ESOP · DOL Form 5500 · 2024

St. John Holdings, Inc. ESOP

Data updated 2026-07-24

$157M
Total assets: 279
Participants: 93rd
Percentile by assets: $561,207
Avg per participant

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.

93rd percentile by assets (of 116,472 plans)

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 ~824 per filing). Assets: $157M.

$157M
total plan assets (2024 EOY): 279
covered participants: 93rd
percentile by assets (of 116,472 plans): $561,207
avg assets per participant

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 →

State

Pennsylvania

Industry

Management of Enterprises

Participants vs Pennsylvania filers

In Pennsylvania, the average filing covers about 824 participants across 5,360 plans. St. John Holdings Employee Stock Ownership Plan and Trust reports 279 participants - about 34% of that state average ($157M EOY assets).

Pennsylvania filing particulars

Total Assets (Beginning of Year)	$167M
Net Assets (End of Year)	$42M
Net Income	$3M
Employer EIN	660405683
Plan Effective Date	1986-02-01
Filing Status	FILING RECEIVED

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

Total plan assets by year, all St. John Holdings, Inc. plans on file

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

Wawa, Inc. Employee Stock Ownership Plan $5.5B · 37,745
Bradford White Corporation Employee Stock Ownership Plan and Trust Agreement $1.8B · 544
Centimark Corporation Employee Stock Ownership Plan and Trust $680M · 2,444
D & H Employee Stock Ownership Plan $314M · 1,459
Newage Industries, Inc. Employee Stock Ownership Plan $296M · 264

Compare St. John Holdings Employee Stock Ownersh… side-by-side with 3 peers →

Similar-Sized ESOP Plans Nationally

ESOP plans in other states closest to St. John Holdings Employee Stock Ownership Plan and Trust by total assets, not by location.

Brinkmann Constructors Employee Stock Ownership Plan (MO) $156M · 324
Insurance Resources International, Inc. Employee Stock Ownership Plan and Trust (MN) $155M · 184
Martin & Bayley, Inc. Employee Stock Ownership Plan and Trust (IL) $158M · 773
Telapex, Inc. Employee Stock Ownership Plan (MS) $158M · 1,629

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 116,472 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).

Next read for St. John Holdings Employee Stock Ownersh…

Filing takeaways

Ways to act on St. John Holdings Employee Stock Ownership Plan and Trust's numbers.

By total assets, St. John Holdings Employee Stock Ownership Plan and Trust ranks in the top 10% of all filed plans by assets. See the largest plans
Compare it side-by-side against 3 similar ESOP plans in Pennsylvania. Compare plans
St. John Holdings, Inc.'s sponsor-wide assets have declined 12.3% since 2022 across 3 plan years on file. More Management of Enterprises 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 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.