ESOP · DOL Form 5500 · 2022

Italix Company, Inc. ESOP

Data updated 2026-08-25

$4M
Total assets Small plan by assets
23
Participants Small participant base
44th
Percentile by assets National rank
$160,583
Avg per participant Above avg balance/head
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Official DOL plan name: Italix Company, Inc. Employee Stock Ownership Plan · Sponsored by Italix Company, Inc. · California · Manufacturing

$4M in assets, 23 participants

Italix Company, Inc.'s Italix Company, Inc. Employee Stock Ownership Plan reported $4M in total assets and 23 participants in its 2022 DOL Form 5500 filing, ranking in the 44th 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.

  • #5,708 in Manufacturing (20,602 peers)

2022 asset change

Italix Company, Inc. Employee Stock Ownership Plan grew at a solid clip 11.2% in 2022 ($3M → $4M) for 23 participants.

#5,708
in Manufacturing (20,602 peers)
+11.2%
assets growth YoY

Italix Company, Inc. Employee Stock Ownership Plan's mid-pack asset rank among Manufacturing and all filers

Italix Company, Inc. Employee Stock Ownership Plan vs every filed plan by assets

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

$3,693,407 44th percentile higher than 44% 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

Italix Company, Inc. 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. Italix Company, Inc. Employee Stock Ownership Plan is a small filing (23 participants) on this national headcount ladder.

Form 5500 schedule snapshot

Filing strip 942856931 · Italix Company, Inc. PY 2022 · ESOP

Italix Company, Inc. Employee Stock Ownership Plan · $4M · 23 · 44th

  • IND $4M
  • IND 23
  • IND 44th
  • IND ESOP
  • IND near Morrissey, Inc. Employee Stock Ownership Plan
  • IND ind #5708

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 California →

Italix Company, Inc. Employee Stock Ownership Plan in the asset neighbourhood

Hgk Asset Management, Inc. Employee Stock Ownership PlanHgk Asset Management, Inc. E…$4MWatkins Ross & Co Employee Stock Ownership PlanWatkins Ross & Co Employee S…$4MItalix Company, Inc. Employee Stock Ownership PlanItalix Company, Inc. Employe…$4MMorrissey, Inc. Employee Stock Ownership PlanMorrissey, Inc. Employee Sto…$4MRoyal Engineered Composites, Inc. Employee Stock Ownership PlanRoyal Engineered Composites,…$4M
End-of-year total assets ($M) among Italix Company, Inc. Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2022.

Italix Company, Inc. years around the 2022 move

Sponsor-wide plan assets over time

All Italix Company, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$4M 5.002021169072349% vs 2022
2024 filing year
$3.6M$3.7M$3.8M$3.9M 202220232024 $3.69M $3.88M ▲ +5.1%
Year Plans Participants Total Assets
2022 1 23 $4M
2023 1 25 $4M
2024 1 23 $4M

2022 asset-move particulars

Total Assets (Beginning of Year)$3M
Net Assets (End of Year)$4M
Net Income$375K
Employer EIN942856931
Plan Effective Date1995-09-01
Filing StatusFILING RECEIVED

Nearby ESOP Plans in California

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

Italix Company, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in California, assets vs. participants Scatter plot of 6 data points. -20000200040006000800010000 -101234 Total assets ($B) Participants Italix Company, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.003693407 · Participants: 23Italix Company, Inc. Employee Stock Ownership PlanParsons Employee Stock Ownership Plan, Total assets ($B): 2.949816013 · Participants: 7804Parsons Employee Stock Ownership PlanAcco Employee Stock Ownership Plan, Total assets ($B): 1.217969943 · Participants: 1318Acco Employee Stock Ownership PlanRosendin Electric, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.994551911 · Participants: 1488Rosendin Electric, Inc. Employee Stock Ownership PlanRecology Employee Stock Ownership Plan, Total assets ($B): 0.462005591 · Participants: 3560Recology Employee Stock Ownership PlanAgron, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.455961299 · Participants: 70Agron, Inc. Employee Stock Ownership Plan
Italix Company, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in California, assets vs. participants

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

Outside California, the nearest ESOP by assets is Morrissey, Inc. Employee Stock Ownership Plan in MN ($4M); by covered participants it is Profitmaster Displays, Inc. Employee Stock Ownership Plan in GA (23 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 Italix Company, Inc. Employee Stock Ownership Plan assets move in 2022?
Italix Company, Inc. Employee Stock Ownership Plan grew at a solid clip - up 11.2% during 2022, from $3M to $4M. Reported net income was $375K.
How have Italix Company, Inc. plan assets changed over time?
Across 3 plan years on file (2022-2024), Italix Company, Inc.'s sponsor-wide assets grew 5.0%, from $4M to $4M.
Which ESOP plans are similar in size to Italix Company, Inc. Employee Stock Ownership Plan?
Among ESOP plans in other states, the closest by assets is Morrissey, Inc. Employee Stock Ownership Plan in MN ($4M, 72 participants).
Which ESOP plans cover a similar participant headcount to Italix Company, Inc. Employee Stock Ownership Plan?
Among ESOP plans in other states, the closest by covered participants is Profitmaster Displays, Inc. Employee Stock Ownership Plan in GA (23 participants, $6M in assets).