ESOP · DOL Form 5500 · 2024

Folience, Inc. ESOP

Data updated 2026-08-25

$43M
Total assets Below avg plan size
447
Participants Below avg headcount
82nd
Percentile by assets National rank
$96,331
Avg per participant Below avg balance/head
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Official DOL plan name: Folience, Inc. Employee Stock Ownership Plan · Sponsored by Folience, Inc. · Iowa · Information & Media

$43M in assets, 447 participants

Folience, Inc.'s Folience, Inc. Employee Stock Ownership Plan reported $43M in total assets and 447 participants in its 2024 DOL Form 5500 filing, ranking in the 82nd 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.

  • #2,148 in Information & Media (2,822 peers)

Where Folience, Inc. Employee Stock Ownership Plan sits by assets

Folience, Inc. Employee Stock Ownership Plan sits in the top quartile of all filed plans by assets, $43M for 447 participants (~$96,331/participant), up 10.4% in 2024.

#2,148
in Information & Media (2,822 peers)
+10.4%
assets growth YoY
0.4×
vs typical plan assets (national mean)

Folience, Inc. Employee Stock Ownership Plan's outsized position by total assets

Folience, Inc. Employee Stock Ownership Plan vs every filed plan by assets

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

$43,059,933 Top 18% higher than 82% 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

Folience, 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. Folience, Inc. Employee Stock Ownership Plan sits mid-pack in the medium band (447 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Folience, Inc. Employee Stock Ownership Plan reported net income fell from $3M in the plan year 2023 filing to $3M in the plan year 2024 filing.
  • Folience, Inc. Employee Stock Ownership Plan end-of-year assets rose from $39M in the plan year 2023 filing to $43M in the plan year 2024 filing.
  • Folience, Inc. Employee Stock Ownership Plan reported participants fell from 455 in the plan year 2023 filing to 447 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Form 5500 schedule snapshot

Filing strip 420269570 · Folience, Inc. PY 2024 · ESOP

Folience, Inc. Employee Stock Ownership Plan · $43M · 447 · 82nd

  • EBSA $43M
  • PART 447
  • TYPE 82nd
  • NET ESOP
  • BOOK near The Will-Burt Company Employee Stock Ownership Trust and Plan
  • VS-ST ind #2148

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 →

Folience, Inc. Employee Stock Ownership Plan in the asset neighbourhood

Oftedal Construction, Inc. Employee Stock Ownership PlanOftedal Construction, Inc. E…$43MThe Will-Burt Company Employee Stock Ownership Trust and PlanThe Will-Burt Company Employ…$43MFolience, Inc. Employee Stock Ownership PlanFolience, Inc. Employee Stoc…$43MInside Edge Employee Stock Ownership PlanInside Edge Employee Stock O…$43MControl Associates, Inc. Employee Stock Ownership PlanControl Associates, Inc. Emp…$43M
End-of-year total assets ($M) among Folience, Inc. 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)$39M
Net Assets (End of Year)$41M
Net Income$3M
Employer EIN420269570
Plan Effective Date1986-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Folience, Inc.)

Sponsor-wide plan assets over time

All Folience, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$82M 19.07669506513061% vs 2022
2024 filing year
$65M$70M$75M$80M$85M 202220232024 $68.5M $81.6M ▲ +19.1%
Year Plans Participants Total Assets
2022 2 851 $68M
2023 2 964 $76M
2024 2 947 $82M

Nearby ESOP Plans in Iowa

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

Folience, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Iowa, assets vs. participants Scatter plot of 6 data points. 400600800100012001400 02004006008001000 Total assets ($M) Participants Folience, Inc. Employee Stock Ownership Plan, Total assets ($M): 43.059933 · Participants: 447Folience, 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
Folience, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Iowa, assets vs. participants
Compare Folience, Inc. Employee Stock Ownership Plan side-by-side with 3 peers →

Folience, Inc. Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount

Outside Iowa, the nearest ESOP by assets is The Will-Burt Company Employee Stock Ownership Trust and Plan in OH ($43M); by covered participants it is Team Horner Employee Stock Ownership Plan in FL (447 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (447 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 Folience, Inc. Employee Stock Ownership Plan assets move in 2024? ▼
Folience, Inc. Employee Stock Ownership Plan grew at a solid clip - up 10.4% during 2024, from $39M to $43M. Reported net income was $3M.
How have Folience, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Folience, Inc.'s sponsor-wide assets grew 19.1%, from $68M to $82M.
Where does Folience, Inc. Employee Stock Ownership Plan rank by assets among Form 5500 filers? ▼
Folience, Inc. Employee Stock Ownership Plan ranks in the 82nd 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 Folience, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is The Will-Burt Company Employee Stock Ownership Trust and Plan in OH ($43M, 247 participants).
Which ESOP plans cover a similar participant headcount to Folience, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Team Horner Employee Stock Ownership Plan in FL (447 participants, $184M 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 420269570.

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.