ESOP · DOL Form 5500 · 2023

Integrated Procurement Technologies, Inc. ESOP

Data updated 2026-08-11

$60M
Total assets
76
Participants
87th
Percentile by assets
$792,897
Avg per participant
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Official DOL plan name: Ipt Employee Stock Ownership Plan · Sponsored by Integrated Procurement Technologies, Inc. · California · Wholesale Trade

$60M in assets, 76 participants

Integrated Procurement Technologies, Inc.'s Ipt Employee Stock Ownership Plan reported $60M in total assets and 76 participants in its 2023 DOL Form 5500 filing, ranking in the 87th 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.

  • 87th percentile by assets (of 127,072 plans)
  • #5,603 in Wholesale Trade (6,309 peers)

Where Ipt Employee Stock Ownership Plan sits by assets

Ipt Employee Stock Ownership Plan sits in the top quartile of all filed plans by assets, $60M for 76 participants (~$792,897/participant), up 44.1% in 2023.

$60M
total plan assets (2023 EOY)
76
covered participants
87th
percentile by assets (of 127,072 plans)
$792,897
avg assets per participant

Where Ipt Employee Stock Ownership Plan sits by total assets

Ipt Employee Stock Ownership Plan vs every filed plan by assets

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

$60,260,195 Top 13% higher than 87% of 127,068 filed plans

This plan $0 $2,010,000,000 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

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Ipt Employee Stock Ownership Plan reported net income rose from $6M in the plan year 2022 filing to $19M in the plan year 2023 filing.
  • Ipt Employee Stock Ownership Plan end-of-year assets rose from $42M in the plan year 2022 filing to $60M in the plan year 2023 filing.
  • Ipt Employee Stock Ownership Plan reported participants fell from 82 in the plan year 2022 filing to 76 in the plan year 2023 filing.

See the national 2022→2023 release diff →

State
California
Industry
Wholesale Trade

Ipt Employee Stock Ownership Plan vs the 2023 asset distribution

By assets, Ipt Employee Stock Ownership Plan outranks 87% of the 127,072 plans that filed a Form 5500 for the 2023 plan year, and holds roughly 0.6x the national average plan size of $100M (721 average participants).

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$42M
Net Assets (End of Year)$52M
Net Income$19M
Employer EIN770424537
Plan Effective Date2018-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Integrated Procurement Technologies, Inc.)

$40M$60M$80M$100M$120M 202220232024 $54.2M $98.1M ▲ +81.1%
Total plan assets by year, all Integrated Procurement Technologies, Inc. plans on file
Year Plans Participants Total Assets
2022 2 185 $54M
2023 2 184 $73M
2024 2 193 $98M

Nearby ESOP Plans in California

Peer ESOP plans, same state, same plan type, ranked by total assets.

Ipt Employee Stock Ownership Plan vs. nearby ESOP plans in California, assets vs. participants Scatter plot of 6 data points. -20000200040006000800010000 -101234 Total assets ($B) Participants Ipt Employee Stock O…, Total assets ($B): 0.060260195 · Participants: 76Ipt Employee Stock O…Parsons Employee Sto…, Total assets ($B): 3.757068542 · Participants: 7871Parsons Employee Sto…Acco Employee Stock …, Total assets ($B): 1.444524335 · Participants: 1397Acco Employee Stock …Rosendin Electric, I…, Total assets ($B): 1.125537204 · Participants: 1700Rosendin Electric, I…Agron, Inc. Employee…, Total assets ($B): 0.533004512 · Participants: 72Agron, Inc. Employee…Recology Employee St…, Total assets ($B): 0.497089527 · Participants: 3656Recology Employee St…
Ipt Employee Stock Ownership Plan vs. nearby ESOP plans in California, assets vs. participants
Compare Ipt Employee Stock Ownership Plan side-by-side with 3 peers →

Similar-Sized ESOP Plans Nationally

ESOP plans in other states closest to Ipt Employee Stock Ownership Plan by total assets, not by location.

Frequently Asked Questions

How did Ipt Employee Stock Ownership Plan assets move in 2023? ▼
Ipt Employee Stock Ownership Plan surged - up 44.1% during 2023, from $42M to $60M. Reported net income was $19M.
How have Integrated Procurement Technologies, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Integrated Procurement Technologies, Inc.'s sponsor-wide assets grew 81.1%, from $54M to $98M.
Where does Ipt Employee Stock Ownership Plan rank by assets among Form 5500 filers? ▼
Ipt Employee Stock Ownership Plan ranks in the 87th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top quartile of all filed plans by assets).
Which ESOP plans are similar in size to Ipt Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Employee Benefits Corporation Employee Stock Ownership Plan in WI ($60M, 143 participants).

Next read for Ipt Employee Stock Ownership Plan

Scale reading

Ways to act on Ipt Employee Stock Ownership Plan's numbers.

  • By total assets, Ipt Employee Stock Ownership Plan ranks in the top quartile of all filed plans by assets. See the largest plans
  • Compare it side-by-side against 3 similar ESOP plans in California. Compare plans
  • Integrated Procurement Technologies, Inc.'s sponsor-wide assets have grown 81.1% since 2022 across 3 plan years on file. More Wholesale Trade plans

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 770424537.

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.