ESOP · DOL Form 5500 · 2024

American Wholesale Furniture, Inc. ESOP

Data updated 2026-08-25

$8M
Total assets Small plan by assets
57
Participants Small participant base
51st
Percentile by assets National rank
$137,637
Avg per participant Near avg balance/head
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Official DOL plan name: American Wholesale Furniture, Inc. ESOP · Sponsored by American Wholesale Furniture, Inc. · Indiana · Wholesale Trade

$8M in assets, 57 participants

American Wholesale Furniture, Inc.'s American Wholesale Furniture, Inc. ESOP reported $8M in total assets and 57 participants in its 2024 DOL Form 5500 filing, ranking in the 51st 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.

  • #2,473 in Wholesale Trade (6,080 peers)

2024 asset change

American Wholesale Furniture, Inc. ESOP grew sharply 18.0% in 2024 ($7M → $8M) for 57 participants.

#2,473
in Wholesale Trade (6,080 peers)
+18.0%
assets growth YoY

American Wholesale Furniture, Inc. ESOP's mid-pack asset rank among Wholesale Trade and all filers

American Wholesale Furniture, Inc. ESOP vs every filed plan by assets

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

$7,845,334 Top 49% higher than 51% 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

American Wholesale Furniture, Inc. ESOP among smaller filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. American Wholesale Furniture, Inc. ESOP is a small filing (57 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • American Wholesale Furniture, Inc. ESOP reported net income rose from -$1M in the plan year 2023 filing to $2M in the plan year 2024 filing.
  • American Wholesale Furniture, Inc. ESOP reported participants fell from 80 in the plan year 2023 filing to 57 in the plan year 2024 filing.
  • American Wholesale Furniture, Inc. ESOP end-of-year assets rose from $7M in the plan year 2023 filing to $8M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Published 5500 schedule card

Filing strip 351701970 · American Wholesale Furniture, Inc. PY 2024 · ESOP

American Wholesale Furniture, Inc. ESOP · $8M · 57 · 51st

  • SCH $8M
  • EBSA 57
  • PART 51st
  • TYPE ESOP
  • NET near Kinzler Employee Stock Ownership Plan and Trust Agreement
  • BOOK ind #2473

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 Indiana →

American Wholesale Furniture, Inc. ESOP in the asset neighbourhood

Barton Associates, Inc. Employee Stock Ownership PlanBarton Associates, Inc. Empl…$8MNational Fuel Gas Company Employee Stock Ownership PlanNational Fuel Gas Company Em…$8MAmerican Wholesale Furniture, Inc. ESOPAmerican Wholesale Furniture…$8MKinzler Employee Stock Ownership Plan and Trust AgreementKinzler Employee Stock Owner…$8ML.R. Cowan Concrete Co., Inc. Employee Stock Ownership PlanL.R. Cowan Concrete Co., Inc…$8M
End-of-year total assets ($M) among American Wholesale Furniture, Inc. ESOP and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2024.

American Wholesale Furniture, Inc. years around the 2024 move

Sponsor-wide plan assets over time

All American Wholesale Furniture, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$8M 2.251289337197264% vs 2022
2024 filing year
$6.5M$7M$7.5M$8M$8.5M 202220232024 $8.03M $7.85M ▼ -2.2%
Year Plans Participants Total Assets
2022 1 60 $8M
2023 1 80 $7M
2024 1 57 $8M

2024 asset-move particulars

Total Assets (Beginning of Year)$7M
Net Assets (End of Year)$3M
Net Income$2M
Employer EIN351701970
Plan Effective Date2017-01-01
Filing StatusFILING RECEIVED

Nearby ESOP Plans in Indiana

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

American Wholesale Furniture, Inc. ESOP vs. nearby ESOP plans in Indiana, assets vs. participants Scatter plot of 6 data points. -1000010002000300040005000 -0.500.511.522.5 Total assets ($B) Participants American Wholesale Furniture, Inc. ESOP, Total assets ($B): 0.007845334 · Participants: 57American Wholesale Furniture, Inc. ESOPJasper Holdings, Inc Employee Stock Ownership Plan and Trust, Total assets ($B): 2.185109137 · Participants: 4295Jasper Holdings, Inc Employee Stock Ownership Plan and TrustUrschel Laboratories Employee Stock Ownership Plan, Total assets ($B): 0.432438721 · Participants: 509Urschel Laboratories Employee Stock Ownership PlanNibco Inc. Employee Stock Ownership Plan, Total assets ($B): 0.376983564 · Participants: 1370Nibco Inc. Employee Stock Ownership PlanDucharme, Mcmillen & Associates, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.170278352 · Participants: 622Ducharme, Mcmillen & Associates, Inc. Employee Stock Ownership PlanErmco, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.151428287 · Participants: 123Ermco, Inc. Employee Stock Ownership Plan
American Wholesale Furniture, Inc. ESOP vs. nearby ESOP plans in Indiana, assets vs. participants
Compare American Wholesale Furniture, Inc. ESOP side-by-side with 3 peers →

American Wholesale Furniture, Inc. ESOP's out-of-state ESOP peers by assets and headcount

Outside Indiana, the nearest ESOP by assets is Kinzler Employee Stock Ownership Plan and Trust Agreement in IA ($8M); by covered participants it is Ma Bank Employee Stock Ownership Plan in MO (57 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (57 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 American Wholesale Furniture, Inc. ESOP assets move in 2024? ▼
American Wholesale Furniture, Inc. ESOP grew sharply - up 18.0% during 2024, from $7M to $8M. Reported net income was $2M.
How have American Wholesale Furniture, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), American Wholesale Furniture, Inc.'s sponsor-wide assets declined 2.3%, from $8M to $8M.
Which ESOP plans are similar in size to American Wholesale Furniture, Inc. ESOP? ▼
Among ESOP plans in other states, the closest by assets is Kinzler Employee Stock Ownership Plan and Trust Agreement in IA ($8M, 338 participants).
Which ESOP plans cover a similar participant headcount to American Wholesale Furniture, Inc. ESOP? ▼
Among ESOP plans in other states, the closest by covered participants is Ma Bank Employee Stock Ownership Plan in MO (57 participants, $3M 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 351701970.

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.