ESOP · DOL Form 5500 · 2022
Van G Miller & Associates ESOP
Data updated 2026-08-11
- $322M
- Total assets
- 844
- Participants
- 97th
- Percentile by assets
- $381,562
- Avg per participant
Official DOL plan name: Vgm Group, Inc. Employee Stock Ownership Plan · Sponsored by Van G Miller & Associates · Iowa · Other Services
$322M in assets, 844 participants
Van G Miller & Associates's Vgm Group, Inc. Employee Stock Ownership Plan reported $322M in total assets and 844 participants in its 2022 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 139,126 plans)
- #8,335 in Other Services (8,398 peers)
Where Vgm Group, Inc. Employee Stock Ownership Plan sits by assets
Vgm Group, Inc. Employee Stock Ownership Plan sits in the top 5% of all filed plans by assets, $322M for 844 participants (~$381,562/participant), up 5.9% in 2022.
- $322M
- total plan assets (2022 EOY)
- 844
- covered participants
- 97th
- percentile by assets (of 139,126 plans)
- $381,562
- avg assets per participant
Vgm Group, Inc. Employee Stock Ownership Plan vs the 2022 asset distribution
By assets, Vgm Group, Inc. Employee Stock Ownership Plan outranks 97% of the 139,126 plans that filed a Form 5500 for the 2022 plan year, and holds roughly 3.2x the national average plan size of $100M (721 average participants).
Scale-class filing particulars (2022)
| Total Assets (Beginning of Year) | $304M |
|---|---|
| Net Assets (End of Year) | $310M |
| Net Income | $18M |
| Employer EIN | 421280573 |
| Plan Effective Date | 2005-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Van G Miller & Associates)
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 2,062 | $420M |
| 2023 | 2 | 2,473 | $522M |
| 2024 | 2 | 2,660 | $553M |
Nearby ESOP Plans in Iowa
Peer ESOP plans, same state, same plan type, ranked by total assets.
Vgm Group, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Iowa, assets vs. participants
- 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
Similar-Sized ESOP Plans Nationally
ESOP plans in other states closest to Vgm Group, Inc. Employee Stock Ownership Plan by total assets, not by location.
- Ecc Employee Stock Ownership Plan (CA) $318M · 293
- Choate Construction Company Employee Stock Ownership Plan (GA) $316M · 424
- Urschel Laboratories Employee Stock Ownership Plan (IN) $315M · 467
- Polaris Inc. Employee Stock Ownership Plan (MN) $313M · 7,981
Frequently Asked Questions
How did Vgm Group, Inc. Employee Stock Ownership Plan assets move in 2022? ▼
How have Van G Miller & Associates plan assets changed over time? ▼
Where does Vgm Group, Inc. Employee Stock Ownership Plan rank by assets among Form 5500 filers? ▼
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Next read for Vgm Group, Inc. Employee Stock Ownership…
Scale reading
Ways to act on Vgm Group, Inc. Employee Stock Ownership Plan's numbers.
- By total assets, Vgm Group, Inc. Employee Stock Ownership Plan 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
- Van G Miller & Associates's sponsor-wide assets have grown 31.6% since 2022 across 3 plan years on file. More Other Services plans