ESOP · DOL Form 5500 · 2024

Snell-Zornig Funeral Homes, Inc. ESOP

Data updated 2026-08-25

$1M
Total assets Small plan by assets
3
Participants Small participant base
26th
Percentile by assets National rank
$496,006
Avg per participant High balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Snell-Zornig Funeral Homes, Inc. ESOP · Sponsored by Snell-Zornig Funeral Homes, Inc. · Iowa · Other Services

$1M in assets, 3 participants

Snell-Zornig Funeral Homes, Inc.'s Snell-Zornig Funeral Homes, Inc. ESOP reported $1M in total assets and 3 participants in its 2024 DOL Form 5500 filing, ranking in the 26th 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.

  • #3,945 in Other Services (7,719 peers)

Other Services sector rank

Within Other Services, Snell-Zornig Funeral Homes, Inc. ESOP ranks #3,945 of 7,719 2024 filers by assets (1349% of the sector average)-$1M for 3 participants.

#3,945
in Other Services (7,719 peers)
+1.0%
assets growth YoY

Snell-Zornig Funeral Homes, Inc. ESOP among the smaller filed plans by assets

Snell-Zornig Funeral Homes, Inc. ESOP vs every filed plan by assets

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

$1,488,017 26th percentile higher than 26% 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

Snell-Zornig Funeral Homes, Inc. ESOP among micro filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Snell-Zornig Funeral Homes, Inc. ESOP is a micro filing (3 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Snell-Zornig Funeral Homes, Inc. ESOP reported net income rose from -$18K in the plan year 2023 filing to $66K in the plan year 2024 filing.
  • Snell-Zornig Funeral Homes, Inc. ESOP end-of-year assets rose from $1M in the plan year 2023 filing to $1M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Form 5500 schedule snapshot

Filing strip 421361015 · Snell-Zornig Funeral Homes, Inc. PY 2024 · ESOP

Snell-Zornig Funeral Homes, Inc. ESOP · $1M · 3 · 26th

  • NET $1M
  • NET 3
  • NET 26th
  • NET ESOP
  • NET near Moss Greenhouses, Inc. Employee Stock Ownership Plan and Trust
  • NET ind #3945

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 →

Snell-Zornig Funeral Homes, Inc. ESOP in the asset neighbourhood

Snell-Zornig Funeral Homes, Inc. ESOPSnell-Zornig Funeral Homes, …$1MMoss Greenhouses, Inc. Employee Stock Ownership Plan and TrustMoss Greenhouses, Inc. Emplo…$1MArrow Audio, Inc. Employee Stock Ownership PlanArrow Audio, Inc. Employee S…$1MPeru Federal Savings Bank Employee Stock Ownership PlanPeru Federal Savings Bank Em…$1MFeingold & Feingold Insurance Agency Inc. Employee Stock Ownership PlanFeingold & Feingold Insuranc…$1M
End-of-year total assets ($M) among Snell-Zornig Funeral Homes, Inc. ESOP and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2024.

Other Services filing particulars

Total Assets (Beginning of Year)$1M
Net Assets (End of Year)$830K
Net Income$66K
Employer EIN421361015
Plan Effective Date2001-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Snell-Zornig Funeral Homes, Inc.)

Sponsor-wide plan assets over time

All Snell-Zornig Funeral Homes, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$1M 3.4738633171787963% vs 2022
2024 filing year
$1.45M$1.5M$1.55M 202220232024 $1.54M $1.49M ▼ -3.2%
Year Plans Participants Total Assets
2022 1 4 $2M
2023 1 3 $1M
2024 1 3 $1M

Nearby ESOP Plans in Iowa

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

Snell-Zornig Funeral Homes, Inc. ESOP vs. nearby ESOP plans in Iowa, assets vs. participants Scatter plot of 6 data points. -500050010001500 -20002004006008001000 Total assets ($M) Participants Snell-Zornig Funeral Homes, Inc. ESOP, Total assets ($M): 1.488017 · Participants: 3Snell-Zornig Funeral Homes, Inc. ESOPEmployee 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 Plan
Snell-Zornig Funeral Homes, Inc. ESOP vs. nearby ESOP plans in Iowa, assets vs. participants
Compare Snell-Zornig Funeral Homes, Inc. ESOP side-by-side with 3 peers →

Snell-Zornig Funeral Homes, Inc. ESOP's out-of-state ESOP peers by assets and headcount

Outside Iowa, the nearest ESOP by assets is Moss Greenhouses, Inc. Employee Stock Ownership Plan and Trust in ID ($1M); by covered participants it is Island City Dray Profit Sharing Plan in WI (3 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (3 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 Snell-Zornig Funeral Homes, Inc. ESOP assets move in 2024? ▼
Snell-Zornig Funeral Homes, Inc. ESOP edged up modestly - up 1.0% during 2024, from $1M to $1M. Reported net income was $66K.
How have Snell-Zornig Funeral Homes, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Snell-Zornig Funeral Homes, Inc.'s sponsor-wide assets declined 3.5%, from $2M to $1M.
Which ESOP plans are similar in size to Snell-Zornig Funeral Homes, Inc. ESOP? ▼
Among ESOP plans in other states, the closest by assets is Moss Greenhouses, Inc. Employee Stock Ownership Plan and Trust in ID ($1M, 32 participants).
Which ESOP plans cover a similar participant headcount to Snell-Zornig Funeral Homes, Inc. ESOP? ▼
Among ESOP plans in other states, the closest by covered participants is Island City Dray Profit Sharing Plan in WI (3 participants, $798K 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 421361015.

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.