ESOP · DOL Form 5500 · 2023

Amende & Schultz, Inc. ESOP

Data updated 2026-08-25

$419K
Total assets Small plan by assets
5
Participants Small participant base
16th
Percentile by assets National rank
$83,746
Avg per participant Below avg balance/head
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Official DOL plan name: Amende & Schultz, Inc. Employee Stock Ownership Plan · Sponsored by Amende & Schultz, Inc. · California · Wholesale Trade

$419K in assets, 5 participants

Amende & Schultz, Inc.'s Amende & Schultz, Inc. Employee Stock Ownership Plan reported $419K in total assets and 5 participants in its 2023 DOL Form 5500 filing, ranking in the 16th 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.

  • #507 in Wholesale Trade (6,309 peers)

What the 2023 filing shows

Amende & Schultz, Inc. Employee Stock Ownership Plan holds $419K for 5 participants - about $83,746 per participant, among the smaller plans by assets on file.

#507
in Wholesale Trade (6,309 peers)
+3.1%
assets growth YoY

Amende & Schultz, Inc. Employee Stock Ownership Plan among the smaller filed plans by assets

Amende & Schultz, Inc. Employee Stock Ownership Plan vs every filed plan by assets

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

$418,730 16th percentile higher than 16% 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

Amende & Schultz, Inc. Employee Stock Ownership Plan among micro filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Amende & Schultz, Inc. Employee Stock Ownership Plan is a micro filing (5 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Amende & Schultz, Inc. Employee Stock Ownership Plan reported net income rose from -$105K in the plan year 2022 filing to $12K in the plan year 2023 filing.
  • Amende & Schultz, Inc. Employee Stock Ownership Plan end-of-year assets rose from $406K in the plan year 2022 filing to $419K in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 952455965 · Amende & Schultz, Inc. PY 2023 · ESOP

Amende & Schultz, Inc. Employee Stock Ownership Plan · $419K · 5 · 16th

  • BOOK $419K
  • BOOK 5
  • BOOK 16th
  • BOOK ESOP
  • BOOK near Horticultural Creations Holdings, Inc. Employee Stock Ownership Plan
  • BOOK ind #507

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 California →

Amende & Schultz, Inc. Employee Stock Ownership Plan in the asset neighbourhood

Amende & Schultz, Inc. Employee Stock Ownership PlanAmende & Schultz, Inc. Emplo…$419KHorticultural Creations Holdings, Inc. Employee Stock Ownership PlanHorticultural Creations Hold…$419KMaster Sheet Metal, Inc. Employee Stock Ownership PlanMaster Sheet Metal, Inc. Emp…$420KReal Time Automation, Inc. Employee Stock Ownership PlanReal Time Automation, Inc. E…$420KPaktek Corporation Employee Stock Ownership Plan and TrustPaktek Corporation Employee …$420K
End-of-year total assets ($M) among Amende & Schultz, Inc. Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2023.

Filing particulars (2023)

Total Assets (Beginning of Year)$406K
Net Assets (End of Year)$419K
Net Income$12K
Employer EIN952455965
Plan Effective Date1966-08-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Amende & Schultz, Inc.)

Sponsor-wide plan assets over time

All Amende & Schultz, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
N/A
2024 filing year
$0M$1M$2M$3M$4M 202220232024 $3.16M $0M ▼ -100.0%
Year Plans Participants Total Assets
2022 2 10 $3M
2023 2 10 $3M
2024 2 8 N/A

Nearby ESOP Plans in California

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

Amende & Schultz, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in California, assets vs. participants Scatter plot of 6 data points. -20000200040006000800010000 -101234 Total assets ($B) Participants Amende & Schultz, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.00041873 · Participants: 5Amende & Schultz, Inc. Employee Stock Ownership PlanParsons Employee Stock Ownership Plan, Total assets ($B): 3.757068542 · Participants: 7871Parsons Employee Stock Ownership PlanAcco Employee Stock Ownership Plan, Total assets ($B): 1.444524335 · Participants: 1397Acco Employee Stock Ownership PlanRosendin Electric, Inc. Employee Stock Ownership Plan, Total assets ($B): 1.125537204 · Participants: 1700Rosendin Electric, Inc. Employee Stock Ownership PlanAgron, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.533004512 · Participants: 72Agron, Inc. Employee Stock Ownership PlanRecology Employee Stock Ownership Plan, Total assets ($B): 0.497089527 · Participants: 3656Recology Employee Stock Ownership Plan
Amende & Schultz, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in California, assets vs. participants
Compare Amende & Schultz, Inc. Employee Stock Ownership Plan side-by-side with 3 peers →

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

Outside California, the nearest ESOP by assets is Horticultural Creations Holdings, Inc. Employee Stock Ownership Plan in NY ($419K); by covered participants it is Hts Inc. Employee Stock Ownership Plan in AZ (5 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (5 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 Amende & Schultz, Inc. Employee Stock Ownership Plan assets move in 2023? ▼
Amende & Schultz, Inc. Employee Stock Ownership Plan edged up modestly - up 3.1% during 2023, from $406K to $419K. Reported net income was $12K.
Where does Amende & Schultz, Inc. Employee Stock Ownership Plan rank by assets among Form 5500 filers? ▼
Amende & Schultz, Inc. Employee Stock Ownership Plan ranks in the 16th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (among the smaller plans by assets on file).
Which ESOP plans are similar in size to Amende & Schultz, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Horticultural Creations Holdings, Inc. Employee Stock Ownership Plan in NY ($419K, 27 participants).
Which ESOP plans cover a similar participant headcount to Amende & Schultz, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Hts Inc. Employee Stock Ownership Plan in AZ (5 participants, $730K 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 952455965.

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.