ESOP · DOL Form 5500 · 2024

Ifs Holdings, Inc. ESOP

Data updated 2026-08-25

$36M
Total assets Below avg plan size
89
Participants Small participant base
80th
Percentile by assets National rank
$407,888
Avg per participant High balance/head
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Official DOL plan name: Ifs Employee Stock Ownership Plan · Sponsored by Ifs Holdings, Inc. · Missouri · Construction

$36M in assets, 89 participants

Ifs Holdings, Inc.'s Ifs Employee Stock Ownership Plan reported $36M in total assets and 89 participants in its 2024 DOL Form 5500 filing, ranking in the 80th 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.

  • #7,094 in Construction (9,039 peers)

Where Ifs Employee Stock Ownership Plan sits by assets

Ifs Employee Stock Ownership Plan sits in the top quartile of all filed plans by assets, $36M for 89 participants (~$407,888/participant), up 66.1% in 2024.

#7,094
in Construction (9,039 peers)
+66.1%
assets growth YoY
0.4×
vs typical plan assets (national mean)

Ifs Employee Stock Ownership Plan's outsized position by total assets

Ifs Employee Stock Ownership Plan vs every filed plan by assets

End-of-year total assets · plan year 2024 · DOL Form 5500

$36,302,000 Top 20% higher than 80% of 123,620 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 2024

Ifs Employee Stock Ownership Plan among smaller filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Ifs Employee Stock Ownership Plan is a small filing (89 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Ifs Employee Stock Ownership Plan reported net income rose from $8M in the plan year 2023 filing to $14M in the plan year 2024 filing.
  • Ifs Employee Stock Ownership Plan end-of-year assets rose from $22M in the plan year 2023 filing to $36M in the plan year 2024 filing.
  • Ifs Employee Stock Ownership Plan reported participants rose from 80 in the plan year 2023 filing to 89 in the plan year 2024 filing.

See the national 2023→2024 release diff →

DOL schedule card

Filing strip 863926433 · Ifs Holdings, Inc. PY 2024 · ESOP

Ifs Employee Stock Ownership Plan · $36M · 89 · 80th

  • EBSA $36M
  • PART 89
  • TYPE 80th
  • NET ESOP
  • BOOK near Unitek Holdings Inc. Employee Stock Ownership Plan
  • VS-ST ind #7094

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 Missouri →

Ifs Employee Stock Ownership Plan in the asset neighbourhood

D.L. Evans Bank Employees Stock Ownership Plan and TrustD.L. Evans Bank Employees St…$36MUnitek Holdings Inc. Employee Stock Ownership PlanUnitek Holdings Inc. Employe…$36MIfs Employee Stock Ownership PlanIfs Employee Stock Ownership…$36MNorthfield Bank Employee Stock Ownership PlanNorthfield Bank Employee Sto…$36MThe Severn Group Employee Stock Ownership PlanThe Severn Group Employee St…$36M
End-of-year total assets ($M) among Ifs Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2024.

Scale-class filing particulars (2024)

Total Assets (Beginning of Year)$22M
Net Assets (End of Year)$35M
Net Income$14M
Employer EIN863926433
Plan Effective Date2021-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Ifs Holdings, Inc.)

Sponsor-wide plan assets over time

All Ifs Holdings, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$36M 160.73403720462545% vs 2022
2024 filing year
$10M$20M$30M$40M 202220232024 $13.9M $36.3M ▲ +160.8%
Year Plans Participants Total Assets
2022 1 72 $14M
2023 1 80 $22M
2024 1 89 $36M

Nearby ESOP Plans in Missouri

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

Ifs Employee Stock Ownership Plan vs. nearby ESOP plans in Missouri, assets vs. participants Scatter plot of 6 data points. -5000050001000015000 -20246 Total assets ($B) Participants Ifs Employee Stock Ownership Plan, Total assets ($B): 0.036302 · Participants: 89Ifs Employee Stock Ownership PlanBurns & Mcdonnell, Inc. Employee Stock Ownership Plan, Total assets ($B): 5.463861407 · Participants: 9902Burns & Mcdonnell, Inc. Employee Stock Ownership PlanMccarthy Employee Stock Ownership Plan, Total assets ($B): 1.845491185 · Participants: 2983Mccarthy Employee Stock Ownership PlanJe Dunn Employee Stock Ownership Plan and Trust, Total assets ($B): 0.620590539 · Participants: 2825Je Dunn Employee Stock Ownership Plan and TrustArco DB Companies, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.514271888 · Participants: 608Arco DB Companies, Inc. Employee Stock Ownership PlanEmery Sapp Employee Stock Ownership Plan, Total assets ($B): 0.399783698 · Participants: 2184Emery Sapp Employee Stock Ownership Plan
Ifs Employee Stock Ownership Plan vs. nearby ESOP plans in Missouri, assets vs. participants
Compare Ifs Employee Stock Ownership Plan side-by-side with 3 peers →

Ifs Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount

Outside Missouri, the nearest ESOP by assets is Unitek Holdings Inc. Employee Stock Ownership Plan in HI ($36M); by covered participants it is Carpetland USA Milwaukee, Inc. Employee Stock Ownership Plan in WI (89 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (89 participants); asset peers above are excluded.

DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Ifs Employee Stock Ownership Plan assets move in 2024? ▼
Ifs Employee Stock Ownership Plan surged - up 66.1% during 2024, from $22M to $36M. Reported net income was $14M.
How have Ifs Holdings, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Ifs Holdings, Inc.'s sponsor-wide assets grew 160.7%, from $14M to $36M.
Where does Ifs Employee Stock Ownership Plan rank by assets among Form 5500 filers? ▼
Ifs Employee Stock Ownership Plan ranks in the 80th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top quartile of all filed plans by assets).
Which ESOP plans are similar in size to Ifs Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Unitek Holdings Inc. Employee Stock Ownership Plan in HI ($36M, 57 participants).
Which ESOP plans cover a similar participant headcount to Ifs Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Carpetland USA Milwaukee, Inc. Employee Stock Ownership Plan in WI (89 participants, $11M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2024.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 863926433.

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.