ESOP · DOL Form 5500 · 2023

Story Construction Holding Co. ESOP

Data updated 2026-08-11

$5M
Total assets
132
Participants
44th
Percentile by assets
$37,121
Avg per participant
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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.

  • 44th percentile by assets (of 127,072 plans)
  • #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.

$5M
total plan assets (2023 EOY)
132
covered participants
44th
percentile by assets (of 127,072 plans)
$37,121
avg assets per participant

Where Story Construction Employee Stock Ownership Plan sits by total assets

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 $2,010,000,000 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

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 →

State
Iowa
Industry
Construction

Participants vs Iowa filers

In Iowa, the average filing covers about 609 participants across 1,246 plans. Story Construction Employee Stock Ownership Plan reports 132 participants - about 22% of that state average ($5M EOY assets).

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.)

$-5M$0M$5M$10M$15M 202220232024 $0.41M $10.8M ▲ +2539.0%
Total plan assets by year, all Story Construction Holding Co. plans on file
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 ($M) Participants Story Construction E…, Total assets ($M): 4.900002 · Participants: 132Story Construction E…Employee Owned Brand…, Total assets ($M): 863.986659 · Participants: 802Employee Owned Brand…Van Meter Industrial…, Total assets ($M): 596.09835 · Participants: 801Van Meter Industrial…Precision, Inc. Empl…, Total assets ($M): 438.062674 · Participants: 667Precision, Inc. Empl…Ita Group Holdings, …, Total assets ($M): 427.790025 · Participants: 771Ita Group Holdings, …Vgm Group, Inc. Empl…, Total assets ($M): 405.931426 · Participants: 1070Vgm Group, Inc. Empl…
Story Construction Employee Stock Ownership Plan vs. nearby ESOP plans in Iowa, assets vs. participants
Compare Story Construction Employee Stock Owners… side-by-side with 3 peers →

Similar-Sized ESOP Plans Nationally

ESOP plans in other states closest to Story Construction Employee Stock Ownership Plan by total assets, not by location.

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).

Next read for Story Construction Employee Stock Owners…

Filing takeaways

Ways to act on Story Construction Employee Stock Ownership Plan's numbers.

  • By total assets, Story Construction Employee Stock Ownership Plan ranks in the lower half of filed plans by assets. See the largest plans
  • Compare it side-by-side against 3 similar ESOP plans in Iowa. Compare plans
  • Story Construction Holding Co.'s sponsor-wide assets have grown 2539.0% since 2022 across 3 plan years on file. More Construction 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 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.