ESOP · DOL Form 5500 · 2022

J.E. Adams Industries, Ltd. ESOP

Data updated 2026-08-25

$17M
Total assets Small plan by assets
51
Participants Small participant base
74th
Percentile by assets National rank
$324,533
Avg per participant High balance/head
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Official DOL plan name: Schwartz & Co. Enterprises, Ltd Employee Stock Ownership Plan · Sponsored by J.E. Adams Industries, Ltd. · Iowa · Manufacturing

$17M in assets, 51 participants

J.E. Adams Industries, Ltd.'s Schwartz & Co. Enterprises, Ltd Employee Stock Ownership Plan reported $17M in total assets and 51 participants in its 2022 DOL Form 5500 filing, ranking in the 74th 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.

  • #13,204 in Manufacturing (20,602 peers)

J.E. Adams Industries, Ltd. multi-year trail

J.E. Adams Industries, Ltd.'s plans moved +21.8% in assets from 2022 to 2024; this filing shows Schwartz & Co. Enterprises, Ltd Employee Stock Ownership Plan at $17M / 51 participants.

#13,204
in Manufacturing (20,602 peers)
+3.3%
assets growth YoY

Schwartz & Co. Enterprises, Ltd Employee Stock Ownership Plan's outsized position by total assets

Schwartz & Co. Enterprises, Ltd Employee Stock Ownership Plan vs every filed plan by assets

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

$16,551,170 Top 26% higher than 74% 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

Schwartz & Co. Enterprises, Ltd 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. Schwartz & Co. Enterprises, Ltd Employee Stock Ownership Plan is a small filing (51 participants) on this national headcount ladder.

Published 5500 schedule card

Filing strip 208202904 · J.E. Adams Industries, Ltd. PY 2022 · ESOP

Schwartz & Co. Enterprises, Ltd Employee Stock Ownership Plan · $17M · 51 · 74th

  • TYPE $17M
  • NET 51
  • BOOK 74th
  • VS-ST ESOP
  • BOY near Via Trading Corporation Employee Stock Ownership Plan
  • SCH ind #13204

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 Iowa →

Schwartz & Co. Enterprises, Ltd Employee Stock Ownership Plan in the asset neighbourhood

Schwartz & Co. Enterprises, Ltd Employee Stock Ownership PlanSchwartz & Co. Enterprises, …$17MVia Trading Corporation Employee Stock Ownership PlanVia Trading Corporation Empl…$17MCommercial Custom Seating and Upholstery Inc., Employee Stock Ownership PlanCommercial Custom Seating an…$17MPanelmatic, Inc. Employee Stock Ownership PlanPanelmatic, Inc. Employee St…$17MMillstone Weber Employee Stock Ownership PlanMillstone Weber Employee Sto…$17M
End-of-year total assets ($M) among Schwartz & Co. Enterprises, Ltd Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2022.

J.E. Adams Industries, Ltd. multi-year asset trail

Sponsor-wide plan assets over time

All J.E. Adams Industries, Ltd. plans reported in each filing year

Latest sponsor-wide plan assets
$20M 21.78062336378637% vs 2022
2024 filing year
$16M$18M$20M$22M 202220232024 $16.6M $20.2M ▲ +21.8%
Year Plans Participants Total Assets
2022 1 51 $17M
2023 1 53 $19M
2024 1 52 $20M

J.E. Adams Industries, Ltd. filing trail (2022)

Total Assets (Beginning of Year)$16M
Net Assets (End of Year)$14M
Net Income$691K
Employer EIN208202904
Plan Effective Date2014-01-01
Filing StatusFILING RECEIVED

Nearby ESOP Plans in Iowa

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

Schwartz & Co. Enterprises, Ltd Employee Stock Ownership Plan vs. nearby ESOP plans in Iowa, assets vs. participants Scatter plot of 6 data points. -10000100020003000 -2000200400600800 Total assets ($M) Participants Schwartz & Co. Enterprises, Ltd Employee Stock Ownership Plan, Total assets ($M): 16.55117 · Participants: 51Schwartz & Co. Enterprises, Ltd Employee Stock Ownership PlanEmployee Owned Brands, Inc. Employee Stock Ownership Plan, Total assets ($M): 685.782673 · Participants: 781Employee Owned Brands, Inc. Employee Stock Ownership PlanVan Meter Industrial, Inc. Employee Stock Ownership Plan, Total assets ($M): 437.278096 · Participants: 774Van Meter Industrial, Inc. Employee Stock Ownership PlanPrecision, Inc. Employee Stock Ownership Plan and Trust, Total assets ($M): 402.726302 · Participants: 645Precision, Inc. Employee Stock Ownership Plan and TrustIta Group Holdings, Inc. Employees' Stock Ownership Plan, Total assets ($M): 382.93662 · Participants: 643Ita Group Holdings, Inc. Employees' Stock Ownership PlanAnnett Holdings, Inc. Employee Stock Ownership Plan & Trust, Total assets ($M): 362.257753 · Participants: 2582Annett Holdings, Inc. Employee Stock Ownership Plan & Trust
Schwartz & Co. Enterprises, Ltd Employee Stock Ownership Plan vs. nearby ESOP plans in Iowa, assets vs. participants
Compare Schwartz & Co. Enterprises, Ltd Employee Stock Ownership Plan side-by-side with 3 peers →

Schwartz & Co. Enterprises, Ltd Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount

Outside Iowa, the nearest ESOP by assets is Via Trading Corporation Employee Stock Ownership Plan in CA ($17M); by covered participants it is Mineola Community Bank, S.S.B. Employee Stock Ownership Plan in TX (51 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (51 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 Schwartz & Co. Enterprises, Ltd Employee Stock Ownership Plan assets move in 2022? ▼
Schwartz & Co. Enterprises, Ltd Employee Stock Ownership Plan edged up modestly - up 3.3% during 2022, from $16M to $17M. Reported net income was $691K.
How have J.E. Adams Industries, Ltd. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), J.E. Adams Industries, Ltd.'s sponsor-wide assets grew 21.8%, from $17M to $20M.
Which ESOP plans are similar in size to Schwartz & Co. Enterprises, Ltd Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Via Trading Corporation Employee Stock Ownership Plan in CA ($17M, 42 participants).
Which ESOP plans cover a similar participant headcount to Schwartz & Co. Enterprises, Ltd Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Mineola Community Bank, S.S.B. Employee Stock Ownership Plan in TX (51 participants, $4M 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 208202904.

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.