ESOP · DOL Form 5500 · 2024

Stoneage Holdings, Inc. ESOP

Data updated 2026-08-25

$39M
Total assets Below avg plan size
153
Participants Small participant base
81st
Percentile by assets National rank
$255,043
Avg per participant Above avg balance/head
PlainRetire home → About this data RSS: change history

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.

  • #16,462 in Professional & Technical Services (20,173 peers)

Coverage in Colorado

Stoneage Employee Stock Ownership Plan covers 153 participants in Colorado, about 41% of the average Colorado filer (state average ~376 per filing). Assets: $39M.

#16,462
in Professional & Technical Services (20,173 peers)
-1.2%
assets change YoY
0.4×
vs typical plan assets (national mean)

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.

Stoneage Employee Stock Ownership Plan's outsized position by total assets

Stoneage Employee Stock Ownership Plan vs every filed plan by assets

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

$39,021,565 Top 19% higher than 81% 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

Stoneage Employee Stock Ownership Plan 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. Stoneage Employee Stock Ownership Plan sits mid-pack in the medium band (153 participants).

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.

See the national 2023→2024 release diff →

EBSA filing schedule strip

Filing strip 921106022 · Stoneage Holdings, Inc. PY 2024 · ESOP

Stoneage Employee Stock Ownership Plan · $39M · 153 · 81st

  • PCT $39M
  • PCT 153
  • PCT 81st
  • PCT ESOP
  • PCT near Aptura Employee Stock Ownership Plan
  • PCT ind #16462

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 Colorado →

Stoneage Employee Stock Ownership Plan in the asset neighbourhood

Club Fitness Employee Stock Ownership PlanClub Fitness Employee Stock …$39MKelly-Fradet Lumber Employee Stock Ownership PlanKelly-Fradet Lumber Employee…$39MFirst Citizens National Bank ESOP Plan and TrustFirst Citizens National Bank…$39MStoneage Employee Stock Ownership PlanStoneage Employee Stock Owne…$39MAptura Employee Stock Ownership PlanAptura Employee Stock Owners…$39M
End-of-year total assets ($M) among Stoneage Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2024.

Colorado filing particulars

Total Assets (Beginning of Year)$40M
Net Assets (End of Year)$15M
Net Income-$577K
Employer EIN921106022
Plan Effective Date2015-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Stoneage Holdings, Inc.)

Sponsor-wide plan assets over time

All Stoneage Holdings, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$39M 2.760374786975648% vs 2022
2024 filing year
$37.5M$38M$38.5M$39M$39.5M$40M 202220232024 $38M $39M ▲ +2.8%
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 Scatter plot of 6 data points. 050010001500 0200400600800 Total assets ($M) Participants Stoneage Employee Stock Ownership Plan, Total assets ($M): 39.021565 · Participants: 153Stoneage Employee Stock Ownership PlanAlpine Lumber Company Employee Stock Ownership Plan, Total assets ($M): 624.906178 · Participants: 597Alpine Lumber Company Employee Stock Ownership PlanTrinidad Benham Corp. Employee Stock Ownership Plan, Total assets ($M): 341.079585 · Participants: 1027Trinidad Benham Corp. Employee Stock Ownership PlanEnvision Management Holding, Inc. Employee Stock Ownership Plan, Total assets ($M): 284.259 · Participants: 1205Envision Management Holding, Inc. Employee Stock Ownership PlanBrown Strauss, Inc. Employee Stock Ownership Plan, Total assets ($M): 160.44316 · Participants: 233Brown Strauss, Inc. Employee Stock Ownership PlanHercules Industries, Inc. Employee Stock Ownership Plan, Total assets ($M): 107.554924 · Participants: 463Hercules Industries, Inc. Employee Stock Ownership Plan
Stoneage Employee Stock Ownership Plan vs. nearby ESOP plans in Colorado, assets vs. participants
Compare Stoneage Employee Stock Ownership Plan side-by-side with 3 peers →

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

Outside Colorado, the nearest ESOP by assets is Aptura Employee Stock Ownership Plan in IN ($39M); by covered participants it is Carley Corporation Employee Stock Ownership Plan in FL (153 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (153 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 Stoneage Employee Stock Ownership Plan assets move in 2024? ▼
Stoneage Employee Stock Ownership Plan edged down modestly - down 1.2% during 2024, from $40M to $39M. Reported net income was -$577K.
How have Stoneage Holdings, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Stoneage Holdings, Inc.'s sponsor-wide assets grew 2.8%, from $38M to $39M.
Where does Stoneage Employee Stock Ownership Plan rank by assets among Form 5500 filers? ▼
Stoneage Employee Stock Ownership Plan ranks in the 81st percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top quartile of all filed plans by assets).
Which ESOP plans are similar in size to Stoneage Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Aptura Employee Stock Ownership Plan in IN ($39M, 309 participants).
Which ESOP plans cover a similar participant headcount to Stoneage Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Carley Corporation Employee Stock Ownership Plan in FL (153 participants, $27M 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 921106022.

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.