ESOP · DOL Form 5500 · 2023

Ita Group Holdings, Inc. ESOP

Data updated 2026-08-11

$428M
Total assets: 771
Participants: 97th
Percentile by assets: $554,851
Avg per participant

Official DOL plan name: Ita Group Holdings, Inc. Employees' Stock Ownership Plan · Sponsored by Ita Group Holdings, Inc. · Iowa · Professional & Technical Services

$428M in assets, 771 participants

Ita Group Holdings, Inc.'s Ita Group Holdings, Inc. Employees' Stock Ownership Plan reported $428M in total assets and 771 participants in its 2023 DOL Form 5500 filing, ranking in the 97th 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.

97th percentile by assets (of 127,072 plans)
#19,905 in Professional & Technical Services (20,321 peers)

Where Ita Group Holdings, Inc. Employees' Stock Ownership Plan sits by assets

Ita Group Holdings, Inc. Employees' Stock Ownership Plan sits in the top 5% of all filed plans by assets, $428M for 771 participants (~$554,851/participant), up 11.7% in 2023.

$428M
total plan assets (2023 EOY): 771
covered participants: 97th
percentile by assets (of 127,072 plans): $554,851
avg assets per participant

Ita Group Holdings, Inc. Employees' Stock Ownership Plan reported participants rose from 643 in the plan year 2022 filing to 771 in the plan year 2023 filing.
Ita Group Holdings, Inc. Employees' Stock Ownership Plan end-of-year assets rose from $383M in the plan year 2022 filing to $428M in the plan year 2023 filing.
Ita Group Holdings, Inc. Employees' Stock Ownership Plan reported net income fell from $47M in the plan year 2022 filing to $46M in the plan year 2023 filing.

See the national 2023→2024 release diff →

State

Iowa

Industry

Professional & Technical Services

Ita Group Holdings, Inc. Employees' Stock Ownership Plan vs the 2023 asset distribution

By assets, Ita Group Holdings, Inc. Employees' Stock Ownership Plan outranks 97% of the 127,072 plans that filed a Form 5500 for the 2023 plan year, and holds roughly 4.3x the national average plan size of $100M (721 average participants).

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)	$383M
Net Assets (End of Year)	$339M
Net Income	$46M
Employer EIN	822560400
Plan Effective Date	1987-08-20
Filing Status	FILING RECEIVED

Sponsor Plan History (Ita Group Holdings, Inc.)

Total plan assets by year, all Ita Group Holdings, Inc. plans on file

Year	Plans	Participants	Total Assets
2022	1	643	$383M
2023	1	771	$428M
2024	1	907	$498M

Nearby ESOP Plans in Iowa

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

Ita Group Holdings, Inc. Employees' Stock Ownership Plan vs. nearby ESOP plans in Iowa, assets vs. participants

Employee Owned Brands, Inc. Employee Stock Ownership Plan $864M · 802
Van Meter Industrial, Inc. Employee Stock Ownership Plan $596M · 801
Precision, Inc. Employee Stock Ownership Plan and Trust $438M · 667
Vgm Group, Inc. Employee Stock Ownership Plan $406M · 1,070
Annett Holdings, Inc. Employee Stock Ownership Plan & Trust $400M · 2,714

Compare Ita Group Holdings, Inc. Employees' Stoc… side-by-side with 3 peers →

Similar-Sized ESOP Plans Nationally

ESOP plans in other states closest to Ita Group Holdings, Inc. Employees' Stock Ownership Plan by total assets, not by location.

Barr Brands International Amended and Restated Employee Stock Ownership Plan (TN) $427M · 401
Force America Inc. Employee Stock Ownership Plan (MN) $427M · 412
Chemonics International, Inc. Employee Stock Ownership Plan (DC) $426M · 2,206
Je Dunn Employee Stock Ownership Plan and Trust (MO) $429M · 2,457

Frequently Asked Questions

How did Ita Group Holdings, Inc. Employees' Stock Ownership Plan assets move in 2023? ▼

Ita Group Holdings, Inc. Employees' Stock Ownership Plan grew at a solid clip - up 11.7% during 2023, from $383M to $428M. Reported net income was $46M.

How have Ita Group Holdings, Inc. plan assets changed over time? ▼

Across 3 plan years on file (2022-2024), Ita Group Holdings, Inc.'s sponsor-wide assets grew 30.1%, from $383M to $498M.

Where does Ita Group Holdings, Inc. Employees' Stock Ownership Plan rank by assets among Form 5500 filers? ▼

Ita Group Holdings, Inc. Employees' Stock Ownership Plan ranks in the 97th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top 5% of all filed plans by assets).

Which ESOP plans are similar in size to Ita Group Holdings, Inc. Employees' Stock Ownership Plan? ▼

Among ESOP plans in other states, the closest by assets is Barr Brands International Amended and Restated Employee Stock Ownership Plan in TN ($427M, 401 participants).

Next read for Ita Group Holdings, Inc. Employees' Stoc…

Scale reading

Ways to act on Ita Group Holdings, Inc. Employees' Stock Ownership Plan's numbers.

By total assets, Ita Group Holdings, Inc. Employees' Stock Ownership Plan ranks in the top 5% of all filed plans by assets. See the largest plans
Compare it side-by-side against 3 similar ESOP plans in Iowa. Compare plans
Ita Group Holdings, Inc.'s sponsor-wide assets have grown 30.1% since 2022 across 3 plan years on file. More Professional & Technical Services plans

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 822560400.