401(k) · DOL Form 5500 · 2023

Itasca Construction Associates, Inc. 401(k) Plan

Data updated 2026-08-25

$20M
Total assets Small plan by assets
30
Participants Small participant base
72nd
Percentile by assets National rank
$656,228
Avg per participant High balance/head
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Official DOL plan name: Itasca Construction Associates, Inc. Profit Sharing and 401(k) Plan · Sponsored by Itasca Construction Associates, Inc. · Florida · Construction

$20M in assets, 30 participants

Itasca Construction Associates, Inc.'s Itasca Construction Associates, Inc. Profit Sharing and 401(k) Plan reported $20M in total assets and 30 participants in its 2023 DOL Form 5500 filing, ranking in the 72nd 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.

  • #6,418 in Construction (9,030 peers)

Itasca Construction Associates, Inc. multi-year trail

Itasca Construction Associates, Inc.'s plans moved +22.6% in assets from 2022 to 2024; this filing shows Itasca Construction Associates, Inc. Profit Sharing and 401(k) Plan at $20M / 30 participants.

#6,418
in Construction (9,030 peers)
+15.5%
assets growth YoY

Itasca Construction Associates, Inc. Profit Sharing and 401(k) Plan's outsized position by total assets

Itasca Construction Associates, Inc. Profit Sharing and 401(k) Plan vs every filed plan by assets

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

$19,686,834 Top 28% higher than 72% 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 Construction Associates, Inc. Profit Sharing and 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. Itasca Construction Associates, Inc. Profit Sharing and 401(k) Plan is a small filing (30 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Itasca Construction Associates, Inc. Profit Sharing and 401(k) Plan reported net income rose from -$2M in the plan year 2022 filing to $3M in the plan year 2023 filing.
  • Itasca Construction Associates, Inc. Profit Sharing and 401(k) Plan end-of-year assets rose from $17M in the plan year 2022 filing to $20M in the plan year 2023 filing.
  • Itasca Construction Associates, Inc. Profit Sharing and 401(k) Plan reported participants fell from 34 in the plan year 2022 filing to 30 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 363263077 · Itasca Construction Associates, Inc. PY 2023 · 401(k)

Itasca Construction Associates, Inc. Profit Sharing and 401(k) Plan · $20M · 30 · 72nd

  • EBSA $20M
  • EBSA 30
  • EBSA 72nd
  • EBSA 401(k)
  • EBSA near Samson Management 401(k) Savings Plan
  • EBSA ind #6418

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 Construction retirement plans → · Plans in Florida →

Itasca Construction Associates, Inc. Profit Sharing and 401(k) Plan in the asset neighbourhood

Itasca Construction Associates, Inc. Profit Sharing and 401(k) PlanItasca Construction Associat…$20MSamson Management 401(k) Savings PlanSamson Management 401(k) Sav…$20M401(k) Plan and Trust$20MBayard, P.a. 401(k) Plan$20MBonitz, Inc. 401(k) Retirement Savings PlanBonitz, Inc. 401(k) Retireme…$20M
End-of-year total assets ($M) among Itasca Construction Associates, Inc. Profit Sharing and 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Itasca Construction Associates, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Itasca Construction Associates, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$21M 22.602458715962186% vs 2022
2024 filing year
$16M$18M$20M$22M 202220232024 $17.1M $20.9M ▲ +22.6%
Year Plans Participants Total Assets
2022 1 34 $17M
2023 1 30 $20M
2024 1 33 $21M

Itasca Construction Associates, Inc. filing trail (2023)

Total Assets (Beginning of Year)$17M
Net Assets (End of Year)$20M
Net Income$3M
Employer EIN363263077
Plan Effective Date1987-10-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Florida

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

Itasca Construction Associates, Inc. Profit Sharing and 401(k) Plan vs. nearby 401(k) plans in Florida, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000400000 -505101520 Total assets ($B) Participants Itasca Construction Associates, Inc. Profit Sharing and 401(k) Plan, Total assets ($B): 0.019686834 · Participants: 30Itasca Construction Associates, Inc. Profit Sharing and 401(k) PlanL3harris Retirement Savings Plan, Total assets ($B): 15.384363901 · Participants: 40665L3harris Retirement Savings PlanSavings Plan for Employees and Partners of Pwc, Total assets ($B): 11.333196569 · Participants: 50817Savings Plan for Employees and Partners of PwcAdp Totalsource Retirement Savings Plan, Total assets ($B): 8.025816173 · Participants: 308867Adp Totalsource Retirement Savings PlanTrinet 401(k) Plan, Total assets ($B): 7.029692551 · Participants: 157945Trinet 401(k) PlanPublix Super Markets, Inc. 401(k) Smart Plan, Total assets ($B): 6.572590596 · Participants: 184674Publix Super Markets, Inc. 401(k) Smart Plan
Itasca Construction Associates, Inc. Profit Sharing and 401(k) Plan vs. nearby 401(k) plans in Florida, assets vs. participants
Compare Itasca Construction Associates, Inc. Profit Sharing and 401(k) Plan side-by-side with 3 peers →

Itasca Construction Associates, Inc. Profit Sharing and 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Florida, the nearest 401(k) by assets is Samson Management 401(k) Savings Plan in NY ($20M); by covered participants it is Hanna Plumbing & Supply Co Profit Sharing Plan in CA (30 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($20M here).

Similar participant headcount

Nearest other-state filings by covered participants (30 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 Construction Associates, Inc. Profit Sharing and 401(k) Plan assets move in 2023? ▼
Itasca Construction Associates, Inc. Profit Sharing and 401(k) Plan grew sharply - up 15.5% during 2023, from $17M to $20M. Reported net income was $3M.
How have Itasca Construction Associates, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Itasca Construction Associates, Inc.'s sponsor-wide assets grew 22.6%, from $17M to $21M.
Which 401(k) plans are similar in size to Itasca Construction Associates, Inc. Profit Sharing and 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Samson Management 401(k) Savings Plan in NY ($20M, 81 participants).
Which 401(k) plans cover a similar participant headcount to Itasca Construction Associates, Inc. Profit Sharing and 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Hanna Plumbing & Supply Co Profit Sharing Plan in CA (30 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 363263077.

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.