ESOP · DOL Form 5500 · 2022

I.E. Shaffer & Co. ESOP

Data updated 2026-08-25

$4M
Total assets Small plan by assets
58
Participants Small participant base
46th
Percentile by assets National rank
$69,655
Avg per participant Below avg balance/head
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Official DOL plan name: I.E. Shaffer & Co. Employee Stock Ownership Plan · Sponsored by I.E. Shaffer & Co. · New Jersey · Professional & Technical Services

$4M in assets, 58 participants

I.E. Shaffer & Co.'s I.E. Shaffer & Co. Employee Stock Ownership Plan reported $4M in total assets and 58 participants in its 2022 DOL Form 5500 filing, ranking in the 46th 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.

  • #9,435 in Professional & Technical Services (21,562 peers)

2022 asset change

I.E. Shaffer & Co. Employee Stock Ownership Plan surged 37.9% in 2022 ($3M → $4M) for 58 participants.

#9,435
in Professional & Technical Services (21,562 peers)
+37.9%
assets growth YoY

I.E. Shaffer & Co. Employee Stock Ownership Plan's mid-pack asset rank among Professional & Technical Services and all filers

I.E. Shaffer & Co. Employee Stock Ownership Plan vs every filed plan by assets

End-of-year total assets · plan year 2022 · DOL Form 5500

$4,040,003 46th percentile higher than 46% of 139,123 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 2022

I.E. Shaffer & Co. Employee Stock Ownership Plan among smaller filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. I.E. Shaffer & Co. Employee Stock Ownership Plan is a small filing (58 participants) on this national headcount ladder.

Plan-year Form 5500 strip

Filing strip 221750854 · I.E. Shaffer & Co. PY 2022 · ESOP

I.E. Shaffer & Co. Employee Stock Ownership Plan · $4M · 58 · 46th

  • BOY $4M
  • SCH 58
  • EBSA 46th
  • PART ESOP
  • TYPE near Advantage Electric & Controls, Inc. Employee Stock Ownership Plan
  • NET ind #9435

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 New Jersey →

I.E. Shaffer & Co. Employee Stock Ownership Plan in the asset neighbourhood

I.E. Shaffer & Co. Employee Stock Ownership PlanI.E. Shaffer & Co. Employee …$4MAdvantage Electric & Controls, Inc. Employee Stock Ownership PlanAdvantage Electric & Control…$4MBabsco Supply Employee Stock Ownership PlanBabsco Supply Employee Stock…$4MTransamerican Office Furniture, Inc. Employee Stock Ownership PlanTransamerican Office Furnitu…$4MBay Banks of Virginia, Inc. Employee Stock Ownership PlanBay Banks of Virginia, Inc. …$4M
End-of-year total assets ($M) among I.E. Shaffer & Co. Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2022.

I.E. Shaffer & Co. years around the 2022 move

Sponsor-wide plan assets over time

All I.E. Shaffer & Co. plans reported in each filing year

Latest sponsor-wide plan assets
$27M 1.3277815085378837% vs 2022
2024 filing year
$26.5M$27M$27.5M$28M$28.5M 202220232024 $27M $26.7M ▼ -1.3%
Year Plans Participants Total Assets
2022 2 121 $27M
2023 2 123 $28M
2024 2 134 $27M

2022 asset-move particulars

Total Assets (Beginning of Year)$3M
Net Assets (End of Year)$3M
Net Income$1M
Employer EIN221750854
Plan Effective Date2018-01-01
Filing StatusFILING RECEIVED

Nearby ESOP Plans in New Jersey

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

I.E. Shaffer & Co. Employee Stock Ownership Plan vs. nearby ESOP plans in New Jersey, assets vs. participants Scatter plot of 6 data points. -1000010002000300040005000 -2000200400600 Total assets ($M) Participants I.E. Shaffer & Co. Employee Stock Ownership Plan, Total assets ($M): 4.040003 · Participants: 58I.E. Shaffer & Co. Employee Stock Ownership PlanJohnson and Johnson Retirement Savings Plan, Total assets ($M): 511.419208 · Participants: 3858Johnson and Johnson Retirement Savings PlanOkonite Company Employees Stock Ownership Plan, Total assets ($M): 375.8 · Participants: 1111Okonite Company Employees Stock Ownership PlanMathematica Group Holding Inc. Employee Stock Ownership Plan, Total assets ($M): 303.370516 · Participants: 1383Mathematica Group Holding Inc. Employee Stock Ownership PlanConair LLC Savings and Investment Plan, Total assets ($M): 298.596718 · Participants: 1131Conair LLC Savings and Investment PlanInvestors Bank Amended and Restated Employee Stock Ownership Plan, Total assets ($M): 126.859258 · Participants: 1287Investors Bank Amended and Restated Employee Stock Ownership Plan
I.E. Shaffer & Co. Employee Stock Ownership Plan vs. nearby ESOP plans in New Jersey, assets vs. participants
Compare I.E. Shaffer & Co. Employee Stock Ownership Plan side-by-side with 3 peers →

I.E. Shaffer & Co. Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount

Outside New Jersey, the nearest ESOP by assets is Advantage Electric & Controls, Inc. Employee Stock Ownership Plan in MI ($4M); by covered participants it is Communities First Financial Corporation Employee Stock Ownership Plan in CA (58 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (58 participants); asset peers above are excluded.

DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did I.E. Shaffer & Co. Employee Stock Ownership Plan assets move in 2022? ▼
I.E. Shaffer & Co. Employee Stock Ownership Plan surged - up 37.9% during 2022, from $3M to $4M. Reported net income was $1M.
How have I.E. Shaffer & Co. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), I.E. Shaffer & Co.'s sponsor-wide assets declined 1.3%, from $27M to $27M.
Which ESOP plans are similar in size to I.E. Shaffer & Co. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Advantage Electric & Controls, Inc. Employee Stock Ownership Plan in MI ($4M, 58 participants).
Which ESOP plans cover a similar participant headcount to I.E. Shaffer & Co. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Communities First Financial Corporation Employee Stock Ownership Plan in CA (58 participants, $11M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2022.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 221750854.

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.