ESOP · DOL Form 5500 · 2023
J.E. Adams Industries, Ltd. ESOP
Data updated 2026-08-11
- $19M
- Total assets
- 53
- Participants
- 71st
- Percentile by assets
- $350,861
- Avg per participant
Official DOL plan name: Schwartz & Co. Enterprises, Ltd Employee Stock Ownership Plan · Sponsored by J.E. Adams Industries, Ltd. · Iowa · Manufacturing
$19M in assets, 53 participants
J.E. Adams Industries, Ltd.'s Schwartz & Co. Enterprises, Ltd Employee Stock Ownership Plan reported $19M in total assets and 53 participants in its 2023 DOL Form 5500 filing, ranking in the 71st 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.
- 71st percentile by assets (of 127,072 plans)
- #11,375 in Manufacturing (18,722 peers)
J.E. Adams Industries, Ltd. multi-year trail
J.E. Adams Industries, Ltd.'s plans moved +21.8% in assets from 2022 to 2024; this filing shows Schwartz & Co. Enterprises, Ltd Employee Stock Ownership Plan at $19M / 53 participants.
- $19M
- total plan assets (2023 EOY)
- 53
- covered participants
- 71st
- percentile by assets (of 127,072 plans)
- $350,861
- avg assets per participant
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Schwartz & Co. Enterprises, Ltd Employee Stock Ownership Plan reported net income rose from $691K in the plan year 2022 filing to $2M in the plan year 2023 filing.
- Schwartz & Co. Enterprises, Ltd Employee Stock Ownership Plan end-of-year assets rose from $17M in the plan year 2022 filing to $19M in the plan year 2023 filing.
- Schwartz & Co. Enterprises, Ltd Employee Stock Ownership Plan reported participants rose from 51 in the plan year 2022 filing to 53 in the plan year 2023 filing.
J.E. Adams Industries, Ltd. across 3 plan years on file
Across the 3 plan years J.E. Adams Industries, Ltd. has on file (2022-2024), sponsor-wide plan assets have moved from $17M to $20M, a gain of 21.8%, while reported participants moved from 51 to 52 (+2.0%). Peak year by sponsor assets: 2024 ($20M); trough: 2022 ($17M).
J.E. Adams Industries, Ltd. multi-year asset trail
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 51 | $17M |
| 2023 | 1 | 53 | $19M |
| 2024 | 1 | 52 | $20M |
J.E. Adams Industries, Ltd. filing trail (2023)
| Total Assets (Beginning of Year) | $17M |
|---|---|
| Net Assets (End of Year) | $16M |
| Net Income | $2M |
| Employer EIN | 208202904 |
| Plan Effective Date | 2014-01-01 |
| Filing Status | FILING RECEIVED |
Nearby ESOP Plans in Iowa
Peer ESOP plans, same state, same plan type, ranked by total assets.
Schwartz & Co. Enterprises, Ltd Employee Stock Ownership Plan vs. nearby ESOP plans in Iowa, assets vs. participants
- Employee Owned Brands, Inc. Employee Stock Ownership Plan $864M · 802
- Van Meter Industrial, Inc. Employee Stock Ownership Plan $596M · 801
- Precision, Inc. Employee Stock Ownership Plan and Trust $438M · 667
- Ita Group Holdings, Inc. Employees' Stock Ownership Plan $428M · 771
- Vgm Group, Inc. Employee Stock Ownership Plan $406M · 1,070
Similar-Sized ESOP Plans Nationally
ESOP plans in other states closest to Schwartz & Co. Enterprises, Ltd Employee Stock Ownership Plan by total assets, not by location.
Frequently Asked Questions
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Multi-year trail
Ways to act on Schwartz & Co. Enterprises, Ltd Employee Stock Ownership Plan's numbers.
- By total assets, Schwartz & Co. Enterprises, Ltd Employee Stock Ownership Plan ranks above the median plan by assets. See the largest plans
- Compare it side-by-side against 3 similar ESOP plans in Iowa. Compare plans
- J.E. Adams Industries, Ltd.'s sponsor-wide assets have grown 21.8% since 2022 across 3 plan years on file. More Manufacturing plans