401(k) · DOL Form 5500 · 2022
Ingles Markets, Incorporated 401(k) Plan
Data updated 2026-08-25
- $161M
- Total assets Near avg plan size
- 13,895
- Participants Very large workforce
- 95th
- Percentile by assets National rank
- $11,615
- Avg per participant Low balance/head
Official DOL plan name: Ingles Markets, Incorporated Investment/ Profit Sharing Plan · Sponsored by Ingles Markets, Incorporated · North Carolina · Retail Trade
$161M in assets, 13,895 participants
Ingles Markets, Incorporated's Ingles Markets, Incorporated Investment/ Profit Sharing Plan reported $161M in total assets and 13,895 participants in its 2022 DOL Form 5500 filing, ranking in the 95th 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.
- #9,251 in Retail Trade (9,519 peers)
Coverage in North Carolina
Ingles Markets, Incorporated Investment/ Profit Sharing Plan covers 13,895 participants in North Carolina, 17x the typical North Carolina plan (state average ~819 per filing). Assets: $161M.
- #9,251
- in Retail Trade (9,519 peers)
- -11.4%
- assets change YoY
- 1.6×
- vs typical plan assets (national mean)
The plan reported a net loss of $21M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Ingles Markets, Incorporated Investment/ Profit Sharing Plan's outsized position by total assets
Ingles Markets, Incorporated Investment/ Profit Sharing Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$161,395,862 Top 5% higher than 95% of 139,123 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022
Ingles Markets, Incorporated Investment/ Profit Sharing Plan's mega-plan peer group by participant headcount
Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Ingles Markets, Incorporated Investment/ Profit Sharing Plan is a mega filing (13,895 participants), the rightmost band on the breakdown.
EBSA filing schedule strip
Filing strip 560846267 · Ingles Markets, Incorporated PY 2022 · 401(k)
Ingles Markets, Incorporated Investment/ Profit Sharing Plan · $161M · 13,895 · 95th
- EIN $161M
- RANK 13,895
- PHOTO 95th
- IND 401(k)
- EOY near Cinemark USA, Inc. Plan and Trust
- 5500 ind #9251
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 Retail Trade retirement plans → · Plans in North Carolina →
Ingles Markets, Incorporated Investment/ Profit Sharing Plan in the asset neighbourhood
North Carolina filing particulars
| Total Assets (Beginning of Year) | $182M |
|---|---|
| Net Assets (End of Year) | $161M |
| Net Income | -$21M |
| Employer EIN | 560846267 |
| Plan Effective Date | 1972-09-25 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Ingles Markets, Incorporated)
Sponsor-wide plan assets over time
All Ingles Markets, Incorporated plans reported in each filing year
- Latest sponsor-wide plan assets
- $197M 21.92531057580646% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 13,895 | $161M |
| 2023 | 1 | 16,715 | $182M |
| 2024 | 1 | 17,509 | $197M |
Nearby 401(k) Plans in North Carolina
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- The Bank of America 401(k) Plan $47.1B · 169,036
- Honeywell 401(k) Plan $14.6B · 39,007
- Duke Energy Retirement Savings Plan $9.4B · 27,731
- Truist Financial Corporation 401(k) Savings Plan $9.0B · 51,871
- Lowes 401(k) Plan $7.4B · 284,864
Scale composition for Ingles Markets, Incorporated Investment/ Profit Sharing Plan
Ingles Markets, Incorporated Investment/ Profit Sharing Plan reports $161M in end-of-year assets across 13,895 participants (0.001% of the $12.3T held by all Form 5500 filers in the national rollup , and 0.015% of 93,925,755 covered participants) - about $11,615 per participant (8% of the national average assets-per-participant) . Net income for plan year 2022 was -$21M.
This plan identity (EIN 560846267, plan #001) has 3 Form 5500 filings on file from 2022 to 2024 , with end-of-year assets moving from $161M to $197M (+21.9%) while covered participants moved from 13,895 to 17,509 . Single-year sparse filers cannot show that trail.
| Plan year | Participants | EOY assets | Filing |
|---|---|---|---|
| 2022 | 13,895 | $161M | This page |
| 2023 | 16,715 | $182M | Open filing |
| 2024 · index core | 17,509 | $197M | Open filing |
The same sponsor also keeps 1 other index-core plan on PlainRetire:
- Ingles Markets, Incorporated Investment/Profit Sharing Plan (401(k), $197M, 17,509 participants)
Ingles Markets, Incorporated Investment/ Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount
Outside North Carolina, the nearest 401(k) by assets is Cinemark USA, Inc. Plan and Trust in TX ($161M); by covered participants it is Lifespan 401(k) Retirement Savings Plan in RI (13,888 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($161M here).
- Cinemark USA, Inc. Plan and Trust (TX) $161M · 1,751
- Springer Nature 401(k) Plan (NY) $161M · 724
- Lattice Semiconductor Corporation 401(k) Employee Savings Plan (OR) $161M · 322
- Nbbj Group Retirement Savings and Investment Plan (WA) $161M · 684
Similar participant headcount
Nearest other-state filings by covered participants (13,895 participants); asset peers above are excluded.
- Lifespan 401(k) Retirement Savings Plan (RI) 13,888 · 7 off
- Sunbelt Rentals, Inc. Retirement Savings Plan (SC) 13,915 · 20 off
- Verizon Savings & Security Plan for New York and New England Associates (NJ) 13,933 · 38 off
- Hp Inc. 401(k) Plan (TX) 13,940 · 45 off
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.