ESOP · DOL Form 5500 · 2023
Annett Holdings, Inc. ESOP
Data updated 2026-08-25
- $400M
- Total assets Above avg plan size
- 2,714
- Participants Above avg headcount
- 97th
- Percentile by assets National rank
- $147,540
- Avg per participant Above avg balance/head
Official DOL plan name: Annett Holdings, Inc. Employee Stock Ownership Plan & Trust · Sponsored by Annett Holdings, Inc. · Iowa · Transportation & Warehousing
$400M in assets, 2,714 participants
Annett Holdings, Inc.'s Annett Holdings, Inc. Employee Stock Ownership Plan & Trust reported $400M in total assets and 2,714 participants in its 2023 DOL Form 5500 filing, ranking in the 97th 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.
- #3,218 in Transportation & Warehousing (3,362 peers)
Coverage in Iowa
Annett Holdings, Inc. Employee Stock Ownership Plan & Trust covers 2,714 participants in Iowa, 4.5x the typical Iowa plan (state average ~609 per filing). Assets: $400M.
- #3,218
- in Transportation & Warehousing (3,362 peers)
- +10.5%
- assets growth YoY
- 4.0×
- vs typical plan assets (national mean)
Annett Holdings, Inc. Employee Stock Ownership Plan & Trust's outsized position by total assets
Annett Holdings, Inc. Employee Stock Ownership Plan & Trust vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$400,423,959 Top 3% higher than 97% of 127,068 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023
Annett Holdings, Inc. Employee Stock Ownership Plan & Trust'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. Annett Holdings, Inc. Employee Stock Ownership Plan & Trust lands in the large band (2,714 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Annett Holdings, Inc. Employee Stock Ownership Plan & Trust reported net income fell from $82M in the plan year 2022 filing to $39M in the plan year 2023 filing.
- Annett Holdings, Inc. Employee Stock Ownership Plan & Trust end-of-year assets rose from $362M in the plan year 2022 filing to $400M in the plan year 2023 filing.
- Annett Holdings, Inc. Employee Stock Ownership Plan & Trust reported participants rose from 2,582 in the plan year 2022 filing to 2,714 in the plan year 2023 filing.
DOL schedule card
Filing strip 421292482 · Annett Holdings, Inc. PY 2023 · ESOP
Annett Holdings, Inc. Employee Stock Ownership Plan & Trust · $400M · 2,714 · 97th
- TYPE $400M
- NET 2,714
- BOOK 97th
- VS-ST ESOP
- BOY near Lja Engineering, Inc. Employee Stock Ownership Plan
- SCH ind #3218
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 →
Annett Holdings, Inc. Employee Stock Ownership Plan & Trust in the asset neighbourhood
Iowa filing particulars
| Total Assets (Beginning of Year) | $362M |
|---|---|
| Net Assets (End of Year) | $400M |
| Net Income | $39M |
| Employer EIN | 421292482 |
| Plan Effective Date | 2013-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Annett Holdings, Inc.)
Sponsor-wide plan assets over time
All Annett Holdings, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $518M 21.916221321825976% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 5,680 | $425M |
| 2023 | 2 | 6,101 | $482M |
| 2024 | 2 | 6,636 | $518M |
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 $864M · 802
- 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's out-of-state ESOP peers by assets and headcount
Outside Iowa, the nearest ESOP by assets is Lja Engineering, Inc. Employee Stock Ownership Plan in TX ($397M); by covered participants it is Employees' Stock Ownership Plan of Cenlar Capital Corporation in NJ (2,710 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($400M here).
- Lja Engineering, Inc. Employee Stock Ownership Plan (TX) $397M · 1,439
- North Coast Holdings Employee Stock Ownership Plan (NY) $406M · 4,467
- Westat, Inc. Employee Stock Ownership Plan (MD) $407M · 3,046
- Choate Construction Company Employee Stock Ownership Plan (GA) $408M · 454
Similar participant headcount
Nearest other-state filings by covered participants (2,714 participants); asset peers above are excluded.
- Employees' Stock Ownership Plan of Cenlar Capital Corporation (NJ) 2,710 · 4 off
- Telecare Employee Stock Ownership Plan (CA) 2,696 · 18 off
- ESOP of Umb (MO) 2,637 · 77 off
- The Cato Corporation Employee Stock Ownership Plan (NC) 2,802 · 88 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.