ESOP · DOL Form 5500 · 2024

Tama County Abstract Company ESOP

Data updated 2026-08-25

$4M
Total assets Small plan by assets
26
Participants Small participant base
40th
Percentile by assets National rank
$167,777
Avg per participant Above avg balance/head
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Official DOL plan name: Tama County Abstract Company Employee Stock Ownership Plan · Sponsored by Tama County Abstract Company · Iowa · Management of Enterprises

$4M in assets, 26 participants

Tama County Abstract Company's Tama County Abstract Company Employee Stock Ownership Plan reported $4M in total assets and 26 participants in its 2024 DOL Form 5500 filing, ranking in the 40th 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.

  • #308 in Management of Enterprises (1,133 peers)

What the 2024 filing shows

Tama County Abstract Company Employee Stock Ownership Plan holds $4M for 26 participants - about $167,777 per participant, in the lower half of filed plans by assets.

#308
in Management of Enterprises (1,133 peers)
+6.4%
assets growth YoY

Tama County Abstract Company Employee Stock Ownership Plan's mid-pack asset rank among Management of Enterprises and all filers

Tama County Abstract Company Employee Stock Ownership Plan vs every filed plan by assets

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

$4,362,197 40th percentile higher than 40% 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

Tama County Abstract Company 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. Tama County Abstract Company Employee Stock Ownership Plan is a small filing (26 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Tama County Abstract Company Employee Stock Ownership Plan reported net income rose from -$104K in the plan year 2023 filing to $264K in the plan year 2024 filing.
  • Tama County Abstract Company Employee Stock Ownership Plan reported participants rose from 24 in the plan year 2023 filing to 26 in the plan year 2024 filing.
  • Tama County Abstract Company Employee Stock Ownership Plan end-of-year assets rose from $4M in the plan year 2023 filing to $4M in the plan year 2024 filing.

See the national 2023→2024 release diff →

EBSA filing schedule strip

Filing strip 420822765 · Tama County Abstract Company PY 2024 · ESOP

Tama County Abstract Company Employee Stock Ownership Plan · $4M · 26 · 40th

  • NET $4M
  • BOOK 26
  • VS-ST 40th
  • BOY ESOP
  • SCH near Hudson Edge Investment Partners, Inc. Employee Stock Ownership Plan
  • EBSA ind #308

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 →

Tama County Abstract Company Employee Stock Ownership Plan in the asset neighbourhood

Nmr Group Employee Stock Ownership PlanNmr Group Employee Stock Own…$4MRefrigeration-Heating, Inc. Employee Stock Ownership PlanRefrigeration-Heating, Inc. …$4MTama County Abstract Company Employee Stock Ownership PlanTama County Abstract Company…$4MHudson Edge Investment Partners, Inc. Employee Stock Ownership PlanHudson Edge Investment Partn…$4MDe Anza Tile Employee Stock Ownership PlanDe Anza Tile Employee Stock …$4M
End-of-year total assets ($M) among Tama County Abstract Company Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2024.

Filing particulars (2024)

Total Assets (Beginning of Year)$4M
Net Assets (End of Year)$4M
Net Income$264K
Employer EIN420822765
Plan Effective Date1988-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Tama County Abstract Company)

Sponsor-wide plan assets over time

All Tama County Abstract Company plans reported in each filing year

Latest sponsor-wide plan assets
$4M 3.802986925745191% vs 2022
2024 filing year
$4M$4.1M$4.2M$4.3M$4.4M 202220232024 $4.2M $4.36M ▲ +3.8%
Year Plans Participants Total Assets
2022 1 21 $4M
2023 1 24 $4M
2024 1 26 $4M

Nearby ESOP Plans in Iowa

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

Tama County Abstract Company Employee Stock Ownership Plan vs. nearby ESOP plans in Iowa, assets vs. participants Scatter plot of 6 data points. -500050010001500 -20002004006008001000 Total assets ($M) Participants Tama County Abstract Company Employee Stock Ownership Plan, Total assets ($M): 4.362197 · Participants: 26Tama County Abstract Company 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
Tama County Abstract Company Employee Stock Ownership Plan vs. nearby ESOP plans in Iowa, assets vs. participants
Compare Tama County Abstract Company Employee Stock Ownership Plan side-by-side with 3 peers →

Tama County Abstract Company Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount

Outside Iowa, the nearest ESOP by assets is Hudson Edge Investment Partners, Inc. Employee Stock Ownership Plan in NJ ($4M); by covered participants it is Pro-Cut Construction Services, Inc. Employee Stock Ownership Plan in PA (26 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (26 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 Tama County Abstract Company Employee Stock Ownership Plan assets move in 2024? ▼
Tama County Abstract Company Employee Stock Ownership Plan grew at a solid clip - up 6.4% during 2024, from $4M to $4M. Reported net income was $264K.
How have Tama County Abstract Company plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Tama County Abstract Company's sponsor-wide assets grew 3.8%, from $4M to $4M.
Which ESOP plans are similar in size to Tama County Abstract Company Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Hudson Edge Investment Partners, Inc. Employee Stock Ownership Plan in NJ ($4M, 16 participants).
Which ESOP plans cover a similar participant headcount to Tama County Abstract Company Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Pro-Cut Construction Services, Inc. Employee Stock Ownership Plan in PA (26 participants, $4M 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 420822765.

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.