ESOP · DOL Form 5500 · 2022

Folience, Inc. ESOP

Data updated 2026-08-25

$36M
Total assets Below avg plan size
394
Participants Below avg headcount
85th
Percentile by assets National rank
$91,672
Avg per participant Below avg balance/head
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Official DOL plan name: Folience, Inc. Employee Stock Ownership Plan · Sponsored by Folience, Inc. · Iowa · Information & Media

$36M in assets, 394 participants

Folience, Inc.'s Folience, Inc. Employee Stock Ownership Plan reported $36M in total assets and 394 participants in its 2022 DOL Form 5500 filing, ranking in the 85th 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.

  • #2,282 in Information & Media (2,911 peers)

Where Folience, Inc. Employee Stock Ownership Plan sits by assets

Folience, Inc. Employee Stock Ownership Plan sits in the top quartile of all filed plans by assets, $36M for 394 participants (~$91,672/participant), up 14.9% in 2022.

#2,282
in Information & Media (2,911 peers)
+14.9%
assets growth YoY
0.4×
vs typical plan assets (national mean)

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

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

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

$36,118,736 Top 15% higher than 85% 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

Folience, 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. Folience, Inc. Employee Stock Ownership Plan sits mid-pack in the medium band (394 participants).

Published 5500 schedule card

Filing strip 420269570 · Folience, Inc. PY 2022 · ESOP

Folience, Inc. Employee Stock Ownership Plan · $36M · 394 · 85th

  • RANK $36M
  • RANK 394
  • RANK 85th
  • RANK ESOP
  • RANK near Triad Manufacturing, Inc. Employee Stock Ownership Plan
  • RANK ind #2282

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 →

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

Fund Evaluation Group Employee Stock Ownership PlanFund Evaluation Group Employ…$36MBarker-Phillips-Jackson, Inc. Employee Stock Ownership PlanBarker-Phillips-Jackson, Inc…$36MFolience, Inc. Employee Stock Ownership PlanFolience, Inc. Employee Stoc…$36MTriad Manufacturing, Inc. Employee Stock Ownership PlanTriad Manufacturing, Inc. Em…$36MCentral Employees Stock Ownership Plan and TrustCentral Employees Stock Owne…$36M
End-of-year total assets ($M) among Folience, 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)$31M
Net Assets (End of Year)$36M
Net Income$5M
Employer EIN420269570
Plan Effective Date1986-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Folience, Inc.)

Sponsor-wide plan assets over time

All Folience, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$82M 19.07669506513061% vs 2022
2024 filing year
$65M$70M$75M$80M$85M 202220232024 $68.5M $81.6M ▲ +19.1%
Year Plans Participants Total Assets
2022 2 851 $68M
2023 2 964 $76M
2024 2 947 $82M

Nearby ESOP Plans in Iowa

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

Folience, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Iowa, assets vs. participants Scatter plot of 6 data points. 050010001500200025003000 0200400600800 Total assets ($M) Participants Folience, Inc. Employee Stock Ownership Plan, Total assets ($M): 36.118736 · Participants: 394Folience, Inc. Employee Stock Ownership PlanEmployee 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 & Trust
Folience, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Iowa, assets vs. participants
Compare Folience, Inc. Employee Stock Ownership Plan side-by-side with 3 peers →

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

Outside Iowa, the nearest ESOP by assets is Triad Manufacturing, Inc. Employee Stock Ownership Plan in MO ($36M); by covered participants it is Lane Enterprises Holdings, Inc. Employee Stock Ownership Plan in PA (394 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (394 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 Folience, Inc. Employee Stock Ownership Plan assets move in 2022? ▼
Folience, Inc. Employee Stock Ownership Plan grew at a solid clip - up 14.9% during 2022, from $31M to $36M. Reported net income was $5M.
How have Folience, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Folience, Inc.'s sponsor-wide assets grew 19.1%, from $68M to $82M.
Where does Folience, Inc. Employee Stock Ownership Plan rank by assets among Form 5500 filers? ▼
Folience, Inc. Employee Stock Ownership Plan ranks in the 85th 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 Folience, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Triad Manufacturing, Inc. Employee Stock Ownership Plan in MO ($36M, 284 participants).
Which ESOP plans cover a similar participant headcount to Folience, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Lane Enterprises Holdings, Inc. Employee Stock Ownership Plan in PA (394 participants, $143M 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 420269570.

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.