ESOP · DOL Form 5500 · 2023

Itek Holding, Inc. ESOP

Data updated 2026-08-25

$7K
Total assets Small plan by assets
38
Participants Small participant base
1st
Percentile by assets National rank
$177
Avg per participant Low balance/head
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Official DOL plan name: Itek Holding, Inc. Employee Stock Ownership Plan · Sponsored by Itek Holding, Inc. · California · Professional & Technical Services

$7K in assets, 38 participants

Itek Holding, Inc.'s Itek Holding, Inc. Employee Stock Ownership Plan reported $7K in total assets and 38 participants in its 2023 DOL Form 5500 filing, ranking in the 1st 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.

  • #235 in Professional & Technical Services (20,321 peers)

What the 2023 filing shows

Itek Holding, Inc. Employee Stock Ownership Plan holds $7K for 38 participants - about $177 per participant, among the smaller plans by assets on file.

#235
in Professional & Technical Services (20,321 peers)
+5.2%
assets growth YoY

Itek Holding, Inc. Employee Stock Ownership Plan among the smaller filed plans by assets

Itek Holding, Inc. Employee Stock Ownership Plan vs every filed plan by assets

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

$6,711 1st percentile higher than 1% 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

Itek Holding, Inc. Employee Stock Ownership Plan among smaller filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Itek Holding, Inc. Employee Stock Ownership Plan is a small filing (38 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Itek Holding, Inc. Employee Stock Ownership Plan reported net income fell from $4K in the plan year 2022 filing to $329 in the plan year 2023 filing.
  • Itek Holding, Inc. Employee Stock Ownership Plan end-of-year assets rose from $6K in the plan year 2022 filing to $7K in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 454464325 · Itek Holding, Inc. PY 2023 · ESOP

Itek Holding, Inc. Employee Stock Ownership Plan · $7K · 38 · 1st

  • BOY $7K
  • BOY 38
  • BOY 1st
  • BOY ESOP
  • BOY near Mhts Employee Benefit Plan
  • BOY ind #235

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 California →

Itek Holding, Inc. Employee Stock Ownership Plan in the asset neighbourhood

Itek Holding, Inc. Employee Stock Ownership PlanItek Holding, Inc. Employee …$7KMhts Employee Benefit Plan$7KLgs Management Group, Inc. Employee Stock Ownership PlanLgs Management Group, Inc. E…$6KEmployees' Stock Ownership Plan of Chas. Lunsford Sons & AssociatesEmployees' Stock Ownership P…$6KData Industries, Ltd. Employee Stock Ownership Plan and TrustData Industries, Ltd. Employ…$6K
End-of-year total assets ($M) among Itek Holding, Inc. Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2023.

Filing particulars (2023)

Total Assets (Beginning of Year)$6K
Net Assets (End of Year)$7K
Net Income$329
Employer EIN454464325
Plan Effective Date2005-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Itek Holding, Inc.)

Sponsor-wide plan assets over time

All Itek Holding, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$7K 4.1993105609526795% vs 2022
2024 filing year
$0.01M 202220232024 $0.01M $0.01M ▲ +0.0%
Year Plans Participants Total Assets
2022 1 38 $6K
2023 1 38 $7K
2024 1 38 $7K

Nearby ESOP Plans in California

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

Itek Holding, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in California, assets vs. participants Scatter plot of 6 data points. -20000200040006000800010000 -101234 Total assets ($B) Participants Itek Holding, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.000006711 · Participants: 38Itek Holding, Inc. Employee Stock Ownership PlanParsons Employee Stock Ownership Plan, Total assets ($B): 3.757068542 · Participants: 7871Parsons Employee Stock Ownership PlanAcco Employee Stock Ownership Plan, Total assets ($B): 1.444524335 · Participants: 1397Acco Employee Stock Ownership PlanRosendin Electric, Inc. Employee Stock Ownership Plan, Total assets ($B): 1.125537204 · Participants: 1700Rosendin Electric, Inc. Employee Stock Ownership PlanAgron, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.533004512 · Participants: 72Agron, Inc. Employee Stock Ownership PlanRecology Employee Stock Ownership Plan, Total assets ($B): 0.497089527 · Participants: 3656Recology Employee Stock Ownership Plan
Itek Holding, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in California, assets vs. participants
Compare Itek Holding, Inc. Employee Stock Ownership Plan side-by-side with 3 peers →

Itek Holding, Inc. Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount

Outside California, the nearest ESOP by assets is Mhts Employee Benefit Plan in FL ($7K); by covered participants it is Inberg-Miller Engineers Employee Stock Ownership Plan in WY (38 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (38 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 Itek Holding, Inc. Employee Stock Ownership Plan assets move in 2023? ▼
Itek Holding, Inc. Employee Stock Ownership Plan grew at a solid clip - up 5.2% during 2023, from $6K to $7K. Reported net income was $329.
How have Itek Holding, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Itek Holding, Inc.'s sponsor-wide assets grew 4.2%, from $6K to $7K.
Where does Itek Holding, Inc. Employee Stock Ownership Plan rank by assets among Form 5500 filers? ▼
Itek Holding, Inc. Employee Stock Ownership Plan ranks in the 1st percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (among the smaller plans by assets on file).
Which ESOP plans are similar in size to Itek Holding, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Mhts Employee Benefit Plan in FL ($7K, 22 participants).
Which ESOP plans cover a similar participant headcount to Itek Holding, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Inberg-Miller Engineers Employee Stock Ownership Plan in WY (38 participants, N/A 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 454464325.

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.