ESOP · DOL Form 5500 · 2024

Stephenson Equipment, Inc. ESOP

Data updated 2026-08-25

$11M
Total assets Small plan by assets
225
Participants Below avg headcount
59th
Percentile by assets National rank
$50,733
Avg per participant Low balance/head
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Official DOL plan name: Stephenson Equipment, Inc. Employee Stock Ownership Plan · Sponsored by Stephenson Equipment, Inc. · Pennsylvania · Wholesale Trade

$11M in assets, 225 participants

Stephenson Equipment, Inc.'s Stephenson Equipment, Inc. Employee Stock Ownership Plan reported $11M in total assets and 225 participants in its 2024 DOL Form 5500 filing, ranking in the 59th 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.

  • #3,066 in Wholesale Trade (6,080 peers)

Coverage in Pennsylvania

Stephenson Equipment, Inc. Employee Stock Ownership Plan covers 225 participants in Pennsylvania, about 27% of the average Pennsylvania filer (state average ~822 per filing). Assets: $11M.

#3,066
in Wholesale Trade (6,080 peers)
+106.7%
assets growth YoY

Stephenson Equipment, Inc. Employee Stock Ownership Plan's mid-pack asset rank among Wholesale Trade and all filers

Stephenson Equipment, Inc. Employee Stock Ownership Plan vs every filed plan by assets

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

$11,415,000 Top 41% higher than 59% 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

Stephenson Equipment, 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. Stephenson Equipment, Inc. Employee Stock Ownership Plan sits mid-pack in the medium band (225 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Stephenson Equipment, Inc. Employee Stock Ownership Plan reported net income rose from -$67M in the plan year 2023 filing to $7M in the plan year 2024 filing.
  • Stephenson Equipment, Inc. Employee Stock Ownership Plan end-of-year assets rose from $6M in the plan year 2023 filing to $11M in the plan year 2024 filing.
  • Stephenson Equipment, Inc. Employee Stock Ownership Plan reported participants rose from 217 in the plan year 2023 filing to 225 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Published 5500 schedule card

Filing strip 251511922 · Stephenson Equipment, Inc. PY 2024 · ESOP

Stephenson Equipment, Inc. Employee Stock Ownership Plan · $11M · 225 · 59th

  • PCT $11M
  • EIN 225
  • RANK 59th
  • PHOTO ESOP
  • IND near Dhe Employee Stock Ownership Plan
  • EOY ind #3066

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 Pennsylvania →

Stephenson Equipment, Inc. Employee Stock Ownership Plan in the asset neighbourhood

Stephenson Equipment, Inc. Employee Stock Ownership PlanStephenson Equipment, Inc. E…$11MDhe Employee Stock Ownership PlanDhe Employee Stock Ownership…$11MAme Consulting Engineers, PC Employee Stock Ownership PlanAme Consulting Engineers, PC…$11MGewalt Hamilton Associates Employee Stock Ownership PlanGewalt Hamilton Associates E…$11MDe Pere Foundry, Inc. 2015 Amended and Restated Employee Stock Ownership PlanDe Pere Foundry, Inc. 2015 A…$11M
End-of-year total assets ($M) among Stephenson Equipment, Inc. Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2024.

Pennsylvania filing particulars

Total Assets (Beginning of Year)$6M
Net Assets (End of Year)-$56M
Net Income$7M
Employer EIN251511922
Plan Effective Date2022-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Stephenson Equipment, Inc.)

Sponsor-wide plan assets over time

All Stephenson Equipment, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$36M 84.3403603756791% vs 2022
2024 filing year
$15M$20M$25M$30M$35M$40M 202220232024 $19.3M $35.5M ▲ +84.3%
Year Plans Participants Total Assets
2022 2 438 $19M
2023 2 449 $25M
2024 2 473 $36M

Nearby ESOP Plans in Pennsylvania

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

Stephenson Equipment, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Pennsylvania, assets vs. participants Scatter plot of 6 data points. -10000010000200003000040000 -20246 Total assets ($B) Participants Stephenson Equipment, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.011415 · Participants: 225Stephenson Equipment, Inc. Employee Stock Ownership PlanWawa, Inc. Employee Stock Ownership Plan, Total assets ($B): 5.530536956 · Participants: 37745Wawa, Inc. Employee Stock Ownership PlanBradford White Corporation Employee Stock Ownership Plan and Trust Agreement, Total assets ($B): 1.796343385 · Participants: 544Bradford White Corporation Employee Stock Ownership Plan and Trust AgreementSheetz, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.721026406 · Participants: 14939Sheetz, Inc. Employee Stock Ownership PlanCentimark Corporation Employee Stock Ownership Plan and Trust, Total assets ($B): 0.679618162 · Participants: 2444Centimark Corporation Employee Stock Ownership Plan and TrustD & H Employee Stock Ownership Plan, Total assets ($B): 0.313919418 · Participants: 1459D & H Employee Stock Ownership Plan
Stephenson Equipment, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Pennsylvania, assets vs. participants
Compare Stephenson Equipment, Inc. Employee Stock Ownership Plan side-by-side with 3 peers →

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

Outside Pennsylvania, the nearest ESOP by assets is Dhe Employee Stock Ownership Plan in MI ($11M); by covered participants it is Tmi Corporation ESOP in ND (225 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (225 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 Stephenson Equipment, Inc. Employee Stock Ownership Plan assets move in 2024? ▼
Stephenson Equipment, Inc. Employee Stock Ownership Plan surged - up 106.7% during 2024, from $6M to $11M. Reported net income was $7M.
How have Stephenson Equipment, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Stephenson Equipment, Inc.'s sponsor-wide assets grew 84.3%, from $19M to $36M.
Which ESOP plans are similar in size to Stephenson Equipment, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Dhe Employee Stock Ownership Plan in MI ($11M, 177 participants).
Which ESOP plans cover a similar participant headcount to Stephenson Equipment, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Tmi Corporation ESOP in ND (225 participants, $10M 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 251511922.

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.