ESOP · DOL Form 5500 · 2024

Stottler Henke Associates, Inc. ESOP

Data updated 2026-08-25

$3M
Total assets Small plan by assets
42
Participants Small participant base
34th
Percentile by assets National rank
$69,048
Avg per participant Below avg balance/head
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Official DOL plan name: Stottler Henke Associates Employee Stock Ownership Plan · Sponsored by Stottler Henke Associates, Inc. · California · Professional & Technical Services

$3M in assets, 42 participants

Stottler Henke Associates, Inc.'s Stottler Henke Associates Employee Stock Ownership Plan reported $3M in total assets and 42 participants in its 2024 DOL Form 5500 filing, ranking in the 34th 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.

  • #6,066 in Professional & Technical Services (20,173 peers)

Stottler Henke Associates, Inc. multi-year trail

Stottler Henke Associates, Inc.'s plans moved +107.1% in assets from 2023 to 2024; this filing shows Stottler Henke Associates Employee Stock Ownership Plan at $3M / 42 participants.

#6,066
in Professional & Technical Services (20,173 peers)
+107.1%
assets growth YoY

The plan reported a net loss of $4M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Stottler Henke Associates Employee Stock Ownership Plan's mid-pack asset rank among Professional & Technical Services and all filers

Stottler Henke Associates Employee Stock Ownership Plan vs every filed plan by assets

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

$2,900,020 34th percentile higher than 34% 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

Stottler Henke Associates 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. Stottler Henke Associates Employee Stock Ownership Plan is a small filing (42 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Stottler Henke Associates Employee Stock Ownership Plan reported net income fell from $1M in the plan year 2023 filing to -$4M in the plan year 2024 filing.
  • Stottler Henke Associates Employee Stock Ownership Plan end-of-year assets rose from $1M in the plan year 2023 filing to $3M in the plan year 2024 filing.
  • Stottler Henke Associates Employee Stock Ownership Plan reported participants rose from N/A in the plan year 2023 filing to 42 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Form 5500 schedule snapshot

Filing strip 943122641 · Stottler Henke Associates, Inc. PY 2024 · ESOP

Stottler Henke Associates Employee Stock Ownership Plan · $3M · 42 · 34th

  • TYPE $3M
  • TYPE 42
  • TYPE 34th
  • TYPE ESOP
  • TYPE near Modern Plumbing Industries ESOP and Trust
  • TYPE ind #6066

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 California →

Stottler Henke Associates Employee Stock Ownership Plan in the asset neighbourhood

Stottler Henke Associates Employee Stock Ownership PlanStottler Henke Associates Em…$3MModern Plumbing Industries ESOP and TrustModern Plumbing Industries E…$3MKcd, Inc. Employee Stock Ownership PlanKcd, Inc. Employee Stock Own…$3MCoach House, Inc. Employee Stock Ownership PlanCoach House, Inc. Employee S…$3MGan Corporation Employee Stock Ownership PlanGan Corporation Employee Sto…$3M
End-of-year total assets ($M) among Stottler Henke Associates Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2024.

Stottler Henke Associates, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Stottler Henke Associates, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$3M 107.11469790029994% vs 2023
2024 filing year
$1M$1.5M$2M$2.5M$3M$3.5M 20232024 $1.4M $2.9M ▲ +107.1%
Year Plans Participants Total Assets
2023 1 N/A $1M
2024 1 42 $3M

Stottler Henke Associates, Inc. filing trail (2024)

Total Assets (Beginning of Year)$1M
Net Assets (End of Year)-$2M
Net Income-$4M
Employer EIN943122641
Plan Effective Date2023-01-01
Filing StatusFILING RECEIVED

Nearby ESOP Plans in California

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

Stottler Henke Associates Employee Stock Ownership Plan vs. nearby ESOP plans in California, assets vs. participants Scatter plot of 6 data points. -20000200040006000800010000 -20246 Total assets ($B) Participants Stottler Henke Associates Employee Stock Ownership Plan, Total assets ($B): 0.00290002 · Participants: 42Stottler Henke Associates Employee Stock Ownership PlanParsons Employee Stock Ownership Plan, Total assets ($B): 4.994512995 · Participants: 8040Parsons Employee Stock Ownership PlanAcco Employee Stock Ownership Plan, Total assets ($B): 1.694943363 · Participants: 1499Acco Employee Stock Ownership PlanRosendin Electric, Inc. Employee Stock Ownership Plan, Total assets ($B): 1.538046697 · Participants: 1998Rosendin Electric, Inc. Employee Stock Ownership PlanEcc Employee Stock Ownership Plan, Total assets ($B): 0.632082376 · Participants: 317Ecc Employee Stock Ownership PlanAgron, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.596115632 · Participants: 68Agron, Inc. Employee Stock Ownership Plan
Stottler Henke Associates Employee Stock Ownership Plan vs. nearby ESOP plans in California, assets vs. participants
Compare Stottler Henke Associates Employee Stock Ownership Plan side-by-side with 3 peers →

Stottler Henke Associates Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount

Outside California, the nearest ESOP by assets is Modern Plumbing Industries ESOP and Trust in FL ($3M); by covered participants it is Wayne Bank Employee Stock Ownership Plan in IN (42 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (42 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 Stottler Henke Associates Employee Stock Ownership Plan assets move in 2024? ▼
Stottler Henke Associates Employee Stock Ownership Plan surged - up 107.1% during 2024, from $1M to $3M. Reported net income was -$4M.
How have Stottler Henke Associates, Inc. plan assets changed over time? ▼
Across 2 plan years on file (2023-2024), Stottler Henke Associates, Inc.'s sponsor-wide assets grew 107.1%, from $1M to $3M.
Which ESOP plans are similar in size to Stottler Henke Associates Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Modern Plumbing Industries ESOP and Trust in FL ($3M, 113 participants).
Which ESOP plans cover a similar participant headcount to Stottler Henke Associates Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Wayne Bank Employee Stock Ownership Plan in IN (42 participants, $3M 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 943122641.

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.