ESOP · DOL Form 5500 · 2023

American Wholesale Furniture, Inc. ESOP

Data updated 2026-08-25

$7M
Total assets Small plan by assets
80
Participants Small participant base
50th
Percentile by assets National rank
$83,129
Avg per participant Below avg balance/head
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Official DOL plan name: American Wholesale Furniture, Inc. ESOP · Sponsored by American Wholesale Furniture, Inc. · Indiana · Wholesale Trade

$7M in assets, 80 participants

American Wholesale Furniture, Inc.'s American Wholesale Furniture, Inc. ESOP reported $7M in total assets and 80 participants in its 2023 DOL Form 5500 filing, ranking in the 50th 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.

  • #2,494 in Wholesale Trade (6,309 peers)

2023 asset change

American Wholesale Furniture, Inc. ESOP declined sharply 17.1% in 2023 ($8M → $7M) for 80 participants.

#2,494
in Wholesale Trade (6,309 peers)
-17.1%
assets change YoY

The plan reported a net loss of $1M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

American Wholesale Furniture, Inc. ESOP's mid-pack asset rank among Wholesale Trade and all filers

American Wholesale Furniture, Inc. ESOP vs every filed plan by assets

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

$6,650,326 Top 50% higher than 50% 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

American Wholesale Furniture, Inc. ESOP among smaller filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. American Wholesale Furniture, Inc. ESOP is a small filing (80 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • American Wholesale Furniture, Inc. ESOP reported net income fell from -$292K in the plan year 2022 filing to -$1M in the plan year 2023 filing.
  • American Wholesale Furniture, Inc. ESOP reported participants rose from 60 in the plan year 2022 filing to 80 in the plan year 2023 filing.
  • American Wholesale Furniture, Inc. ESOP end-of-year assets fell from $8M in the plan year 2022 filing to $7M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 351701970 · American Wholesale Furniture, Inc. PY 2023 · ESOP

American Wholesale Furniture, Inc. ESOP · $7M · 80 · 50th

  • RANK $7M
  • RANK 80
  • RANK 50th
  • RANK ESOP
  • RANK near Chelsea Green Publishing Company Employee Stock Ownership Plan
  • RANK ind #2494

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 Indiana →

American Wholesale Furniture, Inc. ESOP in the asset neighbourhood

Chelsea Green Publishing Company Employee Stock Ownership PlanChelsea Green Publishing Com…$7MNahs Employee Stock Ownership PlanNahs Employee Stock Ownershi…$7MNational Bankshares, Inc. Employee Stock Ownership PlanNational Bankshares, Inc. Em…$7MAmerican Wholesale Furniture, Inc. ESOPAmerican Wholesale Furniture…$7MKruvand Associates, Inc. Retirement ProgramsKruvand Associates, Inc. Ret…$7M
End-of-year total assets ($M) among American Wholesale Furniture, Inc. ESOP and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2023.

American Wholesale Furniture, Inc. years around the 2023 move

Sponsor-wide plan assets over time

All American Wholesale Furniture, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$8M 2.251289337197264% vs 2022
2024 filing year
$6.5M$7M$7.5M$8M$8.5M 202220232024 $8.03M $7.85M ▼ -2.2%
Year Plans Participants Total Assets
2022 1 60 $8M
2023 1 80 $7M
2024 1 57 $8M

2023 asset-move particulars

Total Assets (Beginning of Year)$8M
Net Assets (End of Year)$2M
Net Income-$1M
Employer EIN351701970
Plan Effective Date2017-01-01
Filing StatusFILING RECEIVED

Nearby ESOP Plans in Indiana

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

American Wholesale Furniture, Inc. ESOP vs. nearby ESOP plans in Indiana, assets vs. participants Scatter plot of 6 data points. -100001000200030004000 -0.500.511.522.5 Total assets ($B) Participants American Wholesale Furniture, Inc. ESOP, Total assets ($B): 0.006650326 · Participants: 80American Wholesale Furniture, Inc. ESOPJasper Holdings, Inc Employee Stock Ownership Plan and Trust, Total assets ($B): 1.921766853 · Participants: 3535Jasper Holdings, Inc Employee Stock Ownership Plan and TrustUrschel Laboratories Employee Stock Ownership Plan, Total assets ($B): 0.36648086 · Participants: 487Urschel Laboratories Employee Stock Ownership PlanNibco Inc. Employee Stock Ownership Plan, Total assets ($B): 0.364505967 · Participants: 1242Nibco Inc. Employee Stock Ownership PlanSuperior Industrial Solutions, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.138902309 · Participants: 363Superior Industrial Solutions, Inc. Employee Stock Ownership PlanDucharme, Mcmillen & Associates, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.135390454 · Participants: 558Ducharme, Mcmillen & Associates, Inc. Employee Stock Ownership Plan
American Wholesale Furniture, Inc. ESOP vs. nearby ESOP plans in Indiana, assets vs. participants
Compare American Wholesale Furniture, Inc. ESOP side-by-side with 3 peers →

American Wholesale Furniture, Inc. ESOP's out-of-state ESOP peers by assets and headcount

Outside Indiana, the nearest ESOP by assets is Chelsea Green Publishing Company Employee Stock Ownership Plan in VT ($7M); by covered participants it is Lenoir Mirror Company Employee Stock Ownership Plan in NC (80 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (80 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 American Wholesale Furniture, Inc. ESOP assets move in 2023? ▼
American Wholesale Furniture, Inc. ESOP declined sharply - down 17.1% during 2023, from $8M to $7M. Reported net income was -$1M.
How have American Wholesale Furniture, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), American Wholesale Furniture, Inc.'s sponsor-wide assets declined 2.3%, from $8M to $8M.
Which ESOP plans are similar in size to American Wholesale Furniture, Inc. ESOP? ▼
Among ESOP plans in other states, the closest by assets is Chelsea Green Publishing Company Employee Stock Ownership Plan in VT ($7M, 12 participants).
Which ESOP plans cover a similar participant headcount to American Wholesale Furniture, Inc. ESOP? ▼
Among ESOP plans in other states, the closest by covered participants is Lenoir Mirror Company Employee Stock Ownership Plan in NC (80 participants, $330K 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 351701970.

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.