401(k) · DOL Form 5500 · 2023

Employee Owned Brands, Inc. 401(k) Plan

Data updated 2026-08-25

$54M
Total assets Below avg plan size
1,091
Participants Near avg headcount
86th
Percentile by assets National rank
$49,242
Avg per participant Low balance/head
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Official DOL plan name: Employee Owned Brands, Inc. 401(k) Plan · Sponsored by Employee Owned Brands, Inc. · Iowa · Manufacturing

$54M in assets, 1,091 participants

Employee Owned Brands, Inc.'s Employee Owned Brands, Inc. 401(k) Plan reported $54M in total assets and 1,091 participants in its 2023 DOL Form 5500 filing, ranking in the 86th 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.

  • #14,983 in Manufacturing (18,722 peers)

Where Employee Owned Brands, Inc. 401(k) Plan sits by assets

Employee Owned Brands, Inc. 401(k) Plan sits in the top quartile of all filed plans by assets, $54M for 1,091 participants (~$49,242/participant), up 8.1% in 2023.

#14,983
in Manufacturing (18,722 peers)
+8.1%
assets growth YoY
0.5×
vs typical plan assets (national mean)

Employee Owned Brands, Inc. 401(k) Plan's outsized position by total assets

Employee Owned Brands, Inc. 401(k) Plan vs every filed plan by assets

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

$53,722,741 Top 14% higher than 86% 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

Employee Owned Brands, Inc. 401(k) Plan's large-plan peer group by participant headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Employee Owned Brands, Inc. 401(k) Plan lands in the large band (1,091 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Employee Owned Brands, Inc. 401(k) Plan reported net income rose from -$10M in the plan year 2022 filing to $4M in the plan year 2023 filing.
  • Employee Owned Brands, Inc. 401(k) Plan end-of-year assets rose from $50M in the plan year 2022 filing to $54M in the plan year 2023 filing.
  • Employee Owned Brands, Inc. 401(k) Plan reported participants fell from 1,102 in the plan year 2022 filing to 1,091 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 420990485 · Employee Owned Brands, Inc. PY 2023 · 401(k)

Employee Owned Brands, Inc. 401(k) Plan · $54M · 1,091 · 86th

  • PHOTO $54M
  • PHOTO 1,091
  • PHOTO 86th
  • PHOTO 401(k)
  • PHOTO near Sje-Rhombus 401(k) Plan
  • PHOTO ind #14983

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 Manufacturing retirement plans → · Plans in Iowa →

Employee Owned Brands, Inc. 401(k) Plan in the asset neighbourhood

Orr Corporation Retirement PlanOrr Corporation Retirement P…$54MEmployee Owned Brands, Inc. 401(k) PlanEmployee Owned Brands, Inc. …$54MSje-Rhombus 401(k) Plan$54MManhattan West LLC 401(k) PlanManhattan West LLC 401(k) Pl…$54MLmn Architects Employees' 401(k)/Profit Sharing PlanLmn Architects Employees' 40…$54M
End-of-year total assets ($M) among Employee Owned Brands, Inc. 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$50M
Net Assets (End of Year)$54M
Net Income$4M
Employer EIN420990485
Plan Effective Date1978-07-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Employee Owned Brands, Inc.)

Sponsor-wide plan assets over time

All Employee Owned Brands, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$943M 28.218854262175253% vs 2022
2024 filing year
$700M$800M$900M$1,000M 202220232024 $735M $943M ▲ +28.2%
Year Plans Participants Total Assets
2022 2 1,883 $735M
2023 2 1,893 $918M
2024 2 1,915 $943M

Nearby 401(k) Plans in Iowa

Peer 401(k) plans, same state, same plan type, ranked by total assets.

Employee Owned Brands, Inc. 401(k) Plan vs. nearby 401(k) plans in Iowa, assets vs. participants Scatter plot of 6 data points. -200000200004000060000 -1012345 Total assets ($B) Participants Employee Owned Brands, Inc. 401(k) Plan, Total assets ($B): 0.053722741 · Participants: 1091Employee Owned Brands, Inc. 401(k) PlanThe Principal Select Savings Plan, Total assets ($B): 4.134174305 · Participants: 12827The Principal Select Savings PlanIowa Health System Section 401(k) Retirement Savings Plan, Total assets ($B): 2.955731563 · Participants: 28959Iowa Health System Section 401(k) Retirement Savings PlanThe Hy-Vee and Affiliates 401(k) Plan, Total assets ($B): 2.941182172 · Participants: 56181The Hy-Vee and Affiliates 401(k) PlanThe Rsm US LLP Retirement Plan, Total assets ($B): 2.890404508 · Participants: 14720The Rsm US LLP Retirement PlanTransamerica 401(k) Retirement Savings Plan, Total assets ($B): 2.425600114 · Participants: 6999Transamerica 401(k) Retirement Savings Plan
Employee Owned Brands, Inc. 401(k) Plan vs. nearby 401(k) plans in Iowa, assets vs. participants
Compare Employee Owned Brands, Inc. 401(k) Plan side-by-side with 3 peers →

Employee Owned Brands, Inc. 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Iowa, the nearest 401(k) by assets is Sje-Rhombus 401(k) Plan in MN ($54M); by covered participants it is Pac Worldwide Corporation 401(k) Profit Sharing Plan in WA (1,091 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($54M here).

Similar participant headcount

Nearest other-state filings by covered participants (1,091 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 Employee Owned Brands, Inc. 401(k) Plan assets move in 2023? ▼
Employee Owned Brands, Inc. 401(k) Plan grew at a solid clip - up 8.1% during 2023, from $50M to $54M. Reported net income was $4M.
How have Employee Owned Brands, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Employee Owned Brands, Inc.'s sponsor-wide assets grew 28.2%, from $735M to $943M.
Where does Employee Owned Brands, Inc. 401(k) Plan rank by assets among Form 5500 filers? ▼
Employee Owned Brands, Inc. 401(k) Plan ranks in the 86th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to Employee Owned Brands, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Sje-Rhombus 401(k) Plan in MN ($54M, 538 participants).
Which 401(k) plans cover a similar participant headcount to Employee Owned Brands, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Pac Worldwide Corporation 401(k) Profit Sharing Plan in WA (1,091 participants, $33M 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 420990485.

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.