ESOP · DOL Form 5500 · 2024

Carthage Holdings, Inc. ESOP

Data updated 2026-07-24

$21M
Total assets: 154
Participants: 71st
Percentile by assets: $138,846
Avg per participant

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.

71st percentile by assets (of 116,472 plans)

Coverage in Iowa

Distek Integration, Inc. Employee Stock Ownership Plan covers 154 participants in Iowa, about 24% of the average Iowa filer (state average ~632 per filing). Assets: $21M.

$21M
total plan assets (2024 EOY): 154
covered participants: 71st
percentile by assets (of 116,472 plans): $138,846
avg assets per participant

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 →

State

Iowa

Industry

Professional & Technical Services

Participants vs Iowa filers

In Iowa, the average filing covers about 632 participants across 1,162 plans. Distek Integration, Inc. Employee Stock Ownership Plan reports 154 participants - about 24% of that state average ($21M EOY assets).

Iowa filing particulars

Total Assets (Beginning of Year)	$21M
Net Assets (End of Year)	$19M
Net Income	$252K
Employer EIN	371335332
Plan Effective Date	2008-01-01
Filing Status	FILING RECEIVED

Sponsor Plan History (Carthage Holdings, Inc.)

Total plan assets by year, all Carthage Holdings, Inc. plans on file

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

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

Compare Distek Integration, Inc. Employee Stock … side-by-side with 3 peers →

Similar-Sized ESOP Plans Nationally

ESOP plans in other states closest to Distek Integration, Inc. Employee Stock Ownership Plan by total assets, not by location.

Shioi Construction, Inc. Employee Stock Ownership Plan (HI) $21M · 44
Prwt Services Employee Stock Ownership Plan (PA) $21M · 1,002
Linkus Holdings, Inc. Employee Stock Ownership Plan (CA) $21M · 252
Control Southern, Inc. Employee Stock Ownership Plan (GA) $21M · 207

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 Shioi Construction, Inc. Employee Stock Ownership Plan in HI ($21M, 44 participants).

Next read for Distek Integration, Inc. Employee Stock …

Filing takeaways

Ways to act on Distek Integration, Inc. Employee Stock Ownership Plan's numbers.

By total assets, Distek Integration, Inc. 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
Carthage Holdings, Inc.'s sponsor-wide assets have grown 53.6% since 2022 across 3 plan years on file. More Professional & Technical Services 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 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.