ESOP · DOL Form 5500 · 2022
Palmer Companies, Inc. ESOP
Data updated 2026-08-11
- $21M
- Total assets
- 175
- Participants
- 78th
- Percentile by assets
- $119,523
- Avg per participant
Official DOL plan name: Palmer Group Employee Stock Ownership Plan · Sponsored by Palmer Companies, Inc. · Iowa · Food Services & Accommodation
$21M in assets, 175 participants
Palmer Companies, Inc.'s Palmer Group Employee Stock Ownership Plan reported $21M in total assets and 175 participants in its 2022 DOL Form 5500 filing, ranking in the 78th 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.
- 78th percentile by assets (of 139,126 plans)
- #4,346 in Food Services & Accommodation (4,592 peers)
Coverage in Iowa
Palmer Group Employee Stock Ownership Plan covers 175 participants in Iowa, about 29% of the average Iowa filer (state average ~609 per filing). Assets: $21M.
- $21M
- total plan assets (2022 EOY)
- 175
- covered participants
- 78th
- percentile by assets (of 139,126 plans)
- $119,523
- avg assets per participant
Participants vs Iowa filers
In Iowa, the average filing covers about 609 participants across 1,246 plans. Palmer Group Employee Stock Ownership Plan reports 175 participants - about 29% of that state average ($21M EOY assets).
Iowa filing particulars
| Total Assets (Beginning of Year) | $18M |
|---|---|
| Net Assets (End of Year) | $11M |
| Net Income | $4M |
| Employer EIN | 421480932 |
| Plan Effective Date | 2016-06-30 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Palmer Companies, Inc.)
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 350 | $30M |
| 2023 | 2 | 387 | $36M |
| 2024 | 2 | 377 | $39M |
Nearby ESOP Plans in Iowa
Peer ESOP plans, same state, same plan type, ranked by total assets.
Palmer Group Employee Stock Ownership Plan 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
- Annett Holdings, Inc. Employee Stock Ownership Plan & Trust $362M · 2,582
Similar-Sized ESOP Plans Nationally
ESOP plans in other states closest to Palmer Group Employee Stock Ownership Plan by total assets, not by location.
- Axia Holdings, Inc. Employee Stock Ownership Plan (WA) $21M · 399
- The T. H. Rogers Lumber Company Employee Stock Ownership Plan (OK) $21M · 160
- The Corken Steel Products Company Employee Stock Ownership Plan (KY) $21M · 285
- The Corken Steel Products Company Employee Stock Ownership Plan (KY) $21M · 285
Frequently Asked Questions
How did Palmer Group Employee Stock Ownership Plan assets move in 2022? ▼
How have Palmer Companies, Inc. plan assets changed over time? ▼
Where does Palmer Group Employee Stock Ownership Plan rank by assets among Form 5500 filers? ▼
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Filing takeaways
Ways to act on Palmer Group Employee Stock Ownership Plan's numbers.
- By total assets, Palmer Group Employee Stock Ownership Plan ranks in the top quartile of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar ESOP plans in Iowa. Compare plans
- Palmer Companies, Inc.'s sponsor-wide assets have grown 29.3% since 2022 across 3 plan years on file. More Food Services & Accommodation plans