ESOP · DOL Form 5500 · 2023

Employee Owned Brands, Inc. ESOP

Data updated 2026-08-25

$864M
Total assets Above avg plan size
802
Participants Near avg headcount
98th
Percentile by assets National rank
$1.1M
Avg per participant High balance/head
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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.

  • #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.

#18,201
in Manufacturing (18,722 peers)
+26.0%
assets growth YoY
8.7×
vs typical plan assets (national mean)

Employee Owned Brands, Inc. Employee Stock Ownership Plan's outsized position by total assets

Employee Owned Brands, Inc. Employee Stock Ownership Plan vs every filed plan by assets

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

$863,986,659 Top 2% higher than 98% 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. Employee Stock Ownership Plan among mid-size filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Employee Owned Brands, Inc. Employee Stock Ownership Plan sits mid-pack in the medium band (802 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • 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 2022→2023 release diff →

Published 5500 schedule card

Filing strip 420990485 · Employee Owned Brands, Inc. PY 2023 · ESOP

Employee Owned Brands, Inc. Employee Stock Ownership Plan · $864M · 802 · 98th

  • SCH $864M
  • SCH 802
  • SCH 98th
  • SCH ESOP
  • SCH near Stewart's Shops Corp Employee Stock Ownership Plan
  • SCH ind #18201

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 →

Employee Owned Brands, Inc. Employee Stock Ownership Plan in the asset neighbourhood

Highland Homes Employee Stock Ownership PlanHighland Homes Employee Stoc…$885MStewart's Shops Corp Employee Stock Ownership PlanStewart's Shops Corp Employe…$877MEmployee Owned Brands, Inc. Employee Stock Ownership PlanEmployee Owned Brands, Inc. …$864MScheels Employee Stock Ownership PlanScheels Employee Stock Owner…$838MRaymond James Financial, Inc. & Affiliates Employee Stock Ownership PlanRaymond James Financial, Inc…$836M
End-of-year total assets ($M) among Employee Owned Brands, Inc. Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2023.

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$686M
Net Assets (End of Year)$861M
Net Income$179M
Employer EIN420990485
Plan Effective Date1987-03-01
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 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 Scatter plot of 6 data points. 50010001500200025003000 2004006008001000 Total assets ($M) Participants Employee Owned Brands, Inc. Employee Stock Ownership Plan, Total assets ($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 PlanAnnett Holdings, Inc. Employee Stock Ownership Plan & Trust, Total assets ($M): 400.423959 · Participants: 2714Annett Holdings, Inc. Employee Stock Ownership Plan & Trust
Employee Owned Brands, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Iowa, assets vs. participants
Compare Employee Owned Brands, Inc. Employee Stock Ownership Plan side-by-side with 3 peers →

Employee Owned Brands, Inc. Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount

Outside Iowa, the nearest ESOP by assets is Stewart's Shops Corp Employee Stock Ownership Plan in NY ($877M); by covered participants it is Bolton & Menk, Inc. Employee Stock Ownership Plan in MN (807 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (802 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. 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).
Which ESOP plans cover a similar participant headcount to Employee Owned Brands, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Bolton & Menk, Inc. Employee Stock Ownership Plan in MN (807 participants, $60M 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.