ESOP · DOL Form 5500 · 2024

Lovewell Fencing, Inc. ESOP

Data updated 2026-08-25

$8M
Total assets Small plan by assets
81
Participants Small participant base
52nd
Percentile by assets National rank
$101,292
Avg per participant Below avg balance/head
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Official DOL plan name: Lovewell Fencing, Inc. Employee Stock Ownership Plan · Sponsored by Lovewell Fencing, Inc. · Iowa · Manufacturing

$8M in assets, 81 participants

Lovewell Fencing, Inc.'s Lovewell Fencing, Inc. Employee Stock Ownership Plan reported $8M in total assets and 81 participants in its 2024 DOL Form 5500 filing, ranking in the 52nd 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.

  • #6,424 in Manufacturing (17,777 peers)

Lovewell Fencing, Inc. multi-year trail

Lovewell Fencing, Inc.'s plans moved +36.5% in assets from 2023 to 2024; this filing shows Lovewell Fencing, Inc. Employee Stock Ownership Plan at $8M / 81 participants.

#6,424
in Manufacturing (17,777 peers)
+36.5%
assets growth YoY

Lovewell Fencing, Inc. Employee Stock Ownership Plan's mid-pack asset rank among Manufacturing and all filers

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

End-of-year total assets · plan year 2024 · DOL Form 5500

$8,204,667 Top 48% higher than 52% of 123,620 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 2024

Lovewell Fencing, Inc. Employee Stock Ownership Plan among smaller filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Lovewell Fencing, Inc. Employee Stock Ownership Plan is a small filing (81 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Lovewell Fencing, Inc. Employee Stock Ownership Plan reported net income fell from $6M in the plan year 2023 filing to $2M in the plan year 2024 filing.
  • Lovewell Fencing, Inc. Employee Stock Ownership Plan end-of-year assets rose from $6M in the plan year 2023 filing to $8M in the plan year 2024 filing.
  • Lovewell Fencing, Inc. Employee Stock Ownership Plan reported participants fell from 82 in the plan year 2023 filing to 81 in the plan year 2024 filing.

See the national 2023→2024 release diff →

EBSA filing schedule strip

Filing strip 421104794 · Lovewell Fencing, Inc. PY 2024 · ESOP

Lovewell Fencing, Inc. Employee Stock Ownership Plan · $8M · 81 · 52nd

  • EIN $8M
  • EIN 81
  • EIN 52nd
  • EIN ESOP
  • EIN near Specialty Home Care, Inc. Employee Stock Ownership Plan
  • EIN ind #6424

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 →

Lovewell Fencing, Inc. Employee Stock Ownership Plan in the asset neighbourhood

The Ralph J. Stolle Company Employee Stock Ownership PlanThe Ralph J. Stolle Company …$8MLovewell Fencing, Inc. Employee Stock Ownership PlanLovewell Fencing, Inc. Emplo…$8MSpecialty Home Care, Inc. Employee Stock Ownership PlanSpecialty Home Care, Inc. Em…$8MRehabilitation Associates, Inc. Employee Stock Ownership PlanRehabilitation Associates, I…$8MEac Pinnacle Holdings Inc. Employee Stock Ownership PlanEac Pinnacle Holdings Inc. E…$8M
End-of-year total assets ($M) among Lovewell Fencing, Inc. Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2024.

Lovewell Fencing, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Lovewell Fencing, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$8M 36.52448629849208% vs 2023
2024 filing year
$5M$6M$7M$8M$9M 20232024 $6.01M $8.2M ▲ +36.4%
Year Plans Participants Total Assets
2023 1 82 $6M
2024 1 81 $8M

Lovewell Fencing, Inc. filing trail (2024)

Total Assets (Beginning of Year)$6M
Net Assets (End of Year)$8M
Net Income$2M
Employer EIN421104794
Plan Effective Date2023-01-01
Filing StatusFILING RECEIVED

Nearby ESOP Plans in Iowa

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

Lovewell Fencing, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Iowa, assets vs. participants Scatter plot of 6 data points. 050010001500 -20002004006008001000 Total assets ($M) Participants Lovewell Fencing, Inc. Employee Stock Ownership Plan, Total assets ($M): 8.204667 · Participants: 81Lovewell Fencing, Inc. Employee Stock Ownership PlanEmployee Owned Brands, Inc. Employee Stock Ownership Plan, Total assets ($M): 877.41862 · Participants: 819Employee Owned Brands, Inc. Employee Stock Ownership PlanVan Meter Industrial, Inc. Employee Stock Ownership Plan, Total assets ($M): 658.666503 · Participants: 849Van Meter Industrial, Inc. Employee Stock Ownership PlanIta Group Holdings, Inc. Employees' Stock Ownership Plan, Total assets ($M): 498.079165 · Participants: 907Ita Group Holdings, Inc. Employees' Stock Ownership PlanPrecision, Inc. Employee Stock Ownership Plan and Trust, Total assets ($M): 472.977214 · Participants: 658Precision, Inc. Employee Stock Ownership Plan and TrustVgm Group, Inc. Employee Stock Ownership Plan, Total assets ($M): 426.304167 · Participants: 1169Vgm Group, Inc. Employee Stock Ownership Plan
Lovewell Fencing, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Iowa, assets vs. participants
Compare Lovewell Fencing, Inc. Employee Stock Ownership Plan side-by-side with 3 peers →

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

Outside Iowa, the nearest ESOP by assets is Specialty Home Care, Inc. Employee Stock Ownership Plan in DC ($8M); by covered participants it is American Business Group, Inc. Employee Stock Ownership Plan and Trust in CA (81 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (81 participants); asset peers above are excluded.

DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Lovewell Fencing, Inc. Employee Stock Ownership Plan assets move in 2024? ▼
Lovewell Fencing, Inc. Employee Stock Ownership Plan surged - up 36.5% during 2024, from $6M to $8M. Reported net income was $2M.
How have Lovewell Fencing, Inc. plan assets changed over time? ▼
Across 2 plan years on file (2023-2024), Lovewell Fencing, Inc.'s sponsor-wide assets grew 36.5%, from $6M to $8M.
Which ESOP plans are similar in size to Lovewell Fencing, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Specialty Home Care, Inc. Employee Stock Ownership Plan in DC ($8M, 385 participants).
Which ESOP plans cover a similar participant headcount to Lovewell Fencing, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is American Business Group, Inc. Employee Stock Ownership Plan and Trust in CA (81 participants, $58M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2024.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 421104794.

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.