ESOP · DOL Form 5500 · 2022
Employee Owned Brands, Inc. ESOP
Data updated 2026-08-11
- $686M
- Total assets
- 781
- Participants
- 98th
- Percentile by assets
- $878,083
- Avg per participant
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.
- 98th percentile by assets (of 139,126 plans)
- #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.
- $686M
- total plan assets (2022 EOY)
- 781
- covered participants
- 98th
- percentile by assets (of 139,126 plans)
- $878,083
- avg assets per participant
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 vs the 2022 asset distribution
By assets, Employee Owned Brands, Inc. Employee Stock Ownership Plan outranks 98% of the 139,126 plans that filed a Form 5500 for the 2022 plan year, and holds roughly 6.9x the national average plan size of $100M (721 average participants).
Scale-class filing particulars (2022)
| Total Assets (Beginning of Year) | $738M |
|---|---|
| Net Assets (End of Year) | $682M |
| Net Income | -$52M |
| Employer EIN | 420990485 |
| Plan Effective Date | 1987-03-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Employee Owned Brands, Inc.)
| 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
- Van Meter Industrial, Inc. Employee Stock Ownership Plan $437M · 774
- Precision, Inc. Employee Stock Ownership Plan and Trust $403M · 645
- Ita Group Holdings, Inc. Employees' Stock Ownership Plan $383M · 643
- Annett Holdings, Inc. Employee Stock Ownership Plan & Trust $362M · 2,582
- Vgm Group, Inc. Employee Stock Ownership Plan $322M · 844
Similar-Sized ESOP Plans Nationally
ESOP plans in other states closest to Employee Owned Brands, Inc. Employee Stock Ownership Plan by total assets, not by location.
- Warehouse Home Furnishings Distributors, Inc. Employee Stock Ownership Plan (GA) $689M · 1,759
- Raymond James Financial, Inc. & Affiliates Employee Stock Ownership Plan (FL) $662M · 14,200
- The Sundt Companies Employee Stock Ownership Plan (AZ) $654M · 1,879
- Andersen Corporation Employee Stock Ownership Plan (MN) $647M · 9,416
Frequently Asked Questions
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Ways to act on Employee Owned Brands, Inc. Employee Stock Ownership Plan's numbers.
- By total assets, Employee Owned Brands, Inc. Employee Stock Ownership Plan ranks in the top 5% of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar ESOP plans in Iowa. Compare plans
- Employee Owned Brands, Inc.'s sponsor-wide assets have grown 28.2% since 2022 across 3 plan years on file. More Manufacturing plans