401(k) · DOL Form 5500 · 2024
Employee Owned Brands, Inc. 401(k) Plan
Data updated 2026-08-25
- $66M
- Total assets Below avg plan size
- 1,096
- Participants Near avg headcount
- 87th
- Percentile by assets National rank
- $59,856
- Avg per participant Low balance/head
Official DOL plan name: Employee Owned Brands, Inc. 401(k) Plan · Sponsored by Employee Owned Brands, Inc. · Iowa · Manufacturing
$66M in assets, 1,096 participants
Employee Owned Brands, Inc.'s Employee Owned Brands, Inc. 401(k) Plan reported $66M in total assets and 1,096 participants in its 2024 DOL Form 5500 filing, ranking in the 87th 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.
- #14,430 in Manufacturing (17,777 peers)
Where Employee Owned Brands, Inc. 401(k) Plan sits by assets
Employee Owned Brands, Inc. 401(k) Plan sits in the top quartile of all filed plans by assets, $66M for 1,096 participants (~$59,856/participant), up 22.1% in 2024.
- #14,430
- in Manufacturing (17,777 peers)
- +22.1%
- assets growth YoY
- 0.7×
- vs typical plan assets (national mean)
Employee Owned Brands, Inc. 401(k) Plan's outsized position by total assets
Employee Owned Brands, Inc. 401(k) Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$65,601,632 Top 13% higher than 87% of 123,620 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2024
Employee Owned Brands, Inc. 401(k) Plan's large-plan peer group by participant headcount
Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Employee Owned Brands, Inc. 401(k) Plan lands in the large band (1,096 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Employee Owned Brands, Inc. 401(k) Plan reported net income rose from $4M in the plan year 2023 filing to $12M in the plan year 2024 filing.
- Employee Owned Brands, Inc. 401(k) Plan end-of-year assets rose from $54M in the plan year 2023 filing to $66M in the plan year 2024 filing.
Form 5500 schedule snapshot
Filing strip 420990485 · Employee Owned Brands, Inc. PY 2024 · 401(k)
Employee Owned Brands, Inc. 401(k) Plan · $66M · 1,096 · 87th
- NET $66M
- BOOK 1,096
- VS-ST 87th
- BOY 401(k)
- SCH near Granger Construction Company 401(k) Profit Sharing Plan & Trust
- EBSA ind #14430
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 Manufacturing retirement plans → · Plans in Iowa →
Employee Owned Brands, Inc. 401(k) Plan in the asset neighbourhood
Scale-class filing particulars (2024)
| Total Assets (Beginning of Year) | $54M |
|---|---|
| Net Assets (End of Year) | $66M |
| Net Income | $12M |
| Employer EIN | 420990485 |
| Plan Effective Date | 1978-07-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Employee Owned Brands, Inc.)
Sponsor-wide plan assets over time
All Employee Owned Brands, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $943M 28.218854262175253% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 1,883 | $735M |
| 2023 | 2 | 1,893 | $918M |
| 2024 | 2 | 1,915 | $943M |
Nearby 401(k) Plans in Iowa
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- The Principal Select Savings Plan $4.6B · 12,841
- The Rsm US LLP Retirement Plan $3.4B · 14,728
- Iowa Health System Section 401(k) Retirement Savings Plan $3.3B · 25,072
- The Hy-Vee and Affiliates 401(k) Plan $3.1B · 55,411
- Transamerica 401(k) Retirement Savings Plan $2.7B · 8,059
Employee Owned Brands, Inc. 401(k) Plan's out-of-state 401(k) peers by assets and headcount
Outside Iowa, the nearest 401(k) by assets is Granger Construction Company 401(k) Profit Sharing Plan & Trust in MI ($66M); by covered participants it is El Paso Electric Company Savings Plan in TX (1,096 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($66M here).
- Granger Construction Company 401(k) Profit Sharing Plan & Trust (MI) $66M · 345
- Hyosung Holdings USA, Inc Savings Plan (NC) $66M · 1,345
- Enviva Inc. 401(k) Plan (MD) $66M · 1,206
- Vopak North America Inc. Incentive Savings Plan (TX) $66M · 343
Similar participant headcount
Nearest other-state filings by covered participants (1,096 participants); asset peers above are excluded.
- El Paso Electric Company Savings Plan (TX) 1,096 · 0 off
- The Bodycote International, Inc. Retirement Plan (TX) 1,096 · 0 off
- Pesg, LLC 401(k) Plan (TN) 1,096 · 0 off
- Summit Orthopedics, Ltd. 401(k) Profit Sharing Plan (MN) 1,096 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.