ESOP · DOL Form 5500 · 2024
Story Construction Holding Co. ESOP
Data updated 2026-07-24
- $11M
- Total assets
- 147
- Participants
- 57th
- Percentile by assets
- $73,605
- Avg per participant
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.
- 57th percentile by assets (of 116,472 plans)
Coverage in Iowa
Story Construction Employee Stock Ownership Plan covers 147 participants in Iowa, about 23% of the average Iowa filer (state average ~632 per filing). Assets: $11M.
- $11M
- total plan assets (2024 EOY)
- 147
- covered participants
- 57th
- percentile by assets (of 116,472 plans)
- $73,605
- avg assets per participant
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.
Participants vs Iowa filers
In Iowa, the average filing covers about 632 participants across 1,162 plans. Story Construction Employee Stock Ownership Plan reports 147 participants - about 23% of that state average ($11M EOY assets).
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.)
| 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.
Story Construction 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
Similar-Sized ESOP Plans Nationally
ESOP plans in other states closest to Story Construction Employee Stock Ownership Plan by total assets, not by location.
Frequently Asked Questions
How did Story Construction Employee Stock Ownership Plan assets move in 2024? ▼
How have Story Construction Holding Co. plan assets changed over time? ▼
Which ESOP plans are similar in size to Story Construction Employee Stock Ownership Plan? ▼
Next read for Story Construction Employee Stock Owners…
Filing takeaways
Ways to act on Story Construction Employee Stock Ownership Plan's numbers.
- By total assets, Story Construction Employee Stock Ownership Plan ranks above the median plan by assets. See the largest plans
- Compare it side-by-side against 3 similar ESOP plans in Iowa. Compare plans
- Story Construction Holding Co.'s sponsor-wide assets have grown 2539.0% since 2022 across 3 plan years on file. More Construction 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 920274299.
Read our methodology - how this data is sourced, computed, and verified.