ESOP · DOL Form 5500 · 2024

Annett Holdings, Inc. ESOP

Data updated 2026-08-25

$419M
Total assets Above avg plan size
2,972
Participants Above avg headcount
97th
Percentile by assets National rank
$140,832
Avg per participant Near avg balance/head
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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.

  • #3,145 in Transportation & Warehousing (3,299 peers)

Coverage in Iowa

Annett Holdings, Inc. Employee Stock Ownership Plan & Trust covers 2,972 participants in Iowa, 4.9x the typical Iowa plan (state average ~609 per filing). Assets: $419M.

#3,145
in Transportation & Warehousing (3,299 peers)
+4.5%
assets growth YoY
4.2×
vs typical plan assets (national mean)

Annett Holdings, Inc. Employee Stock Ownership Plan & Trust's outsized position by total assets

Annett Holdings, Inc. Employee Stock Ownership Plan & Trust vs every filed plan by assets

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

$418,553,968 Top 3% higher than 97% 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

Annett Holdings, Inc. Employee Stock Ownership Plan & Trust's large-plan peer group by participant headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Annett Holdings, Inc. Employee Stock Ownership Plan & Trust lands in the large band (2,972 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • 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 →

Published 5500 schedule card

Filing strip 421292482 · Annett Holdings, Inc. PY 2024 · ESOP

Annett Holdings, Inc. Employee Stock Ownership Plan & Trust · $419M · 2,972 · 97th

  • RANK $419M
  • RANK 2,972
  • RANK 97th
  • RANK ESOP
  • RANK near Westat, Inc. Employee Stock Ownership Plan
  • RANK ind #3145

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 →

Annett Holdings, Inc. Employee Stock Ownership Plan & Trust in the asset neighbourhood

Hormel Foods Corporation Joint Earnings Profit Sharing TrustHormel Foods Corporation Joi…$424MWestat, Inc. Employee Stock Ownership PlanWestat, Inc. Employee Stock …$419MAnnett Holdings, Inc. Employee Stock Ownership Plan & TrustAnnett Holdings, Inc. Employ…$419MSpencer's Air Conditioning & Appliance, Inc. Employee Stock Ownership PlanSpencer's Air Conditioning &…$415MGolden Hippo Employee Stock Ownership PlanGolden Hippo Employee Stock …$415M
End-of-year total assets ($M) among Annett Holdings, Inc. Employee Stock Ownership Plan & Trust and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2024.

Iowa filing particulars

Total Assets (Beginning of Year)$400M
Net Assets (End of Year)$418M
Net Income$19M
Employer EIN421292482
Plan Effective Date2013-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Annett Holdings, Inc.)

Sponsor-wide plan assets over time

All Annett Holdings, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$518M 21.916221321825976% vs 2022
2024 filing year
$400M$450M$500M$550M 202220232024 $425M $518M ▲ +21.9%
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 Scatter plot of 6 data points. 01000200030004000 2004006008001000 Total assets ($M) Participants Annett Holdings, Inc. Employee Stock Ownership Plan & Trust, Total assets ($M): 418.553968 · Participants: 2972Annett Holdings, Inc. Employee Stock Ownership Plan & TrustEmployee 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
Annett Holdings, Inc. Employee Stock Ownership Plan & Trust vs. nearby ESOP plans in Iowa, assets vs. participants
Compare Annett Holdings, Inc. Employee Stock Ownership Plan & Trust side-by-side with 3 peers →

Annett Holdings, Inc. Employee Stock Ownership Plan & Trust's out-of-state ESOP peers by assets and headcount

Outside Iowa, the nearest ESOP by assets is Westat, Inc. Employee Stock Ownership Plan in MD ($419M); by covered participants it is Woodman's Employees' Profit Sharing and Stock Ownership Plan in WI (2,967 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (2,972 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 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 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 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).
Which ESOP plans cover a similar participant headcount to Annett Holdings, Inc. Employee Stock Ownership Plan & Trust? ▼
Among ESOP plans in other states, the closest by covered participants is Woodman's Employees' Profit Sharing and Stock Ownership Plan in WI (2,967 participants, $796M 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 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.