ESOP · DOL Form 5500 · 2024

Van G Miller & Associates ESOP

Data updated 2026-08-25

$426M
Total assets Above avg plan size
1,169
Participants Near avg headcount
97th
Percentile by assets National rank
$364,674
Avg per participant High balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Vgm Group, Inc. Employee Stock Ownership Plan · Sponsored by Van G Miller & Associates · Iowa · Other Services

$426M in assets, 1,169 participants

Van G Miller & Associates's Vgm Group, Inc. Employee Stock Ownership Plan reported $426M in total assets and 1,169 participants in its 2024 DOL Form 5500 filing, ranking in the 97th 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.

  • #7,659 in Other Services (7,719 peers)

Where Vgm Group, Inc. Employee Stock Ownership Plan sits by assets

Vgm Group, Inc. Employee Stock Ownership Plan sits in the top 5% of all filed plans by assets, $426M for 1,169 participants (~$364,674/participant), up 5.0% in 2024.

#7,659
in Other Services (7,719 peers)
+5.0%
assets growth YoY
4.3×
vs typical plan assets (national mean)

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

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

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

$426,304,167 Top 3% higher than 97% 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

Vgm Group, Inc. Employee Stock Ownership Plan's large-plan peer group by participant headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Vgm Group, Inc. Employee Stock Ownership Plan lands in the large band (1,169 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Vgm Group, Inc. Employee Stock Ownership Plan reported net income fell from $84M in the plan year 2023 filing to $22M in the plan year 2024 filing.
  • Vgm Group, Inc. Employee Stock Ownership Plan reported participants rose from 1,070 in the plan year 2023 filing to 1,169 in the plan year 2024 filing.
  • Vgm Group, Inc. Employee Stock Ownership Plan end-of-year assets rose from $406M in the plan year 2023 filing to $426M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Published 5500 schedule card

Filing strip 421280573 · Van G Miller & Associates PY 2024 · ESOP

Vgm Group, Inc. Employee Stock Ownership Plan · $426M · 1,169 · 97th

  • EIN $426M
  • EIN 1,169
  • EIN 97th
  • EIN ESOP
  • EIN near Hormel Foods Corporation Joint Earnings Profit Sharing Trust
  • EIN ind #7659

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 →

Vgm Group, Inc. Employee Stock Ownership Plan in the asset neighbourhood

Urschel Laboratories Employee Stock Ownership PlanUrschel Laboratories Employe…$432MShorr Paper Products, Inc. Employee Stock Ownership PlanShorr Paper Products, Inc. E…$430MVgm Group, Inc. Employee Stock Ownership PlanVgm Group, Inc. Employee Sto…$426MHormel Foods Corporation Joint Earnings Profit Sharing TrustHormel Foods Corporation Joi…$424MWestat, Inc. Employee Stock Ownership PlanWestat, Inc. Employee Stock …$419M
End-of-year total assets ($M) among Vgm Group, 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)$406M
Net Assets (End of Year)$414M
Net Income$22M
Employer EIN421280573
Plan Effective Date2005-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Van G Miller & Associates)

Sponsor-wide plan assets over time

All Van G Miller & Associates plans reported in each filing year

Latest sponsor-wide plan assets
$553M 31.64851032517224% vs 2022
2024 filing year
$400M$450M$500M$550M$600M 202220232024 $420M $553M ▲ +31.6%
Year Plans Participants Total Assets
2022 2 2,062 $420M
2023 2 2,473 $522M
2024 2 2,660 $553M

Nearby ESOP Plans in Iowa

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

Vgm Group, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Iowa, assets vs. participants Scatter plot of 6 data points. 01000200030004000 2004006008001000 Total assets ($M) Participants Vgm Group, Inc. Employee Stock Ownership Plan, Total assets ($M): 426.304167 · Participants: 1169Vgm Group, 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 TrustAnnett Holdings, Inc. Employee Stock Ownership Plan & Trust, Total assets ($M): 418.553968 · Participants: 2972Annett Holdings, Inc. Employee Stock Ownership Plan & Trust
Vgm Group, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Iowa, assets vs. participants
Compare Vgm Group, Inc. Employee Stock Ownership Plan side-by-side with 3 peers →

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

Outside Iowa, the nearest ESOP by assets is Hormel Foods Corporation Joint Earnings Profit Sharing Trust in MN ($424M); by covered participants it is Joy Cone Co. Employee Stock Ownership Plan in PA (1,163 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (1,169 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 Vgm Group, Inc. Employee Stock Ownership Plan assets move in 2024? ▼
Vgm Group, Inc. Employee Stock Ownership Plan grew at a solid clip - up 5.0% during 2024, from $406M to $426M. Reported net income was $22M.
How have Van G Miller & Associates plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Van G Miller & Associates's sponsor-wide assets grew 31.6%, from $420M to $553M.
Where does Vgm Group, Inc. Employee Stock Ownership Plan rank by assets among Form 5500 filers? ▼
Vgm Group, Inc. Employee Stock Ownership Plan ranks in the 97th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top 5% of all filed plans by assets).
Which ESOP plans are similar in size to Vgm Group, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Hormel Foods Corporation Joint Earnings Profit Sharing Trust in MN ($424M, 4,375 participants).
Which ESOP plans cover a similar participant headcount to Vgm Group, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Joy Cone Co. Employee Stock Ownership Plan in PA (1,163 participants, $165M 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 421280573.

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.