ESOP · DOL Form 5500 · 2022

Ag-Express Electronics, Inc. ESOP

Data updated 2026-08-25

$18M
Total assets Small plan by assets
123
Participants Small participant base
75th
Percentile by assets National rank
$144,808
Avg per participant Above avg balance/head
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Official DOL plan name: Ag-Express Electronics Employee Stock Ownership Plan and Trust · Sponsored by Ag-Express Electronics, Inc. · Iowa · Manufacturing

$18M in assets, 123 participants

Ag-Express Electronics, Inc.'s Ag-Express Electronics Employee Stock Ownership Plan and Trust reported $18M in total assets and 123 participants in its 2022 DOL Form 5500 filing, ranking in the 75th 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.

  • #13,554 in Manufacturing (20,602 peers)

Coverage in Iowa

Ag-Express Electronics Employee Stock Ownership Plan and Trust covers 123 participants in Iowa, about 20% of the average Iowa filer (state average ~609 per filing). Assets: $18M.

#13,554
in Manufacturing (20,602 peers)
+4.9%
assets growth YoY
0.2×
vs typical plan assets (national mean)

Ag-Express Electronics Employee Stock Ownership Plan and Trust's outsized position by total assets

Ag-Express Electronics Employee Stock Ownership Plan and Trust vs every filed plan by assets

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

$17,811,413 Top 25% higher than 75% 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

Ag-Express Electronics Employee Stock Ownership Plan and Trust 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. Ag-Express Electronics Employee Stock Ownership Plan and Trust sits mid-pack in the medium band (123 participants).

Plan-year Form 5500 strip

Filing strip 421377440 · Ag-Express Electronics, Inc. PY 2022 · ESOP

Ag-Express Electronics Employee Stock Ownership Plan and Trust · $18M · 123 · 75th

  • TYPE $18M
  • TYPE 123
  • TYPE 75th
  • TYPE ESOP
  • TYPE near Bsa Lifestructures, Inc. Employee Stock Ownership Plan
  • TYPE ind #13554

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 →

Ag-Express Electronics Employee Stock Ownership Plan and Trust in the asset neighbourhood

First Security Bank Employee Stock Ownership PlanFirst Security Bank Employee…$18MAg-Express Electronics Employee Stock Ownership Plan and TrustAg-Express Electronics Emplo…$18MBsa Lifestructures, Inc. Employee Stock Ownership PlanBsa Lifestructures, Inc. Emp…$18MPilot Point Bancorp, Inc. Employee Stock Ownership PlanPilot Point Bancorp, Inc. Em…$18MTech Met, Inc. Employee Stock Ownership PlanTech Met, Inc. Employee Stoc…$18M
End-of-year total assets ($M) among Ag-Express Electronics Employee Stock Ownership Plan and Trust and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2022.

Iowa filing particulars

Total Assets (Beginning of Year)$17M
Net Assets (End of Year)$14M
Net Income$961K
Employer EIN421377440
Plan Effective Date1993-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Ag-Express Electronics, Inc.)

Sponsor-wide plan assets over time

All Ag-Express Electronics, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$8M 66.20105564971914% vs 2022
2024 filing year
$5M$10M$15M$20M$25M$30M 202220232024 $24.7M $8.36M ▼ -66.2%
Year Plans Participants Total Assets
2022 2 244 $25M
2023 2 266 $23M
2024 1 171 $8M

Nearby ESOP Plans in Iowa

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

Ag-Express Electronics Employee Stock Ownership Plan and Trust vs. nearby ESOP plans in Iowa, assets vs. participants Scatter plot of 6 data points. 0100020003000 -2000200400600800 Total assets ($M) Participants Ag-Express Electronics Employee Stock Ownership Plan and Trust, Total assets ($M): 17.811413 · Participants: 123Ag-Express Electronics Employee Stock Ownership Plan and TrustEmployee 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
Ag-Express Electronics Employee Stock Ownership Plan and Trust vs. nearby ESOP plans in Iowa, assets vs. participants
Compare Ag-Express Electronics Employee Stock Ownership Plan and Trust side-by-side with 3 peers →

Ag-Express Electronics Employee Stock Ownership Plan and Trust's out-of-state ESOP peers by assets and headcount

Outside Iowa, the nearest ESOP by assets is Bsa Lifestructures, Inc. Employee Stock Ownership Plan in IN ($18M); by covered participants it is Pacifica Graduate Institute Employees' Retirement Plan in CA (123 participants). Same-state nearby plans are listed separately above.

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 Ag-Express Electronics Employee Stock Ownership Plan and Trust assets move in 2022? ▼
Ag-Express Electronics Employee Stock Ownership Plan and Trust edged up modestly - up 4.9% during 2022, from $17M to $18M. Reported net income was $961K.
How have Ag-Express Electronics, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Ag-Express Electronics, Inc.'s sponsor-wide assets declined 66.2%, from $25M to $8M.
Where does Ag-Express Electronics Employee Stock Ownership Plan and Trust rank by assets among Form 5500 filers? ▼
Ag-Express Electronics Employee Stock Ownership Plan and Trust ranks in the 75th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top quartile of all filed plans by assets).
Which ESOP plans are similar in size to Ag-Express Electronics Employee Stock Ownership Plan and Trust? ▼
Among ESOP plans in other states, the closest by assets is Bsa Lifestructures, Inc. Employee Stock Ownership Plan in IN ($18M, 186 participants).
Which ESOP plans cover a similar participant headcount to Ag-Express Electronics Employee Stock Ownership Plan and Trust? ▼
Among ESOP plans in other states, the closest by covered participants is Pacifica Graduate Institute Employees' Retirement Plan in CA (123 participants, $10M 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 421377440.

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.