ESOP · DOL Form 5500 · 2024

Interstate Engineering, Inc. ESOP

Data updated 2026-08-25

$46M
Total assets Below avg plan size
154
Participants Small participant base
83rd
Percentile by assets National rank
$299,860
Avg per participant High balance/head
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Official DOL plan name: I.E. Holding Company, Inc. Employee Stock Ownership Plan and Trust · Sponsored by Interstate Engineering, Inc. · North Dakota · Professional & Technical Services

$46M in assets, 154 participants

Interstate Engineering, Inc.'s I.E. Holding Company, Inc. Employee Stock Ownership Plan and Trust reported $46M in total assets and 154 participants in its 2024 DOL Form 5500 filing, ranking in the 83rd 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.

  • #16,928 in Professional & Technical Services (20,173 peers)

Coverage in North Dakota

I.E. Holding Company, Inc. Employee Stock Ownership Plan and Trust covers 154 participants in North Dakota, about 31% of the average North Dakota filer (state average ~504 per filing). Assets: $46M.

#16,928
in Professional & Technical Services (20,173 peers)
+2.3%
assets growth YoY
0.5×
vs typical plan assets (national mean)

I.E. Holding Company, Inc. Employee Stock Ownership Plan and Trust's outsized position by total assets

I.E. Holding Company, Inc. Employee Stock Ownership Plan and Trust vs every filed plan by assets

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

$46,178,413 Top 17% higher than 83% 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

I.E. Holding Company, Inc. Employee Stock Ownership Plan and Trust 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. I.E. Holding Company, Inc. Employee Stock Ownership Plan and Trust sits mid-pack in the medium band (154 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • I.E. Holding Company, Inc. Employee Stock Ownership Plan and Trust reported net income fell from $2M in the plan year 2023 filing to $1M in the plan year 2024 filing.
  • I.E. Holding Company, Inc. Employee Stock Ownership Plan and Trust reported participants rose from 143 in the plan year 2023 filing to 154 in the plan year 2024 filing.
  • I.E. Holding Company, Inc. Employee Stock Ownership Plan and Trust end-of-year assets rose from $45M in the plan year 2023 filing to $46M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Form 5500 schedule snapshot

Filing strip 450333441 · Interstate Engineering, Inc. PY 2024 · ESOP

I.E. Holding Company, Inc. Employee Stock Ownership Plan and Trust · $46M · 154 · 83rd

  • BOOK $46M
  • VS-ST 154
  • BOY 83rd
  • SCH ESOP
  • EBSA near Career Strategies, Inc. Employee Stock Ownership Plan
  • PART ind #16928

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 North Dakota →

I.E. Holding Company, Inc. Employee Stock Ownership Plan and Trust in the asset neighbourhood

Cma Group Qualified Stock Bonus PlanCma Group Qualified Stock Bo…$46MI.E. Holding Company, Inc. Employee Stock Ownership Plan and TrustI.E. Holding Company, Inc. E…$46MCareer Strategies, Inc. Employee Stock Ownership PlanCareer Strategies, Inc. Empl…$46MThe Management Association, Inc. ESOPThe Management Association, …$46MGeneral Engineering Co. of Virginia Employee Stock Ownership Plan and TrustGeneral Engineering Co. of V…$46M
End-of-year total assets ($M) among I.E. Holding Company, Inc. Employee Stock Ownership Plan and Trust and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2024.

North Dakota filing particulars

Total Assets (Beginning of Year)$45M
Net Assets (End of Year)$42M
Net Income$1M
Employer EIN450333441
Plan Effective Date2000-03-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Interstate Engineering, Inc.)

Sponsor-wide plan assets over time

All Interstate Engineering, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$69M 14.204213403483095% vs 2022
2024 filing year
$55M$60M$65M$70M 202220232024 $60.3M $68.8M ▲ +14.2%
Year Plans Participants Total Assets
2022 2 285 $60M
2023 2 300 $65M
2024 2 318 $69M

Nearby ESOP Plans in North Dakota

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

I.E. Holding Company, Inc. Employee Stock Ownership Plan and Trust vs. nearby ESOP plans in North Dakota, assets vs. participants Scatter plot of 6 data points. -20000200040006000 -0.500.511.5 Total assets ($B) Participants I.E. Holding Company, Inc. Employee Stock Ownership Plan and Trust, Total assets ($B): 0.046178413 · Participants: 154I.E. Holding Company, Inc. Employee Stock Ownership Plan and TrustBorder States Industries, Inc. Employee Stock Ownership Plan, Total assets ($B): 1.326258119 · Participants: 3256Border States Industries, Inc. Employee Stock Ownership PlanScheels Employee Stock Ownership Plan, Total assets ($B): 0.962968241 · Participants: 5157Scheels Employee Stock Ownership PlanUlteig, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.192805392 · Participants: 1117Ulteig, Inc. Employee Stock Ownership PlanFrontier Precision, Inc Employee Stock Ownership Plan, Total assets ($B): 0.097711974 · Participants: 89Frontier Precision, Inc Employee Stock Ownership PlanKlj Solutions Co Employee Stock Ownership Plan, Total assets ($B): 0.09240993 · Participants: 525Klj Solutions Co Employee Stock Ownership Plan
I.E. Holding Company, Inc. Employee Stock Ownership Plan and Trust vs. nearby ESOP plans in North Dakota, assets vs. participants
Compare I.E. Holding Company, Inc. Employee Stock Ownership Plan and Trust side-by-side with 3 peers →

I.E. Holding Company, Inc. Employee Stock Ownership Plan and Trust's out-of-state ESOP peers by assets and headcount

Outside North Dakota, the nearest ESOP by assets is Career Strategies, Inc. Employee Stock Ownership Plan in TX ($46M); 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 I.E. Holding Company, Inc. Employee Stock Ownership Plan and Trust assets move in 2024? ▼
I.E. Holding Company, Inc. Employee Stock Ownership Plan and Trust edged up modestly - up 2.3% during 2024, from $45M to $46M. Reported net income was $1M.
How have Interstate Engineering, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Interstate Engineering, Inc.'s sponsor-wide assets grew 14.2%, from $60M to $69M.
Where does I.E. Holding Company, Inc. Employee Stock Ownership Plan and Trust rank by assets among Form 5500 filers? ▼
I.E. Holding Company, Inc. Employee Stock Ownership Plan and Trust ranks in the 83rd percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top quartile of all filed plans by assets).
Which ESOP plans are similar in size to I.E. Holding Company, Inc. Employee Stock Ownership Plan and Trust? ▼
Among ESOP plans in other states, the closest by assets is Career Strategies, Inc. Employee Stock Ownership Plan in TX ($46M, 102 participants).
Which ESOP plans cover a similar participant headcount to I.E. Holding Company, Inc. Employee Stock Ownership Plan and Trust? ▼
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 450333441.

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.