ESOP · DOL Form 5500 · 2023

Van Wijk Management LLC ESOP

Data updated 2026-08-25

$150K
Total assets Small plan by assets
2
Participants Small participant base
9th
Percentile by assets National rank
$75,000
Avg per participant Below avg balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Van Wijk Management Employee Stock Ownership Plan · Sponsored by Van Wijk Management LLC · Iowa · Professional & Technical Services

$150K in assets, 2 participants

Van Wijk Management LLC's Van Wijk Management Employee Stock Ownership Plan reported $150K in total assets and 2 participants in its 2023 DOL Form 5500 filing, ranking in the 9th 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.

  • #1,435 in Professional & Technical Services (20,321 peers)

Van Wijk Management LLC multi-year trail

Van Wijk Management LLC's plans moved -11.2% in assets from 2022 to 2024; this filing shows Van Wijk Management Employee Stock Ownership Plan at $150K / 2 participants.

#1,435
in Professional & Technical Services (20,321 peers)
-11.2%
assets change YoY

The plan reported a net loss of $19K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Van Wijk Management Employee Stock Ownership Plan among the smaller filed plans by assets

Van Wijk Management Employee Stock Ownership Plan vs every filed plan by assets

End-of-year total assets · plan year 2023 · DOL Form 5500

$150,000 9th percentile higher than 9% of 127,068 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 2023

Van Wijk Management Employee Stock Ownership Plan among micro filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Van Wijk Management Employee Stock Ownership Plan is a micro filing (2 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Van Wijk Management Employee Stock Ownership Plan reported net income rose from -$102K in the plan year 2022 filing to -$19K in the plan year 2023 filing.
  • Van Wijk Management Employee Stock Ownership Plan end-of-year assets fell from $169K in the plan year 2022 filing to $150K in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 272205250 · Van Wijk Management LLC PY 2023 · ESOP

Van Wijk Management Employee Stock Ownership Plan · $150K · 2 · 9th

  • RANK $150K
  • RANK 2
  • RANK 9th
  • RANK ESOP
  • RANK near Sequoia Medicine and Technology Inc. Employee Stock Ownership Plan
  • RANK ind #1435

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 →

Van Wijk Management Employee Stock Ownership Plan in the asset neighbourhood

Van Wijk Management Employee Stock Ownership PlanVan Wijk Management Employee…$150KSequoia Medicine and Technology Inc. Employee Stock Ownership PlanSequoia Medicine and Technol…$151KAnton's Ltd. Employee Stock Ownership PlanAnton's Ltd. Employee Stock …$149KUma Enterprises Employee Stock Ownership PlanUma Enterprises Employee Sto…$152KSwitchback Brewing Company Employee Stock Ownership PlanSwitchback Brewing Company E…$152K
End-of-year total assets ($M) among Van Wijk Management Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2023.

Van Wijk Management LLC multi-year asset trail

Sponsor-wide plan assets over time

All Van Wijk Management LLC plans reported in each filing year

Latest sponsor-wide plan assets
$150K 11.242603550295858% vs 2022
2024 filing year
$0.14M$0.15M$0.16M$0.17M$0.18M 202220232024 $0.17M $0.15M ▼ -11.8%
Year Plans Participants Total Assets
2022 1 2 $169K
2023 1 2 $150K
2024 1 2 $150K

Van Wijk Management LLC filing trail (2023)

Total Assets (Beginning of Year)$169K
Net Assets (End of Year)$150K
Net Income-$19K
Employer EIN272205250
Plan Effective Date2012-01-01
Filing StatusFILING RECEIVED

Nearby ESOP Plans in Iowa

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

Van Wijk Management Employee Stock Ownership Plan vs. nearby ESOP plans in Iowa, assets vs. participants Scatter plot of 6 data points. -500050010001500 -20002004006008001000 Total assets ($M) Participants Van Wijk Management Employee Stock Ownership Plan, Total assets ($M): 0.15 · Participants: 2Van Wijk Management Employee Stock Ownership PlanEmployee Owned Brands, Inc. Employee Stock Ownership Plan, Total assets ($M): 863.986659 · Participants: 802Employee Owned Brands, Inc. Employee Stock Ownership PlanVan Meter Industrial, Inc. Employee Stock Ownership Plan, Total assets ($M): 596.09835 · Participants: 801Van Meter Industrial, Inc. Employee Stock Ownership PlanPrecision, Inc. Employee Stock Ownership Plan and Trust, Total assets ($M): 438.062674 · Participants: 667Precision, Inc. Employee Stock Ownership Plan and TrustIta Group Holdings, Inc. Employees' Stock Ownership Plan, Total assets ($M): 427.790025 · Participants: 771Ita Group Holdings, Inc. Employees' Stock Ownership PlanVgm Group, Inc. Employee Stock Ownership Plan, Total assets ($M): 405.931426 · Participants: 1070Vgm Group, Inc. Employee Stock Ownership Plan
Van Wijk Management Employee Stock Ownership Plan vs. nearby ESOP plans in Iowa, assets vs. participants
Compare Van Wijk Management Employee Stock Ownership Plan side-by-side with 3 peers →

Van Wijk Management Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount

Outside Iowa, the nearest ESOP by assets is Sequoia Medicine and Technology Inc. Employee Stock Ownership Plan in CA ($151K); by covered participants it is Watts Enterprises, Inc. Employee Stock Ownership Plan in UT (2 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (2 participants); asset peers above are excluded.

DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Van Wijk Management Employee Stock Ownership Plan assets move in 2023? ▼
Van Wijk Management Employee Stock Ownership Plan pulled back noticeably - down 11.2% during 2023, from $169K to $150K. Reported net income was -$19K.
How have Van Wijk Management LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Van Wijk Management LLC's sponsor-wide assets declined 11.2%, from $169K to $150K.
Where does Van Wijk Management Employee Stock Ownership Plan rank by assets among Form 5500 filers? ▼
Van Wijk Management Employee Stock Ownership Plan ranks in the 9th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (among the smaller plans by assets on file).
Which ESOP plans are similar in size to Van Wijk Management Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Sequoia Medicine and Technology Inc. Employee Stock Ownership Plan in CA ($151K, 16 participants).
Which ESOP plans cover a similar participant headcount to Van Wijk Management Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Watts Enterprises, Inc. Employee Stock Ownership Plan in UT (2 participants, $2M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2023.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 272205250.

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.