ESOP · DOL Form 5500 · 2024
The L.S. Starrett Company ESOP
Data updated 2026-08-25
- $142K
- Total assets Small plan by assets
- 272
- Participants Below avg headcount
- 8th
- Percentile by assets National rank
- $523
- Avg per participant Low balance/head
Official DOL plan name: The L.S. Starrett Company 2013 Employee Stock Ownership Plan and Trust · Sponsored by The L.S. Starrett Company · Massachusetts · Manufacturing
$142K in assets, 272 participants
The L.S. Starrett Company's The L.S. Starrett Company 2013 Employee Stock Ownership Plan and Trust reported $142K in total assets and 272 participants in its 2024 DOL Form 5500 filing, ranking in the 8th 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.
- #515 in Manufacturing (17,777 peers)
Coverage in Massachusetts
The L.S. Starrett Company 2013 Employee Stock Ownership Plan and Trust covers 272 participants in Massachusetts, about 41% of the average Massachusetts filer (state average ~659 per filing). Assets: $142K.
- #515
- in Manufacturing (17,777 peers)
- -73.0%
- assets change YoY
The plan reported a net loss of $386K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
The L.S. Starrett Company 2013 Employee Stock Ownership Plan and Trust among the smaller filed plans by assets
The L.S. Starrett Company 2013 Employee Stock Ownership Plan and Trust vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$142,314 8th percentile higher than 8% 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 2013 Employee Stock Ownership Plan and Trust 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 2013 Employee Stock Ownership Plan and Trust sits mid-pack in the medium band (272 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- The L.S. Starrett Company 2013 Employee Stock Ownership Plan and Trust reported net income fell from $145K in the plan year 2023 filing to -$386K in the plan year 2024 filing.
- The L.S. Starrett Company 2013 Employee Stock Ownership Plan and Trust end-of-year assets fell from $528K in the plan year 2023 filing to $142K in the plan year 2024 filing.
- The L.S. Starrett Company 2013 Employee Stock Ownership Plan and Trust reported participants fell from 300 in the plan year 2023 filing to 272 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 2013 Employee Stock Ownership Plan and Trust · $142K · 272 · 8th
- EOY $142K
- 5500 272
- ASSETS 8th
- PCT ESOP
- EIN near Service Printers Employee Stock Ownership Plan
- RANK ind #515
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 2013 Employee Stock Ownership Plan and Trust in the asset neighbourhood
Massachusetts filing particulars
| Total Assets (Beginning of Year) | $528K |
|---|---|
| Net Assets (End of Year) | $142K |
| Net Income | -$386K |
| Employer EIN | 041866480 |
| Plan Effective Date | 2013-02-05 |
| 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 2013 Employee Stock Ownership Plan and Trust's out-of-state ESOP peers by assets and headcount
Outside Massachusetts, the nearest ESOP by assets is Service Printers Employee Stock Ownership Plan in MN ($142K); by covered participants it is American Mechanical Holdings Employee Stock Ownership Plan in MD (273 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($142K here).
Similar participant headcount
Nearest other-state filings by covered participants (272 participants); asset peers above are excluded.
- American Mechanical Holdings Employee Stock Ownership Plan (MD) 273 · 1 off
- Godshall's Quality Meats Employee Stock Ownership Plan () 273 · 1 off
- Weststar Bank Holding Company, Inc. Employee Stock Ownership Plan (TX) 273 · 1 off
- Viking Drill & Tool, Inc. Employee Stock Ownership Plan (MN) 273 · 1 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.