ESOP · DOL Form 5500 · 2024

Fellowes, Inc. ESOP

Data updated 2026-08-25

$26K
Total assets Small plan by assets
233
Participants Below avg headcount
2nd
Percentile by assets National rank
$110
Avg per participant Low balance/head
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Official DOL plan name: Fellowes, Inc. Employee Stock Ownership Plan · Sponsored by Fellowes, Inc. · Illinois · Manufacturing

$26K in assets, 233 participants

Fellowes, Inc.'s Fellowes, Inc. Employee Stock Ownership Plan reported $26K in total assets and 233 participants in its 2024 DOL Form 5500 filing, ranking in the 2nd 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.

  • #154 in Manufacturing (17,777 peers)

Coverage in Illinois

Fellowes, Inc. Employee Stock Ownership Plan covers 233 participants in Illinois, about 30% of the average Illinois filer (state average ~779 per filing). Assets: $26K.

#154
in Manufacturing (17,777 peers)
-99.9%
assets change YoY

The plan reported a net loss of $27M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Fellowes, Inc. Employee Stock Ownership Plan among the smaller filed plans by assets

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

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

$25,700 2nd percentile higher than 2% 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

Fellowes, 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. Fellowes, Inc. Employee Stock Ownership Plan sits mid-pack in the medium band (233 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Fellowes, Inc. Employee Stock Ownership Plan reported net income fell from -$3M in the plan year 2023 filing to -$27M in the plan year 2024 filing.
  • Fellowes, Inc. Employee Stock Ownership Plan end-of-year assets fell from $27M in the plan year 2023 filing to $26K in the plan year 2024 filing.
  • Fellowes, Inc. Employee Stock Ownership Plan reported participants fell from 239 in the plan year 2023 filing to 233 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Plan-year Form 5500 strip

Filing strip 360770670 · Fellowes, Inc. PY 2024 · ESOP

Fellowes, Inc. Employee Stock Ownership Plan · $26K · 233 · 2nd

  • PCT $26K
  • PCT 233
  • PCT 2nd
  • PCT ESOP
  • PCT near Suburban Manufacturing Co Employee Stock Ownership Plan
  • PCT ind #154

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 Illinois →

Fellowes, Inc. Employee Stock Ownership Plan in the asset neighbourhood

Fellowes, Inc. Employee Stock Ownership PlanFellowes, Inc. Employee Stoc…$26KSuburban Manufacturing Co Employee Stock Ownership PlanSuburban Manufacturing Co Em…$26KProactive Technologies, Inc. Employee Stock Ownership PlanProactive Technologies, Inc.…$25KAnton's Ltd. Employee Stock Ownership PlanAnton's Ltd. Employee Stock …$25KLittlefield Corporation 401(k) & Employee Stock Ownership PlanLittlefield Corporation 401(…$27K
End-of-year total assets ($M) among Fellowes, Inc. Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2024.

Illinois filing particulars

Total Assets (Beginning of Year)$27M
Net Assets (End of Year)N/A
Net Income-$27M
Employer EIN360770670
Plan Effective Date1978-04-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Fellowes, Inc.)

Sponsor-wide plan assets over time

All Fellowes, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$137M 8.768382815982282% vs 2022
2024 filing year
$130M$140M$150M$160M 202220232024 $150M $137M ▼ -8.8%
Year Plans Participants Total Assets
2022 2 1,007 $150M
2023 2 1,007 $157M
2024 3 998 $137M

Nearby ESOP Plans in Illinois

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

Fellowes, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Illinois, assets vs. participants Scatter plot of 6 data points. -20000200040006000800010000 -101234 Total assets ($B) Participants Fellowes, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.0000257 · Participants: 233Fellowes, Inc. Employee Stock Ownership PlanAmsted Industries Incorporated Employees' Stock Ownership Plan, Total assets ($B): 3.699095694 · Participants: 4909Amsted Industries Incorporated Employees' Stock Ownership PlanKehe Distributors, Inc. Employee Stock Ownership Plan, Total assets ($B): 2.165348047 · Participants: 4815Kehe Distributors, Inc. Employee Stock Ownership PlanScot Forge Company Employee Stock Ownership Plan, Total assets ($B): 1.429776889 · Participants: 491Scot Forge Company Employee Stock Ownership PlanBdo USA Employee Stock Ownership Plan, Total assets ($B): 1.0622005 · Participants: 9258Bdo USA Employee Stock Ownership PlanShorr Paper Products, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.430213996 · Participants: 543Shorr Paper Products, Inc. Employee Stock Ownership Plan
Fellowes, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Illinois, assets vs. participants
Compare Fellowes, Inc. Employee Stock Ownership Plan side-by-side with 3 peers →

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

Outside Illinois, the nearest ESOP by assets is Suburban Manufacturing Co Employee Stock Ownership Plan in OH ($26K); by covered participants it is Avion Solutions, Inc. Employee Stock Ownership Plan in AL (233 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (233 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 Fellowes, Inc. Employee Stock Ownership Plan assets move in 2024? ▼
Fellowes, Inc. Employee Stock Ownership Plan contracted severely - down 99.9% during 2024, from $27M to $26K. Reported net income was -$27M.
How have Fellowes, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Fellowes, Inc.'s sponsor-wide assets declined 8.8%, from $150M to $137M.
Where does Fellowes, Inc. Employee Stock Ownership Plan rank by assets among Form 5500 filers? ▼
Fellowes, Inc. Employee Stock Ownership Plan ranks in the 2nd percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (among the smaller plans by assets on file).
Which ESOP plans are similar in size to Fellowes, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Suburban Manufacturing Co Employee Stock Ownership Plan in OH ($26K, N/A participants).
Which ESOP plans cover a similar participant headcount to Fellowes, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Avion Solutions, Inc. Employee Stock Ownership Plan in AL (233 participants, $57M 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 360770670.

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.