ESOP · DOL Form 5500 · 2022
Valley Machining Company ESOP
Data updated 2026-08-25
- $3M
- Total assets Small plan by assets
- 67
- Participants Small participant base
- 42nd
- Percentile by assets National rank
- $48,340
- Avg per participant Low balance/head
Official DOL plan name: Valley Machining Company Employees Stock Ownership Plan · Sponsored by Valley Machining Company · Iowa · Manufacturing
$3M in assets, 67 participants
Valley Machining Company's Valley Machining Company Employees Stock Ownership Plan reported $3M in total assets and 67 participants in its 2022 DOL Form 5500 filing, ranking in the 42nd 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.
- #5,175 in Manufacturing (20,602 peers)
2022 asset change
Valley Machining Company Employees Stock Ownership Plan grew at a solid clip 11.9% in 2022 ($3M → $3M) for 67 participants.
- #5,175
- in Manufacturing (20,602 peers)
- +11.9%
- assets growth YoY
Valley Machining Company Employees Stock Ownership Plan's mid-pack asset rank among Manufacturing and all filers
Valley Machining Company Employees Stock Ownership Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$3,238,785 42nd percentile higher than 42% of 139,123 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022
Valley Machining Company Employees 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. Valley Machining Company Employees Stock Ownership Plan is a small filing (67 participants) on this national headcount ladder.
Form 5500 schedule snapshot
Filing strip 421133111 · Valley Machining Company PY 2022 · ESOP
Valley Machining Company Employees Stock Ownership Plan · $3M · 67 · 42nd
- BOY $3M
- BOY 67
- BOY 42nd
- BOY ESOP
- BOY near Teter, Inc. Employee Stock Ownership Plan
- BOY ind #5175
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 →
Valley Machining Company Employees Stock Ownership Plan in the asset neighbourhood
Valley Machining Company years around the 2022 move
Sponsor-wide plan assets over time
All Valley Machining Company plans reported in each filing year
- Latest sponsor-wide plan assets
- N/A
- 2023 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 67 | $3M |
| 2023 | 1 | 68 | N/A |
2022 asset-move particulars
| Total Assets (Beginning of Year) | $3M |
|---|---|
| Net Assets (End of Year) | $3M |
| Net Income | $344K |
| Employer EIN | 421133111 |
| Plan Effective Date | 1996-10-01 |
| Filing Status | FILING RECEIVED |
Nearby ESOP Plans in Iowa
Peer ESOP plans, same state, same plan type, ranked by total assets.
- 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
Valley Machining Company Employees Stock Ownership Plan's out-of-state ESOP peers by assets and headcount
Outside Iowa, the nearest ESOP by assets is Teter, Inc. Employee Stock Ownership Plan in CA ($3M); by covered participants it is American Bank Employee Stock Ownership Plan in PA (67 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($3M here).
Similar participant headcount
Nearest other-state filings by covered participants (67 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.