ESOP · DOL Form 5500 · 2024

The Mills Agency, Inc. ESOP

Data updated 2026-08-25

$1M
Total assets Small plan by assets
27
Participants Small participant base
25th
Percentile by assets National rank
$45,926
Avg per participant Low balance/head
PlainRetire home → About this data

Official DOL plan name: Mills Marketing Employee Stock Ownership Plan · Sponsored by The Mills Agency, Inc. · Iowa · Professional & Technical Services

$1M in assets, 27 participants

The Mills Agency, Inc.'s Mills Marketing Employee Stock Ownership Plan reported $1M in total assets and 27 participants in its 2024 DOL Form 5500 filing, ranking in the 25th 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.

  • #4,056 in Professional & Technical Services (20,173 peers)

What the 2024 filing shows

Mills Marketing Employee Stock Ownership Plan holds $1M for 27 participants - about $45,926 per participant, in the lower half of filed plans by assets.

#4,056
in Professional & Technical Services (20,173 peers)
-$5M
reported net income

The plan reported a net loss of $5M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Mills Marketing Employee Stock Ownership Plan among the smaller filed plans by assets

Mills Marketing Employee Stock Ownership Plan vs every filed plan by assets

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

$1,240,000 25th percentile higher than 25% 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

Mills Marketing 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. Mills Marketing Employee Stock Ownership Plan is a small filing (27 participants) on this national headcount ladder.

Published 5500 schedule card

Filing strip 421055904 · The Mills Agency, Inc. PY 2024 · ESOP

Mills Marketing Employee Stock Ownership Plan · $1M · 27 · 25th

  • PART $1M
  • TYPE 27
  • NET 25th
  • BOOK ESOP
  • VS-ST near Xl Concrete Masonry Employee Stock Ownership Plan
  • BOY ind #4056

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 →

Mills Marketing Employee Stock Ownership Plan in the asset neighbourhood

Mills Marketing Employee Stock Ownership PlanMills Marketing Employee Sto…$1MXl Concrete Masonry Employee Stock Ownership PlanXl Concrete Masonry Employee…$1MRescue Agency Public Benefit Employee Stock Ownership PlanRescue Agency Public Benefit…$1MWarren Construction Group, Inc. Employee Stock Ownership PlanWarren Construction Group, I…$1MCitizens Bank of Kansas Employee Stock Ownership PlanCitizens Bank of Kansas Empl…$1M
End-of-year total assets ($M) among Mills Marketing Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2024.

Filing particulars (2024)

Total Assets (Beginning of Year)N/A
Net Assets (End of Year)-$5M
Net Income-$5M
Employer EIN421055904
Plan Effective Date2024-01-01
Filing StatusFILING RECEIVED

Nearby ESOP Plans in Iowa

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

Mills Marketing Employee Stock Ownership Plan vs. nearby ESOP plans in Iowa, assets vs. participants Scatter plot of 6 data points. -500050010001500 -20002004006008001000 Total assets ($M) Participants Mills Marketing Employee Stock Ownership Plan, Total assets ($M): 1.24 · Participants: 27Mills Marketing Employee Stock Ownership PlanEmployee Owned Brands, Inc. Employee Stock Ownership Plan, Total assets ($M): 877.41862 · Participants: 819Employee Owned Brands, Inc. Employee Stock Ownership PlanVan Meter Industrial, Inc. Employee Stock Ownership Plan, Total assets ($M): 658.666503 · Participants: 849Van Meter Industrial, Inc. Employee Stock Ownership PlanIta Group Holdings, Inc. Employees' Stock Ownership Plan, Total assets ($M): 498.079165 · Participants: 907Ita Group Holdings, Inc. Employees' Stock Ownership PlanPrecision, Inc. Employee Stock Ownership Plan and Trust, Total assets ($M): 472.977214 · Participants: 658Precision, Inc. Employee Stock Ownership Plan and TrustVgm Group, Inc. Employee Stock Ownership Plan, Total assets ($M): 426.304167 · Participants: 1169Vgm Group, Inc. Employee Stock Ownership Plan
Mills Marketing Employee Stock Ownership Plan vs. nearby ESOP plans in Iowa, assets vs. participants
Compare Mills Marketing Employee Stock Ownership Plan side-by-side with 3 peers →

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

Outside Iowa, the nearest ESOP by assets is Xl Concrete Masonry Employee Stock Ownership Plan in NV ($1M); by covered participants it is Site Supply Employee Stock Ownership Plan in OH (27 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (27 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

Where does Mills Marketing Employee Stock Ownership Plan rank by assets among Form 5500 filers? ▼
Mills Marketing Employee Stock Ownership Plan ranks in the 25th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the lower half of filed plans by assets).
Which ESOP plans are similar in size to Mills Marketing Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Xl Concrete Masonry Employee Stock Ownership Plan in NV ($1M, 263 participants).
Which ESOP plans cover a similar participant headcount to Mills Marketing Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Site Supply Employee Stock Ownership Plan in OH (27 participants, $32M 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 421055904.

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.