ESOP · DOL Form 5500 · 2024
Stoneage Holdings, Inc. ESOP
Data updated 2026-07-24
- $39M
- Total assets
- 153
- Participants
- 81st
- Percentile by assets
- $255,043
- Avg per participant
Official DOL plan name: Stoneage Employee Stock Ownership Plan · Sponsored by Stoneage Holdings, Inc. · Colorado · Professional & Technical Services
$39M in assets, 153 participants
Stoneage Holdings, Inc.'s Stoneage Employee Stock Ownership Plan reported $39M in total assets and 153 participants in its 2024 DOL Form 5500 filing, ranking in the 81st 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.
- 81st percentile by assets (of 116,472 plans)
Coverage in Colorado
Stoneage Employee Stock Ownership Plan covers 153 participants in Colorado, about 40% of the average Colorado filer (state average ~385 per filing). Assets: $39M.
- $39M
- total plan assets (2024 EOY)
- 153
- covered participants
- 81st
- percentile by assets (of 116,472 plans)
- $255,043
- avg assets per participant
The plan reported a net loss of $577K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Stoneage Employee Stock Ownership Plan reported net income fell from $1M in the plan year 2023 filing to -$577K in the plan year 2024 filing.
- Stoneage Employee Stock Ownership Plan reported participants rose from 142 in the plan year 2023 filing to 153 in the plan year 2024 filing.
- Stoneage Employee Stock Ownership Plan end-of-year assets fell from $40M in the plan year 2023 filing to $39M in the plan year 2024 filing.
Participants vs Colorado filers
In Colorado, the average filing covers about 385 participants across 2,604 plans. Stoneage Employee Stock Ownership Plan reports 153 participants - about 40% of that state average ($39M EOY assets).
Colorado filing particulars
| Total Assets (Beginning of Year) | $40M |
|---|---|
| Net Assets (End of Year) | $15M |
| Net Income | -$577K |
| Employer EIN | 921106022 |
| Plan Effective Date | 2015-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Stoneage Holdings, Inc.)
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 127 | $38M |
| 2023 | 1 | 142 | $40M |
| 2024 | 1 | 153 | $39M |
Nearby ESOP Plans in Colorado
Peer ESOP plans, same state, same plan type, ranked by total assets.
Stoneage Employee Stock Ownership Plan vs. nearby ESOP plans in Colorado, assets vs. participants
- Alpine Lumber Company Employee Stock Ownership Plan $625M · 597
- Trinidad Benham Corp. Employee Stock Ownership Plan $341M · 1,027
- Envision Management Holding, Inc. Employee Stock Ownership Plan $284M · 1,205
- Brown Strauss, Inc. Employee Stock Ownership Plan $160M · 233
- Hercules Industries, Inc. Employee Stock Ownership Plan $108M · 463
Similar-Sized ESOP Plans Nationally
ESOP plans in other states closest to Stoneage Employee Stock Ownership Plan by total assets, not by location.
Frequently Asked Questions
How did Stoneage Employee Stock Ownership Plan assets move in 2024? ▼
How have Stoneage Holdings, Inc. plan assets changed over time? ▼
Where does Stoneage Employee Stock Ownership Plan rank by assets among Form 5500 filers? ▼
Which ESOP plans are similar in size to Stoneage Employee Stock Ownership Plan? ▼
Next read for Stoneage Employee Stock Ownership Plan
Filing takeaways
Ways to act on Stoneage Employee Stock Ownership Plan's numbers.
- By total assets, Stoneage Employee Stock Ownership Plan ranks in the top quartile of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar ESOP plans in Colorado. Compare plans
- Stoneage Holdings, Inc.'s sponsor-wide assets have grown 2.8% since 2022 across 3 plan years on file. More Professional & Technical Services plans
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 921106022.
Read our methodology - how this data is sourced, computed, and verified.