ESOP · DOL Form 5500 · 2022

Employee Owned Brands, Inc. ESOP

Data updated 2026-08-25

$686M
Total assets Above avg plan size
781
Participants Near avg headcount
98th
Percentile by assets National rank
$878,083
Avg per participant High balance/head
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Official DOL plan name: Employee Owned Brands, Inc. Employee Stock Ownership Plan · Sponsored by Employee Owned Brands, Inc. · Iowa · Manufacturing

$686M in assets, 781 participants

Employee Owned Brands, Inc.'s Employee Owned Brands, Inc. Employee Stock Ownership Plan reported $686M in total assets and 781 participants in its 2022 DOL Form 5500 filing, ranking in the 98th 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.

  • #20,036 in Manufacturing (20,602 peers)

Where Employee Owned Brands, Inc. Employee Stock Ownership Plan sits by assets

Employee Owned Brands, Inc. Employee Stock Ownership Plan sits in the top 5% of all filed plans by assets, $686M for 781 participants (~$878,083/participant), down 7.1% in 2022.

#20,036
in Manufacturing (20,602 peers)
-7.1%
assets change YoY
6.9×
vs typical plan assets (national mean)

The plan reported a net loss of $52M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Employee Owned Brands, Inc. Employee Stock Ownership Plan's outsized position by total assets

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

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

$685,782,673 Top 2% higher than 98% 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

Employee Owned Brands, 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. Employee Owned Brands, Inc. Employee Stock Ownership Plan sits mid-pack in the medium band (781 participants).

EBSA filing schedule strip

Filing strip 420990485 · Employee Owned Brands, Inc. PY 2022 · ESOP

Employee Owned Brands, Inc. Employee Stock Ownership Plan · $686M · 781 · 98th

  • EIN $686M
  • RANK 781
  • PHOTO 98th
  • IND ESOP
  • EOY near Warehouse Home Furnishings Distributors, Inc. Employee Stock Ownership Plan
  • 5500 ind #20036

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 →

Employee Owned Brands, Inc. Employee Stock Ownership Plan in the asset neighbourhood

Warehouse Home Furnishings Distributors, Inc. Employee Stock Ownership PlanWarehouse Home Furnishings D…$689MEmployee Owned Brands, Inc. Employee Stock Ownership PlanEmployee Owned Brands, Inc. …$686MRaymond James Financial, Inc. & Affiliates Employee Stock Ownership PlanRaymond James Financial, Inc…$662MThe Sundt Companies Employee Stock Ownership PlanThe Sundt Companies Employee…$654MAndersen Corporation Employee Stock Ownership PlanAndersen Corporation Employe…$647M
End-of-year total assets ($M) among Employee Owned Brands, Inc. Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2022.

Scale-class filing particulars (2022)

Total Assets (Beginning of Year)$738M
Net Assets (End of Year)$682M
Net Income-$52M
Employer EIN420990485
Plan Effective Date1987-03-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Employee Owned Brands, Inc.)

Sponsor-wide plan assets over time

All Employee Owned Brands, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$943M 28.218854262175253% vs 2022
2024 filing year
$700M$800M$900M$1,000M 202220232024 $735M $943M ▲ +28.2%
Year Plans Participants Total Assets
2022 2 1,883 $735M
2023 2 1,893 $918M
2024 2 1,915 $943M

Nearby ESOP Plans in Iowa

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

Employee Owned Brands, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Iowa, assets vs. participants Scatter plot of 6 data points. 50010001500200025003000 300400500600700800 Total assets ($M) Participants Employee Owned Brands, Inc. Employee Stock Ownership Plan, Total assets ($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 & TrustVgm Group, Inc. Employee Stock Ownership Plan, Total assets ($M): 322.038183 · Participants: 844Vgm Group, Inc. Employee Stock Ownership Plan
Employee Owned Brands, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Iowa, assets vs. participants
Compare Employee Owned Brands, Inc. Employee Stock Ownership Plan side-by-side with 3 peers →

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

Outside Iowa, the nearest ESOP by assets is Warehouse Home Furnishings Distributors, Inc. Employee Stock Ownership Plan in GA ($689M); by covered participants it is Ganahl Lumber Company Employee Stock Ownership Plan in CA (780 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (781 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 Employee Owned Brands, Inc. Employee Stock Ownership Plan assets move in 2022? ▼
Employee Owned Brands, Inc. Employee Stock Ownership Plan pulled back noticeably - down 7.1% during 2022, from $738M to $686M. Reported net income was -$52M.
How have Employee Owned Brands, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Employee Owned Brands, Inc.'s sponsor-wide assets grew 28.2%, from $735M to $943M.
Where does Employee Owned Brands, Inc. Employee Stock Ownership Plan rank by assets among Form 5500 filers? ▼
Employee Owned Brands, Inc. Employee Stock Ownership Plan ranks in the 98th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top 5% of all filed plans by assets).
Which ESOP plans are similar in size to Employee Owned Brands, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Warehouse Home Furnishings Distributors, Inc. Employee Stock Ownership Plan in GA ($689M, 1,759 participants).
Which ESOP plans cover a similar participant headcount to Employee Owned Brands, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Ganahl Lumber Company Employee Stock Ownership Plan in CA (780 participants, $185M 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 420990485.

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.