ESOP · DOL Form 5500 · 2023

Fellowes, Inc. ESOP

Data updated 2026-08-25

$27M
Total assets Below avg plan size
239
Participants Below avg headcount
78th
Percentile by assets National rank
$114,821
Avg per participant Below avg balance/head
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Official DOL plan name: Fellowes, Inc. Employee Stock Ownership Plan · Sponsored by Fellowes, Inc. · Illinois · Manufacturing

$27M in assets, 239 participants

Fellowes, Inc.'s Fellowes, Inc. Employee Stock Ownership Plan reported $27M in total assets and 239 participants in its 2023 DOL Form 5500 filing, ranking in the 78th 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.

  • #12,979 in Manufacturing (18,722 peers)

Coverage in Illinois

Fellowes, Inc. Employee Stock Ownership Plan covers 239 participants in Illinois, about 31% of the average Illinois filer (state average ~779 per filing). Assets: $27M.

#12,979
in Manufacturing (18,722 peers)
-9.7%
assets change YoY
0.3×
vs typical plan assets (national mean)

The plan reported a net loss of $3M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

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

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

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

$27,442,331 Top 22% higher than 78% 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

Fellowes, 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. Fellowes, Inc. Employee Stock Ownership Plan sits mid-pack in the medium band (239 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Fellowes, Inc. Employee Stock Ownership Plan reported net income rose from -$11M in the plan year 2022 filing to -$3M in the plan year 2023 filing.
  • Fellowes, Inc. Employee Stock Ownership Plan end-of-year assets fell from $30M in the plan year 2022 filing to $27M in the plan year 2023 filing.
  • Fellowes, Inc. Employee Stock Ownership Plan reported participants fell from 254 in the plan year 2022 filing to 239 in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 360770670 · Fellowes, Inc. PY 2023 · ESOP

Fellowes, Inc. Employee Stock Ownership Plan · $27M · 239 · 78th

  • PCT $27M
  • EIN 239
  • RANK 78th
  • PHOTO ESOP
  • IND near D&a Companies, Inc. Employee Stock Ownership Plan
  • EOY ind #12979

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 Illinois →

Fellowes, Inc. Employee Stock Ownership Plan in the asset neighbourhood

Mch Electric, Inc. Employee Stock Ownership PlanMch Electric, Inc. Employee …$27MVps Employee Stock Ownership PlanVps Employee Stock Ownership…$27MD&a Companies, Inc. Employee Stock Ownership PlanD&a Companies, Inc. Employee…$27MFellowes, Inc. Employee Stock Ownership PlanFellowes, Inc. Employee Stoc…$27MBaker Engineering and Risk Consultants, Inc. Employee Stock Ownership PlanBaker Engineering and Risk C…$27M
End-of-year total assets ($M) among Fellowes, Inc. Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2023.

Illinois filing particulars

Total Assets (Beginning of Year)$30M
Net Assets (End of Year)$27M
Net Income-$3M
Employer EIN360770670
Plan Effective Date1978-04-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Fellowes, Inc.)

Sponsor-wide plan assets over time

All Fellowes, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$137M 8.768382815982282% vs 2022
2024 filing year
$130M$140M$150M$160M 202220232024 $150M $137M ▼ -8.8%
Year Plans Participants Total Assets
2022 2 1,007 $150M
2023 2 1,007 $157M
2024 3 998 $137M

Nearby ESOP Plans in Illinois

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

Fellowes, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Illinois, assets vs. participants Scatter plot of 6 data points. -5000050001000015000 -1012345 Total assets ($B) Participants Fellowes, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.027442331 · Participants: 239Fellowes, Inc. Employee Stock Ownership PlanAmsted Industries Incorporated Employees' Stock Ownership Plan, Total assets ($B): 4.440263476 · Participants: 4738Amsted Industries Incorporated Employees' Stock Ownership PlanKehe Distributors, Inc. Employee Stock Ownership Plan, Total assets ($B): 1.616096816 · Participants: 4251Kehe Distributors, Inc. Employee Stock Ownership PlanScot Forge Company Employee Stock Ownership Plan, Total assets ($B): 1.195072662 · Participants: 486Scot Forge Company Employee Stock Ownership PlanBdo USA Employee Stock Ownership Plan, Total assets ($B): 0.91547863 · Participants: 10168Bdo USA Employee Stock Ownership PlanBdo USA Employee Stock Ownership Plan, Total assets ($B): 0.91547863 · Participants: 10168Bdo USA Employee Stock Ownership Plan
Fellowes, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Illinois, assets vs. participants
Compare Fellowes, Inc. Employee Stock Ownership Plan side-by-side with 3 peers →

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

Outside Illinois, the nearest ESOP by assets is D&a Companies, Inc. Employee Stock Ownership Plan in ID ($27M); by covered participants it is Barclay Water Treatment Co., Inc. Employee Stock Ownership Plan in MA (239 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (239 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 Fellowes, Inc. Employee Stock Ownership Plan assets move in 2023? ▼
Fellowes, Inc. Employee Stock Ownership Plan pulled back noticeably - down 9.7% during 2023, from $30M to $27M. Reported net income was -$3M.
How have Fellowes, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Fellowes, Inc.'s sponsor-wide assets declined 8.8%, from $150M to $137M.
Where does Fellowes, Inc. Employee Stock Ownership Plan rank by assets among Form 5500 filers? ▼
Fellowes, Inc. Employee Stock Ownership Plan ranks in the 78th 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 ESOP plans are similar in size to Fellowes, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is D&a Companies, Inc. Employee Stock Ownership Plan in ID ($27M, 101 participants).
Which ESOP plans cover a similar participant headcount to Fellowes, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Barclay Water Treatment Co., Inc. Employee Stock Ownership Plan in MA (239 participants, $121M 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 360770670.

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.