ESOP · DOL Form 5500 · 2023

J.E. Adams Industries, Ltd. ESOP

Data updated 2026-08-25

$19M
Total assets Small plan by assets
53
Participants Small participant base
71st
Percentile by assets National rank
$350,861
Avg per participant High balance/head
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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.

  • #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.

#11,375
in Manufacturing (18,722 peers)
+12.4%
assets growth YoY

Schwartz & Co. Enterprises, Ltd Employee Stock Ownership Plan's outsized position by total assets

Schwartz & Co. Enterprises, Ltd Employee Stock Ownership Plan vs every filed plan by assets

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

$18,595,615 Top 29% higher than 71% 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

Schwartz & Co. Enterprises, Ltd 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. Schwartz & Co. Enterprises, Ltd Employee Stock Ownership Plan is a small filing (53 participants) on this national headcount ladder.

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.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 208202904 · J.E. Adams Industries, Ltd. PY 2023 · ESOP

Schwartz & Co. Enterprises, Ltd Employee Stock Ownership Plan · $19M · 53 · 71st

  • NET $19M
  • NET 53
  • NET 71st
  • NET ESOP
  • NET near Life-Assist, Inc. Employee Stock Ownership Plan
  • NET ind #11375

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 →

Schwartz & Co. Enterprises, Ltd Employee Stock Ownership Plan in the asset neighbourhood

United Forming, Inc. Employee Stock Ownership PlanUnited Forming, Inc. Employe…$19MLife-Assist, Inc. Employee Stock Ownership PlanLife-Assist, Inc. Employee S…$19MOasys, Inc. Employee Stock Ownership PlanOasys, Inc. Employee Stock O…$19MSchwartz & Co. Enterprises, Ltd Employee Stock Ownership PlanSchwartz & Co. Enterprises, …$19MBrinkman Construction, Inc. Employee Stock Ownership PlanBrinkman Construction, Inc. …$19M
End-of-year total assets ($M) among Schwartz & Co. Enterprises, Ltd Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2023.

J.E. Adams Industries, Ltd. multi-year asset trail

Sponsor-wide plan assets over time

All J.E. Adams Industries, Ltd. plans reported in each filing year

Latest sponsor-wide plan assets
$20M 21.78062336378637% vs 2022
2024 filing year
$16M$18M$20M$22M 202220232024 $16.6M $20.2M ▲ +21.8%
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 EIN208202904
Plan Effective Date2014-01-01
Filing StatusFILING 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 Scatter plot of 6 data points. 050010001500 -20002004006008001000 Total assets ($M) Participants Schwartz & Co. Enterprises, Ltd Employee Stock Ownership Plan, Total assets ($M): 18.595615 · Participants: 53Schwartz & Co. Enterprises, Ltd 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
Schwartz & Co. Enterprises, Ltd Employee Stock Ownership Plan vs. nearby ESOP plans in Iowa, assets vs. participants
Compare Schwartz & Co. Enterprises, Ltd Employee Stock Ownership Plan side-by-side with 3 peers →

Schwartz & Co. Enterprises, Ltd Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount

Outside Iowa, the nearest ESOP by assets is Life-Assist, Inc. Employee Stock Ownership Plan in CA ($19M); by covered participants it is Brewer Direct, Inc. Employee Stock Ownership Plan in CA (53 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (53 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 Schwartz & Co. Enterprises, Ltd Employee Stock Ownership Plan assets move in 2023? ▼
Schwartz & Co. Enterprises, Ltd Employee Stock Ownership Plan grew at a solid clip - up 12.4% during 2023, from $17M to $19M. Reported net income was $2M.
How have J.E. Adams Industries, Ltd. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), J.E. Adams Industries, Ltd.'s sponsor-wide assets grew 21.8%, from $17M to $20M.
Which ESOP plans are similar in size to Schwartz & Co. Enterprises, Ltd Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Life-Assist, Inc. Employee Stock Ownership Plan in CA ($19M, 104 participants).
Which ESOP plans cover a similar participant headcount to Schwartz & Co. Enterprises, Ltd Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Brewer Direct, Inc. Employee Stock Ownership Plan in CA (53 participants, $12M 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 208202904.

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.