ESOP · DOL Form 5500 · 2024

J.E. Adams Industries, Ltd. ESOP

Data updated 2026-08-25

$20M
Total assets Small plan by assets
52
Participants Small participant base
70th
Percentile by assets National rank
$387,618
Avg per participant High balance/head
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Official DOL plan name: Schwartz & Co. Enterprises, Ltd. Employee Stock Ownership Plan · Sponsored by J.E. Adams Industries, Ltd. · Iowa · Manufacturing

$20M in assets, 52 participants

J.E. Adams Industries, Ltd.'s Schwartz & Co. Enterprises, Ltd. Employee Stock Ownership Plan reported $20M in total assets and 52 participants in its 2024 DOL Form 5500 filing, ranking in the 70th 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.

  • #10,660 in Manufacturing (17,777 peers)

J.E. Adams Industries, Ltd. multi-year trail

J.E. Adams Industries, Ltd.'s plans moved +21.8% in assets from 2022 to 2024; this filing shows Schwartz & Co. Enterprises, Ltd. Employee Stock Ownership Plan at $20M / 52 participants.

#10,660
in Manufacturing (17,777 peers)
+8.4%
assets growth YoY

Schwartz & Co. Enterprises, Ltd. Employee Stock Ownership Plan's outsized position by total assets

Schwartz & Co. Enterprises, Ltd. Employee Stock Ownership Plan vs every filed plan by assets

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

$20,156,118 Top 30% higher than 70% 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

Schwartz & Co. Enterprises, Ltd. 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. Schwartz & Co. Enterprises, Ltd. Employee Stock Ownership Plan is a small filing (52 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Schwartz & Co. Enterprises, Ltd. Employee Stock Ownership Plan reported net income fell from $2M in the plan year 2023 filing to $2M in the plan year 2024 filing.
  • Schwartz & Co. Enterprises, Ltd. Employee Stock Ownership Plan end-of-year assets rose from $19M in the plan year 2023 filing to $20M in the plan year 2024 filing.
  • Schwartz & Co. Enterprises, Ltd. Employee Stock Ownership Plan reported participants fell from 53 in the plan year 2023 filing to 52 in the plan year 2024 filing.

See the national 2023→2024 release diff →

EBSA filing schedule strip

Filing strip 208202904 · J.E. Adams Industries, Ltd. PY 2024 · ESOP

Schwartz & Co. Enterprises, Ltd. Employee Stock Ownership Plan · $20M · 52 · 70th

  • VS-ST $20M
  • BOY 52
  • SCH 70th
  • EBSA ESOP
  • PART near Tvs Companies Employee Stock Ownership Plan
  • TYPE ind #10660

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 →

Schwartz & Co. Enterprises, Ltd. Employee Stock Ownership Plan in the asset neighbourhood

Okee Industries, Inc. Employee Stock Ownership PlanOkee Industries, Inc. Employ…$20MHolbrook & Manter Employee Stock Ownership PlanHolbrook & Manter Employee S…$20MTvs Companies Employee Stock Ownership PlanTvs Companies Employee Stock…$20MSchwartz & Co. Enterprises, Ltd. Employee Stock Ownership PlanSchwartz & Co. Enterprises, …$20MMjo Industries Employee Stock Ownership PlanMjo Industries Employee Stoc…$20M
End-of-year total assets ($M) among Schwartz & Co. Enterprises, Ltd. Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2024.

J.E. Adams Industries, Ltd. multi-year asset trail

Sponsor-wide plan assets over time

All J.E. Adams Industries, Ltd. plans reported in each filing year

Latest sponsor-wide plan assets
$20M 21.78062336378637% vs 2022
2024 filing year
$16M$18M$20M$22M 202220232024 $16.6M $20.2M ▲ +21.8%
Year Plans Participants Total Assets
2022 1 51 $17M
2023 1 53 $19M
2024 1 52 $20M

J.E. Adams Industries, Ltd. filing trail (2024)

Total Assets (Beginning of Year)$19M
Net Assets (End of Year)$18M
Net Income$2M
Employer EIN208202904
Plan Effective Date2014-01-01
Filing StatusFILING RECEIVED

Nearby ESOP Plans in Iowa

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

Schwartz & Co. Enterprises, Ltd. Employee Stock Ownership Plan vs. nearby ESOP plans in Iowa, assets vs. participants Scatter plot of 6 data points. -500050010001500 -20002004006008001000 Total assets ($M) Participants Schwartz & Co. Enterprises, Ltd. Employee Stock Ownership Plan, Total assets ($M): 20.156118 · Participants: 52Schwartz & Co. Enterprises, Ltd. 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
Schwartz & Co. Enterprises, Ltd. Employee Stock Ownership Plan vs. nearby ESOP plans in Iowa, assets vs. participants
Compare Schwartz & Co. Enterprises, Ltd. Employee Stock Ownership Plan side-by-side with 3 peers →

Schwartz & Co. Enterprises, Ltd. Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount

Outside Iowa, the nearest ESOP by assets is Tvs Companies Employee Stock Ownership Plan in GA ($20M); by covered participants it is Pro-Tec Design, Inc. Employee Stock Ownership Plan in MN (52 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (52 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 Schwartz & Co. Enterprises, Ltd. Employee Stock Ownership Plan assets move in 2024? ▼
Schwartz & Co. Enterprises, Ltd. Employee Stock Ownership Plan grew at a solid clip - up 8.4% during 2024, from $19M to $20M. Reported net income was $2M.
How have J.E. Adams Industries, Ltd. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), J.E. Adams Industries, Ltd.'s sponsor-wide assets grew 21.8%, from $17M to $20M.
Which ESOP plans are similar in size to Schwartz & Co. Enterprises, Ltd. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Tvs Companies Employee Stock Ownership Plan in GA ($20M, 145 participants).
Which ESOP plans cover a similar participant headcount to Schwartz & Co. Enterprises, Ltd. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Pro-Tec Design, Inc. Employee Stock Ownership Plan in MN (52 participants, $820K 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 208202904.

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.