401(k) · DOL Form 5500 · 2022

Ivan Ware & Son Inc. 401(k) Plan

Data updated 2026-08-25

$20M
Total assets Small plan by assets
118
Participants Small participant base
78th
Percentile by assets National rank
$172,307
Avg per participant Above avg balance/head
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Official DOL plan name: Ivan Ware & Son Inc. 401(k) Profit Sharing Plan · Sponsored by Ivan Ware & Son Inc. · Kentucky · Construction

$20M in assets, 118 participants

Ivan Ware & Son Inc.'s Ivan Ware & Son Inc. 401(k) Profit Sharing Plan reported $20M in total assets and 118 participants in its 2022 DOL Form 5500 filing, ranking in the 78th 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.

  • #7,633 in Construction (9,927 peers)

Coverage in Kentucky

Ivan Ware & Son Inc. 401(k) Profit Sharing Plan covers 118 participants in Kentucky, about 18% of the average Kentucky filer (state average ~647 per filing). Assets: $20M.

#7,633
in Construction (9,927 peers)
-11.4%
assets change YoY
0.2×
vs typical plan assets (national mean)

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.

Ivan Ware & Son Inc. 401(k) Profit Sharing Plan's outsized position by total assets

Ivan Ware & Son Inc. 401(k) Profit Sharing Plan vs every filed plan by assets

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

$20,332,274 Top 22% higher than 78% 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

Ivan Ware & Son Inc. 401(k) Profit Sharing Plan among mid-size filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Ivan Ware & Son Inc. 401(k) Profit Sharing Plan sits mid-pack in the medium band (118 participants).

EBSA filing schedule strip

Filing strip 610597150 · Ivan Ware & Son Inc. PY 2022 · 401(k)

Ivan Ware & Son Inc. 401(k) Profit Sharing Plan · $20M · 118 · 78th

  • EOY $20M
  • EOY 118
  • EOY 78th
  • EOY 401(k)
  • EOY near Spanx, LLC 401(k) Profit Sharing Plan and Trust
  • EOY ind #7633

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 Construction retirement plans → · Plans in Kentucky →

Ivan Ware & Son Inc. 401(k) Profit Sharing Plan in the asset neighbourhood

Ivan Ware & Son Inc. 401(k) Profit Sharing PlanIvan Ware & Son Inc. 401(k) …$20MSpanx, LLC 401(k) Profit Sharing Plan and TrustSpanx, LLC 401(k) Profit Sha…$20MAtec, Inc 401(k) Profit Sharing PlanAtec, Inc 401(k) Profit Shar…$20MMitchell Grocery Corporation Profit Sharing/401(k) PlanMitchell Grocery Corporation…$20MIndianapolis Zoological Society, Inc. Retirement PlanIndianapolis Zoological Soci…$20M
End-of-year total assets ($M) among Ivan Ware & Son Inc. 401(k) Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Kentucky filing particulars

Total Assets (Beginning of Year)$23M
Net Assets (End of Year)$20M
Net Income-$3M
Employer EIN610597150
Plan Effective Date1986-07-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Ivan Ware & Son Inc.)

Sponsor-wide plan assets over time

All Ivan Ware & Son Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$32M 59.52492082292419% vs 2022
2024 filing year
$15M$20M$25M$30M$35M 202220232024 $20.3M $32.4M ▲ +59.6%
Year Plans Participants Total Assets
2022 1 118 $20M
2023 1 132 $26M
2024 1 153 $32M

Nearby 401(k) Plans in Kentucky

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

Ivan Ware & Son Inc. 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Kentucky, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000100000 -202468 Total assets ($B) Participants Ivan Ware & Son Inc. 401(k) Profit Sharing Plan, Total assets ($B): 0.020332274 · Participants: 118Ivan Ware & Son Inc. 401(k) Profit Sharing PlanHumana Retirement Savings Plan, Total assets ($B): 6.44425797 · Participants: 44930Humana Retirement Savings PlanCommonspirit Health 401(k) Retirement Savings Plan, Total assets ($B): 6.066519058 · Participants: 85671Commonspirit Health 401(k) Retirement Savings PlanUPS/Ipa 401 (K) Savings Plan, Total assets ($B): 1.16367227 · Participants: 2992UPS/Ipa 401 (K) Savings PlanLexmark Savings Plan, Total assets ($B): 1.059618486 · Participants: 1811Lexmark Savings PlanKindred 401 (K) Plan, Total assets ($B): 0.969290029 · Participants: 22132Kindred 401 (K) Plan
Ivan Ware & Son Inc. 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Kentucky, assets vs. participants
Compare Ivan Ware & Son Inc. 401(k) Profit Sharing Plan side-by-side with 3 peers →

Ivan Ware & Son Inc. 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside Kentucky, the nearest 401(k) by assets is Spanx, LLC 401(k) Profit Sharing Plan and Trust in GA ($20M); by covered participants it is Lumbee Tribe Enterprises, LLC 401(k) Plan in NC (118 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (118 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 Ivan Ware & Son Inc. 401(k) Profit Sharing Plan assets move in 2022? ▼
Ivan Ware & Son Inc. 401(k) Profit Sharing Plan pulled back noticeably - down 11.4% during 2022, from $23M to $20M. Reported net income was -$3M.
How have Ivan Ware & Son Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Ivan Ware & Son Inc.'s sponsor-wide assets grew 59.5%, from $20M to $32M.
Where does Ivan Ware & Son Inc. 401(k) Profit Sharing Plan rank by assets among Form 5500 filers? ▼
Ivan Ware & Son Inc. 401(k) Profit Sharing Plan ranks in the 78th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to Ivan Ware & Son Inc. 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Spanx, LLC 401(k) Profit Sharing Plan and Trust in GA ($20M, 160 participants).
Which 401(k) plans cover a similar participant headcount to Ivan Ware & Son Inc. 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Lumbee Tribe Enterprises, LLC 401(k) Plan in NC (118 participants, N/A 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 610597150.

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.