ESOP · DOL Form 5500 · 2022

Story Construction Holding Co. ESOP

Data updated 2026-08-25

$410K
Total assets Small plan by assets
152
Participants Small participant base
16th
Percentile by assets National rank
$2,697
Avg per participant Low balance/head
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Official DOL plan name: Story Construction Employee Stock Ownership Plan · Sponsored by Story Construction Holding Co. · Iowa · Construction

$410K in assets, 152 participants

Story Construction Holding Co.'s Story Construction Employee Stock Ownership Plan reported $410K in total assets and 152 participants in its 2022 DOL Form 5500 filing, ranking in the 16th 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.

  • #1,438 in Construction (9,927 peers)

Coverage in Iowa

Story Construction Employee Stock Ownership Plan covers 152 participants in Iowa, about 25% of the average Iowa filer (state average ~609 per filing). Assets: $410K.

#1,438
in Construction (9,927 peers)
-$16M
reported net income

The plan reported a net loss of $16M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Story Construction Employee Stock Ownership Plan among the smaller filed plans by assets

Story Construction Employee Stock Ownership Plan vs every filed plan by assets

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

$410,000 16th percentile higher than 16% 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

Story Construction 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. Story Construction Employee Stock Ownership Plan sits mid-pack in the medium band (152 participants).

EBSA filing schedule strip

Filing strip 920274299 · Story Construction Holding Co. PY 2022 · ESOP

Story Construction Employee Stock Ownership Plan · $410K · 152 · 16th

  • VS-ST $410K
  • VS-ST 152
  • VS-ST 16th
  • VS-ST ESOP
  • VS-ST near Frakes Engineering, Inc. Employee Stock Ownership Plan
  • VS-ST ind #1438

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 →

Story Construction Employee Stock Ownership Plan in the asset neighbourhood

Story Construction Employee Stock Ownership PlanStory Construction Employee …$410KFrakes Engineering, Inc. Employee Stock Ownership PlanFrakes Engineering, Inc. Emp…$410KCarstin Corp. Employee Stock Ownership PlanCarstin Corp. Employee Stock…$411KBender Medical Group, Inc. Employee Stock Ownership PlanBender Medical Group, Inc. E…$412KSpurmaxim, Inc. Employee Stock Ownership Plan and TrustSpurmaxim, Inc. Employee Sto…$407K
End-of-year total assets ($M) among Story Construction Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2022.

Iowa filing particulars

Total Assets (Beginning of Year)N/A
Net Assets (End of Year)-$16M
Net Income-$16M
Employer EIN920274299
Plan Effective Date2022-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Story Construction Holding Co.)

Sponsor-wide plan assets over time

All Story Construction Holding Co. plans reported in each filing year

Latest sponsor-wide plan assets
$11M 2539.0243902439024% vs 2022
2024 filing year
$0M$5M$10M$15M 202220232024 $0.41M $10.8M ▲ +2539.0%
Year Plans Participants Total Assets
2022 1 152 $410K
2023 1 132 $5M
2024 1 147 $11M

Nearby ESOP Plans in Iowa

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

Story Construction Employee Stock Ownership Plan vs. nearby ESOP plans in Iowa, assets vs. participants Scatter plot of 6 data points. 0100020003000 -2000200400600800 Total assets ($M) Participants Story Construction Employee Stock Ownership Plan, Total assets ($M): 0.41 · Participants: 152Story Construction 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
Story Construction Employee Stock Ownership Plan vs. nearby ESOP plans in Iowa, assets vs. participants
Compare Story Construction Employee Stock Ownership Plan side-by-side with 3 peers →

Story Construction Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount

Outside Iowa, the nearest ESOP by assets is Frakes Engineering, Inc. Employee Stock Ownership Plan in IN ($410K); by covered participants it is Royal Brass & Hose Employee Stock Ownership Plan in TN (152 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (152 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 have Story Construction Holding Co. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Story Construction Holding Co.'s sponsor-wide assets grew 2539.0%, from $410K to $11M.
Where does Story Construction Employee Stock Ownership Plan rank by assets among Form 5500 filers? ▼
Story Construction Employee Stock Ownership Plan ranks in the 16th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (among the smaller plans by assets on file).
Which ESOP plans are similar in size to Story Construction Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Frakes Engineering, Inc. Employee Stock Ownership Plan in IN ($410K, 23 participants).
Which ESOP plans cover a similar participant headcount to Story Construction Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Royal Brass & Hose Employee Stock Ownership Plan in TN (152 participants, $6M 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 920274299.

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.