401(k) · DOL Form 5500 · 2023

Itm Partners, Ltd. 401(k) Plan

Data updated 2026-08-25

$3M
Total assets Small plan by assets: 28
Participants Small participant base: 36th
Percentile by assets National rank: $109,202
Avg per participant Below avg balance/head

PlainRetire home → About this data RSS: change history

Official DOL plan name: Itm 401(k) Plan · Sponsored by Itm Partners, Ltd. · Texas · Manufacturing

$3M in assets, 28 participants

Itm Partners, Ltd.'s Itm 401(k) Plan reported $3M in total assets and 28 participants in its 2023 DOL Form 5500 filing, ranking in the 36th 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.

#3,631 in Manufacturing (18,722 peers)

Itm Partners, Ltd. multi-year trail

Itm Partners, Ltd.'s plans moved +16.7% in assets from 2022 to 2024; this filing shows Itm 401(k) Plan at $3M / 28 participants.

#3,631
in Manufacturing (18,722 peers): +24.7%
assets growth YoY

Itm 401(k) Plan's mid-pack asset rank among Manufacturing and all filers

Itm 401(k) Plan vs every filed plan by assets

End-of-year total assets · plan year 2023 · DOL Form 5500

$3,057,647 36th percentile higher than 36% of 127,068 filed plans

Dashed line + filled bar = this entry, among filed plans.

Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023

Itm 401(k) Plan among smaller filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Itm 401(k) Plan is a small filing (28 participants) on this national headcount ladder.

Micro (1-10) 35,718 filings (27%) Small (11-100) 27,089 filings (21%) Medium (101-1,000) 55,445 filings (43%) Large (1,001-10,000) 10,273 filings (8%) Mega (10,000+) 1,374 filings (1%)

Itm 401(k) Plan reported net income rose from -$432K in the plan year 2022 filing to $606K in the plan year 2023 filing.
Itm 401(k) Plan end-of-year assets rose from $2M in the plan year 2022 filing to $3M in the plan year 2023 filing.
Itm 401(k) Plan reported participants fell from 29 in the plan year 2022 filing to 28 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 743018191 · Itm Partners, Ltd. PY 2023 · 401(k)

Itm 401(k) Plan · $3M · 28 · 36th

VS-ST $3M
VS-ST 28
VS-ST 36th
VS-ST 401(k)
VS-ST near Devry University 401(k) Savings Plan for Visiting Professors
VS-ST ind #3631

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 Texas →

End-of-year total assets ($M) among Itm 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Itm Partners, Ltd. multi-year asset trail

Latest sponsor-wide plan assets: $3M 16.71871870810327% vs 2022; 2024 filing year

Year	Plans	Participants	Total Assets
2022	1	29	$2M
2023	1	28	$3M
2024	1	30	$3M

Itm Partners, Ltd. filing trail (2023)

Total Assets (Beginning of Year)	$2M
Net Assets (End of Year)	$3M
Net Income	$606K
Employer EIN	743018191
Plan Effective Date	2002-03-01
Filing Status	FILING RECEIVED

Nearby 401(k) Plans in Texas

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

Itm 401(k) Plan vs. nearby 401(k) plans in Texas, assets vs. participants

AT&T Retirement Savings Plan $40.0B · 119,854
Exxonmobil Savings Plan $21.9B · 23,477
Caterpillar 401(k) Savings Plan $16.5B · 41,679
American Airlines, Inc. 401(k) Plan $14.7B · 88,792
Dell Inc. 401(k) Plan $13.5B · 45,686

Compare Itm 401(k) Plan side-by-side with 3 peers →

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

Outside Texas, the nearest 401(k) by assets is Devry University 401(k) Savings Plan for Visiting Professors in IL ($3M); by covered participants it is Direct Urgent Care, Inc. 401(k) Plan in CA (28 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($3M here).

Devry University 401(k) Savings Plan for Visiting Professors (IL) $3M · 870
Coastal Pediatrics Medical Group, Inc Profit Sharing 401(k)Plan (CA) $3M · 14
Montague Betts Company 401(k) Plan (VA) $3M · 1
Arc Technology Solutions, LLC 401(k) Profit Sharing Plan & Trust (NH) $3M · 56

Similar participant headcount

Nearest other-state filings by covered participants (28 participants); asset peers above are excluded.

Direct Urgent Care, Inc. 401(k) Plan (CA) 28 · 0 off
Applied Video Technology, Inc. Profit Sharing Plan (PA) 28 · 0 off
Horizon Food Equipment 401(k) Plan (NY) 28 · 0 off
Three Rivers Farm Supply, Inc. 401(k) Profit Sharing Plan & Trust (LA) 28 · 0 off

DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Itm 401(k) Plan assets move in 2023? ▼

Itm 401(k) Plan grew sharply - up 24.7% during 2023, from $2M to $3M. Reported net income was $606K.

How have Itm Partners, Ltd. plan assets changed over time? ▼

Across 3 plan years on file (2022-2024), Itm Partners, Ltd.'s sponsor-wide assets grew 16.7%, from $2M to $3M.

Which 401(k) plans are similar in size to Itm 401(k) Plan? ▼

Among 401(k) plans in other states, the closest by assets is Devry University 401(k) Savings Plan for Visiting Professors in IL ($3M, 870 participants).

Which 401(k) plans cover a similar participant headcount to Itm 401(k) Plan? ▼

Among 401(k) plans in other states, the closest by covered participants is Direct Urgent Care, Inc. 401(k) Plan in CA (28 participants, $848K in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2023.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 743018191.