401(k) · DOL Form 5500 · 2023
It Keysource Inc 401(k) Plan
Data updated 2026-08-25
- $969K
- Total assets Small plan by assets
- 80
- Participants Small participant base
- 23rd
- Percentile by assets National rank
- $12,113
- Avg per participant Low balance/head
Official DOL plan name: It Keysource Inc 401(k) Profit Sharing Plan & Trust · Sponsored by It Keysource Inc · North Carolina · Professional & Technical Services
$969K in assets, 80 participants
It Keysource Inc's It Keysource Inc 401(k) Profit Sharing Plan & Trust reported $969K in total assets and 80 participants in its 2023 DOL Form 5500 filing, ranking in the 23rd 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.
- #3,758 in Professional & Technical Services (20,321 peers)
2023 asset change
It Keysource Inc 401(k) Profit Sharing Plan & Trust grew sharply 20.0% in 2023 ($808K → $969K) for 80 participants.
- #3,758
- in Professional & Technical Services (20,321 peers)
- +20.0%
- assets growth YoY
It Keysource Inc 401(k) Profit Sharing Plan & Trust among the smaller filed plans by assets
It Keysource Inc 401(k) Profit Sharing Plan & Trust vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$969,019 23rd percentile higher than 23% 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
It Keysource Inc 401(k) Profit Sharing 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. It Keysource Inc 401(k) Profit Sharing Plan & Trust is a small filing (80 participants) on this national headcount ladder.
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- It Keysource Inc 401(k) Profit Sharing Plan & Trust reported net income rose from -$169K in the plan year 2022 filing to $162K in the plan year 2023 filing.
- It Keysource Inc 401(k) Profit Sharing Plan & Trust end-of-year assets rose from $808K in the plan year 2022 filing to $969K in the plan year 2023 filing.
- It Keysource Inc 401(k) Profit Sharing Plan & Trust reported participants rose from 79 in the plan year 2022 filing to 80 in the plan year 2023 filing.
EBSA filing schedule strip
Filing strip 271054892 · It Keysource Inc PY 2023 · 401(k)
It Keysource Inc 401(k) Profit Sharing Plan & Trust · $969K · 80 · 23rd
- SCH $969K
- EBSA 80
- PART 23rd
- TYPE 401(k)
- NET near Samuel Hale, LLC Adopter of Samuel Hale 401(k) & Savings Plan
- BOOK ind #3758
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 North Carolina →
It Keysource Inc 401(k) Profit Sharing Plan & Trust in the asset neighbourhood
It Keysource Inc years around the 2023 move
Sponsor-wide plan assets over time
All It Keysource Inc plans reported in each filing year
- Latest sponsor-wide plan assets
- $888K 9.996990723254278% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 79 | $808K |
| 2023 | 1 | 80 | $969K |
| 2024 | 1 | 69 | $888K |
2023 asset-move particulars
| Total Assets (Beginning of Year) | $808K |
|---|---|
| Net Assets (End of Year) | $969K |
| Net Income | $162K |
| Employer EIN | 271054892 |
| Plan Effective Date | 2015-01-01 |
| Filing Status | FILING RECEIVED |
Nearby 401(k) Plans in North Carolina
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- 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
It Keysource Inc 401(k) Profit Sharing Plan & Trust's out-of-state 401(k) peers by assets and headcount
Outside North Carolina, the nearest 401(k) by assets is Samuel Hale, LLC Adopter of Samuel Hale 401(k) & Savings Plan in CA ($969K); by covered participants it is Environmental Intelligence LLC 401(k) Profit Sharing Plan & Trust in CA (80 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($969K here).
Similar participant headcount
Nearest other-state filings by covered participants (80 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.