ESOP · DOL Form 5500 · 2022

Van G Miller & Associates ESOP

Data updated 2026-08-25

$322M
Total assets Above avg plan size
844
Participants Near avg headcount
97th
Percentile by assets National rank
$381,562
Avg per participant High balance/head
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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.

  • #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.

#8,335
in Other Services (8,398 peers)
+5.9%
assets growth YoY
3.2×
vs typical plan assets (national mean)

Vgm Group, Inc. Employee Stock Ownership Plan's outsized position by total assets

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

End-of-year total assets · plan year 2022 · DOL Form 5500

$322,038,183 Top 3% higher than 97% of 139,123 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 2022

Vgm Group, Inc. Employee Stock Ownership Plan among mid-size filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Vgm Group, Inc. Employee Stock Ownership Plan sits mid-pack in the medium band (844 participants).

DOL schedule card

Filing strip 421280573 · Van G Miller & Associates PY 2022 · ESOP

Vgm Group, Inc. Employee Stock Ownership Plan · $322M · 844 · 97th

  • PHOTO $322M
  • PHOTO 844
  • PHOTO 97th
  • PHOTO ESOP
  • PHOTO near Ecc Employee Stock Ownership Plan
  • PHOTO ind #8335

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 →

Vgm Group, Inc. Employee Stock Ownership Plan in the asset neighbourhood

Vgm Group, Inc. Employee Stock Ownership PlanVgm Group, Inc. Employee Sto…$322MEcc Employee Stock Ownership PlanEcc Employee Stock Ownership…$318MChoate Construction Company Employee Stock Ownership PlanChoate Construction Company …$316MUrschel Laboratories Employee Stock Ownership PlanUrschel Laboratories Employe…$315MPolaris Inc. Employee Stock Ownership PlanPolaris Inc. Employee Stock …$313M
End-of-year total assets ($M) among Vgm Group, Inc. Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2022.

Scale-class filing particulars (2022)

Total Assets (Beginning of Year)$304M
Net Assets (End of Year)$310M
Net Income$18M
Employer EIN421280573
Plan Effective Date2005-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Van G Miller & Associates)

Sponsor-wide plan assets over time

All Van G Miller & Associates plans reported in each filing year

Latest sponsor-wide plan assets
$553M 31.64851032517224% vs 2022
2024 filing year
$400M$450M$500M$550M$600M 202220232024 $420M $553M ▲ +31.6%
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 Scatter plot of 6 data points. 50010001500200025003000 300400500600700800 Total assets ($M) Participants Vgm Group, Inc. Employee Stock Ownership Plan, Total assets ($M): 322.038183 · Participants: 844Vgm Group, Inc. Employee Stock Ownership PlanEmployee Owned Brands, Inc. Employee Stock Ownership Plan, Total assets ($M): 685.782673 · Participants: 781Employee Owned Brands, Inc. Employee Stock Ownership PlanVan Meter Industrial, Inc. Employee Stock Ownership Plan, Total assets ($M): 437.278096 · Participants: 774Van Meter Industrial, Inc. Employee Stock Ownership PlanPrecision, Inc. Employee Stock Ownership Plan and Trust, Total assets ($M): 402.726302 · Participants: 645Precision, Inc. Employee Stock Ownership Plan and TrustIta Group Holdings, Inc. Employees' Stock Ownership Plan, Total assets ($M): 382.93662 · Participants: 643Ita Group Holdings, Inc. Employees' Stock Ownership PlanAnnett Holdings, Inc. Employee Stock Ownership Plan & Trust, Total assets ($M): 362.257753 · Participants: 2582Annett Holdings, Inc. Employee Stock Ownership Plan & Trust
Vgm Group, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Iowa, assets vs. participants
Compare Vgm Group, Inc. Employee Stock Ownership Plan side-by-side with 3 peers →

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

Outside Iowa, the nearest ESOP by assets is Ecc Employee Stock Ownership Plan in CA ($318M); by covered participants it is Community Bancshares of Mississippi, Inc. Employee Stock Ownership Plan in MS (840 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (844 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.

Frequently Asked Questions

How did Vgm Group, Inc. Employee Stock Ownership Plan assets move in 2022? ▼
Vgm Group, Inc. Employee Stock Ownership Plan grew at a solid clip - up 5.9% during 2022, from $304M to $322M. Reported net income was $18M.
How have Van G Miller & Associates plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Van G Miller & Associates's sponsor-wide assets grew 31.6%, from $420M to $553M.
Where does Vgm Group, Inc. Employee Stock Ownership Plan rank by assets among Form 5500 filers? ▼
Vgm Group, Inc. Employee Stock Ownership Plan ranks in the 97th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top 5% of all filed plans by assets).
Which ESOP plans are similar in size to Vgm Group, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Ecc Employee Stock Ownership Plan in CA ($318M, 293 participants).
Which ESOP plans cover a similar participant headcount to Vgm Group, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Community Bancshares of Mississippi, Inc. Employee Stock Ownership Plan in MS (840 participants, $88M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2022.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 421280573.

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.