ESOP · DOL Form 5500 · 2024

Folience, Inc. ESOP

Data updated 2026-07-24

$43M
Total assets: 447
Participants: 82nd
Percentile by assets: $96,331
Avg per participant

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.

82nd percentile by assets (of 116,472 plans)

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.

$43M
total plan assets (2024 EOY): 447
covered participants: 82nd
percentile by assets (of 116,472 plans): $96,331
avg assets per participant

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 →

State

Iowa

Industry

Information & Media

Folience, Inc. Employee Stock Ownership Plan vs the 2024 asset distribution

By assets, Folience, Inc. Employee Stock Ownership Plan outranks 82% of the 116,472 plans that filed a Form 5500 for the 2024 plan year, and holds roughly 0.4x the national average plan size of $100M (730 average participants).

Scale-class filing particulars (2024)

Total Assets (Beginning of Year)	$39M
Net Assets (End of Year)	$41M
Net Income	$3M
Employer EIN	420269570
Plan Effective Date	1986-01-01
Filing Status	FILING RECEIVED

Sponsor Plan History (Folience, Inc.)

Total plan assets by year, all Folience, Inc. plans on file

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

Employee Owned Brands, Inc. Employee Stock Ownership Plan $877M · 819
Van Meter Industrial, Inc. Employee Stock Ownership Plan $659M · 849
Vgm Group, Inc. Employee Stock Ownership Plan $426M · 1,169
Annett Holdings, Inc. Employee Stock Ownership Plan & Trust $419M · 2,972
Telligen, Inc. Employee Stock Ownership Plan $147M · 597

Compare Folience, Inc. Employee Stock Ownership … side-by-side with 3 peers →

Similar-Sized ESOP Plans Nationally

ESOP plans in other states closest to Folience, Inc. Employee Stock Ownership Plan by total assets, not by location.

The Will-Burt Company Employee Stock Ownership Trust and Plan (OH) $43M · 247
Inside Edge Employee Stock Ownership Plan (MN) $43M · 202
Oftedal Construction, Inc. Employee Stock Ownership Plan (MT) $43M · 94
Control Associates, Inc. Employee Stock Ownership Plan (NJ) $43M · 168

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 116,472 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).

Next read for Folience, Inc. Employee Stock Ownership …

Scale reading

Ways to act on Folience, Inc. Employee Stock Ownership Plan's numbers.

By total assets, Folience, Inc. Employee Stock Ownership Plan ranks in the top quartile of all filed plans by assets. See the largest plans
Compare it side-by-side against 3 similar ESOP plans in Iowa. Compare plans
Folience, Inc.'s sponsor-wide assets have grown 19.1% since 2022 across 3 plan years on file. More Information & Media plans

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.