ESOP · DOL Form 5500 · 2022

Amende & Schultz, Inc. ESOP

Data updated 2026-08-25

$406K
Total assets Small plan by assets
5
Participants Small participant base
16th
Percentile by assets National rank
$81,265
Avg per participant Below avg balance/head
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Official DOL plan name: Amende & Schultz, Inc. Employee Stock Ownership Plan · Sponsored by Amende & Schultz, Inc. · California · Wholesale Trade

$406K in assets, 5 participants

Amende & Schultz, Inc.'s Amende & Schultz, Inc. Employee Stock Ownership Plan reported $406K in total assets and 5 participants in its 2022 DOL Form 5500 filing, ranking in the 16th 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.

  • #539 in Wholesale Trade (6,843 peers)

2022 asset change

Amende & Schultz, Inc. Employee Stock Ownership Plan declined sharply 20.5% in 2022 ($511K → $406K) for 5 participants.

#539
in Wholesale Trade (6,843 peers)
-20.5%
assets change YoY

The plan reported a net loss of $105K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Amende & Schultz, Inc. Employee Stock Ownership Plan among the smaller filed plans by assets

Amende & Schultz, Inc. Employee Stock Ownership Plan vs every filed plan by assets

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

$406,323 16th percentile higher than 16% 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

Amende & Schultz, Inc. Employee Stock Ownership Plan among micro filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Amende & Schultz, Inc. Employee Stock Ownership Plan is a micro filing (5 participants), the leftmost band.

DOL schedule card

Filing strip 952455965 · Amende & Schultz, Inc. PY 2022 · ESOP

Amende & Schultz, Inc. Employee Stock Ownership Plan · $406K · 5 · 16th

  • IND $406K
  • EOY 5
  • 5500 16th
  • ASSETS ESOP
  • PCT near Compressed Air Power Employee Stock Ownership Plan
  • EIN ind #539

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 →

Amende & Schultz, Inc. Employee Stock Ownership Plan in the asset neighbourhood

Amende & Schultz, Inc. Employee Stock Ownership PlanAmende & Schultz, Inc. Emplo…$406KCompressed Air Power Employee Stock Ownership PlanCompressed Air Power Employe…$406KChange Parts, Inc. Employee Stock Ownership PlanChange Parts, Inc. Employee …$406KWaterfront Lumber Company, Inc. Employee Stock Ownership Plan and TrustWaterfront Lumber Company, I…$406KSpurmaxim, Inc. Employee Stock Ownership Plan and TrustSpurmaxim, Inc. Employee Sto…$407K
End-of-year total assets ($M) among Amende & Schultz, Inc. Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2022.

Amende & Schultz, Inc. years around the 2022 move

Sponsor-wide plan assets over time

All Amende & Schultz, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
N/A
2024 filing year
$0M$1M$2M$3M$4M 202220232024 $3.16M $0M ▼ -100.0%
Year Plans Participants Total Assets
2022 2 10 $3M
2023 2 10 $3M
2024 2 8 N/A

2022 asset-move particulars

Total Assets (Beginning of Year)$511K
Net Assets (End of Year)$406K
Net Income-$105K
Employer EIN952455965
Plan Effective Date1966-08-01
Filing StatusFILING RECEIVED

Nearby ESOP Plans in California

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

Amende & Schultz, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in California, assets vs. participants Scatter plot of 6 data points. -20000200040006000800010000 -101234 Total assets ($B) Participants Amende & Schultz, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.000406323 · Participants: 5Amende & Schultz, Inc. Employee Stock Ownership PlanParsons Employee Stock Ownership Plan, Total assets ($B): 2.949816013 · Participants: 7804Parsons Employee Stock Ownership PlanAcco Employee Stock Ownership Plan, Total assets ($B): 1.217969943 · Participants: 1318Acco Employee Stock Ownership PlanRosendin Electric, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.994551911 · Participants: 1488Rosendin Electric, Inc. Employee Stock Ownership PlanRecology Employee Stock Ownership Plan, Total assets ($B): 0.462005591 · Participants: 3560Recology Employee Stock Ownership PlanAgron, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.455961299 · Participants: 70Agron, Inc. Employee Stock Ownership Plan
Amende & Schultz, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in California, assets vs. participants
Compare Amende & Schultz, Inc. Employee Stock Ownership Plan side-by-side with 3 peers →

Amende & Schultz, Inc. Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount

Outside California, the nearest ESOP by assets is Compressed Air Power Employee Stock Ownership Plan in AZ ($406K); by covered participants it is The Topeka Blueprint and Supply Company Inc Employees Stock Ownership Plan in KS (5 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (5 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 Amende & Schultz, Inc. Employee Stock Ownership Plan assets move in 2022? ▼
Amende & Schultz, Inc. Employee Stock Ownership Plan declined sharply - down 20.5% during 2022, from $511K to $406K. Reported net income was -$105K.
Where does Amende & Schultz, Inc. Employee Stock Ownership Plan rank by assets among Form 5500 filers? ▼
Amende & Schultz, Inc. Employee Stock Ownership Plan ranks in the 16th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (among the smaller plans by assets on file).
Which ESOP plans are similar in size to Amende & Schultz, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Compressed Air Power Employee Stock Ownership Plan in AZ ($406K, 14 participants).
Which ESOP plans cover a similar participant headcount to Amende & Schultz, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is The Topeka Blueprint and Supply Company Inc Employees Stock Ownership Plan in KS (5 participants, N/A 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 952455965.

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.