PlanNexus Engineering Group, Inc…$8M
End-of-year total assets ($M) among Stone Environmental Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2024.

Stone Environmental Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Stone Environmental Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$8M 24.056574452367443% vs 2022
2024 filing year
$6M$8M$10M$12M$14M 202220232024 $10.6M $8.01M ▼ -24.1%
Year Plans Participants Total Assets
2022 2 94 $11M
2023 2 89 $13M
2024 1 63 $8M

Stone Environmental Inc. filing trail (2024)

Total Assets (Beginning of Year)$7M
Net Assets (End of Year)$7M
Net Income$1M
Employer EIN030335427
Plan Effective Date2016-01-01
Filing StatusFILING RECEIVED

Nearby ESOP Plans in Vermont

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

Stone Environmental Employee Stock Ownership Plan vs. nearby ESOP plans in Vermont, assets vs. participants Scatter plot of 6 data points. 0200400600 -2000200400600800 Total assets ($M) Participants Stone Environmental Employee Stock Ownership Plan, Total assets ($M): 8.014495 · Participants: 63Stone Environmental Employee Stock Ownership PlanVermont Information Processing, Inc. Employee Stock Ownership Plan, Total assets ($M): 676.102355 · Participants: 566Vermont Information Processing, Inc. Employee Stock Ownership PlanKing Arthur Employee Stock Ownership Plan, Total assets ($M): 328.17116 · Participants: 320King Arthur Employee Stock Ownership PlanCfc ESOP, Total assets ($M): 97.513 · Participants: 431Cfc ESOPHallam Associates Inc. Employee Stock Ownership Plan, Total assets ($M): 24.451398 · Participants: 146Hallam Associates Inc. Employee Stock Ownership PlanTrust Company of Vermont Employee Stock Ownership Plan, Total assets ($M): 21.665109 · Participants: 42Trust Company of Vermont Employee Stock Ownership Plan
Stone Environmental Employee Stock Ownership Plan vs. nearby ESOP plans in Vermont, assets vs. participants
Compare Stone Environmental Employee Stock Ownership Plan side-by-side with 3 peers →

Stone Environmental Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount

Outside Vermont, the nearest ESOP by assets is Loftness Specialized Farm Equipment, Inc. Employee Stock Ownership Plan and Trust in MN ($8M); by covered participants it is Wheeler Services, Inc. Employee Stock Ownership Plan in GA (63 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (63 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 Stone Environmental Employee Stock Ownership Plan assets move in 2024? ▼
Stone Environmental Employee Stock Ownership Plan grew at a solid clip - up 13.6% during 2024, from $7M to $8M. Reported net income was $1M.
How have Stone Environmental Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Stone Environmental Inc.'s sponsor-wide assets declined 24.1%, from $11M to $8M.
Which ESOP plans are similar in size to Stone Environmental Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Loftness Specialized Farm Equipment, Inc. Employee Stock Ownership Plan and Trust in MN ($8M, 60 participants).
Which ESOP plans cover a similar participant headcount to Stone Environmental Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Wheeler Services, Inc. Employee Stock Ownership Plan in GA (63 participants, $27M 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 030335427.

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.