ESOP · DOL Form 5500 · 2024

Iea, Inc. ESOP

Data updated 2026-08-25

$2M
Total assets Small plan by assets
102
Participants Small participant base
28th
Percentile by assets National rank
$17,756
Avg per participant Low balance/head
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Official DOL plan name: Iea, Inc. Employee Stock Ownership Plan · Sponsored by Iea, Inc. · Texas · Professional & Technical Services

$2M in assets, 102 participants

Iea, Inc.'s Iea, Inc. Employee Stock Ownership Plan reported $2M in total assets and 102 participants in its 2024 DOL Form 5500 filing, ranking in the 28th 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.

  • #4,833 in Professional & Technical Services (20,173 peers)

Coverage in Texas

Iea, Inc. Employee Stock Ownership Plan covers 102 participants in Texas, about 15% of the average Texas filer (state average ~688 per filing). Assets: $2M.

#4,833
in Professional & Technical Services (20,173 peers)
+11.5%
assets growth YoY

Iea, Inc. Employee Stock Ownership Plan among the smaller filed plans by assets

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

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

$1,811,069 28th percentile higher than 28% 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

Iea, 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. Iea, Inc. Employee Stock Ownership Plan sits mid-pack in the medium band (102 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Iea, Inc. Employee Stock Ownership Plan reported net income fell from $303K in the plan year 2023 filing to $187K in the plan year 2024 filing.
  • Iea, Inc. Employee Stock Ownership Plan reported participants rose from 86 in the plan year 2023 filing to 102 in the plan year 2024 filing.
  • Iea, Inc. Employee Stock Ownership Plan end-of-year assets rose from $2M in the plan year 2023 filing to $2M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Form 5500 schedule snapshot

Filing strip 273298430 · Iea, Inc. PY 2024 · ESOP

Iea, Inc. Employee Stock Ownership Plan · $2M · 102 · 28th

  • RANK $2M
  • PHOTO 102
  • IND 28th
  • EOY ESOP
  • 5500 near Dix.Hite ESOP and Trust
  • ASSETS ind #4833

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 Texas →

Iea, Inc. Employee Stock Ownership Plan in the asset neighbourhood

Iea, Inc. Employee Stock Ownership PlanIea, Inc. Employee Stock Own…$2MDix.Hite ESOP and Trust$2MElectro Power Inc. Employee Stock Ownership PlanElectro Power Inc. Employee …$2MSpeer Financial, Inc. Employee Stock Ownership Plan and TrustSpeer Financial, Inc. Employ…$2MDensand Inc Employee Stock Ownership PlanDensand Inc Employee Stock O…$2M
End-of-year total assets ($M) among Iea, Inc. Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2024.

Texas filing particulars

Total Assets (Beginning of Year)$2M
Net Assets (End of Year)$2M
Net Income$187K
Employer EIN273298430
Plan Effective Date2012-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Iea, Inc.)

Sponsor-wide plan assets over time

All Iea, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$2M 23.68417278519179% vs 2022
2024 filing year
$1.4M$1.6M$1.8M$2M 202220232024 $1.46M $1.81M ▲ +24.0%
Year Plans Participants Total Assets
2022 1 77 $1M
2023 1 86 $2M
2024 1 102 $2M

Nearby ESOP Plans in Texas

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

Iea, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Texas, assets vs. participants Scatter plot of 6 data points. -20000200040006000800010000 -100102030 Total assets ($B) Participants Iea, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.001811069 · Participants: 102Iea, Inc. Employee Stock Ownership PlanSammons Enterprises, Inc. Employee Stock Ownership Plan, Total assets ($B): 23.876523932 · Participants: 3284Sammons Enterprises, Inc. Employee Stock Ownership PlanHighland Homes Employee Stock Ownership Plan, Total assets ($B): 0.982965144 · Participants: 891Highland Homes Employee Stock Ownership PlanAustin Industries Employee Stock Ownership Plan, Total assets ($B): 0.527193522 · Participants: 7703Austin Industries Employee Stock Ownership PlanLja Engineering, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.493492368 · Participants: 1799Lja Engineering, Inc. Employee Stock Ownership PlanAir Tractor Holdings, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.40134922 · Participants: 350Air Tractor Holdings, Inc. Employee Stock Ownership Plan
Iea, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Texas, assets vs. participants
Compare Iea, Inc. Employee Stock Ownership Plan side-by-side with 3 peers →

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

Outside Texas, the nearest ESOP by assets is Dix.Hite ESOP and Trust in FL ($2M); by covered participants it is Airpro Fan & Blower Company Employee Stock Ownership Plan in WI (102 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (102 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 Iea, Inc. Employee Stock Ownership Plan assets move in 2024? ▼
Iea, Inc. Employee Stock Ownership Plan grew at a solid clip - up 11.5% during 2024, from $2M to $2M. Reported net income was $187K.
How have Iea, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Iea, Inc.'s sponsor-wide assets grew 23.7%, from $1M to $2M.
Which ESOP plans are similar in size to Iea, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Dix.Hite ESOP and Trust in FL ($2M, 40 participants).
Which ESOP plans cover a similar participant headcount to Iea, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Airpro Fan & Blower Company Employee Stock Ownership Plan in WI (102 participants, $25M 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 273298430.

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.