ESOP · DOL Form 5500 · 2023

Ameriserve International, Inc. ESOP

Data updated 2026-08-25

$9M
Total assets Small plan by assets
114
Participants Small participant base
55th
Percentile by assets National rank
$75,463
Avg per participant Below avg balance/head
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Official DOL plan name: Ameriserve International ESOP · Sponsored by Ameriserve International, Inc. · Iowa · Healthcare & Social Assistance

$9M in assets, 114 participants

Ameriserve International, Inc.'s Ameriserve International ESOP reported $9M in total assets and 114 participants in its 2023 DOL Form 5500 filing, ranking in the 55th 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.

  • #10,773 in Healthcare & Social Assistance (17,684 peers)

Coverage in Iowa

Ameriserve International ESOP covers 114 participants in Iowa, about 19% of the average Iowa filer (state average ~609 per filing). Assets: $9M.

#10,773
in Healthcare & Social Assistance (17,684 peers)
+383.6%
assets growth YoY

Ameriserve International ESOP's mid-pack asset rank among Healthcare & Social Assistance and all filers

Ameriserve International ESOP vs every filed plan by assets

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

$8,602,786 Top 45% higher than 55% 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

Ameriserve International ESOP 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. Ameriserve International ESOP sits mid-pack in the medium band (114 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Ameriserve International ESOP reported net income rose from -$431K in the plan year 2022 filing to $7M in the plan year 2023 filing.
  • Ameriserve International ESOP end-of-year assets rose from $2M in the plan year 2022 filing to $9M in the plan year 2023 filing.
  • Ameriserve International ESOP reported participants rose from 91 in the plan year 2022 filing to 114 in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 421478216 · Ameriserve International, Inc. PY 2023 · ESOP

Ameriserve International ESOP · $9M · 114 · 55th

  • VS-ST $9M
  • BOY 114
  • SCH 55th
  • EBSA ESOP
  • PART near Mckay's Market Employee Stock Ownership Plan
  • TYPE ind #10773

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 →

Ameriserve International ESOP in the asset neighbourhood

Omico, Inc. Employee Stock Ownership Plan and TrustOmico, Inc. Employee Stock O…$9MAmeriserve International ESOP$9MMckay's Market Employee Stock Ownership PlanMckay's Market Employee Stoc…$9MMoorea Investments, Inc. Employee Stock Ownership PlanMoorea Investments, Inc. Emp…$9MDrexel Building Supply, Inc. Employee Stock Ownership PlanDrexel Building Supply, Inc.…$9M
End-of-year total assets ($M) among Ameriserve International ESOP and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2023.

Iowa filing particulars

Total Assets (Beginning of Year)$2M
Net Assets (End of Year)$8M
Net Income$7M
Employer EIN421478216
Plan Effective Date2014-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Ameriserve International, Inc.)

Sponsor-wide plan assets over time

All Ameriserve International, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$9M 405.0704956989724% vs 2022
2024 filing year
$0M$5M$10M 202220232024 $1.78M $8.98M ▲ +404.5%
Year Plans Participants Total Assets
2022 1 91 $2M
2023 1 114 $9M
2024 1 136 $9M

Nearby ESOP Plans in Iowa

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

Ameriserve International ESOP vs. nearby ESOP plans in Iowa, assets vs. participants Scatter plot of 6 data points. 050010001500 -20002004006008001000 Total assets ($M) Participants Ameriserve International ESOP, Total assets ($M): 8.602786 · Participants: 114Ameriserve International ESOPEmployee 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
Ameriserve International ESOP vs. nearby ESOP plans in Iowa, assets vs. participants
Compare Ameriserve International ESOP side-by-side with 3 peers →

Ameriserve International ESOP's out-of-state ESOP peers by assets and headcount

Outside Iowa, the nearest ESOP by assets is Mckay's Market Employee Stock Ownership Plan in OR ($9M); by covered participants it is The Model Group Employee Stock Ownership Plan in OH (114 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (114 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 Ameriserve International ESOP assets move in 2023? ▼
Ameriserve International ESOP surged - up 383.6% during 2023, from $2M to $9M. Reported net income was $7M.
How have Ameriserve International, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Ameriserve International, Inc.'s sponsor-wide assets grew 405.1%, from $2M to $9M.
Which ESOP plans are similar in size to Ameriserve International ESOP? ▼
Among ESOP plans in other states, the closest by assets is Mckay's Market Employee Stock Ownership Plan in OR ($9M, 202 participants).
Which ESOP plans cover a similar participant headcount to Ameriserve International ESOP? ▼
Among ESOP plans in other states, the closest by covered participants is The Model Group Employee Stock Ownership Plan in OH (114 participants, $10M 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 421478216.

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.