ESOP · DOL Form 5500 · 2023

Ifs Holdings, Inc. ESOP

Data updated 2026-08-25

$22M
Total assets Small plan by assets
80
Participants Small participant base
74th
Percentile by assets National rank
$273,175
Avg per participant High balance/head
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Official DOL plan name: Ifs Employee Stock Ownership Plan · Sponsored by Ifs Holdings, Inc. · Missouri · Construction

$22M in assets, 80 participants

Ifs Holdings, Inc.'s Ifs Employee Stock Ownership Plan reported $22M in total assets and 80 participants in its 2023 DOL Form 5500 filing, ranking in the 74th 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.

  • #6,585 in Construction (9,030 peers)

Ifs Holdings, Inc. multi-year trail

Ifs Holdings, Inc.'s plans moved +160.7% in assets from 2022 to 2024; this filing shows Ifs Employee Stock Ownership Plan at $22M / 80 participants.

#6,585
in Construction (9,030 peers)
+57.0%
assets growth YoY

Ifs Employee Stock Ownership Plan's outsized position by total assets

Ifs Employee Stock Ownership Plan vs every filed plan by assets

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

$21,854,000 Top 26% higher than 74% 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

Ifs 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. Ifs Employee Stock Ownership Plan is a small filing (80 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Ifs Employee Stock Ownership Plan reported net income rose from $4M in the plan year 2022 filing to $8M in the plan year 2023 filing.
  • Ifs Employee Stock Ownership Plan end-of-year assets rose from $14M in the plan year 2022 filing to $22M in the plan year 2023 filing.
  • Ifs Employee Stock Ownership Plan reported participants rose from 72 in the plan year 2022 filing to 80 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 863926433 · Ifs Holdings, Inc. PY 2023 · ESOP

Ifs Employee Stock Ownership Plan · $22M · 80 · 74th

  • BOOK $22M
  • BOOK 80
  • BOOK 74th
  • BOOK ESOP
  • BOOK near Imperial Brown, Inc. Employee Stock Ownership Plan
  • BOOK ind #6585

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 Missouri →

Ifs Employee Stock Ownership Plan in the asset neighbourhood

Devons Jewelers Employee Stock Ownership PlanDevons Jewelers Employee Sto…$22ME.V.S. Ltd. Employee Stock Ownership PlanE.V.S. Ltd. Employee Stock O…$22ME&m Logistics Inc. Employee Stock Ownership PlanE&m Logistics Inc. Employee …$22MImperial Brown, Inc. Employee Stock Ownership PlanImperial Brown, Inc. Employe…$22MIfs Employee Stock Ownership PlanIfs Employee Stock Ownership…$22M
End-of-year total assets ($M) among Ifs Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2023.

Ifs Holdings, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Ifs Holdings, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$36M 160.73403720462545% vs 2022
2024 filing year
$10M$20M$30M$40M 202220232024 $13.9M $36.3M ▲ +160.8%
Year Plans Participants Total Assets
2022 1 72 $14M
2023 1 80 $22M
2024 1 89 $36M

Ifs Holdings, Inc. filing trail (2023)

Total Assets (Beginning of Year)$14M
Net Assets (End of Year)$21M
Net Income$8M
Employer EIN863926433
Plan Effective Date2021-01-01
Filing StatusFILING RECEIVED

Nearby ESOP Plans in Missouri

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

Ifs Employee Stock Ownership Plan vs. nearby ESOP plans in Missouri, assets vs. participants Scatter plot of 6 data points. -20000200040006000800010000 -20246 Total assets ($B) Participants Ifs Employee Stock Ownership Plan, Total assets ($B): 0.021854 · Participants: 80Ifs Employee Stock Ownership PlanBurns & Mcdonnell, Inc. Employee Stock Ownership Plan, Total assets ($B): 4.708605759 · Participants: 8553Burns & Mcdonnell, Inc. Employee Stock Ownership PlanMccarthy Employee Stock Ownership Plan, Total assets ($B): 1.489427066 · Participants: 3651Mccarthy Employee Stock Ownership PlanArco DB Companies, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.442677383 · Participants: 560Arco DB Companies, Inc. Employee Stock Ownership PlanJe Dunn Employee Stock Ownership Plan and Trust, Total assets ($B): 0.429385855 · Participants: 2457Je Dunn Employee Stock Ownership Plan and TrustEmery Sapp Employee Stock Ownership Plan, Total assets ($B): 0.312725972 · Participants: 1947Emery Sapp Employee Stock Ownership Plan
Ifs Employee Stock Ownership Plan vs. nearby ESOP plans in Missouri, assets vs. participants
Compare Ifs Employee Stock Ownership Plan side-by-side with 3 peers →

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

Outside Missouri, the nearest ESOP by assets is Imperial Brown, Inc. Employee Stock Ownership Plan in OR ($22M); by covered participants it is Lenoir Mirror Company Employee Stock Ownership Plan in NC (80 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (80 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 Ifs Employee Stock Ownership Plan assets move in 2023? ▼
Ifs Employee Stock Ownership Plan surged - up 57.0% during 2023, from $14M to $22M. Reported net income was $8M.
How have Ifs Holdings, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Ifs Holdings, Inc.'s sponsor-wide assets grew 160.7%, from $14M to $36M.
Which ESOP plans are similar in size to Ifs Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Imperial Brown, Inc. Employee Stock Ownership Plan in OR ($22M, 263 participants).
Which ESOP plans cover a similar participant headcount to Ifs Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Lenoir Mirror Company Employee Stock Ownership Plan in NC (80 participants, $330K 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 863926433.

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.