ESOP · DOL Form 5500 · 2022

Itc Investments, Inc. ESOP

Data updated 2026-08-25

$5M
Total assets Small plan by assets
168
Participants Small participant base
52nd
Percentile by assets National rank
$32,309
Avg per participant Low balance/head
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Official DOL plan name: Itc Investments, Inc. Employee Stock Ownership Plan · Sponsored by Itc Investments, Inc. · Washington · Manufacturing

$5M in assets, 168 participants

Itc Investments, Inc.'s Itc Investments, Inc. Employee Stock Ownership Plan reported $5M in total assets and 168 participants in its 2022 DOL Form 5500 filing, ranking in the 52nd 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.

  • #7,478 in Manufacturing (20,602 peers)

Coverage in Washington

Itc Investments, Inc. Employee Stock Ownership Plan covers 168 participants in Washington, about 11% of the average Washington filer (state average ~1,476 per filing). Assets: $5M.

#7,478
in Manufacturing (20,602 peers)
+1.7%
assets growth YoY

Itc Investments, Inc. Employee Stock Ownership Plan's mid-pack asset rank among Manufacturing and all filers

Itc Investments, Inc. Employee Stock Ownership Plan vs every filed plan by assets

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

$5,427,955 Top 48% higher than 52% 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

Itc Investments, Inc. Employee Stock Ownership 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. Itc Investments, Inc. Employee Stock Ownership Plan sits mid-pack in the medium band (168 participants).

Form 5500 schedule snapshot

Filing strip 853384753 · Itc Investments, Inc. PY 2022 · ESOP

Itc Investments, Inc. Employee Stock Ownership Plan · $5M · 168 · 52nd

  • EBSA $5M
  • PART 168
  • TYPE 52nd
  • NET ESOP
  • BOOK near Integrity Building, Corp. Employee Stock Ownership Plan
  • VS-ST ind #7478

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 What is an ESOP? → · Plans in Washington →

Itc Investments, Inc. Employee Stock Ownership Plan in the asset neighbourhood

Rrm Design Group, Inc. Employee Stock Ownership PlanRrm Design Group, Inc. Emplo…$5MOsborn and Barr Communications, Inc. Employees Stock Ownership PlanOsborn and Barr Communicatio…$5MItc Investments, Inc. Employee Stock Ownership PlanItc Investments, Inc. Employ…$5MIntegrity Building, Corp. Employee Stock Ownership PlanIntegrity Building, Corp. Em…$5MOpportunities for Positive Growth, Inc. Employee Stock Ownership PlanOpportunities for Positive G…$5M
End-of-year total assets ($M) among Itc Investments, Inc. Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2022.

Washington filing particulars

Total Assets (Beginning of Year)$5M
Net Assets (End of Year)-$17M
Net Income$587K
Employer EIN853384753
Plan Effective Date2020-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Itc Investments, Inc.)

Sponsor-wide plan assets over time

All Itc Investments, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$15M 174.51839597048982% vs 2022
2024 filing year
$0M$5M$10M$15M$20M 202220232024 $5.43M $14.9M ▲ +174.4%
Year Plans Participants Total Assets
2022 1 168 $5M
2023 1 173 $11M
2024 1 213 $15M

Nearby ESOP Plans in Washington

Peer ESOP plans, same state, same plan type, ranked by total assets.

Itc Investments, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Washington, assets vs. participants Scatter plot of 6 data points. -100001000200030004000 -0.500.511.52 Total assets ($B) Participants Itc Investments, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.005427955 · Participants: 168Itc Investments, Inc. Employee Stock Ownership PlanSchweitzer Engineering Laboratories, Inc. Employee Stock Ownership Plan, Total assets ($B): 1.763037695 · Participants: 3621Schweitzer Engineering Laboratories, Inc. Employee Stock Ownership PlanTriple B Corporation Employee Stock Ownership Plan, Total assets ($B): 0.282617196 · Participants: 1096Triple B Corporation Employee Stock Ownership PlanManson Construction Co. Non-Craft Employee Stock Ownership Plan, Total assets ($B): 0.151972472 · Participants: 322Manson Construction Co. Non-Craft Employee Stock Ownership PlanPoint B, Inc. Employee Stock Ownership Plan and Trust, Total assets ($B): 0.142690764 · Participants: 768Point B, Inc. Employee Stock Ownership Plan and TrustThe Plexsys Interface Products, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.131317752 · Participants: 211The Plexsys Interface Products, Inc. Employee Stock Ownership Plan
Itc Investments, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Washington, assets vs. participants
Compare Itc Investments, Inc. Employee Stock Ownership Plan side-by-side with 3 peers →

Itc Investments, Inc. Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount

Outside Washington, the nearest ESOP by assets is Integrity Building, Corp. Employee Stock Ownership Plan in AZ ($5M); by covered participants it is Dennis Beverage Company Employee Stock Ownership Plan in ME (168 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (168 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 Itc Investments, Inc. Employee Stock Ownership Plan assets move in 2022? ▼
Itc Investments, Inc. Employee Stock Ownership Plan edged up modestly - up 1.7% during 2022, from $5M to $5M. Reported net income was $587K.
How have Itc Investments, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Itc Investments, Inc.'s sponsor-wide assets grew 174.5%, from $5M to $15M.
Which ESOP plans are similar in size to Itc Investments, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Integrity Building, Corp. Employee Stock Ownership Plan in AZ ($5M, 37 participants).
Which ESOP plans cover a similar participant headcount to Itc Investments, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Dennis Beverage Company Employee Stock Ownership Plan in ME (168 participants, $8M 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 853384753.

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.