ESOP · DOL Form 5500 · 2022
Ita Group Holdings, Inc. ESOP
Data updated 2026-08-11
- $383M
- Total assets
- 643
- Participants
- 97th
- Percentile by assets
- $595,547
- Avg per participant
Official DOL plan name: Ita Group Holdings, Inc. Employees' Stock Ownership Plan · Sponsored by Ita Group Holdings, Inc. · Iowa · Professional & Technical Services
$383M in assets, 643 participants
Ita Group Holdings, Inc.'s Ita Group Holdings, Inc. Employees' Stock Ownership Plan reported $383M in total assets and 643 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.
- 97th percentile by assets (of 139,126 plans)
- #21,159 in Professional & Technical Services (21,562 peers)
Where Ita Group Holdings, Inc. Employees' Stock Ownership Plan sits by assets
Ita Group Holdings, Inc. Employees' Stock Ownership Plan sits in the top 5% of all filed plans by assets, $383M for 643 participants (~$595,547/participant), up 16.5% in 2022.
- $383M
- total plan assets (2022 EOY)
- 643
- covered participants
- 97th
- percentile by assets (of 139,126 plans)
- $595,547
- avg assets per participant
Ita Group Holdings, Inc. Employees' Stock Ownership Plan vs the 2022 asset distribution
By assets, Ita Group Holdings, Inc. Employees' Stock Ownership Plan outranks 97% of the 139,126 plans that filed a Form 5500 for the 2022 plan year, and holds roughly 3.8x the national average plan size of $100M (721 average participants).
Scale-class filing particulars (2022)
| Total Assets (Beginning of Year) | $329M |
|---|---|
| Net Assets (End of Year) | $293M |
| Net Income | $47M |
| Employer EIN | 822560400 |
| Plan Effective Date | 1987-08-20 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Ita Group Holdings, Inc.)
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 643 | $383M |
| 2023 | 1 | 771 | $428M |
| 2024 | 1 | 907 | $498M |
Nearby ESOP Plans in Iowa
Peer ESOP plans, same state, same plan type, ranked by total assets.
Ita Group Holdings, Inc. Employees' Stock Ownership Plan vs. nearby ESOP plans in Iowa, assets vs. participants
- 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
- Annett Holdings, Inc. Employee Stock Ownership Plan & Trust $362M · 2,582
- Vgm Group, Inc. Employee Stock Ownership Plan $322M · 844
Similar-Sized ESOP Plans Nationally
ESOP plans in other states closest to Ita Group Holdings, Inc. Employees' Stock Ownership Plan by total assets, not by location.
- Lewis Tree Service Employee Stock Ownership Plan (NY) $384M · 3,307
- The Gillette Company Employee Stock Ownership Plan (MA) $381M · 193
- Mead Lumber Company Employee Stock Ownership Plan and Trust (NE) $380M · 856
- Starfish Holdings, Inc. Employee Stock Ownership Plan (AL) $389M · 1,314
Frequently Asked Questions
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Ways to act on Ita Group Holdings, Inc. Employees' Stock Ownership Plan's numbers.
- By total assets, Ita Group Holdings, Inc. Employees' Stock Ownership Plan ranks in the top 5% of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar ESOP plans in Iowa. Compare plans
- Ita Group Holdings, Inc.'s sponsor-wide assets have grown 30.1% since 2022 across 3 plan years on file. More Professional & Technical Services plans