ESOP · DOL Form 5500 · 2022

Fellowes, Inc. ESOP

Data updated 2026-08-11

$30M
Total assets
254
Participants
83rd
Percentile by assets
$119,709
Avg per participant
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Official DOL plan name: Fellowes, Inc. Employee Stock Ownership Plan · Sponsored by Fellowes, Inc. · Illinois · Manufacturing

$30M in assets, 254 participants

Fellowes, Inc.'s Fellowes, Inc. Employee Stock Ownership Plan reported $30M in total assets and 254 participants in its 2022 DOL Form 5500 filing, ranking in the 83rd 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.

  • 83rd percentile by assets (of 139,126 plans)
  • #15,636 in Manufacturing (20,602 peers)

Coverage in Illinois

Fellowes, Inc. Employee Stock Ownership Plan covers 254 participants in Illinois, about 33% of the average Illinois filer (state average ~779 per filing). Assets: $30M.

$30M
total plan assets (2022 EOY)
254
covered participants
83rd
percentile by assets (of 139,126 plans)
$119,709
avg assets per participant

The plan reported a net loss of $11M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Where Fellowes, Inc. Employee Stock Ownership Plan sits by total assets

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

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

$30,406,079 Top 17% higher than 83% of 139,123 filed plans

This plan $0 $2,010,000,000 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

State
Illinois
Industry
Manufacturing

Participants vs Illinois filers

In Illinois, the average filing covers about 779 participants across 5,745 plans. Fellowes, Inc. Employee Stock Ownership Plan reports 254 participants - about 33% of that state average ($30M EOY assets).

Illinois filing particulars

Total Assets (Beginning of Year)$41M
Net Assets (End of Year)$30M
Net Income-$11M
Employer EIN360770670
Plan Effective Date1978-04-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Fellowes, Inc.)

$130M$140M$150M$160M 202220232024 $150M $137M ▼ -8.8%
Total plan assets by year, all Fellowes, Inc. plans on file
Year Plans Participants Total Assets
2022 2 1,007 $150M
2023 2 1,007 $157M
2024 3 998 $137M

Nearby ESOP Plans in Illinois

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

Fellowes, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Illinois, assets vs. participants Scatter plot of 6 data points. -5000050001000015000 -101234 Total assets ($B) Participants Fellowes, Inc. Emplo…, Total assets ($B): 0.030406079 · Participants: 254Fellowes, Inc. Emplo…Amsted Industries In…, Total assets ($B): 3.751765578 · Participants: 4361Amsted Industries In…Ori 401(k) Savings a…, Total assets ($B): 1.70457972 · Participants: 10023Ori 401(k) Savings a…Kehe Distributors, I…, Total assets ($B): 1.163229548 · Participants: 3905Kehe Distributors, I…Scot Forge Company E…, Total assets ($B): 0.970067277 · Participants: 495Scot Forge Company E…Rli Corp. Employee S…, Total assets ($B): 0.341695997 · Participants: 826Rli Corp. Employee S…
Fellowes, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Illinois, assets vs. participants
Compare Fellowes, Inc. Employee Stock Ownership … side-by-side with 3 peers →

Similar-Sized ESOP Plans Nationally

ESOP plans in other states closest to Fellowes, Inc. Employee Stock Ownership Plan by total assets, not by location.

Frequently Asked Questions

How did Fellowes, Inc. Employee Stock Ownership Plan assets move in 2022? ▼
Fellowes, Inc. Employee Stock Ownership Plan declined sharply - down 26.5% during 2022, from $41M to $30M. Reported net income was -$11M.
How have Fellowes, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Fellowes, Inc.'s sponsor-wide assets declined 8.8%, from $150M to $137M.
Where does Fellowes, Inc. Employee Stock Ownership Plan rank by assets among Form 5500 filers? ▼
Fellowes, Inc. Employee Stock Ownership Plan ranks in the 83rd percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top quartile of all filed plans by assets).
Which ESOP plans are similar in size to Fellowes, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Great Lakes Dental Technologies, Ltd. Employee Stock Ownership Plan in NY ($30M, 179 participants).

Next read for Fellowes, Inc. Employee Stock Ownership …

Filing takeaways

Ways to act on Fellowes, Inc. Employee Stock Ownership Plan's numbers.

  • By total assets, Fellowes, Inc. Employee Stock Ownership Plan ranks in the top quartile of all filed plans by assets. See the largest plans
  • Compare it side-by-side against 3 similar ESOP plans in Illinois. Compare plans
  • Fellowes, Inc.'s sponsor-wide assets have declined 8.8% since 2022 across 3 plan years on file. More Manufacturing plans

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 360770670.

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.