ESOP · DOL Form 5500 · 2024
Ita Group Holdings, Inc. ESOP
Data updated 2026-08-25
- $498M
- Total assets Above avg plan size
- 907
- Participants Near avg headcount
- 97th
- Percentile by assets National rank
- $549,150
- Avg per participant High balance/head
Official DOL plan name: Ita Group Holdings, Inc. Employees' Stock Ownership Plan · Sponsored by Ita Group Holdings, Inc. · Iowa · Professional & Technical Services
$498M in assets, 907 participants
Ita Group Holdings, Inc.'s Ita Group Holdings, Inc. Employees' Stock Ownership Plan reported $498M in total assets and 907 participants in its 2024 DOL Form 5500 filing, ranking in the 97th 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.
- #19,772 in Professional & Technical Services (20,173 peers)
Where Ita Group Holdings, Inc. Employees' Stock Ownership Plan sits by assets
Ita Group Holdings, Inc. Employees' Stock Ownership Plan sits in the top 5% of all filed plans by assets, $498M for 907 participants (~$549,150/participant), up 16.4% in 2024.
- #19,772
- in Professional & Technical Services (20,173 peers)
- +16.4%
- assets growth YoY
- 5.0×
- vs typical plan assets (national mean)
Ita Group Holdings, Inc. Employees' Stock Ownership Plan's outsized position by total assets
Ita Group Holdings, Inc. Employees' Stock Ownership Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$498,079,165 Top 3% higher than 97% of 123,620 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2024
Ita Group Holdings, Inc. Employees' 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. Ita Group Holdings, Inc. Employees' Stock Ownership Plan sits mid-pack in the medium band (907 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Ita Group Holdings, Inc. Employees' Stock Ownership Plan reported net income rose from $46M in the plan year 2023 filing to $60M in the plan year 2024 filing.
- Ita Group Holdings, Inc. Employees' Stock Ownership Plan reported participants rose from 771 in the plan year 2023 filing to 907 in the plan year 2024 filing.
- Ita Group Holdings, Inc. Employees' Stock Ownership Plan end-of-year assets rose from $428M in the plan year 2023 filing to $498M in the plan year 2024 filing.
Form 5500 schedule snapshot
Filing strip 822560400 · Ita Group Holdings, Inc. PY 2024 · ESOP
Ita Group Holdings, Inc. Employees' Stock Ownership Plan · $498M · 907 · 97th
- EIN $498M
- RANK 907
- PHOTO 97th
- IND ESOP
- EOY near Great Lakes Cheese Co., Inc. Employee Stock Ownership Plan
- 5500 ind #19772
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 →
Ita Group Holdings, Inc. Employees' Stock Ownership Plan in the asset neighbourhood
Scale-class filing particulars (2024)
| Total Assets (Beginning of Year) | $428M |
|---|---|
| Net Assets (End of Year) | $399M |
| Net Income | $60M |
| Employer EIN | 822560400 |
| Plan Effective Date | 1987-08-20 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Ita Group Holdings, Inc.)
Sponsor-wide plan assets over time
All Ita Group Holdings, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $498M 30.068303470166942% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 643 | $383M |
| 2023 | 1 | 771 | $428M |
| 2024 | 1 | 907 | $498M |
Nearby ESOP Plans in Iowa
Peer ESOP plans, same state, same plan type, ranked by total assets.
- Employee Owned Brands, Inc. Employee Stock Ownership Plan $877M · 819
- Van Meter Industrial, Inc. Employee Stock Ownership Plan $659M · 849
- Precision, Inc. Employee Stock Ownership Plan and Trust $473M · 658
- Vgm Group, Inc. Employee Stock Ownership Plan $426M · 1,169
- Annett Holdings, Inc. Employee Stock Ownership Plan & Trust $419M · 2,972
Ita Group Holdings, Inc. Employees' Stock Ownership Plan's out-of-state ESOP peers by assets and headcount
Outside Iowa, the nearest ESOP by assets is Great Lakes Cheese Co., Inc. Employee Stock Ownership Plan in OH ($502M); by covered participants it is Team Industries Employee Stock Ownership Plan in MN (908 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($498M here).
- Great Lakes Cheese Co., Inc. Employee Stock Ownership Plan (OH) $502M · 4,264
- Lja Engineering, Inc. Employee Stock Ownership Plan (TX) $493M · 1,799
- Cleveland Steel Container Corporation Employee Stock Ownership Plan (OH) $485M · 415
- Arco DB Companies, Inc. Employee Stock Ownership Plan (MO) $514M · 608
Similar participant headcount
Nearest other-state filings by covered participants (907 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.