ESOP · DOL Form 5500 · 2022

Shoemaker & Haaland ESOP

Data updated 2026-08-25

$2M
Total assets Small plan by assets
30
Participants Small participant base
32nd
Percentile by assets National rank
$59,460
Avg per participant Low balance/head
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Official DOL plan name: Shoemaker & Haaland Employees' Stock Ownership Plan · Sponsored by Shoemaker & Haaland · Iowa · Professional & Technical Services

$2M in assets, 30 participants

Shoemaker & Haaland's Shoemaker & Haaland Employees' Stock Ownership Plan reported $2M in total assets and 30 participants in its 2022 DOL Form 5500 filing, ranking in the 32nd 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.

  • #6,155 in Professional & Technical Services (21,562 peers)

2022 asset change

Shoemaker & Haaland Employees' Stock Ownership Plan grew sharply 20.0% in 2022 ($1M → $2M) for 30 participants.

#6,155
in Professional & Technical Services (21,562 peers)
+20.0%
assets growth YoY

Shoemaker & Haaland Employees' Stock Ownership Plan among the smaller filed plans by assets

Shoemaker & Haaland Employees' Stock Ownership Plan vs every filed plan by assets

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

$1,783,810 32nd percentile higher than 32% 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

Shoemaker & Haaland Employees' Stock Ownership Plan among smaller filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Shoemaker & Haaland Employees' Stock Ownership Plan is a small filing (30 participants) on this national headcount ladder.

Published 5500 schedule card

Filing strip 421053044 · Shoemaker & Haaland PY 2022 · ESOP

Shoemaker & Haaland Employees' Stock Ownership Plan · $2M · 30 · 32nd

  • EBSA $2M
  • EBSA 30
  • EBSA 32nd
  • EBSA ESOP
  • EBSA near Ame Consulting Engineers, PC Employee Stock Ownership Plan
  • EBSA ind #6155

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 →

Shoemaker & Haaland Employees' Stock Ownership Plan in the asset neighbourhood

Coach House, Inc. Employee Stock Ownership PlanCoach House, Inc. Employee S…$2MShoemaker & Haaland Employees' Stock Ownership PlanShoemaker & Haaland Employee…$2MAme Consulting Engineers, PC Employee Stock Ownership PlanAme Consulting Engineers, PC…$2MCondor Earth Technologies, Inc. Employee Stock Ownership PlanCondor Earth Technologies, I…$2MWatts Enterprises, Inc. Employee Stock Ownership PlanWatts Enterprises, Inc. Empl…$2M
End-of-year total assets ($M) among Shoemaker & Haaland Employees' Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2022.

Shoemaker & Haaland years around the 2022 move

Sponsor-wide plan assets over time

All Shoemaker & Haaland plans reported in each filing year

Latest sponsor-wide plan assets
$2M 3.0499885077446587% vs 2022
2024 filing year
$1.76M$1.78M$1.8M$1.82M$1.84M$1.86M 202220232024 $1.78M $1.84M ▲ +3.4%
Year Plans Participants Total Assets
2022 1 30 $2M
2023 1 30 $2M
2024 1 28 $2M

2022 asset-move particulars

Total Assets (Beginning of Year)$1M
Net Assets (End of Year)$2M
Net Income$297K
Employer EIN421053044
Plan Effective Date1993-04-01
Filing StatusFILING RECEIVED

Nearby ESOP Plans in Iowa

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

Shoemaker & Haaland Employees' Stock Ownership Plan vs. nearby ESOP plans in Iowa, assets vs. participants Scatter plot of 6 data points. -10000100020003000 -2000200400600800 Total assets ($M) Participants Shoemaker & Haaland Employees' Stock Ownership Plan, Total assets ($M): 1.78381 · Participants: 30Shoemaker & Haaland Employees' 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
Shoemaker & Haaland Employees' Stock Ownership Plan vs. nearby ESOP plans in Iowa, assets vs. participants
Compare Shoemaker & Haaland Employees' Stock Ownership Plan side-by-side with 3 peers →

Shoemaker & Haaland Employees' Stock Ownership Plan's out-of-state ESOP peers by assets and headcount

Outside Iowa, the nearest ESOP by assets is Ame Consulting Engineers, PC Employee Stock Ownership Plan in NC ($2M); by covered participants it is American Display Company Employee Stock Ownership in MN (30 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (30 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 Shoemaker & Haaland Employees' Stock Ownership Plan assets move in 2022? ▼
Shoemaker & Haaland Employees' Stock Ownership Plan grew sharply - up 20.0% during 2022, from $1M to $2M. Reported net income was $297K.
How have Shoemaker & Haaland plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Shoemaker & Haaland's sponsor-wide assets grew 3.0%, from $2M to $2M.
Which ESOP plans are similar in size to Shoemaker & Haaland Employees' Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Ame Consulting Engineers, PC Employee Stock Ownership Plan in NC ($2M, 23 participants).
Which ESOP plans cover a similar participant headcount to Shoemaker & Haaland Employees' Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is American Display Company Employee Stock Ownership in MN (30 participants, N/A 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 421053044.

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.