ESOP · DOL Form 5500 · 2022
Annett Holdings, Inc. ESOP
Data updated 2026-08-11
- $362M
- Total assets
- 2,582
- Participants
- 97th
- Percentile by assets
- $140,301
- Avg per participant
Official DOL plan name: Annett Holdings, Inc. Employee Stock Ownership Plan & Trust · Sponsored by Annett Holdings, Inc. · Iowa · Transportation & Warehousing
$362M in assets, 2,582 participants
Annett Holdings, Inc.'s Annett Holdings, Inc. Employee Stock Ownership Plan & Trust reported $362M in total assets and 2,582 participants in its 2022 DOL Form 5500 filing, ranking in the 97th 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.
- 97th percentile by assets (of 139,126 plans)
- #3,739 in Transportation & Warehousing (3,876 peers)
Coverage in Iowa
Annett Holdings, Inc. Employee Stock Ownership Plan & Trust covers 2,582 participants in Iowa, 4.2x the typical Iowa plan (state average ~609 per filing). Assets: $362M.
- $362M
- total plan assets (2022 EOY)
- 2,582
- covered participants
- 97th
- percentile by assets (of 139,126 plans)
- $140,301
- avg assets per participant
Participants vs Iowa filers
In Iowa, the average filing covers about 609 participants across 1,246 plans. Annett Holdings, Inc. Employee Stock Ownership Plan & Trust reports 2,582 participants - 4.2x that state average ($362M EOY assets).
Iowa filing particulars
| Total Assets (Beginning of Year) | $282M |
|---|---|
| Net Assets (End of Year) | $360M |
| Net Income | $82M |
| Employer EIN | 421292482 |
| Plan Effective Date | 2013-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Annett Holdings, Inc.)
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 5,680 | $425M |
| 2023 | 2 | 6,101 | $482M |
| 2024 | 2 | 6,636 | $518M |
Nearby ESOP Plans in Iowa
Peer ESOP plans, same state, same plan type, ranked by total assets.
Annett Holdings, Inc. Employee Stock Ownership Plan & Trust vs. nearby ESOP plans in Iowa, assets vs. participants
- 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
- Vgm Group, Inc. Employee Stock Ownership Plan $322M · 844
Similar-Sized ESOP Plans Nationally
ESOP plans in other states closest to Annett Holdings, Inc. Employee Stock Ownership Plan & Trust by total assets, not by location.
- Paridise Holdings, Inc. Employee Stock Ownership Plan (CA) $357M · 257
- Mott Corporation Employee Stock Ownership Plan (CT) $368M · 212
- Brown Capital Management ESOP (MD) $368M · 34
- Pbi-Gordon Companies, Inc. Employee Stock Ownership Plan (KS) $370M · 506
Frequently Asked Questions
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Filing takeaways
Ways to act on Annett Holdings, Inc. Employee Stock Ownership Plan & Trust's numbers.
- By total assets, Annett Holdings, Inc. Employee Stock Ownership Plan & Trust 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
- Annett Holdings, Inc.'s sponsor-wide assets have grown 21.9% since 2022 across 3 plan years on file. More Transportation & Warehousing plans