ESOP · DOL Form 5500 · 2023

Shawver Well Company, Inc. ESOP

Data updated 2026-08-25

$5M
Total assets Small plan by assets
20
Participants Small participant base
45th
Percentile by assets National rank
$266,396
Avg per participant High balance/head
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Official DOL plan name: Shawver Well Company Employee Stock Ownership Plan · Sponsored by Shawver Well Company, Inc. · Iowa · Construction

$5M in assets, 20 participants

Shawver Well Company, Inc.'s Shawver Well Company Employee Stock Ownership Plan reported $5M in total assets and 20 participants in its 2023 DOL Form 5500 filing, ranking in the 45th 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.

  • #3,955 in Construction (9,030 peers)

Shawver Well Company, Inc. multi-year trail

Shawver Well Company, Inc.'s plans moved +42.4% in assets from 2022 to 2024; this filing shows Shawver Well Company Employee Stock Ownership Plan at $5M / 20 participants.

#3,955
in Construction (9,030 peers)
+16.6%
assets growth YoY

Shawver Well Company Employee Stock Ownership Plan's mid-pack asset rank among Construction and all filers

Shawver Well Company Employee Stock Ownership Plan vs every filed plan by assets

End-of-year total assets · plan year 2023 · DOL Form 5500

$5,327,919 45th percentile higher than 45% of 127,068 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 2023

Shawver Well Company Employee Stock Ownership Plan among smaller filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Shawver Well Company Employee Stock Ownership Plan is a small filing (20 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Shawver Well Company Employee Stock Ownership Plan end-of-year assets rose from $5M in the plan year 2022 filing to $5M in the plan year 2023 filing.
  • Shawver Well Company Employee Stock Ownership Plan reported net income fell from $1M in the plan year 2022 filing to $889K in the plan year 2023 filing.
  • Shawver Well Company Employee Stock Ownership Plan reported participants rose from 18 in the plan year 2022 filing to 20 in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 421095739 · Shawver Well Company, Inc. PY 2023 · ESOP

Shawver Well Company Employee Stock Ownership Plan · $5M · 20 · 45th

  • EBSA $5M
  • PART 20
  • TYPE 45th
  • NET ESOP
  • BOOK near Zia Record Exchange Employee Stock Ownership Plan
  • VS-ST ind #3955

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 →

Shawver Well Company Employee Stock Ownership Plan in the asset neighbourhood

Shawver Well Company Employee Stock Ownership PlanShawver Well Company Employe…$5MZia Record Exchange Employee Stock Ownership PlanZia Record Exchange Employee…$5MAquatic Technologies Employee Stock Ownership PlanAquatic Technologies Employe…$5MMci, Inc. Employee Stock Ownership PlanMci, Inc. Employee Stock Own…$5MMagyar Bank Employee Stock Ownership PlanMagyar Bank Employee Stock O…$5M
End-of-year total assets ($M) among Shawver Well Company Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2023.

Shawver Well Company, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Shawver Well Company, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$7M 42.43278933162952% vs 2022
2024 filing year
$4M$5M$6M$7M 202220232024 $4.57M $6.51M ▲ +42.5%
Year Plans Participants Total Assets
2022 1 18 $5M
2023 1 20 $5M
2024 1 20 $7M

Shawver Well Company, Inc. filing trail (2023)

Total Assets (Beginning of Year)$5M
Net Assets (End of Year)$3M
Net Income$889K
Employer EIN421095739
Plan Effective Date2012-01-01
Filing StatusFILING RECEIVED

Nearby ESOP Plans in Iowa

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

Shawver Well Company Employee Stock Ownership Plan vs. nearby ESOP plans in Iowa, assets vs. participants Scatter plot of 6 data points. -500050010001500 -20002004006008001000 Total assets ($M) Participants Shawver Well Company Employee Stock Ownership Plan, Total assets ($M): 5.327919 · Participants: 20Shawver Well Company Employee Stock Ownership PlanEmployee Owned Brands, Inc. Employee Stock Ownership Plan, Total assets ($M): 863.986659 · Participants: 802Employee Owned Brands, Inc. Employee Stock Ownership PlanVan Meter Industrial, Inc. Employee Stock Ownership Plan, Total assets ($M): 596.09835 · Participants: 801Van Meter Industrial, Inc. Employee Stock Ownership PlanPrecision, Inc. Employee Stock Ownership Plan and Trust, Total assets ($M): 438.062674 · Participants: 667Precision, Inc. Employee Stock Ownership Plan and TrustIta Group Holdings, Inc. Employees' Stock Ownership Plan, Total assets ($M): 427.790025 · Participants: 771Ita Group Holdings, Inc. Employees' Stock Ownership PlanVgm Group, Inc. Employee Stock Ownership Plan, Total assets ($M): 405.931426 · Participants: 1070Vgm Group, Inc. Employee Stock Ownership Plan
Shawver Well Company Employee Stock Ownership Plan vs. nearby ESOP plans in Iowa, assets vs. participants
Compare Shawver Well Company Employee Stock Ownership Plan side-by-side with 3 peers →

Shawver Well Company Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount

Outside Iowa, the nearest ESOP by assets is Zia Record Exchange Employee Stock Ownership Plan in AZ ($5M); by covered participants it is The Financial Consulate Employee Stock Ownership Plan in MD (20 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (20 participants); asset peers above are excluded.

DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Shawver Well Company Employee Stock Ownership Plan assets move in 2023? ▼
Shawver Well Company Employee Stock Ownership Plan grew sharply - up 16.6% during 2023, from $5M to $5M. Reported net income was $889K.
How have Shawver Well Company, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Shawver Well Company, Inc.'s sponsor-wide assets grew 42.4%, from $5M to $7M.
Which ESOP plans are similar in size to Shawver Well Company Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Zia Record Exchange Employee Stock Ownership Plan in AZ ($5M, 118 participants).
Which ESOP plans cover a similar participant headcount to Shawver Well Company Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is The Financial Consulate Employee Stock Ownership Plan in MD (20 participants, $210K in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2023.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 421095739.

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.