ESOP · DOL Form 5500 · 2024

Stephens Manufacturing Co Inc ESOP

Data updated 2026-08-25

$52K
Total assets Small plan by assets: 95
Participants Small participant base: 4th
Percentile by assets National rank: $543
Avg per participant Low balance/head

Official DOL plan name: Stephens Manufacturing Employee Stock Ownership Plan · Sponsored by Stephens Manufacturing Co Inc · Kentucky · Manufacturing

$52K in assets, 95 participants

Stephens Manufacturing Co Inc's Stephens Manufacturing Employee Stock Ownership Plan reported $52K in total assets and 95 participants in its 2024 DOL Form 5500 filing, ranking in the 4th 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.

#242 in Manufacturing (17,777 peers)

What the 2024 filing shows

Stephens Manufacturing Employee Stock Ownership Plan holds $52K for 95 participants - about $543 per participant, among the smaller plans by assets on file.

#242
in Manufacturing (17,777 peers): $52K
reported net income

Stephens Manufacturing Employee Stock Ownership Plan among the smaller filed plans by assets

Stephens Manufacturing Employee Stock Ownership Plan vs every filed plan by assets

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

$51,583 4th percentile higher than 4% of 123,620 filed plans

Dashed line + filled bar = this entry, among filed plans.

Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2024

Stephens Manufacturing 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. Stephens Manufacturing Employee Stock Ownership Plan is a small filing (95 participants) on this national headcount ladder.

Micro (1-10) 33,766 filings (27%) Small (11-100) 26,107 filings (21%) Medium (101-1,000) 54,251 filings (43%) Large (1,001-10,000) 10,349 filings (8%) Mega (10,000+) 1,399 filings (1%)

EBSA filing schedule strip

Filing strip 611083572 · Stephens Manufacturing Co Inc PY 2024 · ESOP

Stephens Manufacturing Employee Stock Ownership Plan · $52K · 95 · 4th

IND $52K
IND 95
IND 4th
IND ESOP
IND near Somerset Tire Service Employee Stock Ownership Plan
IND ind #242

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 Kentucky →

End-of-year total assets ($M) among Stephens Manufacturing Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2024.

Filing particulars (2024)

Total Assets (Beginning of Year)	N/A
Net Assets (End of Year)	$52K
Net Income	$52K
Employer EIN	611083572
Plan Effective Date	2024-01-01
Filing Status	FILING RECEIVED

Nearby ESOP Plans in Kentucky

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

Stephens Manufacturing Employee Stock Ownership Plan vs. nearby ESOP plans in Kentucky, assets vs. participants

Houchens Industries, Inc. Employee Stock Ownership Plan $2.6B · 7,785
Gray, Inc. Employee Stock Ownership Plan $177M · 1,534
Stock Yards Bank & Trust Company 401(k) and Employee Stock Ownership Plan $167M · 1,107
Interstate Personnel Services, Inc. Employee Stock Ownership Plan $123M · 834
H & R Agri-Power Employee Stock Ownership Plan $111M · 522

Compare Stephens Manufacturing Employee Stock Ownership Plan side-by-side with 3 peers →

Stephens Manufacturing Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount

Outside Kentucky, the nearest ESOP by assets is Somerset Tire Service Employee Stock Ownership Plan in NJ ($51K); by covered participants it is F. L. Putnam Investment Management Company Employee Stock Ownerhip Plan in ME (95 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($52K here).

Somerset Tire Service Employee Stock Ownership Plan (NJ) $51K · N/A
Lab-Aids, Inc. Employee Stock Ownership Plan (NY) $51K · 16
E.W. James & Sons, Inc. Employee Profit Sharing & Stock Ownership Plan (TN) $52K · 156
Bhs Employee Stock Ownership Plan (OR) $51K · 25

Similar participant headcount

Nearest other-state filings by covered participants (95 participants); asset peers above are excluded.

F. L. Putnam Investment Management Company Employee Stock Ownerhip Plan (ME) 95 · 0 off
Central-State Bancorp, Inc Employee Stock Ownership Plan (MI) 95 · 0 off
Temperature Systems, Inc. Employee Stock Ownership Plan (WI) 95 · 0 off
Moog Music, Inc. Employee Stock Ownership Plan (NC) 95 · 0 off

DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

Where does Stephens Manufacturing Employee Stock Ownership Plan rank by assets among Form 5500 filers? ▼

Stephens Manufacturing Employee Stock Ownership Plan ranks in the 4th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (among the smaller plans by assets on file).

Which ESOP plans are similar in size to Stephens Manufacturing Employee Stock Ownership Plan? ▼

Among ESOP plans in other states, the closest by assets is Somerset Tire Service Employee Stock Ownership Plan in NJ ($51K, N/A participants).

Which ESOP plans cover a similar participant headcount to Stephens Manufacturing Employee Stock Ownership Plan? ▼

Among ESOP plans in other states, the closest by covered participants is F. L. Putnam Investment Management Company Employee Stock Ownerhip Plan in ME (95 participants, N/A 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 611083572.