ESOP · DOL Form 5500 · 2022
Tama County Abstract Company ESOP
Data updated 2026-08-25
- $4M
- Total assets Small plan by assets
- 21
- Participants Small participant base
- 47th
- Percentile by assets National rank
- $200,113
- Avg per participant Above avg balance/head
Official DOL plan name: Tama County Abstract Company Employee Stock Ownership Plan · Sponsored by Tama County Abstract Company · Iowa · Management of Enterprises
$4M in assets, 21 participants
Tama County Abstract Company's Tama County Abstract Company Employee Stock Ownership Plan reported $4M in total assets and 21 participants in its 2022 DOL Form 5500 filing, ranking in the 47th 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.
- #340 in Management of Enterprises (1,193 peers)
2022 asset change
Tama County Abstract Company Employee Stock Ownership Plan declined sharply 29.0% in 2022 ($6M → $4M) for 21 participants.
- #340
- in Management of Enterprises (1,193 peers)
- -29.0%
- assets change YoY
The plan reported a net loss of $2M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Tama County Abstract Company Employee Stock Ownership Plan's mid-pack asset rank among Management of Enterprises and all filers
Tama County Abstract Company Employee Stock Ownership Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$4,202,381 47th percentile higher than 47% of 139,123 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022
Tama County Abstract Company Employee Stock Ownership Plan among smaller filed plans by headcount
Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Tama County Abstract Company Employee Stock Ownership Plan is a small filing (21 participants) on this national headcount ladder.
DOL schedule card
Filing strip 420822765 · Tama County Abstract Company PY 2022 · ESOP
Tama County Abstract Company Employee Stock Ownership Plan · $4M · 21 · 47th
- TYPE $4M
- TYPE 21
- TYPE 47th
- TYPE ESOP
- TYPE near Perera Construction & Design Inc. Employee Stock Ownership Plan
- TYPE ind #340
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 →
Tama County Abstract Company Employee Stock Ownership Plan in the asset neighbourhood
Tama County Abstract Company years around the 2022 move
Sponsor-wide plan assets over time
All Tama County Abstract Company plans reported in each filing year
- Latest sponsor-wide plan assets
- $4M 3.802986925745191% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 21 | $4M |
| 2023 | 1 | 24 | $4M |
| 2024 | 1 | 26 | $4M |
2022 asset-move particulars
| Total Assets (Beginning of Year) | $6M |
|---|---|
| Net Assets (End of Year) | $4M |
| Net Income | -$2M |
| Employer EIN | 420822765 |
| Plan Effective Date | 1988-01-01 |
| Filing Status | FILING RECEIVED |
Nearby ESOP Plans in Iowa
Peer ESOP plans, same state, same plan type, ranked by total assets.
- Employee Owned Brands, Inc. Employee Stock Ownership Plan $686M · 781
- Van Meter Industrial, Inc. Employee Stock Ownership Plan $437M · 774
- Precision, Inc. Employee Stock Ownership Plan and Trust $403M · 645
- Ita Group Holdings, Inc. Employees' Stock Ownership Plan $383M · 643
- Annett Holdings, Inc. Employee Stock Ownership Plan & Trust $362M · 2,582
Tama County Abstract Company Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount
Outside Iowa, the nearest ESOP by assets is Perera Construction & Design Inc. Employee Stock Ownership Plan in CA ($4M); by covered participants it is Eagle Metal Employee Stock Ownership Plan in FL (21 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($4M here).
- Perera Construction & Design Inc. Employee Stock Ownership Plan (CA) $4M · 29
- Beta Technology, Inc. Employee Stock Ownership Plan (TX) $4M · 18
- Advance Mechanical Systems, Inc. Employee Stock Ownership Plan (IL) $4M · 36
- Commonwealth Fire Protection Company, Inc. Employee Stock Ownership Plan (PA) $4M · 74
Similar participant headcount
Nearest other-state filings by covered participants (21 participants); asset peers above are excluded.
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.