401(k)
2022 plan-year 401(k) DOL Form 5500

Ingram & Co., Inc. 401(k) Plan

ERISA Form 5500 plan record drawn from DOL EBSA — verify with linked source filings below.

Sponsored by Ingram & Co., Inc. · Arizona · Professional & Technical Services

What the 2023 filing shows

Ingram & Co., Inc. 401(k) Plan holds $13M for 264 participants — about $50,480 per participant, down 10.8% over the 2022 plan year.

$13M
total plan assets (2022 EOY)
264
covered participants
$50,480
avg assets per participant
-10.8%
assets change YoY

The plan reported a net loss of $2M for the year — a single-year figure driven by markets and benefit payments, not a measure of plan health.

Total Assets (2023)
$13M
Participants
264
State
Industry
Professional & Technical Services

What the Filing Says About Ingram & Co., Inc. 401(k) Plan

Ingram & Co., Inc. 401(k) Plan is a 401(k) retirement plan sponsored by Ingram & Co., Inc., headquartered in Arizona. As of the 2022 Form 5500 filing, the plan reports $13M in total end-of-year assets and covers 264 participants across the Professional & Technical Services industry. The sponsor's EIN on file with the U.S. Department of Labor is 860597763, and the plan has been effective since 2001-01-01. Its filing status is currently FILING RECEIVED.

Year over year, total assets moved from $15M at the beginning of 2022 to $13M at year-end — a decline of 10.8%. Net assets (after liabilities) closed the year at $13M, with reported net income of $-1,606,651 driven by investment returns, contributions received, and benefit payments during the period. These figures reflect what the plan administrator certified on Schedule H or Schedule I of the Form 5500 annual return and can be compared against 2 prior plan-year filings from the same sponsor shown below.

Asset totals and participant counts reflect a single plan year snapshot and can change materially with market conditions, plan mergers, or workforce changes. Fields such as "net income" include both realized investment performance and contribution/distribution flows — a single-year figure does not by itself indicate plan health or participant outcomes. This page summarizes public DOL disclosures for research and educational purposes only and is not retirement, tax, legal, or financial advice. Before making decisions about your own retirement benefits or evaluating an employer's plan, verify the underlying filing directly via the DOL EFAST2 system and consult a qualified professional.

Financial Summary (2023)

Total Assets (Beginning of Year)$15M
Total Assets (End of Year)$13M
Net Assets (End of Year)$13M
Net Income$-1,606,651
Plan Type401(k)
Employer EIN860597763
Plan Effective Date2001-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Ingram & Co., Inc.)

Year Plans Participants Total Assets
2022 1 264 $13M
2023 1 272 $13M
2024 1 195 $12M

Nearby 401(k) Plans in Arizona

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Frequently Asked Questions

How much money is in the Ingram & Co., Inc. 401(k) Plan?
As of the 2022 Form 5500 filing, Ingram & Co., Inc. 401(k) Plan holds $13M in total assets with 264 participants. It is sponsored by Ingram & Co., Inc..
What type of plan is Ingram & Co., Inc. 401(k) Plan?
Ingram & Co., Inc. 401(k) Plan is a 401(k) plan. It has been effective since 2001-01-01. The plan is filed with the U.S. Department of Labor under EIN 860597763.
Who sponsors the Ingram & Co., Inc. 401(k) Plan?
Ingram & Co., Inc. 401(k) Plan is sponsored by Ingram & Co., Inc., located in Arizona. The sponsor's EIN is 860597763 and the plan operates in the Professional & Technical Services industry.
How did Ingram & Co., Inc. 401(k) Plan perform in 2022?
Ingram & Co., Inc. 401(k) Plan declined by 10.8% during 2022, moving from $15M to $13M in total assets. Net income was $-1,606,651.
Where can I find official filings for Ingram & Co., Inc. 401(k) Plan?
Official Form 5500 filings for Ingram & Co., Inc. 401(k) Plan are available through the U.S. Department of Labor's EFAST2 system. Search by EIN 860597763 or plan name at efast.dol.gov.
How does Ingram & Co., Inc. 401(k) Plan compare to other plans?
You can compare Ingram & Co., Inc. 401(k) Plan against other 401(k) plans on the plan type page, or view plans in Arizona on the state page. PlainRetire tracks the 5,000 largest retirement plans in the U.S. by total assets.

Explore PlainRetire

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 860597763.

Reference: IRS Publication 560 — Retirement Plans for Small Business, contribution-limit rules.

Reference: IRS Publication 590-B — Distributions from IRAs, RMD rules under SECURE Act 2.0.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.