ESOP · DOL Form 5500 · 2023

The Stark Group, Inc. ESOP

Data updated 2026-08-25

$10M
Total assets Small plan by assets
52
Participants Small participant base
58th
Percentile by assets National rank
$187,611
Avg per participant Above avg balance/head
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Official DOL plan name: The Stark Group, Inc. Employee Stock Ownership Plan · Sponsored by The Stark Group, Inc. · Iowa · Construction

$10M in assets, 52 participants

The Stark Group, Inc.'s The Stark Group, Inc. Employee Stock Ownership Plan reported $10M in total assets and 52 participants in its 2023 DOL Form 5500 filing, ranking in the 58th 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.

  • #5,099 in Construction (9,030 peers)

The Stark Group, Inc. multi-year trail

The Stark Group, Inc.'s plans moved +37.1% in assets from 2022 to 2024; this filing shows The Stark Group, Inc. Employee Stock Ownership Plan at $10M / 52 participants.

#5,099
in Construction (9,030 peers)
+26.1%
assets growth YoY

The Stark Group, Inc. Employee Stock Ownership Plan's mid-pack asset rank among Construction and all filers

The Stark Group, Inc. Employee Stock Ownership Plan vs every filed plan by assets

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

$9,755,779 Top 42% higher than 58% 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

The Stark Group, 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. The Stark Group, Inc. Employee Stock Ownership Plan is a small filing (52 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • The Stark Group, Inc. Employee Stock Ownership Plan reported net income rose from $320K in the plan year 2022 filing to $2M in the plan year 2023 filing.
  • The Stark Group, Inc. Employee Stock Ownership Plan end-of-year assets rose from $8M in the plan year 2022 filing to $10M in the plan year 2023 filing.
  • The Stark Group, Inc. Employee Stock Ownership Plan reported participants rose from 47 in the plan year 2022 filing to 52 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 852080971 · The Stark Group, Inc. PY 2023 · ESOP

The Stark Group, Inc. Employee Stock Ownership Plan · $10M · 52 · 58th

  • EBSA $10M
  • EBSA 52
  • EBSA 58th
  • EBSA ESOP
  • EBSA near The Law Company, Inc. Employee Stock Ownership Plan
  • EBSA ind #5099

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 →

The Stark Group, Inc. Employee Stock Ownership Plan in the asset neighbourhood

The Law Company, Inc. Employee Stock Ownership PlanThe Law Company, Inc. Employ…$10MThe Stark Group, Inc. Employee Stock Ownership PlanThe Stark Group, Inc. Employ…$10MCdi Services, Inc. Employee Stock Ownership Plan & TrustCdi Services, Inc. Employee …$10MBarbizon Lighting Company, Inc. Employee Stock Ownership PlanBarbizon Lighting Company, I…$10MRubber Track Solutions, Inc. Employee Stock Ownership PlanRubber Track Solutions, Inc.…$10M
End-of-year total assets ($M) among The Stark Group, Inc. Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2023.

The Stark Group, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All The Stark Group, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$11M 37.08704589528119% vs 2022
2024 filing year
$7M$8M$9M$10M$11M 202220232024 $7.74M $10.6M ▲ +37.0%
Year Plans Participants Total Assets
2022 1 47 $8M
2023 1 52 $10M
2024 1 50 $11M

The Stark Group, Inc. filing trail (2023)

Total Assets (Beginning of Year)$8M
Net Assets (End of Year)$9M
Net Income$2M
Employer EIN852080971
Plan Effective Date1983-04-01
Filing StatusFILING RECEIVED

Nearby ESOP Plans in Iowa

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

The Stark Group, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Iowa, assets vs. participants Scatter plot of 6 data points. 050010001500 -20002004006008001000 Total assets ($M) Participants The Stark Group, Inc. Employee Stock Ownership Plan, Total assets ($M): 9.755779 · Participants: 52The Stark Group, Inc. 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
The Stark Group, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Iowa, assets vs. participants
Compare The Stark Group, Inc. Employee Stock Ownership Plan side-by-side with 3 peers →

The Stark Group, Inc. Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount

Outside Iowa, the nearest ESOP by assets is The Law Company, Inc. Employee Stock Ownership Plan in KS ($10M); by covered participants it is Jd2 Incorporated Employee Stock Ownership Plan in CA (52 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (52 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 The Stark Group, Inc. Employee Stock Ownership Plan assets move in 2023? ▼
The Stark Group, Inc. Employee Stock Ownership Plan grew sharply - up 26.1% during 2023, from $8M to $10M. Reported net income was $2M.
How have The Stark Group, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), The Stark Group, Inc.'s sponsor-wide assets grew 37.1%, from $8M to $11M.
Which ESOP plans are similar in size to The Stark Group, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is The Law Company, Inc. Employee Stock Ownership Plan in KS ($10M, 101 participants).
Which ESOP plans cover a similar participant headcount to The Stark Group, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Jd2 Incorporated Employee Stock Ownership Plan in CA (52 participants, $50M 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 852080971.

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.