ESOP · DOL Form 5500 · 2022

Amende & Schultz, Inc. ESOP

Data updated 2026-08-25

$3M
Total assets Small plan by assets
5
Participants Small participant base
39th
Percentile by assets National rank
$550,261
Avg per participant High balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Amende & Schultz, Inc. Money Purchase Pension Plan · Sponsored by Amende & Schultz, Inc. · California · Wholesale Trade

$3M in assets, 5 participants

Amende & Schultz, Inc.'s Amende & Schultz, Inc. Money Purchase Pension Plan reported $3M in total assets and 5 participants in its 2022 DOL Form 5500 filing, ranking in the 39th 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.

  • #1,788 in Wholesale Trade (6,843 peers)

2022 asset change

Amende & Schultz, Inc. Money Purchase Pension Plan pulled back noticeably 14.6% in 2022 ($3M → $3M) for 5 participants.

#1,788
in Wholesale Trade (6,843 peers)
-14.6%
assets change YoY

The plan reported a net loss of $470K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Amende & Schultz, Inc. Money Purchase Pension Plan's mid-pack asset rank among Wholesale Trade and all filers

Amende & Schultz, Inc. Money Purchase Pension Plan vs every filed plan by assets

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

$2,751,303 39th percentile higher than 39% 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. Money Purchase Pension 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. Money Purchase Pension Plan is a micro filing (5 participants), the leftmost band.

Form 5500 schedule snapshot

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

Amende & Schultz, Inc. Money Purchase Pension Plan · $3M · 5 · 39th

  • PHOTO $3M
  • IND 5
  • EOY 39th
  • 5500 ESOP
  • ASSETS near Vantage Bank Texas Employee Stock Ownership Plan
  • PCT ind #1788

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. Money Purchase Pension Plan in the asset neighbourhood

Amende & Schultz, Inc. Money Purchase Pension PlanAmende & Schultz, Inc. Money…$3MVantage Bank Texas Employee Stock Ownership PlanVantage Bank Texas Employee …$3MAppliance & Furniture Rentall, Inc. Employee Stock Ownership Plan and TrustAppliance & Furniture Rental…$3MIntermountain Plantings, Inc. ESOPIntermountain Plantings, Inc…$3MWeidert Group, Inc. Employee Stock Ownership PlanWeidert Group, Inc. Employee…$3M
End-of-year total assets ($M) among Amende & Schultz, Inc. Money Purchase Pension 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)$3M
Net Assets (End of Year)$3M
Net Income-$470K
Employer EIN952455965
Plan Effective Date1972-03-01
Filing StatusFILING RECEIVED

Nearby ESOP Plans in California

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

Amende & Schultz, Inc. Money Purchase Pension Plan vs. nearby ESOP plans in California, assets vs. participants Scatter plot of 6 data points. -20000200040006000800010000 -101234 Total assets ($B) Participants Amende & Schultz, Inc. Money Purchase Pension Plan, Total assets ($B): 0.002751303 · Participants: 5Amende & Schultz, Inc. Money Purchase Pension 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. Money Purchase Pension Plan vs. nearby ESOP plans in California, assets vs. participants
Compare Amende & Schultz, Inc. Money Purchase Pension Plan side-by-side with 3 peers →

Amende & Schultz, Inc. Money Purchase Pension Plan's out-of-state ESOP peers by assets and headcount

Outside California, the nearest ESOP by assets is Vantage Bank Texas Employee Stock Ownership Plan in TX ($3M); 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. Money Purchase Pension Plan assets move in 2022? ▼
Amende & Schultz, Inc. Money Purchase Pension Plan pulled back noticeably - down 14.6% during 2022, from $3M to $3M. Reported net income was -$470K.
Which ESOP plans are similar in size to Amende & Schultz, Inc. Money Purchase Pension Plan? ▼
Among ESOP plans in other states, the closest by assets is Vantage Bank Texas Employee Stock Ownership Plan in TX ($3M, 404 participants).
Which ESOP plans cover a similar participant headcount to Amende & Schultz, Inc. Money Purchase Pension 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.