401(k) · DOL Form 5500 · 2022
Itg Brands, LLC 401(k) Plan
Data updated 2026-08-11
- $335M
- Total assets
- 1,884
- Participants
- 97th
- Percentile by assets
- $178,022
- Avg per participant
Official DOL plan name: Itg Holdings USA, Inc. Employee Savings & Retirement Plan · Sponsored by Itg Brands, LLC · North Carolina · Manufacturing
$335M in assets, 1,884 participants
Itg Brands, LLC's Itg Holdings USA, Inc. Employee Savings & Retirement Plan reported $335M in total assets and 1,884 participants in its 2022 DOL Form 5500 filing, ranking in the 97th 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.
- 97th percentile by assets (of 139,126 plans)
- #19,614 in Manufacturing (20,602 peers)
Coverage in North Carolina
Itg Holdings USA, Inc. Employee Savings & Retirement Plan covers 1,884 participants in North Carolina, 2.3x the typical North Carolina plan (state average ~819 per filing). Assets: $335M.
- $335M
- total plan assets (2022 EOY)
- 1,884
- covered participants
- 97th
- percentile by assets (of 139,126 plans)
- $178,022
- avg assets per participant
The plan reported a net loss of $65M 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. Itg Holdings USA, Inc. Employee Savings & Retirement Plan reports 1,884 participants - 2.3x that state average ($335M EOY assets).
North Carolina filing particulars
| Total Assets (Beginning of Year) | $422M |
|---|---|
| Net Assets (End of Year) | $335M |
| Net Income | -$65M |
| Employer EIN | 942994213 |
| Plan Effective Date | 2015-06-15 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Itg Brands, LLC)
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 3 | 2,526 | $875M |
| 2023 | 3 | 2,061 | $907M |
| 2024 | 3 | 2,072 | $826M |
Nearby 401(k) Plans in North Carolina
Peer 401(k) plans, same state, same plan type, ranked by total assets.
Itg Holdings USA, Inc. Employee Savings & Retirement 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
Similar-Sized 401(k) Plans Nationally
401(k) plans in other states closest to Itg Holdings USA, Inc. Employee Savings & Retirement Plan by total assets, not by location.
- Liberty Utilities National 401(k) Plan (AZ) $336M · 2,210
- Midland Retirement Plan (OK) $335M · 3,176
- Siteone Savings and Investment Plan (GA) $334M · 5,362
- Pool Corporation 401(k) Plan (LA) $336M · 4,253
Frequently Asked Questions
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Filing takeaways
Ways to act on Itg Holdings USA, Inc. Employee Savings & Retirement Plan's numbers.
- By total assets, Itg Holdings USA, Inc. Employee Savings & Retirement 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
- Itg Brands, LLC's sponsor-wide assets have declined 5.6% since 2022 across 3 plan years on file. More Manufacturing plans