ESOP · DOL Form 5500 · 2024

Stetson Engineers, Inc. ESOP

Data updated 2026-08-25

$2M
Total assets Small plan by assets
48
Participants Small participant base
29th
Percentile by assets National rank
$38,567
Avg per participant Low balance/head
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Official DOL plan name: Stetson Engineers, Inc. Employee Stock Ownership Plan · Sponsored by Stetson Engineers, Inc. · California · Professional & Technical Services

$2M in assets, 48 participants

Stetson Engineers, Inc.'s Stetson Engineers, Inc. Employee Stock Ownership Plan reported $2M in total assets and 48 participants in its 2024 DOL Form 5500 filing, ranking in the 29th 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.

  • #4,887 in Professional & Technical Services (20,173 peers)

What the 2024 filing shows

Stetson Engineers, Inc. Employee Stock Ownership Plan holds $2M for 48 participants - about $38,567 per participant, in the lower half of filed plans by assets.

#4,887
in Professional & Technical Services (20,173 peers)
+6.6%
assets growth YoY

Stetson Engineers, Inc. Employee Stock Ownership Plan among the smaller filed plans by assets

Stetson Engineers, Inc. Employee Stock Ownership Plan vs every filed plan by assets

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

$1,851,207 29th percentile higher than 29% 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

Stetson Engineers, Inc. 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. Stetson Engineers, Inc. Employee Stock Ownership Plan is a small filing (48 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Stetson Engineers, Inc. Employee Stock Ownership Plan reported net income rose from -$293K in the plan year 2023 filing to $115K in the plan year 2024 filing.
  • Stetson Engineers, Inc. Employee Stock Ownership Plan end-of-year assets rose from $2M in the plan year 2023 filing to $2M in the plan year 2024 filing.
  • Stetson Engineers, Inc. Employee Stock Ownership Plan reported participants rose from 47 in the plan year 2023 filing to 48 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Form 5500 schedule snapshot

Filing strip 942452155 · Stetson Engineers, Inc. PY 2024 · ESOP

Stetson Engineers, Inc. Employee Stock Ownership Plan · $2M · 48 · 29th

  • PHOTO $2M
  • IND 48
  • EOY 29th
  • 5500 ESOP
  • ASSETS near Hines Pool & Spa, Inc. Employee Stock Ownership Plan
  • PCT ind #4887

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 California →

Stetson Engineers, Inc. Employee Stock Ownership Plan in the asset neighbourhood

Stetson Engineers, Inc. Employee Stock Ownership PlanStetson Engineers, Inc. Empl…$2MHines Pool & Spa, Inc. Employee Stock Ownership PlanHines Pool & Spa, Inc. Emplo…$2MDekker Employee Stock Ownership PlanDekker Employee Stock Owners…$2MVenn Strategies Employee Stock Ownership PlanVenn Strategies Employee Sto…$2MBerardi + Partners Employee Stock Ownership PlanBerardi + Partners Employee …$2M
End-of-year total assets ($M) among Stetson Engineers, Inc. Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2024.

Filing particulars (2024)

Total Assets (Beginning of Year)$2M
Net Assets (End of Year)$2M
Net Income$115K
Employer EIN942452155
Plan Effective Date1988-10-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Stetson Engineers, Inc.)

Sponsor-wide plan assets over time

All Stetson Engineers, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$2M 8.740958305049151% vs 2022
2024 filing year
$1.7M$1.8M$1.9M$2M$2.1M 202220232024 $2.03M $1.85M ▼ -8.9%
Year Plans Participants Total Assets
2022 1 48 $2M
2023 1 47 $2M
2024 1 48 $2M

Nearby ESOP Plans in California

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

Stetson Engineers, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in California, assets vs. participants Scatter plot of 6 data points. -20000200040006000800010000 -20246 Total assets ($B) Participants Stetson Engineers, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.001851207 · Participants: 48Stetson Engineers, Inc. Employee Stock Ownership PlanParsons Employee Stock Ownership Plan, Total assets ($B): 4.994512995 · Participants: 8040Parsons Employee Stock Ownership PlanAcco Employee Stock Ownership Plan, Total assets ($B): 1.694943363 · Participants: 1499Acco Employee Stock Ownership PlanRosendin Electric, Inc. Employee Stock Ownership Plan, Total assets ($B): 1.538046697 · Participants: 1998Rosendin Electric, Inc. Employee Stock Ownership PlanEcc Employee Stock Ownership Plan, Total assets ($B): 0.632082376 · Participants: 317Ecc Employee Stock Ownership PlanAgron, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.596115632 · Participants: 68Agron, Inc. Employee Stock Ownership Plan
Stetson Engineers, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in California, assets vs. participants
Compare Stetson Engineers, Inc. Employee Stock Ownership Plan side-by-side with 3 peers →

Stetson Engineers, Inc. Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount

Outside California, the nearest ESOP by assets is Hines Pool & Spa, Inc. Employee Stock Ownership Plan in TX ($2M); by covered participants it is Csb Bancshares Inc Amended Employee Stock Ownership Plan in KS (48 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (48 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 Stetson Engineers, Inc. Employee Stock Ownership Plan assets move in 2024? ▼
Stetson Engineers, Inc. Employee Stock Ownership Plan grew at a solid clip - up 6.6% during 2024, from $2M to $2M. Reported net income was $115K.
How have Stetson Engineers, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Stetson Engineers, Inc.'s sponsor-wide assets declined 8.7%, from $2M to $2M.
Which ESOP plans are similar in size to Stetson Engineers, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Hines Pool & Spa, Inc. Employee Stock Ownership Plan in TX ($2M, 51 participants).
Which ESOP plans cover a similar participant headcount to Stetson Engineers, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Csb Bancshares Inc Amended Employee Stock Ownership Plan in KS (48 participants, $9M 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 942452155.

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.