ESOP · DOL Form 5500 · 2024
The L.S. Starrett Company ESOP
Data updated 2026-08-25
- $1M
- Total assets Small plan by assets
- 165
- Participants Small participant base
- 23rd
- Percentile by assets National rank
- $6,251
- Avg per participant Low balance/head
Official DOL plan name: The L.S. Starrett Company Employee Stock Ownership Plan · Sponsored by The L.S. Starrett Company · Massachusetts · Manufacturing
$1M in assets, 165 participants
The L.S. Starrett Company's The L.S. Starrett Company Employee Stock Ownership Plan reported $1M in total assets and 165 participants in its 2024 DOL Form 5500 filing, ranking in the 23rd 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.
- #1,746 in Manufacturing (17,777 peers)
Coverage in Massachusetts
The L.S. Starrett Company Employee Stock Ownership Plan covers 165 participants in Massachusetts, about 25% of the average Massachusetts filer (state average ~659 per filing). Assets: $1M.
- #1,746
- in Manufacturing (17,777 peers)
- -73.7%
- assets change YoY
The plan reported a net loss of $3M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
The L.S. Starrett Company Employee Stock Ownership Plan among the smaller filed plans by assets
The L.S. Starrett Company Employee Stock Ownership Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$1,031,368 23rd percentile higher than 23% 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
The L.S. Starrett Company 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. The L.S. Starrett Company Employee Stock Ownership Plan sits mid-pack in the medium band (165 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- The L.S. Starrett Company Employee Stock Ownership Plan reported net income fell from $876K in the plan year 2023 filing to -$3M in the plan year 2024 filing.
- The L.S. Starrett Company Employee Stock Ownership Plan end-of-year assets fell from $4M in the plan year 2023 filing to $1M in the plan year 2024 filing.
- The L.S. Starrett Company Employee Stock Ownership Plan reported participants fell from 199 in the plan year 2023 filing to 165 in the plan year 2024 filing.
Form 5500 schedule snapshot
Filing strip 041866480 · The L.S. Starrett Company PY 2024 · ESOP
The L.S. Starrett Company Employee Stock Ownership Plan · $1M · 165 · 23rd
- 5500 $1M
- ASSETS 165
- PCT 23rd
- EIN ESOP
- RANK near Patio Pleasures Employee Stock Ownership Plan
- PHOTO ind #1746
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 Massachusetts →
The L.S. Starrett Company Employee Stock Ownership Plan in the asset neighbourhood
Massachusetts filing particulars
| Total Assets (Beginning of Year) | $4M |
|---|---|
| Net Assets (End of Year) | $1M |
| Net Income | -$3M |
| Employer EIN | 041866480 |
| Plan Effective Date | 1994-07-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (The L.S. Starrett Company)
Sponsor-wide plan assets over time
All The L.S. Starrett Company plans reported in each filing year
- Latest sponsor-wide plan assets
- $116M 7.118980074849635% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 4 | 1,469 | $108M |
| 2023 | 4 | 1,383 | $116M |
| 2024 | 4 | 1,279 | $116M |
Nearby ESOP Plans in Massachusetts
Peer ESOP plans, same state, same plan type, ranked by total assets.
- Consigli Building Group Employee Stock Ownership Plan $729M · 1,684
- The Gillette Company Employee Stock Ownership Plan $368M · 139
- First Amended and Restated Creative Financial Staffing, Inc. Employee Stock Ownership Plan $253M · 445
- David Clark Employee Stock Ownership Plan $183M · 236
- New England Biolabs, Inc. Non-Voting Stock Ownership Plan $163M · 424
The L.S. Starrett Company Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount
Outside Massachusetts, the nearest ESOP by assets is Patio Pleasures Employee Stock Ownership Plan in WI ($1M); by covered participants it is Coast to Coast Computer Products, Inc. Employee Stock Ownership Plan in CA (165 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($1M here).
Similar participant headcount
Nearest other-state filings by covered participants (165 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.