ESOP · DOL Form 5500 · 2022

Fellowes, Inc. ESOP

Data updated 2026-08-25

$30M
Total assets Below avg plan size
254
Participants Below avg headcount
83rd
Percentile by assets National rank
$119,709
Avg per participant Near avg balance/head
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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.

  • #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.

#15,636
in Manufacturing (20,602 peers)
-26.5%
assets change YoY
0.3×
vs typical plan assets (national mean)

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.

Fellowes, Inc. Employee Stock Ownership Plan's outsized position 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 $2,050,000,000 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

Fellowes, Inc. Employee Stock Ownership Plan among mid-size filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Fellowes, Inc. Employee Stock Ownership Plan sits mid-pack in the medium band (254 participants).

DOL schedule card

Filing strip 360770670 · Fellowes, Inc. PY 2022 · ESOP

Fellowes, Inc. Employee Stock Ownership Plan · $30M · 254 · 83rd

  • PCT $30M
  • PCT 254
  • PCT 83rd
  • PCT ESOP
  • PCT near Great Lakes Dental Technologies, Ltd. Employee Stock Ownership Plan
  • PCT ind #15636

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 Illinois →

Fellowes, Inc. Employee Stock Ownership Plan in the asset neighbourhood

Great Lakes Dental Technologies, Ltd. Employee Stock Ownership PlanGreat Lakes Dental Technolog…$30MFellowes, Inc. Employee Stock Ownership PlanFellowes, Inc. Employee Stoc…$30MTown and Country Foods, Inc. Employee Stock Ownership PlanTown and Country Foods, Inc.…$30MAba-Pgt, Inc. Employee Stock Ownership PlanAba-Pgt, Inc. Employee Stock…$30MAptura Employee Stock Ownership PlanAptura Employee Stock Owners…$30M
End-of-year total assets ($M) among Fellowes, Inc. Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2022.

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.)

Sponsor-wide plan assets over time

All Fellowes, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$137M 8.768382815982282% vs 2022
2024 filing year
$130M$140M$150M$160M 202220232024 $150M $137M ▼ -8.8%
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 ($B) Participants Fellowes, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.030406079 · Participants: 254Fellowes, Inc. Employee Stock Ownership PlanAmsted Industries Incorporated Employees' Stock Ownership Plan, Total assets ($B): 3.751765578 · Participants: 4361Amsted Industries Incorporated Employees' Stock Ownership PlanOri 401(k) Savings and Profit Sharing Plan, Total assets ($B): 1.70457972 · Participants: 10023Ori 401(k) Savings and Profit Sharing PlanKehe Distributors, Inc. Employee Stock Ownership Plan, Total assets ($B): 1.163229548 · Participants: 3905Kehe Distributors, Inc. Employee Stock Ownership PlanScot Forge Company Employee Stock Ownership Plan, Total assets ($B): 0.970067277 · Participants: 495Scot Forge Company Employee Stock Ownership PlanRli Corp. Employee Stock Ownership Plan, Total assets ($B): 0.341695997 · Participants: 826Rli Corp. Employee Stock Ownership Plan
Fellowes, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Illinois, assets vs. participants
Compare Fellowes, Inc. Employee Stock Ownership Plan side-by-side with 3 peers →

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

Outside Illinois, the nearest ESOP by assets is Great Lakes Dental Technologies, Ltd. Employee Stock Ownership Plan in NY ($30M); by covered participants it is Perry Protech Employee Stock Ownership and Profit Sharing Plan in OH (254 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (254 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 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).
Which ESOP plans cover a similar participant headcount to Fellowes, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Perry Protech Employee Stock Ownership and Profit Sharing Plan in OH (254 participants, $112M 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 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.