ESOP · DOL Form 5500 · 2024

Italix Company, Inc. ESOP

Data updated 2026-08-25

$4M
Total assets Small plan by assets
23
Participants Small participant base
38th
Percentile by assets National rank
$168,615
Avg per participant Above avg balance/head
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Official DOL plan name: Italix Company, Inc. Employee Stock Ownership Plan · Sponsored by Italix Company, Inc. · California · Manufacturing

$4M in assets, 23 participants

Italix Company, Inc.'s Italix Company, Inc. Employee Stock Ownership Plan reported $4M in total assets and 23 participants in its 2024 DOL Form 5500 filing, ranking in the 38th 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.

  • #3,731 in Manufacturing (17,777 peers)

What the 2024 filing shows

Italix Company, Inc. Employee Stock Ownership Plan holds $4M for 23 participants - about $168,615 per participant, in the lower half of filed plans by assets.

#3,731
in Manufacturing (17,777 peers)
+2.6%
assets growth YoY

Italix Company, Inc. Employee Stock Ownership Plan's mid-pack asset rank among Manufacturing and all filers

Italix Company, Inc. Employee Stock Ownership Plan vs every filed plan by assets

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

$3,878,152 38th percentile higher than 38% 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

Italix Company, 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. Italix Company, Inc. Employee Stock Ownership Plan is a small filing (23 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Italix Company, Inc. Employee Stock Ownership Plan reported net income rose from $86K in the plan year 2023 filing to $98K in the plan year 2024 filing.
  • Italix Company, Inc. Employee Stock Ownership Plan reported participants fell from 25 in the plan year 2023 filing to 23 in the plan year 2024 filing.
  • Italix Company, Inc. Employee Stock Ownership Plan end-of-year assets rose from $4M in the plan year 2023 filing to $4M in the plan year 2024 filing.

See the national 2023→2024 release diff →

DOL schedule card

Filing strip 942856931 · Italix Company, Inc. PY 2024 · ESOP

Italix Company, Inc. Employee Stock Ownership Plan · $4M · 23 · 38th

  • PCT $4M
  • PCT 23
  • PCT 38th
  • PCT ESOP
  • PCT near Wc Enterprises, Inc. Employee Stock Ownership Plan
  • PCT ind #3731

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 California →

Italix Company, Inc. Employee Stock Ownership Plan in the asset neighbourhood

Peoplessouth Bancshares, Inc. Employee Stock Ownership PlanPeoplessouth Bancshares, Inc…$4MItalix Company, Inc. Employee Stock Ownership PlanItalix Company, Inc. Employe…$4MWc Enterprises, Inc. Employee Stock Ownership PlanWc Enterprises, Inc. Employe…$4MWestern Bank of Lordsburg Employee Stock Ownership Plan and TrustWestern Bank of Lordsburg Em…$4MQuality Boneless Beef Inc Employee Stock Ownership PlanQuality Boneless Beef Inc Em…$4M
End-of-year total assets ($M) among Italix Company, Inc. Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2024.

Filing particulars (2024)

Total Assets (Beginning of Year)$4M
Net Assets (End of Year)$4M
Net Income$98K
Employer EIN942856931
Plan Effective Date1995-09-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Italix Company, Inc.)

Sponsor-wide plan assets over time

All Italix Company, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$4M 5.002021169072349% vs 2022
2024 filing year
$3.6M$3.7M$3.8M$3.9M 202220232024 $3.69M $3.88M ▲ +5.1%
Year Plans Participants Total Assets
2022 1 23 $4M
2023 1 25 $4M
2024 1 23 $4M

Nearby ESOP Plans in California

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

Italix Company, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in California, assets vs. participants Scatter plot of 6 data points. -20000200040006000800010000 -20246 Total assets ($B) Participants Italix Company, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.003878152 · Participants: 23Italix Company, Inc. Employee Stock Ownership PlanParsons Employee Stock Ownership Plan, Total assets ($B): 4.994512995 · Participants: 8040Parsons Employee Stock Ownership PlanAcco Employee Stock Ownership Plan, Total assets ($B): 1.694943363 · Participants: 1499Acco Employee Stock Ownership PlanRosendin Electric, Inc. Employee Stock Ownership Plan, Total assets ($B): 1.538046697 · Participants: 1998Rosendin Electric, Inc. Employee Stock Ownership PlanEcc Employee Stock Ownership Plan, Total assets ($B): 0.632082376 · Participants: 317Ecc Employee Stock Ownership PlanAgron, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.596115632 · Participants: 68Agron, Inc. Employee Stock Ownership Plan
Italix Company, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in California, assets vs. participants
Compare Italix Company, Inc. Employee Stock Ownership Plan side-by-side with 3 peers →

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

Outside California, the nearest ESOP by assets is Wc Enterprises, Inc. Employee Stock Ownership Plan in OH ($4M); by covered participants it is Valley Premier Bank Employee Stock Ownership Plan & Trust in MN (23 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (23 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 Italix Company, Inc. Employee Stock Ownership Plan assets move in 2024? ▼
Italix Company, Inc. Employee Stock Ownership Plan edged up modestly - up 2.6% during 2024, from $4M to $4M. Reported net income was $98K.
How have Italix Company, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Italix Company, Inc.'s sponsor-wide assets grew 5.0%, from $4M to $4M.
Which ESOP plans are similar in size to Italix Company, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Wc Enterprises, Inc. Employee Stock Ownership Plan in OH ($4M, 125 participants).
Which ESOP plans cover a similar participant headcount to Italix Company, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Valley Premier Bank Employee Stock Ownership Plan & Trust in MN (23 participants, $11M 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 942856931.

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.