ESOP · DOL Form 5500 · 2023

Italix Company, Inc. ESOP

Data updated 2026-08-25

$4M
Total assets Small plan by assets
25
Participants Small participant base
39th
Percentile by assets National rank
$151,186
Avg per participant Above avg balance/head
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Official DOL plan name: Italix Company, Inc. Employee Stock Ownership Plan · Sponsored by Italix Company, Inc. · California · Manufacturing

$4M in assets, 25 participants

Italix Company, Inc.'s Italix Company, Inc. Employee Stock Ownership Plan reported $4M in total assets and 25 participants in its 2023 DOL Form 5500 filing, ranking in the 39th 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.

  • #4,217 in Manufacturing (18,722 peers)

What the 2023 filing shows

Italix Company, Inc. Employee Stock Ownership Plan holds $4M for 25 participants - about $151,186 per participant, in the lower half of filed plans by assets.

#4,217
in Manufacturing (18,722 peers)
+2.3%
assets growth YoY

Italix Company, Inc. Employee Stock Ownership Plan's mid-pack asset rank among Manufacturing and all filers

Italix Company, Inc. Employee Stock Ownership Plan vs every filed plan by assets

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

$3,779,658 39th percentile higher than 39% 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

Italix Company, 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. Italix Company, Inc. Employee Stock Ownership Plan is a small filing (25 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Italix Company, Inc. Employee Stock Ownership Plan reported net income fell from $375K in the plan year 2022 filing to $86K in the plan year 2023 filing.
  • Italix Company, Inc. Employee Stock Ownership Plan reported participants rose from 23 in the plan year 2022 filing to 25 in the plan year 2023 filing.
  • Italix Company, Inc. Employee Stock Ownership Plan end-of-year assets rose from $4M in the plan year 2022 filing to $4M in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 942856931 · Italix Company, Inc. PY 2023 · ESOP

Italix Company, Inc. Employee Stock Ownership Plan · $4M · 25 · 39th

  • TYPE $4M
  • NET 25
  • BOOK 39th
  • VS-ST ESOP
  • BOY near Cornforth Consultants ESOP
  • SCH ind #4217

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 →

Italix Company, Inc. Employee Stock Ownership Plan in the asset neighbourhood

Italix Company, Inc. Employee Stock Ownership PlanItalix Company, Inc. Employe…$4MCornforth Consultants ESOP$4MT.C. Millwork Holdings, Inc. Employee Stock Ownership PlanT.C. Millwork Holdings, Inc.…$4MSchena Roofing & Sheet Metal Company, Inc. Employee Stock Ownership PlanSchena Roofing & Sheet Metal…$4MSchena Roofing & Sheet Metal Co., Inc. Employee Stock Ownership PlanSchena Roofing & Sheet Metal…$4M
End-of-year total assets ($M) among Italix Company, 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)$4M
Net Assets (End of Year)$4M
Net Income$86K
Employer EIN942856931
Plan Effective Date1995-09-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Italix Company, Inc.)

Sponsor-wide plan assets over time

All Italix Company, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$4M 5.002021169072349% vs 2022
2024 filing year
$3.6M$3.7M$3.8M$3.9M 202220232024 $3.69M $3.88M ▲ +5.1%
Year Plans Participants Total Assets
2022 1 23 $4M
2023 1 25 $4M
2024 1 23 $4M

Nearby ESOP Plans in California

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

Italix Company, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in California, assets vs. participants Scatter plot of 6 data points. -20000200040006000800010000 -101234 Total assets ($B) Participants Italix Company, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.003779658 · Participants: 25Italix Company, 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
Italix Company, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in California, assets vs. participants
Compare Italix Company, Inc. Employee Stock Ownership Plan side-by-side with 3 peers →

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

Outside California, the nearest ESOP by assets is Cornforth Consultants ESOP in OR ($4M); by covered participants it is Wvs Financial Corp. Employee Stock Ownership Plan in PA (25 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (25 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 Italix Company, Inc. Employee Stock Ownership Plan assets move in 2023? ▼
Italix Company, Inc. Employee Stock Ownership Plan edged up modestly - up 2.3% during 2023, from $4M to $4M. Reported net income was $86K.
How have Italix Company, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Italix Company, Inc.'s sponsor-wide assets grew 5.0%, from $4M to $4M.
Which ESOP plans are similar in size to Italix Company, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Cornforth Consultants ESOP in OR ($4M, 36 participants).
Which ESOP plans cover a similar participant headcount to Italix Company, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Wvs Financial Corp. Employee Stock Ownership Plan in PA (25 participants, $3M 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 942856931.

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.