ESOP · DOL Form 5500 · 2023

I.E. Shaffer & Co. ESOP

Data updated 2026-08-25

$5M
Total assets Small plan by assets
61
Participants Small participant base
46th
Percentile by assets National rank
$88,525
Avg per participant Below avg balance/head
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Official DOL plan name: I.E. Shaffer & Co. Employee Stock Ownership Plan · Sponsored by I.E. Shaffer & Co. · New Jersey · Professional & Technical Services

$5M in assets, 61 participants

I.E. Shaffer & Co.'s I.E. Shaffer & Co. Employee Stock Ownership Plan reported $5M in total assets and 61 participants in its 2023 DOL Form 5500 filing, ranking in the 46th 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.

  • #8,904 in Professional & Technical Services (20,321 peers)

2023 asset change

I.E. Shaffer & Co. Employee Stock Ownership Plan surged 33.7% in 2023 ($4M → $5M) for 61 participants.

#8,904
in Professional & Technical Services (20,321 peers)
+33.7%
assets growth YoY

I.E. Shaffer & Co. Employee Stock Ownership Plan's mid-pack asset rank among Professional & Technical Services and all filers

I.E. Shaffer & Co. Employee Stock Ownership Plan vs every filed plan by assets

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

$5,400,000 46th percentile higher than 46% 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

I.E. Shaffer & Co. Employee Stock Ownership Plan among smaller filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. I.E. Shaffer & Co. Employee Stock Ownership Plan is a small filing (61 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • I.E. Shaffer & Co. Employee Stock Ownership Plan end-of-year assets rose from $4M in the plan year 2022 filing to $5M in the plan year 2023 filing.
  • I.E. Shaffer & Co. Employee Stock Ownership Plan reported net income rose from $1M in the plan year 2022 filing to $1M in the plan year 2023 filing.
  • I.E. Shaffer & Co. Employee Stock Ownership Plan reported participants rose from 58 in the plan year 2022 filing to 61 in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 221750854 · I.E. Shaffer & Co. PY 2023 · ESOP

I.E. Shaffer & Co. Employee Stock Ownership Plan · $5M · 61 · 46th

  • PHOTO $5M
  • IND 61
  • EOY 46th
  • 5500 ESOP
  • ASSETS near Gms, Inc. Employee Stock Ownership Plan
  • PCT ind #8904

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 New Jersey →

I.E. Shaffer & Co. Employee Stock Ownership Plan in the asset neighbourhood

Qw ESOP$5MI.E. Shaffer & Co. Employee Stock Ownership PlanI.E. Shaffer & Co. Employee …$5MGms, Inc. Employee Stock Ownership PlanGms, Inc. Employee Stock Own…$5MTown and Country Financial Corp Employee Stock Ownership PlanTown and Country Financial C…$5MViatech Publishing Solutions, Inc. Employee Stock Ownership PlanViatech Publishing Solutions…$5M
End-of-year total assets ($M) among I.E. Shaffer & Co. Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2023.

I.E. Shaffer & Co. years around the 2023 move

Sponsor-wide plan assets over time

All I.E. Shaffer & Co. plans reported in each filing year

Latest sponsor-wide plan assets
$27M 1.3277815085378837% vs 2022
2024 filing year
$26.5M$27M$27.5M$28M$28.5M 202220232024 $27M $26.7M ▼ -1.3%
Year Plans Participants Total Assets
2022 2 121 $27M
2023 2 123 $28M
2024 2 134 $27M

2023 asset-move particulars

Total Assets (Beginning of Year)$4M
Net Assets (End of Year)$5M
Net Income$1M
Employer EIN221750854
Plan Effective Date2018-01-01
Filing StatusFILING RECEIVED

Nearby ESOP Plans in New Jersey

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

I.E. Shaffer & Co. Employee Stock Ownership Plan vs. nearby ESOP plans in New Jersey, assets vs. participants Scatter plot of 6 data points. -5000500100015002000 -1000100200300400500 Total assets ($M) Participants I.E. Shaffer & Co. Employee Stock Ownership Plan, Total assets ($M): 5.4 · Participants: 61I.E. Shaffer & Co. Employee Stock Ownership PlanOkonite Company Employees Stock Ownership Plan, Total assets ($M): 420.904787 · Participants: 1127Okonite Company Employees Stock Ownership PlanMathematica Group Holding Inc. Employee Stock Ownership Plan, Total assets ($M): 309.109417 · Participants: 1571Mathematica Group Holding Inc. Employee Stock Ownership PlanConair LLC Savings and Investment Plan, Total assets ($M): 300.696739 · Participants: 1050Conair LLC Savings and Investment PlanAmboy Bancorporation Employee Stock Ownership Plan, Total assets ($M): 106.542135 · Participants: 193Amboy Bancorporation Employee Stock Ownership PlanColumbia Bank Employee Stock Ownership Plan, Total assets ($M): 85.571031 · Participants: 729Columbia Bank Employee Stock Ownership Plan
I.E. Shaffer & Co. Employee Stock Ownership Plan vs. nearby ESOP plans in New Jersey, assets vs. participants
Compare I.E. Shaffer & Co. Employee Stock Ownership Plan side-by-side with 3 peers →

I.E. Shaffer & Co. Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount

Outside New Jersey, the nearest ESOP by assets is Gms, Inc. Employee Stock Ownership Plan in MD ($5M); by covered participants it is Employee Stock Ownership Plan for Employees of Perry Bancshares, Inc. in OK (61 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (61 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 I.E. Shaffer & Co. Employee Stock Ownership Plan assets move in 2023? ▼
I.E. Shaffer & Co. Employee Stock Ownership Plan surged - up 33.7% during 2023, from $4M to $5M. Reported net income was $1M.
How have I.E. Shaffer & Co. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), I.E. Shaffer & Co.'s sponsor-wide assets declined 1.3%, from $27M to $27M.
Which ESOP plans are similar in size to I.E. Shaffer & Co. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Gms, Inc. Employee Stock Ownership Plan in MD ($5M, 9 participants).
Which ESOP plans cover a similar participant headcount to I.E. Shaffer & Co. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Employee Stock Ownership Plan for Employees of Perry Bancshares, Inc. in OK (61 participants, $4M 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 221750854.

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.