401(k) · DOL Form 5500 · 2022

Inventrust Properties Corp. 401(k) Plan

Data updated 2026-08-25

$19M
Total assets Small plan by assets
114
Participants Small participant base
76th
Percentile by assets National rank
$165,705
Avg per participant Above avg balance/head
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Official DOL plan name: Inventrust Properties Corp. Savings Plan · Sponsored by Inventrust Properties Corp. · Illinois · Real Estate

$19M in assets, 114 participants

Inventrust Properties Corp.'s Inventrust Properties Corp. Savings Plan reported $19M in total assets and 114 participants in its 2022 DOL Form 5500 filing, ranking in the 76th 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.

  • #4,489 in Real Estate (5,057 peers)

Coverage in Illinois

Inventrust Properties Corp. Savings Plan covers 114 participants in Illinois, about 15% of the average Illinois filer (state average ~779 per filing). Assets: $19M.

#4,489
in Real Estate (5,057 peers)
-9.4%
assets change YoY
0.2×
vs typical plan assets (national mean)

The plan reported a net loss of $2M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Inventrust Properties Corp. Savings Plan's outsized position by total assets

Inventrust Properties Corp. Savings Plan vs every filed plan by assets

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

$18,890,425 Top 24% higher than 76% 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

Inventrust Properties Corp. Savings 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. Inventrust Properties Corp. Savings Plan sits mid-pack in the medium band (114 participants).

DOL schedule card

Filing strip 342019608 · Inventrust Properties Corp. PY 2022 · 401(k)

Inventrust Properties Corp. Savings Plan · $19M · 114 · 76th

  • SCH $19M
  • EBSA 114
  • PART 76th
  • TYPE 401(k)
  • NET near Wolverine Power Supply Cooperative, Inc. Non Union 401(k) Plan
  • BOOK ind #4489

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 Real Estate retirement plans → · Plans in Illinois →

Inventrust Properties Corp. Savings Plan in the asset neighbourhood

Inventrust Properties Corp. Savings PlanInventrust Properties Corp. …$19MWolverine Power Supply Cooperative, Inc. Non Union 401(k) PlanWolverine Power Supply Coope…$19MCornell Dubilier Electronics, Inc. 401(k) PlanCornell Dubilier Electronics…$19MVuteq Corporation Retirement Readiness 401(k) PlanVuteq Corporation Retirement…$19MWaukesha Surgical Specialists S.C. 401(k) Profit Sharing PlanWaukesha Surgical Specialist…$19M
End-of-year total assets ($M) among Inventrust Properties Corp. Savings Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Illinois filing particulars

Total Assets (Beginning of Year)$21M
Net Assets (End of Year)$19M
Net Income-$2M
Employer EIN342019608
Plan Effective Date2015-04-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Inventrust Properties Corp.)

Sponsor-wide plan assets over time

All Inventrust Properties Corp. plans reported in each filing year

Latest sponsor-wide plan assets
$26M 36.93039198429892% vs 2022
2024 filing year
$15M$20M$25M$30M 202220232024 $18.9M $25.9M ▲ +37.0%
Year Plans Participants Total Assets
2022 1 114 $19M
2023 1 106 $23M
2024 1 104 $26M

Nearby 401(k) Plans in Illinois

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

Inventrust Properties Corp. Savings Plan vs. nearby 401(k) plans in Illinois, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000 -505101520 Total assets ($B) Participants Inventrust Properties Corp. Savings Plan, Total assets ($B): 0.018890425 · Participants: 114Inventrust Properties Corp. Savings PlanState Farm 401(k) Savings Plan, Total assets ($B): 14.651519685 · Participants: 53616State Farm 401(k) Savings PlanAccenture United States 401(k) Match and Savings Plan, Total assets ($B): 14.283954811 · Participants: 66653Accenture United States 401(k) Match and Savings PlanAbbott Laboratories Stock Retirement Plan, Total assets ($B): 13.333286 · Participants: 36136Abbott Laboratories Stock Retirement PlanUnited Airlines Pilot Retirement Account Plan, Total assets ($B): 11.816542826 · Participants: 13437United Airlines Pilot Retirement Account PlanWalgreens Retirement Savings Plan, Total assets ($B): 11.682551768 · Participants: 238072Walgreens Retirement Savings Plan
Inventrust Properties Corp. Savings Plan vs. nearby 401(k) plans in Illinois, assets vs. participants
Compare Inventrust Properties Corp. Savings Plan side-by-side with 3 peers →

Inventrust Properties Corp. Savings Plan's out-of-state 401(k) peers by assets and headcount

Outside Illinois, the nearest 401(k) by assets is Wolverine Power Supply Cooperative, Inc. Non Union 401(k) Plan in MI ($19M); by covered participants it is Blue Ocean Realty, LLC Retirement Plan in MD (114 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (114 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 Inventrust Properties Corp. Savings Plan assets move in 2022? ▼
Inventrust Properties Corp. Savings Plan pulled back noticeably - down 9.4% during 2022, from $21M to $19M. Reported net income was -$2M.
How have Inventrust Properties Corp. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Inventrust Properties Corp.'s sponsor-wide assets grew 36.9%, from $19M to $26M.
Where does Inventrust Properties Corp. Savings Plan rank by assets among Form 5500 filers? ▼
Inventrust Properties Corp. Savings Plan ranks in the 76th 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 Inventrust Properties Corp. Savings Plan? ▼
Among 401(k) plans in other states, the closest by assets is Wolverine Power Supply Cooperative, Inc. Non Union 401(k) Plan in MI ($19M, 104 participants).
Which 401(k) plans cover a similar participant headcount to Inventrust Properties Corp. Savings Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Blue Ocean Realty, LLC Retirement Plan in MD (114 participants, $288K 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 342019608.

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.