401(k) · DOL Form 5500 · 2022

Itasca International, Inc. 401(k) Plan

Data updated 2026-08-25

$14M
Total assets Small plan by assets
54
Participants Small participant base
72nd
Percentile by assets National rank
$268,474
Avg per participant High balance/head
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Official DOL plan name: Itasca International, Inc. 401(k) Plan & Trust · Sponsored by Itasca International, Inc. · Minnesota · Professional & Technical Services

$14M in assets, 54 participants

Itasca International, Inc.'s Itasca International, Inc. 401(k) Plan & Trust reported $14M in total assets and 54 participants in its 2022 DOL Form 5500 filing, ranking in the 72nd 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.

  • #15,419 in Professional & Technical Services (21,562 peers)

Itasca International, Inc. multi-year trail

Itasca International, Inc.'s plans moved +37.9% in assets from 2022 to 2024; this filing shows Itasca International, Inc. 401(k) Plan & Trust at $14M / 54 participants.

#15,419
in Professional & Technical Services (21,562 peers)
-15.6%
assets change YoY

The plan reported a net loss of $3M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Itasca International, Inc. 401(k) Plan & Trust's outsized position by total assets

Itasca International, Inc. 401(k) Plan & Trust vs every filed plan by assets

End-of-year total assets · plan year 2022 · DOL Form 5500

$14,497,574 Top 28% higher than 72% of 139,123 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 2022

Itasca International, Inc. 401(k) Plan & Trust among smaller filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Itasca International, Inc. 401(k) Plan & Trust is a small filing (54 participants) on this national headcount ladder.

Plan-year Form 5500 strip

Filing strip 411399512 · Itasca International, Inc. PY 2022 · 401(k)

Itasca International, Inc. 401(k) Plan & Trust · $14M · 54 · 72nd

  • NET $14M
  • NET 54
  • NET 72nd
  • NET 401(k)
  • NET near Diakonia Group, LLC 401(k) Profit Sharing Plan
  • NET ind #15419

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 Professional & Technical Services retirement plans → · Plans in Minnesota →

Itasca International, Inc. 401(k) Plan & Trust in the asset neighbourhood

Itasca International, Inc. 401(k) Plan & TrustItasca International, Inc. 4…$14MDiakonia Group, LLC 401(k) Profit Sharing PlanDiakonia Group, LLC 401(k) P…$14MRepublic Refrigeration, Inc. 401(k) Profit Sharing PlanRepublic Refrigeration, Inc.…$14MEngineered Machined Products, Inc. Collectively Bargained PlanEngineered Machined Products…$14MLacroix Precision Optics, Inc. Profit Sharing PlanLacroix Precision Optics, In…$14M
End-of-year total assets ($M) among Itasca International, Inc. 401(k) Plan & Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Itasca International, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Itasca International, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$20M 37.85233998460708% vs 2022
2024 filing year
$12M$14M$16M$18M$20M$22M 202220232024 $14.5M $20M ▲ +37.9%
Year Plans Participants Total Assets
2022 1 54 $14M
2023 1 53 $18M
2024 1 55 $20M

Itasca International, Inc. filing trail (2022)

Total Assets (Beginning of Year)$17M
Net Assets (End of Year)$14M
Net Income-$3M
Employer EIN411399512
Plan Effective Date1992-07-22
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Minnesota

Peer 401(k) plans, same state, same plan type, ranked by total assets.

Itasca International, Inc. 401(k) Plan & Trust vs. nearby 401(k) plans in Minnesota, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000400000500000 -505101520 Total assets ($B) Participants Itasca International, Inc. 401(k) Plan & Trust, Total assets ($B): 0.014497574 · Participants: 54Itasca International, Inc. 401(k) Plan & TrustUnitedhealth Group 401(k) Savings Plan, Total assets ($B): 18.576379778 · Participants: 176886Unitedhealth Group 401(k) Savings PlanMedtronic Savings and Investment Plan (Also Known as the Medtronic 401(k) Plan), Total assets ($B): 12.198295 · Participants: 38825Medtronic Savings and Investment Plan (Also Known as the Medtronic 401(k) Plan)Target Corporation 401(k) Plan, Total assets ($B): 11.216824857 · Participants: 400422Target Corporation 401(k) Plan3M Voluntary Investment Plan and Employee Stock Ownership Plan, Total assets ($B): 11.138527656 · Participants: 371593M Voluntary Investment Plan and Employee Stock Ownership PlanU.S. Bank 401(k) Savings Plan, Total assets ($B): 8.266408521 · Participants: 67646U.S. Bank 401(k) Savings Plan
Itasca International, Inc. 401(k) Plan & Trust vs. nearby 401(k) plans in Minnesota, assets vs. participants
Compare Itasca International, Inc. 401(k) Plan & Trust side-by-side with 3 peers →

Itasca International, Inc. 401(k) Plan & Trust's out-of-state 401(k) peers by assets and headcount

Outside Minnesota, the nearest 401(k) by assets is Diakonia Group, LLC 401(k) Profit Sharing Plan in TN ($14M); by covered participants it is Logix Inc 401(k) Profit Sharing Plan & Trust in MA (54 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (54 participants); asset peers above are excluded.

DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Itasca International, Inc. 401(k) Plan & Trust assets move in 2022? ▼
Itasca International, Inc. 401(k) Plan & Trust declined sharply - down 15.6% during 2022, from $17M to $14M. Reported net income was -$3M.
How have Itasca International, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Itasca International, Inc.'s sponsor-wide assets grew 37.9%, from $14M to $20M.
Which 401(k) plans are similar in size to Itasca International, Inc. 401(k) Plan & Trust? ▼
Among 401(k) plans in other states, the closest by assets is Diakonia Group, LLC 401(k) Profit Sharing Plan in TN ($14M, 431 participants).
Which 401(k) plans cover a similar participant headcount to Itasca International, Inc. 401(k) Plan & Trust? ▼
Among 401(k) plans in other states, the closest by covered participants is Logix Inc 401(k) Profit Sharing Plan & Trust in MA (54 participants, $4M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2022.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 411399512.

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.