ESOP · DOL Form 5500 · 2023

Story Construction Holding Co. ESOP

Data updated 2026-08-25

$5M
Total assets Small plan by assets
132
Participants Small participant base
44th
Percentile by assets National rank
$37,121
Avg per participant Low balance/head
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Official DOL plan name: Story Construction Employee Stock Ownership Plan · Sponsored by Story Construction Holding Co. · Iowa · Construction

$5M in assets, 132 participants

Story Construction Holding Co.'s Story Construction Employee Stock Ownership Plan reported $5M in total assets and 132 participants in its 2023 DOL Form 5500 filing, ranking in the 44th 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.

  • #3,802 in Construction (9,030 peers)

Coverage in Iowa

Story Construction Employee Stock Ownership Plan covers 132 participants in Iowa, about 22% of the average Iowa filer (state average ~609 per filing). Assets: $5M.

#3,802
in Construction (9,030 peers)
+1095.1%
assets growth YoY

Story Construction Employee Stock Ownership Plan's mid-pack asset rank among Construction and all filers

Story Construction Employee Stock Ownership Plan vs every filed plan by assets

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

$4,900,002 44th percentile higher than 44% 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

Story Construction 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. Story Construction Employee Stock Ownership Plan sits mid-pack in the medium band (132 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Story Construction Employee Stock Ownership Plan end-of-year assets rose from $410K in the plan year 2022 filing to $5M in the plan year 2023 filing.
  • Story Construction Employee Stock Ownership Plan reported net income rose from -$16M in the plan year 2022 filing to $5M in the plan year 2023 filing.
  • Story Construction Employee Stock Ownership Plan reported participants fell from 152 in the plan year 2022 filing to 132 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 920274299 · Story Construction Holding Co. PY 2023 · ESOP

Story Construction Employee Stock Ownership Plan · $5M · 132 · 44th

  • BOY $5M
  • BOY 132
  • BOY 44th
  • BOY ESOP
  • BOY near Rice Services, Inc. Employee Stock Ownership Plan
  • BOY ind #3802

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 →

Story Construction Employee Stock Ownership Plan in the asset neighbourhood

Story Construction Employee Stock Ownership PlanStory Construction Employee …$5MRice Services, Inc. Employee Stock Ownership PlanRice Services, Inc. Employee…$5MMagnolia Forest Products, Inc. Employee Stock Ownership PlanMagnolia Forest Products, In…$5MPrestwick Construction Holdings, Inc. Employee Stock Ownership PlanPrestwick Construction Holdi…$5MLee Engineering Employee Stock Ownership PlanLee Engineering Employee Sto…$5M
End-of-year total assets ($M) among Story Construction Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2023.

Iowa filing particulars

Total Assets (Beginning of Year)$410K
Net Assets (End of Year)-$11M
Net Income$5M
Employer EIN920274299
Plan Effective Date2022-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Story Construction Holding Co.)

Sponsor-wide plan assets over time

All Story Construction Holding Co. plans reported in each filing year

Latest sponsor-wide plan assets
$11M 2539.0243902439024% vs 2022
2024 filing year
$0M$5M$10M$15M 202220232024 $0.41M $10.8M ▲ +2539.0%
Year Plans Participants Total Assets
2022 1 152 $410K
2023 1 132 $5M
2024 1 147 $11M

Nearby ESOP Plans in Iowa

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

Story Construction Employee Stock Ownership Plan vs. nearby ESOP plans in Iowa, assets vs. participants Scatter plot of 6 data points. 050010001500 -20002004006008001000 Total assets ($M) Participants Story Construction Employee Stock Ownership Plan, Total assets ($M): 4.900002 · Participants: 132Story Construction 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 PlanVgm Group, Inc. Employee Stock Ownership Plan, Total assets ($M): 405.931426 · Participants: 1070Vgm Group, Inc. Employee Stock Ownership Plan
Story Construction Employee Stock Ownership Plan vs. nearby ESOP plans in Iowa, assets vs. participants
Compare Story Construction Employee Stock Ownership Plan side-by-side with 3 peers →

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

Outside Iowa, the nearest ESOP by assets is Rice Services, Inc. Employee Stock Ownership Plan in CA ($5M); by covered participants it is Financial Corporation of Louisiana ESOP Stock Ownership Plan in LA (132 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (132 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 Story Construction Employee Stock Ownership Plan assets move in 2023? ▼
Story Construction Employee Stock Ownership Plan surged - up 1095.1% during 2023, from $410K to $5M. Reported net income was $5M.
How have Story Construction Holding Co. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Story Construction Holding Co.'s sponsor-wide assets grew 2539.0%, from $410K to $11M.
Which ESOP plans are similar in size to Story Construction Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Rice Services, Inc. Employee Stock Ownership Plan in CA ($5M, 629 participants).
Which ESOP plans cover a similar participant headcount to Story Construction Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Financial Corporation of Louisiana ESOP Stock Ownership Plan in LA (132 participants, $30M 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 920274299.

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.