401(k) · DOL Form 5500 · 2023

Itasca International, Inc. 401(k) Plan

Data updated 2026-08-25

$18M
Total assets Small plan by assets
53
Participants Small participant base
71st
Percentile by assets National rank
$346,464
Avg per participant High balance/head
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Official DOL plan name: Itasca International, Inc. 401(k) Plan & Trust · Sponsored by Itasca International, Inc. · Minnesota · Professional & Technical Services

$18M in assets, 53 participants

Itasca International, Inc.'s Itasca International, Inc. 401(k) Plan & Trust reported $18M in total assets and 53 participants in its 2023 DOL Form 5500 filing, ranking in the 71st 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.

  • #14,347 in Professional & Technical Services (20,321 peers)

Itasca International, Inc. multi-year trail

Itasca International, Inc.'s plans moved +37.9% in assets from 2022 to 2024; this filing shows Itasca International, Inc. 401(k) Plan & Trust at $18M / 53 participants.

#14,347
in Professional & Technical Services (20,321 peers)
+26.7%
assets growth YoY

Itasca International, Inc. 401(k) Plan & Trust's outsized position by total assets

Itasca International, Inc. 401(k) Plan & Trust vs every filed plan by assets

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

$18,362,590 Top 29% higher than 71% of 127,068 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 2023

Itasca International, Inc. 401(k) Plan & Trust among smaller filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Itasca International, Inc. 401(k) Plan & Trust is a small filing (53 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Itasca International, Inc. 401(k) Plan & Trust reported net income rose from -$3M in the plan year 2022 filing to $4M in the plan year 2023 filing.
  • Itasca International, Inc. 401(k) Plan & Trust end-of-year assets rose from $14M in the plan year 2022 filing to $18M in the plan year 2023 filing.
  • Itasca International, Inc. 401(k) Plan & Trust reported participants fell from 54 in the plan year 2022 filing to 53 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 411399512 · Itasca International, Inc. PY 2023 · 401(k)

Itasca International, Inc. 401(k) Plan & Trust · $18M · 53 · 71st

  • EOY $18M
  • 5500 53
  • ASSETS 71st
  • PCT 401(k)
  • EIN near Pako, Inc. Employees' 401(k) Plan and Trust
  • RANK ind #14347

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 Professional & Technical Services retirement plans → · Plans in Minnesota →

Itasca International, Inc. 401(k) Plan & Trust in the asset neighbourhood

Itasca International, Inc. 401(k) Plan & TrustItasca International, Inc. 4…$18MPako, Inc. Employees' 401(k) Plan and TrustPako, Inc. Employees' 401(k)…$18MVaro Retirement Plan$18MFlorida Family Insurance 401(k) PlanFlorida Family Insurance 401…$18MJ Ranck Electric, Inc. Employees' Profit Sharing PlanJ Ranck Electric, Inc. Emplo…$18M
End-of-year total assets ($M) among Itasca International, Inc. 401(k) Plan & Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Itasca International, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Itasca International, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$20M 37.85233998460708% vs 2022
2024 filing year
$12M$14M$16M$18M$20M$22M 202220232024 $14.5M $20M ▲ +37.9%
Year Plans Participants Total Assets
2022 1 54 $14M
2023 1 53 $18M
2024 1 55 $20M

Itasca International, Inc. filing trail (2023)

Total Assets (Beginning of Year)$14M
Net Assets (End of Year)$18M
Net Income$4M
Employer EIN411399512
Plan Effective Date1992-07-22
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Minnesota

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

Itasca International, Inc. 401(k) Plan & Trust vs. nearby 401(k) plans in Minnesota, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000400000500000 -50510152025 Total assets ($B) Participants Itasca International, Inc. 401(k) Plan & Trust, Total assets ($B): 0.01836259 · Participants: 53Itasca International, Inc. 401(k) Plan & TrustUnitedhealth Group 401(k) Savings Plan, Total assets ($B): 22.432100178 · Participants: 198972Unitedhealth Group 401(k) Savings PlanTarget Corporation 401(k) Plan, Total assets ($B): 13.008265857 · Participants: 432617Target Corporation 401(k) PlanMedtronic Savings and Investment Plan, Total assets ($B): 12.931979 · Participants: 44342Medtronic Savings and Investment Plan3M Voluntary Investment Plan and Employee Stock Ownership Plan, Total assets ($B): 12.04661588 · Participants: 360493M Voluntary Investment Plan and Employee Stock Ownership PlanU.S. Bank 401(k) Savings Plan, Total assets ($B): 10.271161911 · Participants: 75272U.S. Bank 401(k) Savings Plan
Itasca International, Inc. 401(k) Plan & Trust vs. nearby 401(k) plans in Minnesota, assets vs. participants
Compare Itasca International, Inc. 401(k) Plan & Trust side-by-side with 3 peers →

Itasca International, Inc. 401(k) Plan & Trust's out-of-state 401(k) peers by assets and headcount

Outside Minnesota, the nearest 401(k) by assets is Pako, Inc. Employees' 401(k) Plan and Trust in OH ($18M); by covered participants it is Stuart Hose & Pipe Company, Ltd. 401(k) Profit Sharing Plan in TX (53 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($18M here).

Similar participant headcount

Nearest other-state filings by covered participants (53 participants); asset peers above are excluded.

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 Itasca International, Inc. 401(k) Plan & Trust assets move in 2023? ▼
Itasca International, Inc. 401(k) Plan & Trust grew sharply - up 26.7% during 2023, from $14M to $18M. Reported net income was $4M.
How have Itasca International, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Itasca International, Inc.'s sponsor-wide assets grew 37.9%, from $14M to $20M.
Which 401(k) plans are similar in size to Itasca International, Inc. 401(k) Plan & Trust? ▼
Among 401(k) plans in other states, the closest by assets is Pako, Inc. Employees' 401(k) Plan and Trust in OH ($18M, 192 participants).
Which 401(k) plans cover a similar participant headcount to Itasca International, Inc. 401(k) Plan & Trust? ▼
Among 401(k) plans in other states, the closest by covered participants is Stuart Hose & Pipe Company, Ltd. 401(k) Profit Sharing Plan in TX (53 participants, $4M 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 411399512.

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.