ESOP · DOL Form 5500 · 2024

Control Installations of Iowa, Inc. ESOP

Data updated 2026-08-25

$43M
Total assets Below avg plan size
106
Participants Small participant base
82nd
Percentile by assets National rank
$401,716
Avg per participant High balance/head
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Official DOL plan name: Ci3 Employee Stock Ownership Plan · Sponsored by Control Installations of Iowa, Inc. · Iowa · Professional & Technical Services

$43M in assets, 106 participants

Control Installations of Iowa, Inc.'s Ci3 Employee Stock Ownership Plan reported $43M in total assets and 106 participants in its 2024 DOL Form 5500 filing, ranking in the 82nd 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.

  • #16,696 in Professional & Technical Services (20,173 peers)

Coverage in Iowa

Ci3 Employee Stock Ownership Plan covers 106 participants in Iowa, about 17% of the average Iowa filer (state average ~609 per filing). Assets: $43M.

#16,696
in Professional & Technical Services (20,173 peers)
+20.1%
assets growth YoY
0.4×
vs typical plan assets (national mean)

Ci3 Employee Stock Ownership Plan's outsized position by total assets

Ci3 Employee Stock Ownership Plan vs every filed plan by assets

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

$42,581,890 Top 18% higher than 82% 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

Ci3 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. Ci3 Employee Stock Ownership Plan sits mid-pack in the medium band (106 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Ci3 Employee Stock Ownership Plan end-of-year assets rose from $35M in the plan year 2023 filing to $43M in the plan year 2024 filing.
  • Ci3 Employee Stock Ownership Plan reported participants rose from 93 in the plan year 2023 filing to 106 in the plan year 2024 filing.
  • Ci3 Employee Stock Ownership Plan reported net income rose from $6M in the plan year 2023 filing to $7M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Plan-year Form 5500 strip

Filing strip 421201473 · Control Installations of Iowa, Inc. PY 2024 · ESOP

Ci3 Employee Stock Ownership Plan · $43M · 106 · 82nd

  • TYPE $43M
  • NET 106
  • BOOK 82nd
  • VS-ST ESOP
  • BOY near Rw Thrive Employee Stock Ownership Plan
  • SCH ind #16696

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 →

Ci3 Employee Stock Ownership Plan in the asset neighbourhood

Payne County Bank Employee Stock Ownership PlanPayne County Bank Employee S…$43MAgvise Laboratories, Inc. Employee Stock Ownership PlanAgvise Laboratories, Inc. Em…$43MCi3 Employee Stock Ownership PlanCi3 Employee Stock Ownership…$43MRw Thrive Employee Stock Ownership PlanRw Thrive Employee Stock Own…$43MCapitol Federal Financial, Inc. Employee Stock Ownership PlanCapitol Federal Financial, I…$43M
End-of-year total assets ($M) among Ci3 Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2024.

Iowa filing particulars

Total Assets (Beginning of Year)$35M
Net Assets (End of Year)$36M
Net Income$7M
Employer EIN421201473
Plan Effective Date2007-04-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Control Installations of Iowa, Inc.)

Sponsor-wide plan assets over time

All Control Installations of Iowa, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$43M 19.06910214529063% vs 2022
2024 filing year
$30M$35M$40M$45M 202220232024 $35.8M $42.6M ▲ +19.1%
Year Plans Participants Total Assets
2022 2 164 $36M
2023 1 93 $35M
2024 1 106 $43M

Nearby ESOP Plans in Iowa

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

Ci3 Employee Stock Ownership Plan vs. nearby ESOP plans in Iowa, assets vs. participants Scatter plot of 6 data points. 050010001500 02004006008001000 Total assets ($M) Participants Ci3 Employee Stock Ownership Plan, Total assets ($M): 42.58189 · Participants: 106Ci3 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
Ci3 Employee Stock Ownership Plan vs. nearby ESOP plans in Iowa, assets vs. participants
Compare Ci3 Employee Stock Ownership Plan side-by-side with 3 peers →

Ci3 Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount

Outside Iowa, the nearest ESOP by assets is Rw Thrive Employee Stock Ownership Plan in WI ($43M); by covered participants it is Matandy Steel Employee Stock Ownership Plan in OH (106 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (106 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 Ci3 Employee Stock Ownership Plan assets move in 2024? ▼
Ci3 Employee Stock Ownership Plan grew sharply - up 20.1% during 2024, from $35M to $43M. Reported net income was $7M.
How have Control Installations of Iowa, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Control Installations of Iowa, Inc.'s sponsor-wide assets grew 19.1%, from $36M to $43M.
Where does Ci3 Employee Stock Ownership Plan rank by assets among Form 5500 filers? ▼
Ci3 Employee Stock Ownership Plan ranks in the 82nd 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 Ci3 Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Rw Thrive Employee Stock Ownership Plan in WI ($43M, 74 participants).
Which ESOP plans cover a similar participant headcount to Ci3 Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Matandy Steel Employee Stock Ownership Plan in OH (106 participants, $51M 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 421201473.

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.