401(k) · DOL Form 5500 · 2023
Ingles Markets, Incorporated 401(k) Plan
Data updated 2026-08-11
- $182M
- Total assets
- 16,715
- Participants
- 94th
- Percentile by assets
- $10,884
- Avg per participant
Official DOL plan name: Ingles Markets, Incorporated Investment/ Profit Sharing Plan · Sponsored by Ingles Markets, Incorporated · North Carolina · Retail Trade
$182M in assets, 16,715 participants
Ingles Markets, Incorporated's Ingles Markets, Incorporated Investment/ Profit Sharing Plan reported $182M in total assets and 16,715 participants in its 2023 DOL Form 5500 filing, ranking in the 94th 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.
- 94th percentile by assets (of 127,072 plans)
- #8,146 in Retail Trade (8,414 peers)
Coverage in North Carolina
Ingles Markets, Incorporated Investment/ Profit Sharing Plan covers 16,715 participants in North Carolina, 20x the typical North Carolina plan (state average ~819 per filing). Assets: $182M.
- $182M
- total plan assets (2023 EOY)
- 16,715
- covered participants
- 94th
- percentile by assets (of 127,072 plans)
- $10,884
- avg assets per participant
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Ingles Markets, Incorporated Investment/ Profit Sharing Plan reported net income rose from -$21M in the plan year 2022 filing to $21M in the plan year 2023 filing.
- Ingles Markets, Incorporated Investment/ Profit Sharing Plan reported participants rose from 13,895 in the plan year 2022 filing to 16,715 in the plan year 2023 filing.
- Ingles Markets, Incorporated Investment/ Profit Sharing Plan end-of-year assets rose from $161M in the plan year 2022 filing to $182M in the plan year 2023 filing.
Participants vs North Carolina filers
In North Carolina, the average filing covers about 819 participants across 3,515 plans. Ingles Markets, Incorporated Investment/ Profit Sharing Plan reports 16,715 participants - 20x that state average ($182M EOY assets).
North Carolina filing particulars
| Total Assets (Beginning of Year) | $161M |
|---|---|
| Net Assets (End of Year) | $182M |
| Net Income | $21M |
| Employer EIN | 560846267 |
| Plan Effective Date | 1972-09-25 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Ingles Markets, Incorporated)
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 13,895 | $161M |
| 2023 | 1 | 16,715 | $182M |
| 2024 | 1 | 17,509 | $197M |
Nearby 401(k) Plans in North Carolina
Peer 401(k) plans, same state, same plan type, ranked by total assets.
Ingles Markets, Incorporated Investment/ Profit Sharing Plan vs. nearby 401(k) plans in North Carolina, assets vs. participants
- The Bank of America 401(k) Plan $54.8B · 173,899
- Honeywell 401(k) Plan $15.4B · 40,004
- Duke Energy Retirement Savings Plan $10.4B · 28,121
- Truist Financial Corporation 401(k) Savings Plan $10.1B · 55,480
- Nucor Corporation Profit Sharing and Retirement Savings Plan $8.5B · 24,174
Scale composition for Ingles Markets, Incorporated Investment/ Profit Sharing Plan
Ingles Markets, Incorporated Investment/ Profit Sharing Plan reports $182M in end-of-year assets across 16,715 participants (0.001% of the $12.3T held by all Form 5500 filers in the national rollup , and 0.018% of 93,925,755 covered participants) - about $10,884 per participant (8% of the national average assets-per-participant) . Net income for plan year 2023 was $21M.
This plan identity (EIN 560846267, plan #001) has 3 Form 5500 filings on file from 2022 to 2024 , with end-of-year assets moving from $161M to $197M (+21.9%) while covered participants moved from 13,895 to 17,509 . Single-year sparse filers cannot show that trail.
| Plan year | Participants | EOY assets | Filing |
|---|---|---|---|
| 2022 | 13,895 | $161M | Open filing |
| 2023 | 16,715 | $182M | This page |
| 2024 · index core | 17,509 | $197M | Open filing |
The same sponsor also keeps 1 other index-core plan on PlainRetire:
- Ingles Markets, Incorporated Investment/Profit Sharing Plan (401(k), $197M, 17,509 participants)
Similar-Sized 401(k) Plans Nationally
401(k) plans in other states closest to Ingles Markets, Incorporated Investment/ Profit Sharing Plan by total assets, not by location.
- Central California Faculty Medical Group, Inc. 401(k) Profit Sharing Plan (CA) $182M · 601
- Heidelberg Materials US Employee Savings Plan (TX) $182M · 1,174
- Duracell Retirement & Savings Plan (IL) $182M · 1,550
- Mozilla Corporation 401(k) Plan (CA) $182M · 569
Frequently Asked Questions
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Filing takeaways
Ways to act on Ingles Markets, Incorporated Investment/ Profit Sharing Plan's numbers.
- By total assets, Ingles Markets, Incorporated Investment/ Profit Sharing Plan ranks in the top 10% of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar 401(k) plans in North Carolina. Compare plans
- Ingles Markets, Incorporated's sponsor-wide assets have grown 21.9% since 2022 across 3 plan years on file. More Retail Trade plans