ESOP · DOL Form 5500 · 2022

Ita Group Holdings, Inc. ESOP

Data updated 2026-08-25

$383M
Total assets Above avg plan size
643
Participants Below avg headcount
97th
Percentile by assets National rank
$595,547
Avg per participant High balance/head
PlainRetire home → About this data RSS: change history

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.

  • #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.

#21,159
in Professional & Technical Services (21,562 peers)
+16.5%
assets growth YoY
3.8×
vs typical plan assets (national mean)

Ita Group Holdings, Inc. Employees' Stock Ownership Plan's outsized position by total assets

Ita Group Holdings, Inc. Employees' Stock Ownership Plan vs every filed plan by assets

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

$382,936,620 Top 3% higher than 97% 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

Ita Group Holdings, Inc. Employees' 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. Ita Group Holdings, Inc. Employees' Stock Ownership Plan sits mid-pack in the medium band (643 participants).

EBSA filing schedule strip

Filing strip 822560400 · Ita Group Holdings, Inc. PY 2022 · ESOP

Ita Group Holdings, Inc. Employees' Stock Ownership Plan · $383M · 643 · 97th

  • SCH $383M
  • EBSA 643
  • PART 97th
  • TYPE ESOP
  • NET near Lewis Tree Service Employee Stock Ownership Plan
  • BOOK ind #21159

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 →

Ita Group Holdings, Inc. Employees' Stock Ownership Plan in the asset neighbourhood

Starfish Holdings, Inc. Employee Stock Ownership PlanStarfish Holdings, Inc. Empl…$389MLewis Tree Service Employee Stock Ownership PlanLewis Tree Service Employee …$384MIta Group Holdings, Inc. Employees' Stock Ownership PlanIta Group Holdings, Inc. Emp…$383MThe Gillette Company Employee Stock Ownership PlanThe Gillette Company Employe…$381MMead Lumber Company Employee Stock Ownership Plan and TrustMead Lumber Company Employee…$380M
End-of-year total assets ($M) among Ita Group Holdings, Inc. Employees' Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2022.

Scale-class filing particulars (2022)

Total Assets (Beginning of Year)$329M
Net Assets (End of Year)$293M
Net Income$47M
Employer EIN822560400
Plan Effective Date1987-08-20
Filing StatusFILING RECEIVED

Sponsor Plan History (Ita Group Holdings, Inc.)

Sponsor-wide plan assets over time

All Ita Group Holdings, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$498M 30.068303470166942% vs 2022
2024 filing year
$350M$400M$450M$500M$550M 202220232024 $383M $498M ▲ +30.1%
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 Scatter plot of 6 data points. 50010001500200025003000 300400500600700800 Total assets ($M) Participants Ita Group Holdings, Inc. Employees' Stock Ownership Plan, Total assets ($M): 382.93662 · Participants: 643Ita Group Holdings, Inc. Employees' 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 ($M): 402.726302 · Participants: 645Precision, Inc. Employee Stock Ownership Plan and TrustAnnett Holdings, Inc. Employee Stock Ownership Plan & Trust, Total assets ($M): 362.257753 · Participants: 2582Annett Holdings, Inc. Employee Stock Ownership Plan & TrustVgm Group, Inc. Employee Stock Ownership Plan, Total assets ($M): 322.038183 · Participants: 844Vgm Group, Inc. Employee Stock Ownership Plan
Ita Group Holdings, Inc. Employees' Stock Ownership Plan vs. nearby ESOP plans in Iowa, assets vs. participants
Compare Ita Group Holdings, Inc. Employees' Stock Ownership Plan side-by-side with 3 peers →

Ita Group Holdings, Inc. Employees' Stock Ownership Plan's out-of-state ESOP peers by assets and headcount

Outside Iowa, the nearest ESOP by assets is Lewis Tree Service Employee Stock Ownership Plan in NY ($384M); by covered participants it is Russ Davis Wholesale, Inc Employee Stock Ownership Plan in MN (643 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (643 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 did Ita Group Holdings, Inc. Employees' Stock Ownership Plan assets move in 2022? ▼
Ita Group Holdings, Inc. Employees' Stock Ownership Plan grew sharply - up 16.5% during 2022, from $329M to $383M. Reported net income was $47M.
How have Ita Group Holdings, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Ita Group Holdings, Inc.'s sponsor-wide assets grew 30.1%, from $383M to $498M.
Where does Ita Group Holdings, Inc. Employees' Stock Ownership Plan rank by assets among Form 5500 filers? ▼
Ita Group Holdings, Inc. Employees' Stock Ownership Plan ranks in the 97th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top 5% of all filed plans by assets).
Which ESOP plans are similar in size to Ita Group Holdings, Inc. Employees' Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Lewis Tree Service Employee Stock Ownership Plan in NY ($384M, 3,307 participants).
Which ESOP plans cover a similar participant headcount to Ita Group Holdings, Inc. Employees' Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Russ Davis Wholesale, Inc Employee Stock Ownership Plan in MN (643 participants, $97M 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 822560400.

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.