ESOP · DOL Form 5500 · 2024

C.W. Suter & Son, Inc. ESOP

Data updated 2026-08-25

$11M
Total assets Small plan by assets
194
Participants Below avg headcount
58th
Percentile by assets National rank
$58,093
Avg per participant Low balance/head
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Official DOL plan name: C.W. Suter & Son, Inc. Employee Stock Ownership Plan · Sponsored by C.W. Suter & Son, Inc. · Iowa · Construction

$11M in assets, 194 participants

C.W. Suter & Son, Inc.'s C.W. Suter & Son, Inc. Employee Stock Ownership Plan reported $11M in total assets and 194 participants in its 2024 DOL Form 5500 filing, ranking in the 58th 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.

  • #5,107 in Construction (9,039 peers)

Coverage in Iowa

C.W. Suter & Son, Inc. Employee Stock Ownership Plan covers 194 participants in Iowa, about 32% of the average Iowa filer (state average ~609 per filing). Assets: $11M.

#5,107
in Construction (9,039 peers)
+130.4%
assets growth YoY

C.W. Suter & Son, Inc. Employee Stock Ownership Plan's mid-pack asset rank among Construction and all filers

C.W. Suter & Son, Inc. Employee Stock Ownership Plan vs every filed plan by assets

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

$11,270,000 Top 42% higher than 58% 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

C.W. Suter & Son, Inc. Employee Stock Ownership Plan among mid-size filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. C.W. Suter & Son, Inc. Employee Stock Ownership Plan sits mid-pack in the medium band (194 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • C.W. Suter & Son, Inc. Employee Stock Ownership Plan reported net income rose from -$11M in the plan year 2023 filing to $9M in the plan year 2024 filing.
  • C.W. Suter & Son, Inc. Employee Stock Ownership Plan end-of-year assets rose from $5M in the plan year 2023 filing to $11M in the plan year 2024 filing.
  • C.W. Suter & Son, Inc. Employee Stock Ownership Plan reported participants rose from 142 in the plan year 2023 filing to 194 in the plan year 2024 filing.

See the national 2023→2024 release diff →

DOL schedule card

Filing strip 470528839 · C.W. Suter & Son, Inc. PY 2024 · ESOP

C.W. Suter & Son, Inc. Employee Stock Ownership Plan · $11M · 194 · 58th

  • BOOK $11M
  • VS-ST 194
  • BOY 58th
  • SCH ESOP
  • EBSA near Kasco Employee Stock Ownership Plan
  • PART ind #5107

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 →

C.W. Suter & Son, Inc. Employee Stock Ownership Plan in the asset neighbourhood

First National Bank of Mcgregor ESOPFirst National Bank of Mcgre…$11MC.W. Suter & Son, Inc. Employee Stock Ownership PlanC.W. Suter & Son, Inc. Emplo…$11MKasco Employee Stock Ownership PlanKasco Employee Stock Ownersh…$11MEvergreene Architectural Arts, Inc. Employee Stock Ownership PlanEvergreene Architectural Art…$11MMidwest Metalcraft & Equipment Employee Stock Ownership PlanMidwest Metalcraft & Equipme…$11M
End-of-year total assets ($M) among C.W. Suter & Son, Inc. Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2024.

Iowa filing particulars

Total Assets (Beginning of Year)$5M
Net Assets (End of Year)$75K
Net Income$9M
Employer EIN470528839
Plan Effective Date2022-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (C.W. Suter & Son, Inc.)

Sponsor-wide plan assets over time

All C.W. Suter & Son, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$25M 187.72698800102108% vs 2022
2024 filing year
$5M$10M$15M$20M$25M$30M 202220232024 $8.62M $24.8M ▲ +187.8%
Year Plans Participants Total Assets
2022 1 125 $9M
2023 2 272 $16M
2024 2 345 $25M

Nearby ESOP Plans in Iowa

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

C.W. Suter & Son, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Iowa, assets vs. participants Scatter plot of 6 data points. 050010001500 -20002004006008001000 Total assets ($M) Participants C.W. Suter & Son, Inc. Employee Stock Ownership Plan, Total assets ($M): 11.27 · Participants: 194C.W. Suter & Son, Inc. 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
C.W. Suter & Son, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Iowa, assets vs. participants
Compare C.W. Suter & Son, Inc. Employee Stock Ownership Plan side-by-side with 3 peers →

C.W. Suter & Son, Inc. Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount

Outside Iowa, the nearest ESOP by assets is Kasco Employee Stock Ownership Plan in MI ($11M); by covered participants it is Harris & Associates Employee Stock Ownership Plan in CA (194 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (194 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 C.W. Suter & Son, Inc. Employee Stock Ownership Plan assets move in 2024? ▼
C.W. Suter & Son, Inc. Employee Stock Ownership Plan surged - up 130.4% during 2024, from $5M to $11M. Reported net income was $9M.
How have C.W. Suter & Son, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), C.W. Suter & Son, Inc.'s sponsor-wide assets grew 187.7%, from $9M to $25M.
Which ESOP plans are similar in size to C.W. Suter & Son, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Kasco Employee Stock Ownership Plan in MI ($11M, 105 participants).
Which ESOP plans cover a similar participant headcount to C.W. Suter & Son, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Harris & Associates Employee Stock Ownership Plan in CA (194 participants, $22M 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 470528839.

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.