ESOP · DOL Form 5500 · 2024

St. John Holdings, Inc. ESOP

Data updated 2026-08-25

$157M
Total assets Near avg plan size
279
Participants Below avg headcount
93rd
Percentile by assets National rank
$561,207
Avg per participant High balance/head
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Official DOL plan name: St. John Holdings Employee Stock Ownership Plan and Trust · Sponsored by St. John Holdings, Inc. · Pennsylvania · Management of Enterprises

$157M in assets, 279 participants

St. John Holdings, Inc.'s St. John Holdings Employee Stock Ownership Plan and Trust reported $157M in total assets and 279 participants in its 2024 DOL Form 5500 filing, ranking in the 93rd 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.

  • #919 in Management of Enterprises (1,133 peers)

Coverage in Pennsylvania

St. John Holdings Employee Stock Ownership Plan and Trust covers 279 participants in Pennsylvania, about 34% of the average Pennsylvania filer (state average ~822 per filing). Assets: $157M.

#919
in Management of Enterprises (1,133 peers)
-6.3%
assets change YoY
1.6×
vs typical plan assets (national mean)

St. John Holdings Employee Stock Ownership Plan and Trust's outsized position by total assets

St. John Holdings Employee Stock Ownership Plan and Trust vs every filed plan by assets

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

$156,576,625 Top 7% higher than 93% 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

St. John Holdings Employee Stock Ownership Plan and Trust 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. St. John Holdings Employee Stock Ownership Plan and Trust sits mid-pack in the medium band (279 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • St. John Holdings Employee Stock Ownership Plan and Trust reported net income rose from $2M in the plan year 2023 filing to $3M in the plan year 2024 filing.
  • St. John Holdings Employee Stock Ownership Plan and Trust reported participants fell from 365 in the plan year 2023 filing to 279 in the plan year 2024 filing.
  • St. John Holdings Employee Stock Ownership Plan and Trust end-of-year assets fell from $167M in the plan year 2023 filing to $157M in the plan year 2024 filing.

See the national 2023→2024 release diff →

EBSA filing schedule strip

Filing strip 660405683 · St. John Holdings, Inc. PY 2024 · ESOP

St. John Holdings Employee Stock Ownership Plan and Trust · $157M · 279 · 93rd

  • VS-ST $157M
  • VS-ST 279
  • VS-ST 93rd
  • VS-ST ESOP
  • VS-ST near Brinkmann Constructors Employee Stock Ownership Plan
  • VS-ST ind #919

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 →

St. John Holdings Employee Stock Ownership Plan and Trust in the asset neighbourhood

Telapex, Inc. Employee Stock Ownership PlanTelapex, Inc. Employee Stock…$158MMartin & Bayley, Inc. Employee Stock Ownership Plan and TrustMartin & Bayley, Inc. Employ…$158MSt. John Holdings Employee Stock Ownership Plan and TrustSt. John Holdings Employee S…$157MBrinkmann Constructors Employee Stock Ownership PlanBrinkmann Constructors Emplo…$156MInsurance Resources International, Inc. Employee Stock Ownership Plan and TrustInsurance Resources Internat…$155M
End-of-year total assets ($M) among St. John Holdings Employee Stock Ownership Plan and Trust and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2024.

Pennsylvania filing particulars

Total Assets (Beginning of Year)$167M
Net Assets (End of Year)$42M
Net Income$3M
Employer EIN660405683
Plan Effective Date1986-02-01
Filing StatusFILING RECEIVED

Sponsor Plan History (St. John Holdings, Inc.)

Sponsor-wide plan assets over time

All St. John Holdings, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$157M 12.261712400492394% vs 2022
2024 filing year
$150M$160M$170M$180M$190M 202220232024 $178M $157M ▼ -12.3%
Year Plans Participants Total Assets
2022 1 304 $178M
2023 1 365 $167M
2024 1 279 $157M

Nearby ESOP Plans in Pennsylvania

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

St. John Holdings Employee Stock Ownership Plan and Trust vs. nearby ESOP plans in Pennsylvania, assets vs. participants Scatter plot of 6 data points. -10000010000200003000040000 -20246 Total assets ($B) Participants St. John Holdings Employee Stock Ownership Plan and Trust, Total assets ($B): 0.156576625 · Participants: 279St. John Holdings Employee Stock Ownership Plan and TrustWawa, 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
St. John Holdings Employee Stock Ownership Plan and Trust vs. nearby ESOP plans in Pennsylvania, assets vs. participants
Compare St. John Holdings Employee Stock Ownership Plan and Trust side-by-side with 3 peers →

St. John Holdings Employee Stock Ownership Plan and Trust's out-of-state ESOP peers by assets and headcount

Outside Pennsylvania, the nearest ESOP by assets is Brinkmann Constructors Employee Stock Ownership Plan in MO ($156M); by covered participants it is Seretta Construction Employee Stock Ownership Plan in FL (279 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (279 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 St. John Holdings Employee Stock Ownership Plan and Trust assets move in 2024? ▼
St. John Holdings Employee Stock Ownership Plan and Trust pulled back noticeably - down 6.3% during 2024, from $167M to $157M. Reported net income was $3M.
How have St. John Holdings, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), St. John Holdings, Inc.'s sponsor-wide assets declined 12.3%, from $178M to $157M.
Where does St. John Holdings Employee Stock Ownership Plan and Trust rank by assets among Form 5500 filers? ▼
St. John Holdings Employee Stock Ownership Plan and Trust ranks in the 93rd percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top 10% of all filed plans by assets).
Which ESOP plans are similar in size to St. John Holdings Employee Stock Ownership Plan and Trust? ▼
Among ESOP plans in other states, the closest by assets is Brinkmann Constructors Employee Stock Ownership Plan in MO ($156M, 324 participants).
Which ESOP plans cover a similar participant headcount to St. John Holdings Employee Stock Ownership Plan and Trust? ▼
Among ESOP plans in other states, the closest by covered participants is Seretta Construction Employee Stock Ownership Plan in FL (279 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 660405683.

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.