ESOP · DOL Form 5500 · 2023

Tama County Abstract Company ESOP

Data updated 2026-08-25

$4M
Total assets Small plan by assets
24
Participants Small participant base
41st
Percentile by assets National rank
$170,875
Avg per participant Above avg balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Tama County Abstract Company Employee Stock Ownership Plan · Sponsored by Tama County Abstract Company · Iowa · Management of Enterprises

$4M in assets, 24 participants

Tama County Abstract Company's Tama County Abstract Company Employee Stock Ownership Plan reported $4M in total assets and 24 participants in its 2023 DOL Form 5500 filing, ranking in the 41st 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.

  • #280 in Management of Enterprises (1,137 peers)

What the 2023 filing shows

Tama County Abstract Company Employee Stock Ownership Plan holds $4M for 24 participants - about $170,875 per participant, in the lower half of filed plans by assets.

#280
in Management of Enterprises (1,137 peers)
-2.4%
assets change YoY

The plan reported a net loss of $104K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Tama County Abstract Company Employee Stock Ownership Plan's mid-pack asset rank among Management of Enterprises and all filers

Tama County Abstract Company Employee Stock Ownership Plan vs every filed plan by assets

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

$4,100,990 41st percentile higher than 41% 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

Tama County Abstract Company Employee Stock Ownership Plan among smaller filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Tama County Abstract Company Employee Stock Ownership Plan is a small filing (24 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Tama County Abstract Company Employee Stock Ownership Plan reported net income rose from -$2M in the plan year 2022 filing to -$104K in the plan year 2023 filing.
  • Tama County Abstract Company Employee Stock Ownership Plan reported participants rose from 21 in the plan year 2022 filing to 24 in the plan year 2023 filing.
  • Tama County Abstract Company Employee Stock Ownership Plan end-of-year assets fell from $4M in the plan year 2022 filing to $4M in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 420822765 · Tama County Abstract Company PY 2023 · ESOP

Tama County Abstract Company Employee Stock Ownership Plan · $4M · 24 · 41st

  • EBSA $4M
  • EBSA 24
  • EBSA 41st
  • EBSA ESOP
  • EBSA near Amigos Employee Stock Ownership Plan and Trust
  • EBSA ind #280

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 →

Tama County Abstract Company Employee Stock Ownership Plan in the asset neighbourhood

Tama County Abstract Company Employee Stock Ownership PlanTama County Abstract Company…$4MAmigos Employee Stock Ownership Plan and TrustAmigos Employee Stock Owners…$4MClark-Devon Hardware Company Employee Stock Ownership PlanClark-Devon Hardware Company…$4MAurora Contractors Employee Stock Ownership PlanAurora Contractors Employee …$4MImbert International Inc. Employee Stock Ownership PlanImbert International Inc. Em…$4M
End-of-year total assets ($M) among Tama County Abstract Company Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2023.

Filing particulars (2023)

Total Assets (Beginning of Year)$4M
Net Assets (End of Year)$4M
Net Income-$104K
Employer EIN420822765
Plan Effective Date1988-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Tama County Abstract Company)

Sponsor-wide plan assets over time

All Tama County Abstract Company plans reported in each filing year

Latest sponsor-wide plan assets
$4M 3.802986925745191% vs 2022
2024 filing year
$4M$4.1M$4.2M$4.3M$4.4M 202220232024 $4.2M $4.36M ▲ +3.8%
Year Plans Participants Total Assets
2022 1 21 $4M
2023 1 24 $4M
2024 1 26 $4M

Nearby ESOP Plans in Iowa

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

Tama County Abstract Company Employee Stock Ownership Plan vs. nearby ESOP plans in Iowa, assets vs. participants Scatter plot of 6 data points. -500050010001500 -20002004006008001000 Total assets ($M) Participants Tama County Abstract Company Employee Stock Ownership Plan, Total assets ($M): 4.10099 · Participants: 24Tama County Abstract Company 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
Tama County Abstract Company Employee Stock Ownership Plan vs. nearby ESOP plans in Iowa, assets vs. participants
Compare Tama County Abstract Company Employee Stock Ownership Plan side-by-side with 3 peers →

Tama County Abstract Company Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount

Outside Iowa, the nearest ESOP by assets is Amigos Employee Stock Ownership Plan and Trust in NE ($4M); by covered participants it is Valador, Inc. Employee Stock Bonus Plan in WV (24 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (24 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 Tama County Abstract Company Employee Stock Ownership Plan assets move in 2023? ▼
Tama County Abstract Company Employee Stock Ownership Plan edged down modestly - down 2.4% during 2023, from $4M to $4M. Reported net income was -$104K.
How have Tama County Abstract Company plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Tama County Abstract Company's sponsor-wide assets grew 3.8%, from $4M to $4M.
Which ESOP plans are similar in size to Tama County Abstract Company Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Amigos Employee Stock Ownership Plan and Trust in NE ($4M, 361 participants).
Which ESOP plans cover a similar participant headcount to Tama County Abstract Company Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Valador, Inc. Employee Stock Bonus Plan in WV (24 participants, N/A 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 420822765.

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.