ESOP · DOL Form 5500 · 2023

Josephson Manufacturing Co. ESOP

Data updated 2026-08-25

$2M
Total assets Small plan by assets
54
Participants Small participant base
28th
Percentile by assets National rank
$28,953
Avg per participant Low balance/head
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Official DOL plan name: Josephson Manufacturing Company Employee Stock Ownership Plan · Sponsored by Josephson Manufacturing Co. · Iowa · Manufacturing

$2M in assets, 54 participants

Josephson Manufacturing Co.'s Josephson Manufacturing Company Employee Stock Ownership Plan reported $2M in total assets and 54 participants in its 2023 DOL Form 5500 filing, ranking in the 28th 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.

  • #2,434 in Manufacturing (18,722 peers)

Josephson Manufacturing Co. multi-year trail

Josephson Manufacturing Co.'s plans moved +130.3% in assets from 2023 to 2024; this filing shows Josephson Manufacturing Company Employee Stock Ownership Plan at $2M / 54 participants.

#2,434
in Manufacturing (18,722 peers)
+37.2%
assets growth YoY

The plan reported a net loss of $12M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Josephson Manufacturing Company Employee Stock Ownership Plan among the smaller filed plans by assets

Josephson Manufacturing Company Employee Stock Ownership Plan vs every filed plan by assets

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

$1,563,485 28th percentile higher than 28% 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

Josephson Manufacturing Company 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. Josephson Manufacturing Company Employee Stock Ownership Plan is a small filing (54 participants) on this national headcount ladder.

Published 5500 schedule card

Filing strip 421444560 · Josephson Manufacturing Co. PY 2023 · ESOP

Josephson Manufacturing Company Employee Stock Ownership Plan · $2M · 54 · 28th

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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 →

Josephson Manufacturing Company Employee Stock Ownership Plan in the asset neighbourhood

Josephson Manufacturing Company Employee Stock Ownership PlanJosephson Manufacturing Comp…$2MCybernet Systems Corporation Employee Stock Ownership PlanCybernet Systems Corporation…$2MBay Ship & Yacht Co. Employee Stock Ownership PlanBay Ship & Yacht Co. Employe…$2MEmerson Management Company ESOPEmerson Management Company E…$2MCharles Tool & Supply, Inc. Employee Stock Ownership PlanCharles Tool & Supply, Inc. …$2M
End-of-year total assets ($M) among Josephson Manufacturing Company Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2023.

Josephson Manufacturing Co. multi-year asset trail

Sponsor-wide plan assets over time

All Josephson Manufacturing Co. plans reported in each filing year

Latest sponsor-wide plan assets
$4M 130.2548473442342% vs 2023
2024 filing year
$1M$2M$3M$4M 20232024 $1.56M $3.6M ▲ +130.8%
Year Plans Participants Total Assets
2023 1 54 $2M
2024 1 59 $4M

Josephson Manufacturing Co. filing trail (2023)

Total Assets (Beginning of Year)$1M
Net Assets (End of Year)-$11M
Net Income-$12M
Employer EIN421444560
Plan Effective Date2022-10-01
Filing StatusFILING RECEIVED

Nearby ESOP Plans in Iowa

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

Josephson Manufacturing Company Employee Stock Ownership Plan vs. nearby ESOP plans in Iowa, assets vs. participants Scatter plot of 6 data points. 050010001500 -20002004006008001000 Total assets ($M) Participants Josephson Manufacturing Company Employee Stock Ownership Plan, Total assets ($M): 1.563485 · Participants: 54Josephson Manufacturing Company Employee Stock Ownership PlanEmployee Owned Brands, Inc. Employee Stock Ownership Plan, Total assets ($M): 863.986659 · Participants: 802Employee Owned Brands, Inc. Employee Stock Ownership PlanVan Meter Industrial, Inc. Employee Stock Ownership Plan, Total assets ($M): 596.09835 · Participants: 801Van Meter Industrial, Inc. Employee Stock Ownership PlanPrecision, Inc. Employee Stock Ownership Plan and Trust, Total assets ($M): 438.062674 · Participants: 667Precision, Inc. Employee Stock Ownership Plan and TrustIta Group Holdings, Inc. Employees' Stock Ownership Plan, Total assets ($M): 427.790025 · Participants: 771Ita Group Holdings, Inc. Employees' Stock Ownership PlanVgm Group, Inc. Employee Stock Ownership Plan, Total assets ($M): 405.931426 · Participants: 1070Vgm Group, Inc. Employee Stock Ownership Plan
Josephson Manufacturing Company Employee Stock Ownership Plan vs. nearby ESOP plans in Iowa, assets vs. participants
Compare Josephson Manufacturing Company Employee Stock Ownership Plan side-by-side with 3 peers →

Josephson Manufacturing Company Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount

Outside Iowa, the nearest ESOP by assets is Cybernet Systems Corporation Employee Stock Ownership Plan in MI ($2M); by covered participants it is Prolift, Inc. Employee Stock Ownership Plan in NY (54 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (54 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 Josephson Manufacturing Company Employee Stock Ownership Plan assets move in 2023? ▼
Josephson Manufacturing Company Employee Stock Ownership Plan surged - up 37.2% during 2023, from $1M to $2M. Reported net income was -$12M.
How have Josephson Manufacturing Co. plan assets changed over time? ▼
Across 2 plan years on file (2023-2024), Josephson Manufacturing Co.'s sponsor-wide assets grew 130.3%, from $2M to $4M.
Which ESOP plans are similar in size to Josephson Manufacturing Company Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Cybernet Systems Corporation Employee Stock Ownership Plan in MI ($2M, 41 participants).
Which ESOP plans cover a similar participant headcount to Josephson Manufacturing Company Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Prolift, Inc. Employee Stock Ownership Plan in NY (54 participants, $7M 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 421444560.

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.