401(k) · DOL Form 5500 · 2022
Ingles Markets, Incorporated 401(k) Plan
Data updated 2026-08-11
- $161M
- Total assets
- 13,895
- Participants
- 95th
- Percentile by assets
- $11,615
- Avg per participant
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.
- 95th percentile by assets (of 139,126 plans)
- #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.
- $161M
- total plan assets (2022 EOY)
- 13,895
- covered participants
- 95th
- percentile by assets (of 139,126 plans)
- $11,615
- avg assets per participant
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.
Participants vs North Carolina filers
In North Carolina, the average filing covers about 819 participants across 3,515 plans. Ingles Markets, Incorporated Investment/ Profit Sharing Plan reports 13,895 participants - 17x that state average ($161M EOY assets).
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)
| 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.
Ingles Markets, Incorporated Investment/ Profit Sharing Plan vs. nearby 401(k) plans in North Carolina, assets vs. participants
- 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)
Similar-Sized 401(k) Plans Nationally
401(k) plans in other states closest to Ingles Markets, Incorporated Investment/ Profit Sharing Plan by total assets, not by location.
- 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
Frequently Asked Questions
How did Ingles Markets, Incorporated Investment/ Profit Sharing Plan assets move in 2022? ▼
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Filing takeaways
Ways to act on Ingles Markets, Incorporated Investment/ Profit Sharing Plan's numbers.
- By total assets, Ingles Markets, Incorporated Investment/ Profit Sharing Plan ranks in the top 5% of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar 401(k) plans in North Carolina. Compare plans
- Ingles Markets, Incorporated's sponsor-wide assets have grown 21.9% since 2022 across 3 plan years on file. More Retail Trade plans