401(k) · DOL Form 5500 · 2022

Itafos Services LLC 401(k) Plan

Data updated 2026-08-25

$26M
Total assets Below avg plan size
293
Participants Below avg headcount
81st
Percentile by assets National rank
$89,650
Avg per participant Below avg balance/head
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Official DOL plan name: Itafos Retirement Plan · Sponsored by Itafos Services LLC · Texas · Management of Enterprises

$26M in assets, 293 participants

Itafos Services LLC's Itafos Retirement Plan reported $26M in total assets and 293 participants in its 2022 DOL Form 5500 filing, ranking in the 81st 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.

  • #745 in Management of Enterprises (1,193 peers)

Coverage in Texas

Itafos Retirement Plan covers 293 participants in Texas, about 43% of the average Texas filer (state average ~688 per filing). Assets: $26M.

#745
in Management of Enterprises (1,193 peers)
-11.5%
assets change YoY
0.3×
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.

Itafos Retirement Plan's outsized position by total assets

Itafos Retirement Plan vs every filed plan by assets

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

$26,267,521 Top 19% higher than 81% 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

Itafos Retirement 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. Itafos Retirement Plan sits mid-pack in the medium band (293 participants).

EBSA filing schedule strip

Filing strip 814442118 · Itafos Services LLC PY 2022 · 401(k)

Itafos Retirement Plan · $26M · 293 · 81st

  • IND $26M
  • EOY 293
  • 5500 81st
  • ASSETS 401(k)
  • PCT near Nipro Pharmapackaging Americas Corporation Non-Union 401(k) Plan
  • EIN ind #745

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 Management of Enterprises retirement plans → · Plans in Texas →

Itafos Retirement Plan in the asset neighbourhood

Itafos Retirement Plan$26MNipro Pharmapackaging Americas Corporation Non-Union 401(k) PlanNipro Pharmapackaging Americ…$26MStevens Industries, Inc. 401(k) PlanStevens Industries, Inc. 401…$26MSmolin, Lupin & Co. Savings and Investment PlanSmolin, Lupin & Co. Savings …$26MWhitebox Advisors, LLC 401(k) PlanWhitebox Advisors, LLC 401(k…$26M
End-of-year total assets ($M) among Itafos Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Texas filing particulars

Total Assets (Beginning of Year)$30M
Net Assets (End of Year)$26M
Net Income-$3M
Employer EIN814442118
Plan Effective Date2019-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Itafos Services LLC)

Sponsor-wide plan assets over time

All Itafos Services LLC plans reported in each filing year

Latest sponsor-wide plan assets
$41M 55.25598704194431% vs 2022
2024 filing year
$20M$25M$30M$35M$40M$45M 202220232024 $26.3M $40.8M ▲ +55.2%
Year Plans Participants Total Assets
2022 1 293 $26M
2023 1 302 $34M
2024 1 305 $41M

Nearby 401(k) Plans in Texas

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

Itafos Retirement Plan vs. nearby 401(k) plans in Texas, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000 -10010203040 Total assets ($B) Participants Itafos Retirement Plan, Total assets ($B): 0.026267521 · Participants: 293Itafos Retirement PlanAT&T Retirement Savings Plan, Total assets ($B): 37.578871 · Participants: 144503AT&T Retirement Savings PlanExxonmobil Savings Plan, Total assets ($B): 21.266 · Participants: 23619Exxonmobil Savings PlanCaterpillar 401(k) Savings Plan, Total assets ($B): 13.794958016 · Participants: 38538Caterpillar 401(k) Savings PlanAmerican Airlines, Inc. 401(k) Plan, Total assets ($B): 12.806443202 · Participants: 85577American Airlines, Inc. 401(k) PlanDell Inc. 401(k) Plan, Total assets ($B): 11.969059 · Participants: 47532Dell Inc. 401(k) Plan
Itafos Retirement Plan vs. nearby 401(k) plans in Texas, assets vs. participants
Compare Itafos Retirement Plan side-by-side with 3 peers →

Itafos Retirement Plan's out-of-state 401(k) peers by assets and headcount

Outside Texas, the nearest 401(k) by assets is Nipro Pharmapackaging Americas Corporation Non-Union 401(k) Plan in NJ ($26M); by covered participants it is Weiler Corporation Profit Sharing & 401(k) Plan in PA (293 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (293 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 Itafos Retirement Plan assets move in 2022? ▼
Itafos Retirement Plan pulled back noticeably - down 11.5% during 2022, from $30M to $26M. Reported net income was -$3M.
How have Itafos Services LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Itafos Services LLC's sponsor-wide assets grew 55.3%, from $26M to $41M.
Where does Itafos Retirement Plan rank by assets among Form 5500 filers? ▼
Itafos Retirement Plan ranks in the 81st 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 Itafos Retirement Plan? ▼
Among 401(k) plans in other states, the closest by assets is Nipro Pharmapackaging Americas Corporation Non-Union 401(k) Plan in NJ ($26M, 267 participants).
Which 401(k) plans cover a similar participant headcount to Itafos Retirement Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Weiler Corporation Profit Sharing & 401(k) Plan in PA (293 participants, $29M 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 814442118.

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.