ESOP · DOL Form 5500 · 2024

Carthage Holdings, Inc. ESOP

Data updated 2026-08-25

$21M
Total assets Small plan by assets
154
Participants Small participant base
71st
Percentile by assets National rank
$138,846
Avg per participant Near avg balance/head
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Official DOL plan name: Distek Integration, Inc. Employee Stock Ownership Plan · Sponsored by Carthage Holdings, Inc. · Iowa · Professional & Technical Services

$21M in assets, 154 participants

Carthage Holdings, Inc.'s Distek Integration, Inc. Employee Stock Ownership Plan reported $21M in total assets and 154 participants in its 2024 DOL Form 5500 filing, ranking in the 71st 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.

  • #14,302 in Professional & Technical Services (20,173 peers)

Coverage in Iowa

Distek Integration, Inc. Employee Stock Ownership Plan covers 154 participants in Iowa, about 25% of the average Iowa filer (state average ~609 per filing). Assets: $21M.

#14,302
in Professional & Technical Services (20,173 peers)
+0.7%
assets growth YoY

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

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

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

$21,382,252 Top 29% higher than 71% 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

Distek Integration, 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. Distek Integration, Inc. Employee Stock Ownership Plan sits mid-pack in the medium band (154 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Distek Integration, Inc. Employee Stock Ownership Plan reported net income fell from $7M in the plan year 2023 filing to $252K in the plan year 2024 filing.
  • Distek Integration, Inc. Employee Stock Ownership Plan reported participants fell from 161 in the plan year 2023 filing to 154 in the plan year 2024 filing.
  • Distek Integration, Inc. Employee Stock Ownership Plan end-of-year assets rose from $21M in the plan year 2023 filing to $21M in the plan year 2024 filing.

See the national 2023→2024 release diff →

DOL schedule card

Filing strip 371335332 · Carthage Holdings, Inc. PY 2024 · ESOP

Distek Integration, Inc. Employee Stock Ownership Plan · $21M · 154 · 71st

  • EIN $21M
  • RANK 154
  • PHOTO 71st
  • IND ESOP
  • EOY near Imagine One Technology & Management, Ltd. Employee Stock Ownership Plan and Trust
  • 5500 ind #14302

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 →

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

Shioi Construction, Inc. Employee Stock Ownership PlanShioi Construction, Inc. Emp…$21MPrwt Services Employee Stock Ownership PlanPrwt Services Employee Stock…$21MLinkus Holdings, Inc. Employee Stock Ownership PlanLinkus Holdings, Inc. Employ…$21MDistek Integration, Inc. Employee Stock Ownership PlanDistek Integration, Inc. Emp…$21MImagine One Technology & Management, Ltd. Employee Stock Ownership Plan and TrustImagine One Technology & Man…$21M
End-of-year total assets ($M) among Distek Integration, Inc. Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2024.

Iowa filing particulars

Total Assets (Beginning of Year)$21M
Net Assets (End of Year)$19M
Net Income$252K
Employer EIN371335332
Plan Effective Date2008-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Carthage Holdings, Inc.)

Sponsor-wide plan assets over time

All Carthage Holdings, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$45M 53.59558359359398% vs 2022
2024 filing year
$25M$30M$35M$40M$45M$50M 202220232024 $29.4M $45.1M ▲ +53.6%
Year Plans Participants Total Assets
2022 2 258 $29M
2023 2 285 $41M
2024 2 303 $45M

Nearby ESOP Plans in Iowa

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

Distek Integration, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Iowa, assets vs. participants Scatter plot of 6 data points. 050010001500 -20002004006008001000 Total assets ($M) Participants Distek Integration, Inc. Employee Stock Ownership Plan, Total assets ($M): 21.382252 · Participants: 154Distek Integration, 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 TrustVgm Group, Inc. Employee Stock Ownership Plan, Total assets ($M): 426.304167 · Participants: 1169Vgm Group, Inc. Employee Stock Ownership Plan
Distek Integration, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Iowa, assets vs. participants
Compare Distek Integration, Inc. Employee Stock Ownership Plan side-by-side with 3 peers →

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

Outside Iowa, the nearest ESOP by assets is Imagine One Technology & Management, Ltd. Employee Stock Ownership Plan and Trust in MD ($21M); by covered participants it is Whitewood Industries, Inc. Employee Stock Ownership Plan in NC (154 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (154 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 Distek Integration, Inc. Employee Stock Ownership Plan assets move in 2024? ▼
Distek Integration, Inc. Employee Stock Ownership Plan held essentially flat - up 0.7% during 2024, from $21M to $21M. Reported net income was $252K.
How have Carthage Holdings, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Carthage Holdings, Inc.'s sponsor-wide assets grew 53.6%, from $29M to $45M.
Which ESOP plans are similar in size to Distek Integration, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Imagine One Technology & Management, Ltd. Employee Stock Ownership Plan and Trust in MD ($21M, 221 participants).
Which ESOP plans cover a similar participant headcount to Distek Integration, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Whitewood Industries, Inc. Employee Stock Ownership Plan in NC (154 participants, $17M 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 371335332.

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.