ESOP · DOL Form 5500 · 2023

Iea, Inc. ESOP

Data updated 2026-08-25

$2M
Total assets Small plan by assets
86
Participants Small participant base
29th
Percentile by assets National rank
$20,052
Avg per participant Low balance/head
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Official DOL plan name: Iea, Inc. Employee Stock Ownership Plan · Sponsored by Iea, Inc. · Texas · Professional & Technical Services

$2M in assets, 86 participants

Iea, Inc.'s Iea, Inc. Employee Stock Ownership Plan reported $2M in total assets and 86 participants in its 2023 DOL Form 5500 filing, ranking in the 29th 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.

  • #4,959 in Professional & Technical Services (20,321 peers)

Iea, Inc. multi-year trail

Iea, Inc.'s plans moved +23.7% in assets from 2022 to 2024; this filing shows Iea, Inc. Employee Stock Ownership Plan at $2M / 86 participants.

#4,959
in Professional & Technical Services (20,321 peers)
+17.8%
assets growth YoY

Iea, Inc. Employee Stock Ownership Plan among the smaller filed plans by assets

Iea, Inc. Employee Stock Ownership Plan vs every filed plan by assets

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

$1,724,506 29th percentile higher than 29% 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

Iea, Inc. 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. Iea, Inc. Employee Stock Ownership Plan is a small filing (86 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Iea, Inc. Employee Stock Ownership Plan reported net income rose from $51K in the plan year 2022 filing to $303K in the plan year 2023 filing.
  • Iea, Inc. Employee Stock Ownership Plan end-of-year assets rose from $1M in the plan year 2022 filing to $2M in the plan year 2023 filing.
  • Iea, Inc. Employee Stock Ownership Plan reported participants rose from 77 in the plan year 2022 filing to 86 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 273298430 · Iea, Inc. PY 2023 · ESOP

Iea, Inc. Employee Stock Ownership Plan · $2M · 86 · 29th

  • EIN $2M
  • RANK 86
  • PHOTO 29th
  • IND ESOP
  • EOY near Sdr Transportation Holdings, Inc. Employee Stock Ownership Plan
  • 5500 ind #4959

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 Texas →

Iea, Inc. Employee Stock Ownership Plan in the asset neighbourhood

Bolinder Resources Holdings, Inc. Employee Stock Ownership Plan and TrustBolinder Resources Holdings,…$2MIea, Inc. Employee Stock Ownership PlanIea, Inc. Employee Stock Own…$2MSdr Transportation Holdings, Inc. Employee Stock Ownership PlanSdr Transportation Holdings,…$2MPalmetto Engineering Employee Stock Ownership PlanPalmetto Engineering Employe…$2MFreedman & Goldberg PC Employee Stock Ownership PlanFreedman & Goldberg PC Emplo…$2M
End-of-year total assets ($M) among Iea, Inc. Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2023.

Iea, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Iea, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$2M 23.68417278519179% vs 2022
2024 filing year
$1.4M$1.6M$1.8M$2M 202220232024 $1.46M $1.81M ▲ +24.0%
Year Plans Participants Total Assets
2022 1 77 $1M
2023 1 86 $2M
2024 1 102 $2M

Iea, Inc. filing trail (2023)

Total Assets (Beginning of Year)$1M
Net Assets (End of Year)$2M
Net Income$303K
Employer EIN273298430
Plan Effective Date2012-01-01
Filing StatusFILING RECEIVED

Nearby ESOP Plans in Texas

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

Iea, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Texas, assets vs. participants Scatter plot of 6 data points. -1000010002000300040005000 -50510152025 Total assets ($B) Participants Iea, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.001724506 · Participants: 86Iea, Inc. Employee Stock Ownership PlanSammons Enterprises, Inc. Employee Stock Ownership Plan, Total assets ($B): 21.16285336 · Participants: 3000Sammons Enterprises, Inc. Employee Stock Ownership PlanHighland Homes Employee Stock Ownership Plan, Total assets ($B): 0.884916985 · Participants: 791Highland Homes Employee Stock Ownership PlanAustin Industries Employee Stock Ownership Plan, Total assets ($B): 0.497933907 · Participants: 4510Austin Industries Employee Stock Ownership PlanCactus Feeders, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.447462474 · Participants: 831Cactus Feeders, Inc. Employee Stock Ownership PlanLja Engineering, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.396562096 · Participants: 1439Lja Engineering, Inc. Employee Stock Ownership Plan
Iea, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Texas, assets vs. participants
Compare Iea, Inc. Employee Stock Ownership Plan side-by-side with 3 peers →

Iea, Inc. Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount

Outside Texas, the nearest ESOP by assets is Sdr Transportation Holdings, Inc. Employee Stock Ownership Plan in TN ($2M); by covered participants it is Devita & Associates, Inc. Employee Stock Ownership Plan in SC (86 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (86 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 Iea, Inc. Employee Stock Ownership Plan assets move in 2023? ▼
Iea, Inc. Employee Stock Ownership Plan grew sharply - up 17.8% during 2023, from $1M to $2M. Reported net income was $303K.
How have Iea, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Iea, Inc.'s sponsor-wide assets grew 23.7%, from $1M to $2M.
Which ESOP plans are similar in size to Iea, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Sdr Transportation Holdings, Inc. Employee Stock Ownership Plan in TN ($2M, 20 participants).
Which ESOP plans cover a similar participant headcount to Iea, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Devita & Associates, Inc. Employee Stock Ownership Plan in SC (86 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 273298430.

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.