ESOP · DOL Form 5500 · 2024

Employee Owned Brands, Inc. ESOP

Data updated 2026-08-25

$877M
Total assets Above avg plan size
819
Participants Near avg headcount
98th
Percentile by assets National rank
$1.1M
Avg per participant High balance/head
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Official DOL plan name: Employee Owned Brands, Inc. Employee Stock Ownership Plan · Sponsored by Employee Owned Brands, Inc. · Iowa · Manufacturing

$877M in assets, 819 participants

Employee Owned Brands, Inc.'s Employee Owned Brands, Inc. Employee Stock Ownership Plan reported $877M in total assets and 819 participants in its 2024 DOL Form 5500 filing, ranking in the 98th 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.

  • #17,259 in Manufacturing (17,777 peers)

Where Employee Owned Brands, Inc. Employee Stock Ownership Plan sits by assets

Employee Owned Brands, Inc. Employee Stock Ownership Plan sits in the top 5% of all filed plans by assets, $877M for 819 participants (~$1.1M/participant), up 1.6% in 2024.

#17,259
in Manufacturing (17,777 peers)
+1.6%
assets growth YoY
8.8×
vs typical plan assets (national mean)

Employee Owned Brands, Inc. Employee Stock Ownership Plan's outsized position by total assets

Employee Owned Brands, Inc. Employee Stock Ownership Plan vs every filed plan by assets

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

$877,418,620 Top 2% higher than 98% 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

Employee Owned Brands, Inc. Employee Stock Ownership Plan among mid-size filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Employee Owned Brands, Inc. Employee Stock Ownership Plan sits mid-pack in the medium band (819 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Employee Owned Brands, Inc. Employee Stock Ownership Plan reported net income fell from $179M in the plan year 2023 filing to $14M in the plan year 2024 filing.
  • Employee Owned Brands, Inc. Employee Stock Ownership Plan reported participants rose from 802 in the plan year 2023 filing to 819 in the plan year 2024 filing.
  • Employee Owned Brands, Inc. Employee Stock Ownership Plan end-of-year assets rose from $864M in the plan year 2023 filing to $877M in the plan year 2024 filing.

See the national 2023→2024 release diff →

EBSA filing schedule strip

Filing strip 420990485 · Employee Owned Brands, Inc. PY 2024 · ESOP

Employee Owned Brands, Inc. Employee Stock Ownership Plan · $877M · 819 · 98th

  • NET $877M
  • BOOK 819
  • VS-ST 98th
  • BOY ESOP
  • SCH near Stewart's Shops Corp Employee Stock Ownership Plan
  • EBSA ind #17259

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 →

Employee Owned Brands, Inc. Employee Stock Ownership Plan in the asset neighbourhood

Andersen Corporation Employee Stock Ownership PlanAndersen Corporation Employe…$963MThe Kendall Group Employee Stock Ownership PlanThe Kendall Group Employee S…$900MStewart's Shops Corp Employee Stock Ownership PlanStewart's Shops Corp Employe…$897MEmployee Owned Brands, Inc. Employee Stock Ownership PlanEmployee Owned Brands, Inc. …$877MWoodman's Employees' Profit Sharing and Stock Ownership PlanWoodman's Employees' Profit …$796M
End-of-year total assets ($M) among Employee Owned Brands, Inc. Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2024.

Scale-class filing particulars (2024)

Total Assets (Beginning of Year)$864M
Net Assets (End of Year)$875M
Net Income$14M
Employer EIN420990485
Plan Effective Date1987-03-01
Filing StatusFILING 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
$700M$800M$900M$1,000M 202220232024 $735M $943M ▲ +28.2%
Year Plans Participants Total Assets
2022 2 1,883 $735M
2023 2 1,893 $918M
2024 2 1,915 $943M

Nearby ESOP Plans in Iowa

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

Employee Owned Brands, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Iowa, assets vs. participants Scatter plot of 6 data points. 01000200030004000 2004006008001000 Total assets ($M) Participants Employee Owned Brands, Inc. Employee Stock Ownership Plan, Total assets ($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 PlanAnnett Holdings, Inc. Employee Stock Ownership Plan & Trust, Total assets ($M): 418.553968 · Participants: 2972Annett Holdings, Inc. Employee Stock Ownership Plan & Trust
Employee Owned Brands, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Iowa, assets vs. participants
Compare Employee Owned Brands, Inc. Employee Stock Ownership Plan side-by-side with 3 peers →

Employee Owned Brands, Inc. Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount

Outside Iowa, the nearest ESOP by assets is Stewart's Shops Corp Employee Stock Ownership Plan in NY ($897M); by covered participants it is Community Trust Bancorp Inc Employee Stock Ownership Plan in KY (817 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (819 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 Employee Owned Brands, Inc. Employee Stock Ownership Plan assets move in 2024? ▼
Employee Owned Brands, Inc. Employee Stock Ownership Plan edged up modestly - up 1.6% during 2024, from $864M to $877M. Reported net income was $14M.
How have Employee Owned Brands, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Employee Owned Brands, Inc.'s sponsor-wide assets grew 28.2%, from $735M to $943M.
Where does Employee Owned Brands, Inc. Employee Stock Ownership Plan rank by assets among Form 5500 filers? ▼
Employee Owned Brands, Inc. Employee Stock Ownership Plan ranks in the 98th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top 5% of all filed plans by assets).
Which ESOP plans are similar in size to Employee Owned Brands, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Stewart's Shops Corp Employee Stock Ownership Plan in NY ($897M, 3,483 participants).
Which ESOP plans cover a similar participant headcount to Employee Owned Brands, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Community Trust Bancorp Inc Employee Stock Ownership Plan in KY (817 participants, $42M 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 420990485.

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.