401(k) · DOL Form 5500 · 2022

Itg Brands, LLC 401(k) Plan

Data updated 2026-08-25

$335M
Total assets Above avg plan size
1,884
Participants Near avg headcount
97th
Percentile by assets National rank
$178,022
Avg per participant Above avg balance/head
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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.

  • #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.

#19,614
in Manufacturing (20,602 peers)
-20.5%
assets change YoY
3.4×
vs typical plan assets (national mean)

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.

Itg Holdings USA, Inc. Employee Savings & Retirement Plan's outsized position by total assets

Itg Holdings USA, Inc. Employee Savings & Retirement Plan vs every filed plan by assets

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

$335,392,749 Top 3% higher than 97% 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

Itg Holdings USA, Inc. Employee Savings & Retirement Plan's large-plan peer group by participant headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Itg Holdings USA, Inc. Employee Savings & Retirement Plan lands in the large band (1,884 participants).

DOL schedule card

Filing strip 942994213 · Itg Brands, LLC PY 2022 · 401(k)

Itg Holdings USA, Inc. Employee Savings & Retirement Plan · $335M · 1,884 · 97th

  • PHOTO $335M
  • IND 1,884
  • EOY 97th
  • 5500 401(k)
  • ASSETS near Liberty Utilities National 401(k) Plan
  • PCT ind #19614

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 Manufacturing retirement plans → · Plans in North Carolina →

Itg Holdings USA, Inc. Employee Savings & Retirement Plan in the asset neighbourhood

Pool Corporation 401(k) Plan$336MLiberty Utilities National 401(k) PlanLiberty Utilities National 4…$336MItg Holdings USA, Inc. Employee Savings & Retirement PlanItg Holdings USA, Inc. Emplo…$335MMidland Retirement Plan$335MSiteone Savings and Investment PlanSiteone Savings and Investme…$334M
End-of-year total assets ($M) among Itg Holdings USA, Inc. Employee Savings & Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

North Carolina filing particulars

Total Assets (Beginning of Year)$422M
Net Assets (End of Year)$335M
Net Income-$65M
Employer EIN942994213
Plan Effective Date2015-06-15
Filing StatusFILING RECEIVED

Sponsor Plan History (Itg Brands, LLC)

Sponsor-wide plan assets over time

All Itg Brands, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$826M 5.586559164732527% vs 2022
2024 filing year
$800M$850M$900M$950M 202220232024 $875M $826M ▼ -5.6%
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 Scatter plot of 6 data points. -1000000100000200000300000 -200204060 Total assets ($B) Participants Itg Holdings USA, Inc. Employee Savings & Retirement Plan, Total assets ($B): 0.335392749 · Participants: 1884Itg Holdings USA, Inc. Employee Savings & Retirement PlanThe Bank of America 401(k) Plan, Total assets ($B): 47.134026012 · Participants: 169036The Bank of America 401(k) PlanHoneywell 401(k) Plan, Total assets ($B): 14.565715066 · Participants: 39007Honeywell 401(k) PlanDuke Energy Retirement Savings Plan, Total assets ($B): 9.364902 · Participants: 27731Duke Energy Retirement Savings PlanTruist Financial Corporation 401(k) Savings Plan, Total assets ($B): 8.965353965 · Participants: 51871Truist Financial Corporation 401(k) Savings PlanLowes 401(k) Plan, Total assets ($B): 7.355936526 · Participants: 284864Lowes 401(k) Plan
Itg Holdings USA, Inc. Employee Savings & Retirement Plan vs. nearby 401(k) plans in North Carolina, assets vs. participants
Compare Itg Holdings USA, Inc. Employee Savings & Retirement Plan side-by-side with 3 peers →

Itg Holdings USA, Inc. Employee Savings & Retirement Plan's out-of-state 401(k) peers by assets and headcount

Outside North Carolina, the nearest 401(k) by assets is Liberty Utilities National 401(k) Plan in AZ ($336M); by covered participants it is Millennium International Management LP Savings Plan in NY (1,884 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($335M here).

Similar participant headcount

Nearest other-state filings by covered participants (1,884 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 Itg Holdings USA, Inc. Employee Savings & Retirement Plan assets move in 2022? ▼
Itg Holdings USA, Inc. Employee Savings & Retirement Plan declined sharply - down 20.5% during 2022, from $422M to $335M. Reported net income was -$65M.
How have Itg Brands, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Itg Brands, LLC's sponsor-wide assets declined 5.6%, from $875M to $826M.
Where does Itg Holdings USA, Inc. Employee Savings & Retirement Plan rank by assets among Form 5500 filers? ▼
Itg Holdings USA, Inc. Employee Savings & Retirement Plan ranks in the 97th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top 5% of all filed plans by assets).
Which 401(k) plans are similar in size to Itg Holdings USA, Inc. Employee Savings & Retirement Plan? ▼
Among 401(k) plans in other states, the closest by assets is Liberty Utilities National 401(k) Plan in AZ ($336M, 2,210 participants).
Which 401(k) plans cover a similar participant headcount to Itg Holdings USA, Inc. Employee Savings & Retirement Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Millennium International Management LP Savings Plan in NY (1,884 participants, $310M 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 942994213.

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.