ESOP · DOL Form 5500 · 2022
Snell-Zornig Funeral Homes, Inc. ESOP
Data updated 2026-08-25
- $2M
- Total assets Small plan by assets
- 4
- Participants Small participant base
- 30th
- Percentile by assets National rank
- $385,392
- Avg per participant High balance/head
Official DOL plan name: Snell-Zornig Funeral Homes, Inc. ESOP · Sponsored by Snell-Zornig Funeral Homes, Inc. · Iowa · Other Services
$2M in assets, 4 participants
Snell-Zornig Funeral Homes, Inc.'s Snell-Zornig Funeral Homes, Inc. ESOP reported $2M in total assets and 4 participants in its 2022 DOL Form 5500 filing, ranking in the 30th 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.
- #4,515 in Other Services (8,398 peers)
Other Services sector rank
Within Other Services, Snell-Zornig Funeral Homes, Inc. ESOP ranks #4,515 of 8,398 2022 filers by assets (1302% of the sector average)-$2M for 4 participants.
- #4,515
- in Other Services (8,398 peers)
- +4.9%
- assets growth YoY
Snell-Zornig Funeral Homes, Inc. ESOP among the smaller filed plans by assets
Snell-Zornig Funeral Homes, Inc. ESOP vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$1,541,569 30th percentile higher than 30% of 139,123 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022
Snell-Zornig Funeral Homes, Inc. ESOP among micro filed plans by headcount
Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Snell-Zornig Funeral Homes, Inc. ESOP is a micro filing (4 participants), the leftmost band.
Form 5500 schedule snapshot
Filing strip 421361015 · Snell-Zornig Funeral Homes, Inc. PY 2022 · ESOP
Snell-Zornig Funeral Homes, Inc. ESOP · $2M · 4 · 30th
- IND $2M
- IND 4
- IND 30th
- IND ESOP
- IND near Sunwest Supply, Inc. Employee Stock Ownership Plan
- IND ind #4515
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 →
Snell-Zornig Funeral Homes, Inc. ESOP in the asset neighbourhood
Other Services filing particulars
| Total Assets (Beginning of Year) | $1M |
|---|---|
| Net Assets (End of Year) | $782K |
| Net Income | $122K |
| Employer EIN | 421361015 |
| Plan Effective Date | 2001-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Snell-Zornig Funeral Homes, Inc.)
Sponsor-wide plan assets over time
All Snell-Zornig Funeral Homes, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $1M 3.4738633171787963% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 4 | $2M |
| 2023 | 1 | 3 | $1M |
| 2024 | 1 | 3 | $1M |
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 $686M · 781
- 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
Snell-Zornig Funeral Homes, Inc. ESOP's out-of-state ESOP peers by assets and headcount
Outside Iowa, the nearest ESOP by assets is Sunwest Supply, Inc. Employee Stock Ownership Plan in AZ ($2M); by covered participants it is Jim White Lumber Sales Inc Employee Stock Ownership Plan and Trust in MI (4 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($2M here).
Similar participant headcount
Nearest other-state filings by covered participants (4 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.