ESOP · DOL Form 5500 · 2024

The Stark Group, Inc. ESOP

Data updated 2026-08-25

$11M
Total assets Small plan by assets
50
Participants Small participant base
57th
Percentile by assets National rank
$212,074
Avg per participant Above avg balance/head
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Official DOL plan name: The Stark Group, Inc. Employee Stock Ownership Plan · Sponsored by The Stark Group, Inc. · Iowa · Construction

$11M in assets, 50 participants

The Stark Group, Inc.'s The Stark Group, Inc. Employee Stock Ownership Plan reported $11M in total assets and 50 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.

  • #5,000 in Construction (9,039 peers)

The Stark Group, Inc. multi-year trail

The Stark Group, Inc.'s plans moved +37.1% in assets from 2022 to 2024; this filing shows The Stark Group, Inc. Employee Stock Ownership Plan at $11M / 50 participants.

#5,000
in Construction (9,039 peers)
+8.7%
assets growth YoY

The plan reported a net loss of $1M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

The Stark Group, Inc. Employee Stock Ownership Plan's mid-pack asset rank among Construction and all filers

The Stark Group, Inc. Employee Stock Ownership Plan vs every filed plan by assets

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

$10,603,683 Top 43% higher than 57% 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

The Stark Group, Inc. Employee Stock Ownership Plan among smaller filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. The Stark Group, Inc. Employee Stock Ownership Plan is a small filing (50 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • The Stark Group, Inc. Employee Stock Ownership Plan reported net income fell from $2M in the plan year 2023 filing to -$1M in the plan year 2024 filing.
  • The Stark Group, Inc. Employee Stock Ownership Plan end-of-year assets rose from $10M in the plan year 2023 filing to $11M in the plan year 2024 filing.
  • The Stark Group, Inc. Employee Stock Ownership Plan reported participants fell from 52 in the plan year 2023 filing to 50 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Published 5500 schedule card

Filing strip 852080971 · The Stark Group, Inc. PY 2024 · ESOP

The Stark Group, Inc. Employee Stock Ownership Plan · $11M · 50 · 57th

  • NET $11M
  • BOOK 50
  • VS-ST 57th
  • BOY ESOP
  • SCH near Fitzwater Holding Group Employee Stock Ownership Plan
  • EBSA ind #5000

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 →

The Stark Group, Inc. Employee Stock Ownership Plan in the asset neighbourhood

Act Fulfillment, Inc. Employee Stock Ownership PlanAct Fulfillment, Inc. Employ…$11MJumbo Foods, Inc. Employee Stock Ownership PlanJumbo Foods, Inc. Employee S…$11MBna Bank Employee Stock Ownership PlanBna Bank Employee Stock Owne…$11MThe Stark Group, Inc. Employee Stock Ownership PlanThe Stark Group, Inc. Employ…$11MFitzwater Holding Group Employee Stock Ownership PlanFitzwater Holding Group Empl…$11M
End-of-year total assets ($M) among The Stark Group, Inc. Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2024.

The Stark Group, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All The Stark Group, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$11M 37.08704589528119% vs 2022
2024 filing year
$7M$8M$9M$10M$11M 202220232024 $7.74M $10.6M ▲ +37.0%
Year Plans Participants Total Assets
2022 1 47 $8M
2023 1 52 $10M
2024 1 50 $11M

The Stark Group, Inc. filing trail (2024)

Total Assets (Beginning of Year)$10M
Net Assets (End of Year)$8M
Net Income-$1M
Employer EIN852080971
Plan Effective Date1983-04-01
Filing StatusFILING RECEIVED

Nearby ESOP Plans in Iowa

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

The Stark Group, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Iowa, assets vs. participants Scatter plot of 6 data points. -500050010001500 -20002004006008001000 Total assets ($M) Participants The Stark Group, Inc. Employee Stock Ownership Plan, Total assets ($M): 10.603683 · Participants: 50The Stark Group, 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
The Stark Group, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Iowa, assets vs. participants

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

Outside Iowa, the nearest ESOP by assets is Fitzwater Holding Group Employee Stock Ownership Plan in OH ($11M); by covered participants it is Suburban K9 Employee Stock Ownership Plan in TX (50 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (50 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 The Stark Group, Inc. Employee Stock Ownership Plan assets move in 2024?
The Stark Group, Inc. Employee Stock Ownership Plan grew at a solid clip - up 8.7% during 2024, from $10M to $11M. Reported net income was -$1M.
How have The Stark Group, Inc. plan assets changed over time?
Across 3 plan years on file (2022-2024), The Stark Group, Inc.'s sponsor-wide assets grew 37.1%, from $8M to $11M.
Which ESOP plans are similar in size to The Stark Group, Inc. Employee Stock Ownership Plan?
Among ESOP plans in other states, the closest by assets is Fitzwater Holding Group Employee Stock Ownership Plan in OH ($11M, 86 participants).
Which ESOP plans cover a similar participant headcount to The Stark Group, Inc. Employee Stock Ownership Plan?
Among ESOP plans in other states, the closest by covered participants is Suburban K9 Employee Stock Ownership Plan in TX (50 participants, $146K in assets).