ESOP · DOL Form 5500 · 2023

Employee Owned Brands, Inc. ESOP

Data updated 2026-08-11

$864M
Total assets: 802
Participants: 98th
Percentile by assets: $1.1M
Avg per participant

Official DOL plan name: Employee Owned Brands, Inc. Employee Stock Ownership Plan · Sponsored by Employee Owned Brands, Inc. · Iowa · Manufacturing

$864M in assets, 802 participants

Employee Owned Brands, Inc.'s Employee Owned Brands, Inc. Employee Stock Ownership Plan reported $864M in total assets and 802 participants in its 2023 DOL Form 5500 filing, ranking in the 98th 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.

98th percentile by assets (of 127,072 plans)
#18,201 in Manufacturing (18,722 peers)

Where Employee Owned Brands, Inc. Employee Stock Ownership Plan sits by assets

Employee Owned Brands, Inc. Employee Stock Ownership Plan sits in the top 5% of all filed plans by assets, $864M for 802 participants (~$1.1M/participant), up 26.0% in 2023.

$864M
total plan assets (2023 EOY): 802
covered participants: 98th
percentile by assets (of 127,072 plans): $1.1M
avg assets per participant

Employee Owned Brands, Inc. Employee Stock Ownership Plan reported net income rose from -$52M in the plan year 2022 filing to $179M in the plan year 2023 filing.
Employee Owned Brands, Inc. Employee Stock Ownership Plan end-of-year assets rose from $686M in the plan year 2022 filing to $864M in the plan year 2023 filing.
Employee Owned Brands, Inc. Employee Stock Ownership Plan reported participants rose from 781 in the plan year 2022 filing to 802 in the plan year 2023 filing.

See the national 2023→2024 release diff →

State

Iowa

Industry

Manufacturing

Employee Owned Brands, Inc. Employee Stock Ownership Plan vs the 2023 asset distribution

By assets, Employee Owned Brands, Inc. Employee Stock Ownership Plan outranks 98% of the 127,072 plans that filed a Form 5500 for the 2023 plan year, and holds roughly 8.7x the national average plan size of $100M (721 average participants).

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)	$686M
Net Assets (End of Year)	$861M
Net Income	$179M
Employer EIN	420990485
Plan Effective Date	1987-03-01
Filing Status	FILING RECEIVED

Sponsor Plan History (Employee Owned Brands, Inc.)

Total plan assets by year, all Employee Owned Brands, Inc. plans on file

Year	Plans	Participants	Total Assets
2022	2	1,883	$735M
2023	2	1,893	$918M
2024	2	1,915	$943M

Nearby ESOP Plans in Iowa

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

Employee Owned Brands, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Iowa, assets vs. participants

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
Annett Holdings, Inc. Employee Stock Ownership Plan & Trust $400M · 2,714

Compare Employee Owned Brands, Inc. Employee Sto… side-by-side with 3 peers →

Similar-Sized ESOP Plans Nationally

ESOP plans in other states closest to Employee Owned Brands, Inc. Employee Stock Ownership Plan by total assets, not by location.

Stewart's Shops Corp Employee Stock Ownership Plan (NY) $877M · 3,439
Highland Homes Employee Stock Ownership Plan (TX) $885M · 791
Scheels Employee Stock Ownership Plan (ND) $838M · 4,597
Raymond James Financial, Inc. & Affiliates Employee Stock Ownership Plan (FL) $836M · 15,500

Frequently Asked Questions

How did Employee Owned Brands, Inc. Employee Stock Ownership Plan assets move in 2023? ▼

Employee Owned Brands, Inc. Employee Stock Ownership Plan grew sharply - up 26.0% during 2023, from $686M to $864M. Reported net income was $179M.

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. Employee Stock Ownership Plan rank by assets among Form 5500 filers? ▼

Employee Owned Brands, Inc. Employee Stock Ownership Plan ranks in the 98th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top 5% of all filed plans by assets).

Which ESOP plans are similar in size to Employee Owned Brands, Inc. Employee Stock Ownership Plan? ▼

Among ESOP plans in other states, the closest by assets is Stewart's Shops Corp Employee Stock Ownership Plan in NY ($877M, 3,439 participants).

Next read for Employee Owned Brands, Inc. Employee Sto…

Scale reading

Ways to act on Employee Owned Brands, Inc. Employee Stock Ownership Plan's numbers.

By total assets, Employee Owned Brands, Inc. Employee Stock Ownership Plan ranks in the top 5% of all filed plans by assets. See the largest plans
Compare it side-by-side against 3 similar ESOP plans in Iowa. Compare plans
Employee Owned Brands, Inc.'s sponsor-wide assets have grown 28.2% since 2022 across 3 plan years on file. More Manufacturing plans

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.