ESOP · DOL Form 5500 · 2024
Story Construction Holding Co. ESOP
Data updated 2026-08-25
- $11M
- Total assets Small plan by assets
- 147
- Participants Small participant base
- 57th
- Percentile by assets National rank
- $73,605
- Avg per participant Below avg balance/head
Official DOL plan name: Story Construction Employee Stock Ownership Plan · Sponsored by Story Construction Holding Co. · Iowa · Construction
$11M in assets, 147 participants
Story Construction Holding Co.'s Story Construction Employee Stock Ownership Plan reported $11M in total assets and 147 participants in its 2024 DOL Form 5500 filing, ranking in the 57th 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.
- #5,039 in Construction (9,039 peers)
Coverage in Iowa
Story Construction Employee Stock Ownership Plan covers 147 participants in Iowa, about 24% of the average Iowa filer (state average ~609 per filing). Assets: $11M.
- #5,039
- in Construction (9,039 peers)
- +120.8%
- assets growth YoY
Story Construction Employee Stock Ownership Plan's mid-pack asset rank among Construction and all filers
Story Construction Employee Stock Ownership Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$10,820,000 Top 43% higher than 57% of 123,620 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2024
Story Construction 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. Story Construction Employee Stock Ownership Plan sits mid-pack in the medium band (147 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Story Construction 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.
- Story Construction Employee Stock Ownership Plan reported net income rose from $5M in the plan year 2023 filing to $6M in the plan year 2024 filing.
- Story Construction Employee Stock Ownership Plan reported participants rose from 132 in the plan year 2023 filing to 147 in the plan year 2024 filing.
Plan-year Form 5500 strip
Filing strip 920274299 · Story Construction Holding Co. PY 2024 · ESOP
Story Construction Employee Stock Ownership Plan · $11M · 147 · 57th
- EBSA $11M
- PART 147
- TYPE 57th
- NET ESOP
- BOOK near Arion Systems, Inc. Employee Stock Ownership Plan
- VS-ST ind #5039
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 →
Story Construction Employee Stock Ownership Plan in the asset neighbourhood
Iowa filing particulars
| Total Assets (Beginning of Year) | $5M |
|---|---|
| Net Assets (End of Year) | -$5M |
| Net Income | $6M |
| Employer EIN | 920274299 |
| Plan Effective Date | 2022-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Story Construction Holding Co.)
Sponsor-wide plan assets over time
All Story Construction Holding Co. plans reported in each filing year
- Latest sponsor-wide plan assets
- $11M 2539.0243902439024% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 152 | $410K |
| 2023 | 1 | 132 | $5M |
| 2024 | 1 | 147 | $11M |
Nearby ESOP Plans in Iowa
Peer ESOP plans, same state, same plan type, ranked by total assets.
- Employee Owned Brands, Inc. Employee Stock Ownership Plan $877M · 819
- Van Meter Industrial, Inc. Employee Stock Ownership Plan $659M · 849
- Ita Group Holdings, Inc. Employees' Stock Ownership Plan $498M · 907
- Precision, Inc. Employee Stock Ownership Plan and Trust $473M · 658
- Vgm Group, Inc. Employee Stock Ownership Plan $426M · 1,169
Story Construction Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount
Outside Iowa, the nearest ESOP by assets is Arion Systems, Inc. Employee Stock Ownership Plan in VA ($11M); by covered participants it is Woodsman ESOP in FL (147 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($11M here).
Similar participant headcount
Nearest other-state filings by covered participants (147 participants); asset peers above are excluded.
- Woodsman ESOP (FL) 147 · 0 off
- Action Sales Employee Stock Ownership Plan (CA) 147 · 0 off
- Long Haul Trucking, Inc. Employee Stock Ownership Plan and Trust (MN) 147 · 0 off
- Peoplessouth Bancshares, Inc. Employee Stock Ownership Plan (GA) 147 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.