ESOP · DOL Form 5500 · 2023

Control Installations of Iowa, Inc. ESOP

Data updated 2026-08-11

$35M
Total assets
93
Participants
81st
Percentile by assets
$381,140
Avg per participant
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Official DOL plan name: Ci3 Employee Stock Ownership Plan · Sponsored by Control Installations of Iowa, Inc. · Iowa · Professional & Technical Services

$35M in assets, 93 participants

Control Installations of Iowa, Inc.'s Ci3 Employee Stock Ownership Plan reported $35M in total assets and 93 participants in its 2023 DOL Form 5500 filing, ranking in the 81st 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.

  • 81st percentile by assets (of 127,072 plans)
  • #16,696 in Professional & Technical Services (20,321 peers)

Where Ci3 Employee Stock Ownership Plan sits by assets

Ci3 Employee Stock Ownership Plan sits in the top quartile of all filed plans by assets, $35M for 93 participants (~$381,140/participant), up 22.1% in 2023.

$35M
total plan assets (2023 EOY)
93
covered participants
81st
percentile by assets (of 127,072 plans)
$381,140
avg assets per participant

Where Ci3 Employee Stock Ownership Plan sits by total assets

Ci3 Employee Stock Ownership Plan vs every filed plan by assets

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

$35,446,023 Top 19% higher than 81% 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

  • Ci3 Employee Stock Ownership Plan reported net income rose from $2M in the plan year 2022 filing to $6M in the plan year 2023 filing.
  • Ci3 Employee Stock Ownership Plan end-of-year assets rose from $29M in the plan year 2022 filing to $35M in the plan year 2023 filing.
  • Ci3 Employee Stock Ownership Plan reported participants rose from 78 in the plan year 2022 filing to 93 in the plan year 2023 filing.

See the national 2022→2023 release diff →

State
Iowa
Industry
Professional & Technical Services

Ci3 Employee Stock Ownership Plan vs the 2023 asset distribution

By assets, Ci3 Employee Stock Ownership Plan outranks 81% of the 127,072 plans that filed a Form 5500 for the 2023 plan year, and holds roughly 0.4x the national average plan size of $100M (721 average participants).

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$29M
Net Assets (End of Year)$29M
Net Income$6M
Employer EIN421201473
Plan Effective Date2007-04-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Control Installations of Iowa, Inc.)

$30M$35M$40M$45M 202220232024 $35.8M $42.6M ▲ +19.1%
Total plan assets by year, all Control Installations of Iowa, Inc. plans on file
Year Plans Participants Total Assets
2022 2 164 $36M
2023 1 93 $35M
2024 1 106 $43M

Nearby ESOP Plans in Iowa

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

Ci3 Employee Stock Ownership Plan vs. nearby ESOP plans in Iowa, assets vs. participants Scatter plot of 6 data points. 050010001500 -20002004006008001000 Total assets ($M) Participants Ci3 Employee Stock O…, Total assets ($M): 35.446023 · Participants: 93Ci3 Employee Stock O…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…
Ci3 Employee Stock Ownership Plan vs. nearby ESOP plans in Iowa, assets vs. participants
Compare Ci3 Employee Stock Ownership Plan side-by-side with 3 peers →

Similar-Sized ESOP Plans Nationally

ESOP plans in other states closest to Ci3 Employee Stock Ownership Plan by total assets, not by location.

Frequently Asked Questions

How did Ci3 Employee Stock Ownership Plan assets move in 2023? ▼
Ci3 Employee Stock Ownership Plan grew sharply - up 22.1% during 2023, from $29M to $35M. Reported net income was $6M.
How have Control Installations of Iowa, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Control Installations of Iowa, Inc.'s sponsor-wide assets grew 19.1%, from $36M to $43M.
Where does Ci3 Employee Stock Ownership Plan rank by assets among Form 5500 filers? ▼
Ci3 Employee Stock Ownership Plan ranks in the 81st percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top quartile of all filed plans by assets).
Which ESOP plans are similar in size to Ci3 Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Aptura Employee Stock Ownership Plan in IN ($35M, 273 participants).

Next read for Ci3 Employee Stock Ownership Plan

Scale reading

Ways to act on Ci3 Employee Stock Ownership Plan's numbers.

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 421201473.

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.