ESOP · DOL Form 5500 · 2023

Van G Miller & Associates ESOP

Data updated 2026-08-25

$406M
Total assets Above avg plan size
1,070
Participants Near avg headcount
97th
Percentile by assets National rank
$379,375
Avg per participant High balance/head
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Official DOL plan name: Vgm Group, Inc. Employee Stock Ownership Plan · Sponsored by Van G Miller & Associates · Iowa · Other Services

$406M in assets, 1,070 participants

Van G Miller & Associates's Vgm Group, Inc. Employee Stock Ownership Plan reported $406M in total assets and 1,070 participants in its 2023 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.

  • #7,799 in Other Services (7,857 peers)

Where Vgm Group, Inc. Employee Stock Ownership Plan sits by assets

Vgm Group, Inc. Employee Stock Ownership Plan sits in the top 5% of all filed plans by assets, $406M for 1,070 participants (~$379,375/participant), up 26.1% in 2023.

#7,799
in Other Services (7,857 peers)
+26.1%
assets growth YoY
4.1×
vs typical plan assets (national mean)

Vgm Group, Inc. Employee Stock Ownership Plan's outsized position by total assets

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

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

$405,931,426 Top 3% higher than 97% 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

Vgm Group, Inc. Employee Stock Ownership Plan's large-plan peer group by participant headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Vgm Group, Inc. Employee Stock Ownership Plan lands in the large band (1,070 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Vgm Group, Inc. Employee Stock Ownership Plan reported net income rose from $18M in the plan year 2022 filing to $84M in the plan year 2023 filing.
  • Vgm Group, Inc. Employee Stock Ownership Plan reported participants rose from 844 in the plan year 2022 filing to 1,070 in the plan year 2023 filing.
  • Vgm Group, Inc. Employee Stock Ownership Plan end-of-year assets rose from $322M in the plan year 2022 filing to $406M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 421280573 · Van G Miller & Associates PY 2023 · ESOP

Vgm Group, Inc. Employee Stock Ownership Plan · $406M · 1,070 · 97th

  • PCT $406M
  • PCT 1,070
  • PCT 97th
  • PCT ESOP
  • PCT near North Coast Holdings Employee Stock Ownership Plan
  • PCT ind #7799

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 →

Vgm Group, Inc. Employee Stock Ownership Plan in the asset neighbourhood

Ecc Employee Stock Ownership PlanEcc Employee Stock Ownership…$411MChoate Construction Company Employee Stock Ownership PlanChoate Construction Company …$408MWestat, Inc. Employee Stock Ownership PlanWestat, Inc. Employee Stock …$407MNorth Coast Holdings Employee Stock Ownership PlanNorth Coast Holdings Employe…$406MVgm Group, Inc. Employee Stock Ownership PlanVgm Group, Inc. Employee Sto…$406M
End-of-year total assets ($M) among Vgm Group, Inc. Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2023.

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$322M
Net Assets (End of Year)$394M
Net Income$84M
Employer EIN421280573
Plan Effective Date2005-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Van G Miller & Associates)

Sponsor-wide plan assets over time

All Van G Miller & Associates plans reported in each filing year

Latest sponsor-wide plan assets
$553M 31.64851032517224% vs 2022
2024 filing year
$400M$450M$500M$550M$600M 202220232024 $420M $553M ▲ +31.6%
Year Plans Participants Total Assets
2022 2 2,062 $420M
2023 2 2,473 $522M
2024 2 2,660 $553M

Nearby ESOP Plans in Iowa

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

Vgm Group, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Iowa, assets vs. participants Scatter plot of 6 data points. 50010001500200025003000 2004006008001000 Total assets ($M) Participants Vgm Group, Inc. Employee Stock Ownership Plan, Total assets ($M): 405.931426 · Participants: 1070Vgm Group, Inc. 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 PlanAnnett Holdings, Inc. Employee Stock Ownership Plan & Trust, Total assets ($M): 400.423959 · Participants: 2714Annett Holdings, Inc. Employee Stock Ownership Plan & Trust
Vgm Group, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Iowa, assets vs. participants
Compare Vgm Group, Inc. Employee Stock Ownership Plan side-by-side with 3 peers →

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

Outside Iowa, the nearest ESOP by assets is North Coast Holdings Employee Stock Ownership Plan in NY ($406M); by covered participants it is C&k Market, Inc. Employee Stock Ownership Plan in OR (1,066 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (1,070 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 Vgm Group, Inc. Employee Stock Ownership Plan assets move in 2023? ▼
Vgm Group, Inc. Employee Stock Ownership Plan grew sharply - up 26.1% during 2023, from $322M to $406M. Reported net income was $84M.
How have Van G Miller & Associates plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Van G Miller & Associates's sponsor-wide assets grew 31.6%, from $420M to $553M.
Where does Vgm Group, Inc. Employee Stock Ownership Plan rank by assets among Form 5500 filers? ▼
Vgm Group, Inc. Employee Stock Ownership Plan ranks in the 97th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top 5% of all filed plans by assets).
Which ESOP plans are similar in size to Vgm Group, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is North Coast Holdings Employee Stock Ownership Plan in NY ($406M, 4,467 participants).
Which ESOP plans cover a similar participant headcount to Vgm Group, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is C&k Market, Inc. Employee Stock Ownership Plan in OR (1,066 participants, $45M 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 421280573.

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.