ESOP · DOL Form 5500 · 2023

Van Meter Inc. ESOP

Data updated 2026-08-11

$596M
Total assets: 801
Participants: 98th
Percentile by assets: $744,193
Avg per participant

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.

98th percentile by assets (of 127,072 plans)
#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.

$596M
total plan assets (2023 EOY): 801
covered participants: 98th
percentile by assets (of 127,072 plans): $744,193
avg assets per participant

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 2023→2024 release diff →

State

Iowa

Industry

Wholesale Trade

Van Meter Industrial, Inc. Employee Stock Ownership Plan vs the 2023 asset distribution

By assets, Van Meter Industrial, Inc. Employee Stock Ownership Plan outranks 98% of the 127,072 plans that filed a Form 5500 for the 2023 plan year, and holds roughly 6.0x the national average plan size of $100M (721 average participants).

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)	$437M
Net Assets (End of Year)	$534M
Net Income	$148M
Employer EIN	421448821
Plan Effective Date	1993-01-01
Filing Status	FILING RECEIVED

Sponsor Plan History (Van Meter Inc.)

Total plan assets by year, all Van Meter Inc. plans on file

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

Employee Owned Brands, Inc. Employee Stock Ownership Plan $864M · 802
Precision, Inc. Employee Stock Ownership Plan and Trust $438M · 667
Ita Group Holdings, Inc. Employees' Stock Ownership Plan $428M · 771
Vgm Group, Inc. Employee Stock Ownership Plan $406M · 1,070
Annett Holdings, Inc. Employee Stock Ownership Plan & Trust $400M · 2,714

Compare Van Meter Industrial, Inc. Employee Stoc… side-by-side with 3 peers →

Similar-Sized ESOP Plans Nationally

ESOP plans in other states closest to Van Meter Industrial, Inc. Employee Stock Ownership Plan by total assets, not by location.

Employee Stock Ownership Plan of Applied Research Associates, Inc. (NM) $606M · 1,981
Magnolia Employee Stock Ownership Plan (LA) $612M · 44
Consigli Building Group Employee Stock Ownership Plan (MA) $612M · 1,511
U-Haul Holding Company Employee Stock Ownership Plan (AZ) $619M · 19,740

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).

Next read for Van Meter Industrial, Inc. Employee Stoc…

Scale reading

Ways to act on Van Meter Industrial, Inc. Employee Stock Ownership Plan's numbers.

By total assets, Van Meter Industrial, Inc. Employee Stock Ownership Plan ranks in the top 5% of all filed plans by assets. See the largest plans
Compare it side-by-side against 3 similar ESOP plans in Iowa. Compare plans
Van Meter Inc.'s sponsor-wide assets have grown 48.2% since 2022 across 3 plan years on file. More Wholesale Trade plans

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 421448821.