ESOP · DOL Form 5500 · 2023

Van Meter Inc. ESOP

Data updated 2026-08-25

$596M
Total assets Above avg plan size
801
Participants Near avg headcount
98th
Percentile by assets National rank
$744,193
Avg per participant High balance/head
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Official DOL plan name: Van Meter Industrial, Inc. Employee Stock Ownership Plan · Sponsored by Van Meter Inc. · Iowa · Wholesale Trade

$596M in assets, 801 participants

Van Meter Inc.'s Van Meter Industrial, Inc. Employee Stock Ownership Plan reported $596M in total assets and 801 participants in its 2023 DOL Form 5500 filing, ranking in the 98th 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.

  • #6,221 in Wholesale Trade (6,309 peers)

Where Van Meter Industrial, Inc. Employee Stock Ownership Plan sits by assets

Van Meter Industrial, Inc. Employee Stock Ownership Plan sits in the top 5% of all filed plans by assets, $596M for 801 participants (~$744,193/participant), up 36.3% in 2023.

#6,221
in Wholesale Trade (6,309 peers)
+36.3%
assets growth YoY
6.0×
vs typical plan assets (national mean)

Van Meter Industrial, Inc. Employee Stock Ownership Plan's outsized position by total assets

Van Meter Industrial, Inc. Employee Stock Ownership Plan vs every filed plan by assets

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

$596,098,350 Top 2% higher than 98% 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 Meter Industrial, Inc. Employee Stock Ownership Plan among mid-size filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Van Meter Industrial, Inc. Employee Stock Ownership Plan sits mid-pack in the medium band (801 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Van Meter Industrial, Inc. Employee Stock Ownership Plan reported net income rose from $41M in the plan year 2022 filing to $148M in the plan year 2023 filing.
  • Van Meter Industrial, Inc. Employee Stock Ownership Plan end-of-year assets rose from $437M in the plan year 2022 filing to $596M in the plan year 2023 filing.
  • Van Meter Industrial, Inc. Employee Stock Ownership Plan reported participants rose from 774 in the plan year 2022 filing to 801 in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 421448821 · Van Meter Inc. PY 2023 · ESOP

Van Meter Industrial, Inc. Employee Stock Ownership Plan · $596M · 801 · 98th

  • RANK $596M
  • RANK 801
  • RANK 98th
  • RANK ESOP
  • RANK near Employee Stock Ownership Plan of Applied Research Associates, Inc.
  • RANK ind #6221

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 Meter Industrial, Inc. Employee Stock Ownership Plan in the asset neighbourhood

U-Haul Holding Company Employee Stock Ownership PlanU-Haul Holding Company Emplo…$619MConsigli Building Group Employee Stock Ownership PlanConsigli Building Group Empl…$612MMagnolia Employee Stock Ownership PlanMagnolia Employee Stock Owne…$612MEmployee Stock Ownership Plan of Applied Research Associates, Inc.Employee Stock Ownership Pla…$606MVan Meter Industrial, Inc. Employee Stock Ownership PlanVan Meter Industrial, Inc. E…$596M
End-of-year total assets ($M) among Van Meter Industrial, 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)$437M
Net Assets (End of Year)$534M
Net Income$148M
Employer EIN421448821
Plan Effective Date1993-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Van Meter Inc.)

Sponsor-wide plan assets over time

All Van Meter Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$765M 48.17353384639462% vs 2022
2024 filing year
$400M$500M$600M$700M$800M 202220232024 $516M $765M ▲ +48.2%
Year Plans Participants Total Assets
2022 2 1,538 $516M
2023 2 1,597 $692M
2024 2 1,699 $765M

Nearby ESOP Plans in Iowa

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

Van Meter Industrial, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Iowa, assets vs. participants Scatter plot of 6 data points. 50010001500200025003000 2004006008001000 Total assets ($M) Participants Van Meter Industrial, Inc. Employee Stock Ownership Plan, Total assets ($M): 596.09835 · Participants: 801Van Meter Industrial, Inc. Employee Stock Ownership PlanEmployee Owned Brands, Inc. Employee Stock Ownership Plan, Total assets ($M): 863.986659 · Participants: 802Employee Owned Brands, Inc. Employee Stock Ownership PlanPrecision, Inc. Employee Stock Ownership Plan and Trust, Total assets ($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 PlanAnnett Holdings, Inc. Employee Stock Ownership Plan & Trust, Total assets ($M): 400.423959 · Participants: 2714Annett Holdings, Inc. Employee Stock Ownership Plan & Trust
Van Meter Industrial, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Iowa, assets vs. participants

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

Outside Iowa, the nearest ESOP by assets is Employee Stock Ownership Plan of Applied Research Associates, Inc. in NM ($606M); by covered participants it is Bolton & Menk, Inc. Employee Stock Ownership Plan in MN (807 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (801 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 Meter Industrial, Inc. Employee Stock Ownership Plan assets move in 2023? ▼
Van Meter Industrial, Inc. Employee Stock Ownership Plan surged - up 36.3% during 2023, from $437M to $596M. Reported net income was $148M.
How have Van Meter Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Van Meter Inc.'s sponsor-wide assets grew 48.2%, from $516M to $765M.
Where does Van Meter Industrial, Inc. Employee Stock Ownership Plan rank by assets among Form 5500 filers? ▼
Van Meter Industrial, Inc. Employee Stock Ownership Plan ranks in the 98th 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 Van Meter Industrial, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Employee Stock Ownership Plan of Applied Research Associates, Inc. in NM ($606M, 1,981 participants).
Which ESOP plans cover a similar participant headcount to Van Meter Industrial, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Bolton & Menk, Inc. Employee Stock Ownership Plan in MN (807 participants, $60M in assets).