ESOP · DOL Form 5500 · 2024

Shoemaker & Haaland ESOP

Data updated 2026-08-25

$2M
Total assets Small plan by assets
28
Participants Small participant base
29th
Percentile by assets National rank
$65,651
Avg per participant Below avg balance/head
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Official DOL plan name: Shoemaker & Haaland Employees' Stock Ownership Plan · Sponsored by Shoemaker & Haaland · Iowa · Professional & Technical Services

$2M in assets, 28 participants

Shoemaker & Haaland's Shoemaker & Haaland Employees' Stock Ownership Plan reported $2M in total assets and 28 participants in its 2024 DOL Form 5500 filing, ranking in the 29th 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.

  • #4,864 in Professional & Technical Services (20,173 peers)

What the 2024 filing shows

Shoemaker & Haaland Employees' Stock Ownership Plan holds $2M for 28 participants - about $65,651 per participant, in the lower half of filed plans by assets.

#4,864
in Professional & Technical Services (20,173 peers)
+2.9%
assets growth YoY

Shoemaker & Haaland Employees' Stock Ownership Plan among the smaller filed plans by assets

Shoemaker & Haaland Employees' Stock Ownership Plan vs every filed plan by assets

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

$1,838,216 29th percentile higher than 29% 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

Shoemaker & Haaland Employees' Stock Ownership Plan among smaller filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Shoemaker & Haaland Employees' Stock Ownership Plan is a small filing (28 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Shoemaker & Haaland Employees' Stock Ownership Plan reported net income rose from $2K in the plan year 2023 filing to $52K in the plan year 2024 filing.
  • Shoemaker & Haaland Employees' Stock Ownership Plan reported participants fell from 30 in the plan year 2023 filing to 28 in the plan year 2024 filing.
  • Shoemaker & Haaland Employees' Stock Ownership Plan end-of-year assets rose from $2M in the plan year 2023 filing to $2M in the plan year 2024 filing.

See the national 2023→2024 release diff →

EBSA filing schedule strip

Filing strip 421053044 · Shoemaker & Haaland PY 2024 · ESOP

Shoemaker & Haaland Employees' Stock Ownership Plan · $2M · 28 · 29th

  • VS-ST $2M
  • BOY 28
  • SCH 29th
  • EBSA ESOP
  • PART near Hatching Results, Inc. Employee Stock Ownership Plan
  • TYPE ind #4864

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 →

Shoemaker & Haaland Employees' Stock Ownership Plan in the asset neighbourhood

Shoemaker & Haaland Employees' Stock Ownership PlanShoemaker & Haaland Employee…$2MHatching Results, Inc. Employee Stock Ownership PlanHatching Results, Inc. Emplo…$2MMilton J. Womack, Inc. Employee Stock Ownership PlanMilton J. Womack, Inc. Emplo…$2MNextday Delivery Service, Inc. Employee Stock Ownership PlanNextday Delivery Service, In…$2MLogikos Holding Corp. Employee Stock Ownership PlanLogikos Holding Corp. Employ…$2M
End-of-year total assets ($M) among Shoemaker & Haaland Employees' Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2024.

Filing particulars (2024)

Total Assets (Beginning of Year)$2M
Net Assets (End of Year)$2M
Net Income$52K
Employer EIN421053044
Plan Effective Date1993-04-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Shoemaker & Haaland)

Sponsor-wide plan assets over time

All Shoemaker & Haaland plans reported in each filing year

Latest sponsor-wide plan assets
$2M 3.0499885077446587% vs 2022
2024 filing year
$1.76M$1.78M$1.8M$1.82M$1.84M$1.86M 202220232024 $1.78M $1.84M ▲ +3.4%
Year Plans Participants Total Assets
2022 1 30 $2M
2023 1 30 $2M
2024 1 28 $2M

Nearby ESOP Plans in Iowa

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

Shoemaker & Haaland Employees' Stock Ownership Plan vs. nearby ESOP plans in Iowa, assets vs. participants Scatter plot of 6 data points. -500050010001500 -20002004006008001000 Total assets ($M) Participants Shoemaker & Haaland Employees' Stock Ownership Plan, Total assets ($M): 1.838216 · Participants: 28Shoemaker & Haaland Employees' Stock Ownership PlanEmployee 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
Shoemaker & Haaland Employees' Stock Ownership Plan vs. nearby ESOP plans in Iowa, assets vs. participants
Compare Shoemaker & Haaland Employees' Stock Ownership Plan side-by-side with 3 peers →

Shoemaker & Haaland Employees' Stock Ownership Plan's out-of-state ESOP peers by assets and headcount

Outside Iowa, the nearest ESOP by assets is Hatching Results, Inc. Employee Stock Ownership Plan in CA ($2M); by covered participants it is Asu Group Employee Stock Ownership Plan in MI (28 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (28 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 Shoemaker & Haaland Employees' Stock Ownership Plan assets move in 2024? ▼
Shoemaker & Haaland Employees' Stock Ownership Plan edged up modestly - up 2.9% during 2024, from $2M to $2M. Reported net income was $52K.
How have Shoemaker & Haaland plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Shoemaker & Haaland's sponsor-wide assets grew 3.0%, from $2M to $2M.
Which ESOP plans are similar in size to Shoemaker & Haaland Employees' Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Hatching Results, Inc. Employee Stock Ownership Plan in CA ($2M, 38 participants).
Which ESOP plans cover a similar participant headcount to Shoemaker & Haaland Employees' Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Asu Group Employee Stock Ownership Plan in MI (28 participants, $4M 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 421053044.

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.