ESOP · DOL Form 5500 · 2024

Integration Innovation, Inc. ESOP

Data updated 2026-08-25

$51M
Total assets Below avg plan size
782
Participants Near avg headcount
84th
Percentile by assets National rank
$65,115
Avg per participant Low balance/head
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Official DOL plan name: Integration Innovation, Inc. Employee Stock Ownership Plan · Sponsored by Integration Innovation, Inc. · Alabama · Professional & Technical Services

$51M in assets, 782 participants

Integration Innovation, Inc.'s Integration Innovation, Inc. Employee Stock Ownership Plan reported $51M in total assets and 782 participants in its 2024 DOL Form 5500 filing, ranking in the 84th 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.

  • #17,181 in Professional & Technical Services (20,173 peers)

Coverage in Alabama

Integration Innovation, Inc. Employee Stock Ownership Plan covers 782 participants in Alabama, 2.2x the typical Alabama plan (state average ~360 per filing). Assets: $51M.

#17,181
in Professional & Technical Services (20,173 peers)
+8.2%
assets growth YoY
0.5×
vs typical plan assets (national mean)

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

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

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

$50,920,155 Top 16% higher than 84% 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

Integration Innovation, 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. Integration Innovation, Inc. Employee Stock Ownership Plan sits mid-pack in the medium band (782 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Integration Innovation, Inc. Employee Stock Ownership Plan reported participants rose from 717 in the plan year 2023 filing to 782 in the plan year 2024 filing.
  • Integration Innovation, Inc. Employee Stock Ownership Plan end-of-year assets rose from $47M in the plan year 2023 filing to $51M in the plan year 2024 filing.
  • Integration Innovation, Inc. Employee Stock Ownership Plan reported net income fell from $4M in the plan year 2023 filing to $4M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Plan-year Form 5500 strip

Filing strip 261553193 · Integration Innovation, Inc. PY 2024 · ESOP

Integration Innovation, Inc. Employee Stock Ownership Plan · $51M · 782 · 84th

  • ASSETS $51M
  • PCT 782
  • EIN 84th
  • RANK ESOP
  • PHOTO near Herbert Rowland & Grubic, Inc. Employee Stock Ownership Plan
  • IND ind #17181

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 Alabama →

Integration Innovation, Inc. Employee Stock Ownership Plan in the asset neighbourhood

Reformed Truescripts Holdings, Inc. Employee Stock Ownership PlanReformed Truescripts Holding…$51MIntegration Innovation, Inc. Employee Stock Ownership PlanIntegration Innovation, Inc.…$51MHerbert Rowland & Grubic, Inc. Employee Stock Ownership PlanHerbert Rowland & Grubic, In…$51MIowa Plains Signing, Inc. Employee Stock Ownership Plan and TrustIowa Plains Signing, Inc. Em…$51MTrico Bancshares Employee Stock Ownership PlanTrico Bancshares Employee St…$51M
End-of-year total assets ($M) among Integration Innovation, Inc. Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2024.

Alabama filing particulars

Total Assets (Beginning of Year)$47M
Net Assets (End of Year)$50M
Net Income$4M
Employer EIN261553193
Plan Effective Date2021-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Integration Innovation, Inc.)

Sponsor-wide plan assets over time

All Integration Innovation, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$149M 44.265310215254274% vs 2022
2024 filing year
$80M$100M$120M$140M$160M 202220232024 $103M $149M ▲ +44.3%
Year Plans Participants Total Assets
2022 2 1,224 $103M
2023 2 1,370 $131M
2024 2 1,499 $149M

Nearby ESOP Plans in Alabama

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

Integration Innovation, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Alabama, assets vs. participants Scatter plot of 6 data points. 0500100015002000 0200400600 Total assets ($M) Participants Integration Innovation, Inc. Employee Stock Ownership Plan, Total assets ($M): 50.920155 · Participants: 782Integration Innovation, Inc. Employee Stock Ownership PlanStarfish Holdings, Inc. Employee Stock Ownership Plan, Total assets ($M): 515.369863 · Participants: 1644Starfish Holdings, Inc. Employee Stock Ownership PlanInline Electric Employee Stock Ownership Plan, Total assets ($M): 242.741411 · Participants: 298Inline Electric Employee Stock Ownership PlanSignature Homes Employee Stock Ownership Plan, Total assets ($M): 224.790459 · Participants: 125Signature Homes Employee Stock Ownership PlanRadiance Technologies, Inc. Employee Stock Ownership Plan, Total assets ($M): 194.917315 · Participants: 1041Radiance Technologies, Inc. Employee Stock Ownership PlanEmployee Stock Ownership Plan for Employees of David Volkert and Associates, Inc. and Subsidiaries, Total assets ($M): 181.843353 · Participants: 958Employee Stock Ownership Plan for Employees of David Volkert and Associates, Inc. and Subsidiaries
Integration Innovation, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Alabama, assets vs. participants

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

Outside Alabama, the nearest ESOP by assets is Herbert Rowland & Grubic, Inc. Employee Stock Ownership Plan in PA ($51M); by covered participants it is Kingdom Enterprises, Inc. Employee Stock Ownership Plan in MN (782 participants). Same-state nearby plans are listed separately above.

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 Integration Innovation, Inc. Employee Stock Ownership Plan assets move in 2024?
Integration Innovation, Inc. Employee Stock Ownership Plan grew at a solid clip - up 8.2% during 2024, from $47M to $51M. Reported net income was $4M.
How have Integration Innovation, Inc. plan assets changed over time?
Across 3 plan years on file (2022-2024), Integration Innovation, Inc.'s sponsor-wide assets grew 44.3%, from $103M to $149M.
Where does Integration Innovation, Inc. Employee Stock Ownership Plan rank by assets among Form 5500 filers?
Integration Innovation, Inc. Employee Stock Ownership Plan ranks in the 84th 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 Integration Innovation, Inc. Employee Stock Ownership Plan?
Among ESOP plans in other states, the closest by assets is Herbert Rowland & Grubic, Inc. Employee Stock Ownership Plan in PA ($51M, 334 participants).
Which ESOP plans cover a similar participant headcount to Integration Innovation, Inc. Employee Stock Ownership Plan?
Among ESOP plans in other states, the closest by covered participants is Kingdom Enterprises, Inc. Employee Stock Ownership Plan in MN (782 participants, $594M in assets).