ESOP · DOL Form 5500 · 2024

Stephens & Smith Construction Co., Inc. ESOP

Data updated 2026-08-25

$25M
Total assets Below avg plan size
199
Participants Below avg headcount
75th
Percentile by assets National rank
$127,233
Avg per participant Near avg balance/head
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Official DOL plan name: Stephens & Smith Construction Co. , Inc. Employee Stock Ownership Plan · Sponsored by Stephens & Smith Construction Co., Inc. · Nebraska · Construction

$25M in assets, 199 participants

Stephens & Smith Construction Co., Inc.'s Stephens & Smith Construction Co. , Inc. Employee Stock Ownership Plan reported $25M in total assets and 199 participants in its 2024 DOL Form 5500 filing, ranking in the 75th 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.

  • #6,618 in Construction (9,039 peers)

Coverage in Nebraska

Stephens & Smith Construction Co. , Inc. Employee Stock Ownership Plan covers 199 participants in Nebraska, about 36% of the average Nebraska filer (state average ~552 per filing). Assets: $25M.

#6,618
in Construction (9,039 peers)
+17.1%
assets growth YoY
0.3×
vs typical plan assets (national mean)

Stephens & Smith Construction Co. , Inc. Employee Stock Ownership Plan's outsized position by total assets

Stephens & Smith Construction Co. , Inc. Employee Stock Ownership Plan vs every filed plan by assets

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

$25,319,330 Top 25% higher than 75% 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

Stephens & Smith Construction Co. , Inc. 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. Stephens & Smith Construction Co. , Inc. Employee Stock Ownership Plan sits mid-pack in the medium band (199 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Stephens & Smith Construction Co. , Inc. Employee Stock Ownership Plan reported net income rose from $1M in the plan year 2023 filing to $4M in the plan year 2024 filing.
  • Stephens & Smith Construction Co. , Inc. Employee Stock Ownership Plan end-of-year assets rose from $22M in the plan year 2023 filing to $25M in the plan year 2024 filing.

See the national 2023→2024 release diff →

EBSA filing schedule strip

Filing strip 470558429 · Stephens & Smith Construction Co., Inc. PY 2024 · ESOP

Stephens & Smith Construction Co. , Inc. Employee Stock Ownership Plan · $25M · 199 · 75th

  • EBSA $25M
  • PART 199
  • TYPE 75th
  • NET ESOP
  • BOOK near Toc Employee Stock Ownership Plan
  • VS-ST ind #6618

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 Nebraska →

Stephens & Smith Construction Co. , Inc. Employee Stock Ownership Plan in the asset neighbourhood

Stephens & Smith Construction Co. , Inc. Employee Stock Ownership PlanStephens & Smith Constructio…$25MToc Employee Stock Ownership PlanToc Employee Stock Ownership…$25MG. E. Tignall and Co, Inc. Employee Stock Ownership PlanG. E. Tignall and Co, Inc. E…$25MMedler Electric Company Employee Stock Ownership Plan and TrustMedler Electric Company Empl…$25MManos Home Care Employee Stock Ownership PlanManos Home Care Employee Sto…$25M
End-of-year total assets ($M) among Stephens & Smith Construction Co. , Inc. Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2024.

Nebraska filing particulars

Total Assets (Beginning of Year)$22M
Net Assets (End of Year)$25M
Net Income$4M
Employer EIN470558429
Plan Effective Date1999-07-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Stephens & Smith Construction Co., Inc.)

Sponsor-wide plan assets over time

All Stephens & Smith Construction Co., Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$38M 27.16274997712836% vs 2022
2024 filing year
$25M$30M$35M$40M 202220232024 $30.2M $38.4M ▲ +27.2%
Year Plans Participants Total Assets
2022 2 375 $30M
2023 2 400 $33M
2024 2 444 $38M

Nearby ESOP Plans in Nebraska

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

Stephens & Smith Construction Co. , Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Nebraska, assets vs. participants Scatter plot of 6 data points. 0100200300400500 050100150200250 Total assets ($M) Participants Stephens & Smith Construction Co. , Inc. Employee Stock Ownership Plan, Total assets ($M): 25.31933 · Participants: 199Stephens & Smith Construction Co. , Inc. Employee Stock Ownership PlanCommonwealth Holdings, Inc. Employee Stock Ownership Plan, Total assets ($M): 208.332233 · Participants: 241Commonwealth Holdings, Inc. Employee Stock Ownership PlanBuilders Supply Co. , Inc. Employee Stock Ownership Plan, Total assets ($M): 124.422109 · Participants: 251Builders Supply Co. , Inc. Employee Stock Ownership PlanTaylor & Martin Enterprises, Inc. Employee Stock Ownership Plan, Total assets ($M): 90.705713 · Participants: 62Taylor & Martin Enterprises, Inc. Employee Stock Ownership PlanMajors Plastics, Inc. Employee Stock Ownership Plan, Total assets ($M): 90.542776 · Participants: 372Majors Plastics, Inc. Employee Stock Ownership PlanStructural Component Systems, Inc. Employee Stock Ownership Plan and Trust, Total assets ($M): 81.751352 · Participants: 391Structural Component Systems, Inc. Employee Stock Ownership Plan and Trust
Stephens & Smith Construction Co. , Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Nebraska, assets vs. participants
Compare Stephens & Smith Construction Co. , Inc. Employee Stock Ownership Plan side-by-side with 3 peers →

Stephens & Smith Construction Co. , Inc. Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount

Outside Nebraska, the nearest ESOP by assets is Toc Employee Stock Ownership Plan in PA ($25M); by covered participants it is Dekker Employee Stock Ownership Plan in NM (199 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (199 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 Stephens & Smith Construction Co. , Inc. Employee Stock Ownership Plan assets move in 2024? ▼
Stephens & Smith Construction Co. , Inc. Employee Stock Ownership Plan grew sharply - up 17.1% during 2024, from $22M to $25M. Reported net income was $4M.
How have Stephens & Smith Construction Co., Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Stephens & Smith Construction Co., Inc.'s sponsor-wide assets grew 27.2%, from $30M to $38M.
Where does Stephens & Smith Construction Co. , Inc. Employee Stock Ownership Plan rank by assets among Form 5500 filers? ▼
Stephens & Smith Construction Co. , Inc. Employee Stock Ownership Plan ranks in the 75th 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 Stephens & Smith Construction Co. , Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Toc Employee Stock Ownership Plan in PA ($25M, 135 participants).
Which ESOP plans cover a similar participant headcount to Stephens & Smith Construction Co. , Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Dekker Employee Stock Ownership Plan in NM (199 participants, $2M 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 470558429.

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.