ESOP · DOL Form 5500 · 2023

Annett Holdings, Inc. ESOP

Data updated 2026-08-11

$400M
Total assets: 2,714
Participants: 97th
Percentile by assets: $147,540
Avg per participant

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.

97th percentile by assets (of 127,072 plans)
#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.

$400M
total plan assets (2023 EOY): 2,714
covered participants: 97th
percentile by assets (of 127,072 plans): $147,540
avg assets per participant

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.

See the national 2023→2024 release diff →

State

Iowa

Industry

Transportation & Warehousing

Participants vs Iowa filers

In Iowa, the average filing covers about 609 participants across 1,246 plans. Annett Holdings, Inc. Employee Stock Ownership Plan & Trust reports 2,714 participants - 4.5x that state average ($400M EOY assets).

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.)

Total plan assets by year, all Annett Holdings, Inc. plans on file

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.

Annett Holdings, Inc. Employee Stock Ownership Plan & Trust vs. nearby ESOP plans in Iowa, assets vs. participants

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

Compare Annett Holdings, Inc. Employee Stock Own… side-by-side with 3 peers →

Similar-Sized ESOP Plans Nationally

ESOP plans in other states closest to Annett Holdings, Inc. Employee Stock Ownership Plan & Trust by total assets, not by location.

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

Frequently Asked Questions

How did Annett Holdings, Inc. Employee Stock Ownership Plan & Trust assets move in 2023? ▼

Annett Holdings, Inc. Employee Stock Ownership Plan & Trust grew at a solid clip - up 10.5% during 2023, from $362M to $400M. Reported net income was $39M.

How have Annett Holdings, Inc. plan assets changed over time? ▼

Across 3 plan years on file (2022-2024), Annett Holdings, Inc.'s sponsor-wide assets grew 21.9%, from $425M to $518M.

Where does Annett Holdings, Inc. Employee Stock Ownership Plan & Trust rank by assets among Form 5500 filers? ▼

Annett Holdings, Inc. Employee Stock Ownership Plan & Trust ranks in the 97th 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 Annett Holdings, Inc. Employee Stock Ownership Plan & Trust? ▼

Among ESOP plans in other states, the closest by assets is Lja Engineering, Inc. Employee Stock Ownership Plan in TX ($397M, 1,439 participants).

Next read for Annett Holdings, Inc. Employee Stock Own…

Filing takeaways

Ways to act on Annett Holdings, Inc. Employee Stock Ownership Plan & Trust's numbers.

By total assets, Annett Holdings, Inc. Employee Stock Ownership Plan & Trust 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
Annett Holdings, Inc.'s sponsor-wide assets have grown 21.9% since 2022 across 3 plan years on file. More Transportation & Warehousing 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 421292482.