ESOP · DOL Form 5500 · 2024
Ita Group Holdings, Inc. ESOP
Data updated 2026-08-11
- $498M
- Total assets
- 907
- Participants
- 97th
- Percentile by assets
- $549,150
- Avg per participant
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.
- 97th percentile by assets (of 123,622 plans)
- #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.
- $498M
- total plan assets (2024 EOY)
- 907
- covered participants
- 97th
- percentile by assets (of 123,622 plans)
- $549,150
- avg assets per participant
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.
Ita Group Holdings, Inc. Employees' Stock Ownership Plan vs the 2024 asset distribution
By assets, Ita Group Holdings, Inc. Employees' Stock Ownership Plan outranks 97% of the 123,622 plans that filed a Form 5500 for the 2024 plan year, and holds roughly 5.0x the national average plan size of $100M (721 average participants).
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.)
| 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.
Ita Group Holdings, Inc. Employees' Stock Ownership Plan vs. nearby ESOP plans in Iowa, assets vs. participants
- 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
Similar-Sized ESOP Plans Nationally
ESOP plans in other states closest to Ita Group Holdings, Inc. Employees' Stock Ownership Plan by total assets, not by location.
- 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
Frequently Asked Questions
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Ways to act on Ita Group Holdings, Inc. Employees' Stock Ownership Plan's numbers.
- By total assets, Ita Group Holdings, Inc. Employees' Stock Ownership Plan ranks in the top 5% of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar ESOP plans in Iowa. Compare plans
- Ita Group Holdings, Inc.'s sponsor-wide assets have grown 30.1% since 2022 across 3 plan years on file. More Professional & Technical Services plans