ESOP · DOL Form 5500 · 2024
Amende & Schultz, Inc. ESOP
Data updated 2026-08-25
- N/A
- Total assets —
- 4
- Participants Small participant base
Official DOL plan name: Amende & Schultz, Inc. Employee Stock Ownership Plan · Sponsored by Amende & Schultz, Inc. · California · Wholesale Trade
N/A in assets, 4 participants
Amende & Schultz, Inc.'s Amende & Schultz, Inc. Employee Stock Ownership Plan reported N/A in total assets and 4 participants in its 2024 DOL Form 5500 filing. Figures are as reported by the plan sponsor to the Department of Labor, not audited or endorsed by PlainRetire.
What the 2024 filing shows
Amende & Schultz, Inc. Employee Stock Ownership Plan holds N/A for 4 participants.
- -$419K
- reported net income
The plan reported a net loss of $419K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Amende & Schultz, Inc. Employee Stock Ownership Plan among micro filed plans by headcount
Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Amende & Schultz, Inc. Employee Stock Ownership Plan is a micro filing (4 participants), the leftmost band.
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Amende & Schultz, Inc. Employee Stock Ownership Plan reported net income fell from $12K in the plan year 2023 filing to -$419K in the plan year 2024 filing.
- Amende & Schultz, Inc. Employee Stock Ownership Plan reported participants fell from 5 in the plan year 2023 filing to 4 in the plan year 2024 filing.
Published 5500 schedule card
Filing strip 952455965 · Amende & Schultz, Inc. PY 2024 · ESOP
Amende & Schultz, Inc. Employee Stock Ownership Plan · N/A · 4
- RANK N/A
- RANK 4
- RANK PY 2024
- RANK ESOP
- RANK near D&o Engineering Co., Inc. Employee Stock Ownership Plan
- RANK -$419K
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 California →
Filing particulars (2024)
| Total Assets (Beginning of Year) | $419K |
|---|---|
| Net Assets (End of Year) | N/A |
| Net Income | -$419K |
| Employer EIN | 952455965 |
| Plan Effective Date | 1966-08-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Amende & Schultz, Inc.)
Sponsor-wide plan assets over time
All Amende & Schultz, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- N/A
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 10 | $3M |
| 2023 | 2 | 10 | $3M |
| 2024 | 2 | 8 | N/A |
Nearby ESOP Plans in California
Peer ESOP plans, same state, same plan type, ranked by total assets.
- Parsons Employee Stock Ownership Plan $5.0B · 8,040
- Acco Employee Stock Ownership Plan $1.7B · 1,499
- Rosendin Electric, Inc. Employee Stock Ownership Plan $1.5B · 1,998
- Ecc Employee Stock Ownership Plan $632M · 317
- Agron, Inc. Employee Stock Ownership Plan $596M · 68
Amende & Schultz, Inc. Employee Stock Ownership Plan's closest out-of-state ESOP peers by headcount
Outside California, the nearest ESOP by covered participants is D&o Engineering Co., Inc. Employee Stock Ownership Plan in KS (4 participants; this filing: 4 participants).
Similar participant headcount
Nearest other-state filings by covered participants (4 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.