ESOP · DOL Form 5500 · 2024

Annett Holdings, Inc. ESOP

Data updated 2026-07-24

$419M
Total assets: 2,972
Participants: 97th
Percentile by assets: $140,832
Avg per participant

Official DOL plan name: Annett Holdings, Inc. Employee Stock Ownership Plan & Trust · Sponsored by Annett Holdings, Inc. · Iowa · Transportation & Warehousing

$419M in assets, 2,972 participants

Annett Holdings, Inc.'s Annett Holdings, Inc. Employee Stock Ownership Plan & Trust reported $419M in total assets and 2,972 participants in its 2024 DOL Form 5500 filing, ranking in the 97th 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.

97th percentile by assets (of 116,472 plans)

Coverage in Iowa

Annett Holdings, Inc. Employee Stock Ownership Plan & Trust covers 2,972 participants in Iowa, 4.7x the typical Iowa plan (state average ~632 per filing). Assets: $419M.

$419M
total plan assets (2024 EOY): 2,972
covered participants: 97th
percentile by assets (of 116,472 plans): $140,832
avg assets per participant

Annett Holdings, Inc. Employee Stock Ownership Plan & Trust reported net income fell from $39M in the plan year 2023 filing to $19M in the plan year 2024 filing.
Annett Holdings, Inc. Employee Stock Ownership Plan & Trust reported participants rose from 2,714 in the plan year 2023 filing to 2,972 in the plan year 2024 filing.
Annett Holdings, Inc. Employee Stock Ownership Plan & Trust end-of-year assets rose from $400M in the plan year 2023 filing to $419M in the plan year 2024 filing.

See the national 2023→2024 release diff →

State

Iowa

Industry

Transportation & Warehousing

Participants vs Iowa filers

In Iowa, the average filing covers about 632 participants across 1,162 plans. Annett Holdings, Inc. Employee Stock Ownership Plan & Trust reports 2,972 participants - 4.7x that state average ($419M EOY assets).

Iowa filing particulars

Total Assets (Beginning of Year)	$400M
Net Assets (End of Year)	$418M
Net Income	$19M
Employer EIN	421292482
Plan Effective Date	2013-01-01
Filing Status	FILING RECEIVED

Sponsor Plan History (Annett Holdings, Inc.)

Total plan assets by year, all Annett Holdings, Inc. plans on file

Year	Plans	Participants	Total Assets
2022	2	5,680	$425M
2023	2	6,101	$482M
2024	2	6,636	$518M

Nearby ESOP Plans in Iowa

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

Annett Holdings, Inc. Employee Stock Ownership Plan & Trust vs. nearby ESOP plans in Iowa, assets vs. participants

Employee Owned Brands, Inc. Employee Stock Ownership Plan $877M · 819
Van Meter Industrial, Inc. Employee Stock Ownership Plan $659M · 849
Vgm Group, Inc. Employee Stock Ownership Plan $426M · 1,169
Telligen, Inc. Employee Stock Ownership Plan $147M · 597
M.a. Ford Mfg. Co., Inc. Employee Stock Ownership Plan $80M · 239

Compare Annett Holdings, Inc. Employee Stock Own… side-by-side with 3 peers →

Similar-Sized ESOP Plans Nationally

ESOP plans in other states closest to Annett Holdings, Inc. Employee Stock Ownership Plan & Trust by total assets, not by location.

Westat, Inc. Employee Stock Ownership Plan (MD) $419M · 3,167
Spencer's Air Conditioning & Appliance, Inc. Employee Stock Ownership Plan (AZ) $415M · 263
Golden Hippo Employee Stock Ownership Plan (CA) $415M · 1,140
Hormel Foods Corporation Joint Earnings Profit Sharing Trust (MN) $424M · 4,375

Frequently Asked Questions

How did Annett Holdings, Inc. Employee Stock Ownership Plan & Trust assets move in 2024? ▼

Annett Holdings, Inc. Employee Stock Ownership Plan & Trust edged up modestly - up 4.5% during 2024, from $400M to $419M. Reported net income was $19M.

How have Annett Holdings, Inc. plan assets changed over time? ▼

Across 3 plan years on file (2022-2024), Annett Holdings, Inc.'s sponsor-wide assets grew 21.9%, from $425M to $518M.

Where does Annett Holdings, Inc. Employee Stock Ownership Plan & Trust rank by assets among Form 5500 filers? ▼

Annett Holdings, Inc. Employee Stock Ownership Plan & Trust ranks in the 97th percentile by end-of-year assets among 116,472 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 Annett Holdings, Inc. Employee Stock Ownership Plan & Trust? ▼

Among ESOP plans in other states, the closest by assets is Westat, Inc. Employee Stock Ownership Plan in MD ($419M, 3,167 participants).

Next read for Annett Holdings, Inc. Employee Stock Own…

Filing takeaways

Ways to act on Annett Holdings, Inc. Employee Stock Ownership Plan & Trust's numbers.

By total assets, Annett Holdings, Inc. Employee Stock Ownership Plan & Trust ranks in the top 5% of all filed plans by assets. See the largest plans
Compare it side-by-side against 3 similar ESOP plans in Iowa. Compare plans
Annett Holdings, Inc.'s sponsor-wide assets have grown 21.9% since 2022 across 3 plan years on file. More Transportation & Warehousing plans

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 421292482.

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.