401(k) · DOL Form 5500 · 2023

Ivan Ware & Son Inc. 401(k) Plan

Data updated 2026-08-25

$26M
Total assets Below avg plan size
132
Participants Small participant base
77th
Percentile by assets National rank
$200,151
Avg per participant Above avg balance/head
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Official DOL plan name: Ivan Ware & Son Inc. 401(k) Profit Sharing Plan · Sponsored by Ivan Ware & Son Inc. · Kentucky · Construction

$26M in assets, 132 participants

Ivan Ware & Son Inc.'s Ivan Ware & Son Inc. 401(k) Profit Sharing Plan reported $26M in total assets and 132 participants in its 2023 DOL Form 5500 filing, ranking in the 77th 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.

  • #6,854 in Construction (9,030 peers)

Coverage in Kentucky

Ivan Ware & Son Inc. 401(k) Profit Sharing Plan covers 132 participants in Kentucky, about 20% of the average Kentucky filer (state average ~647 per filing). Assets: $26M.

#6,854
in Construction (9,030 peers)
+29.9%
assets growth YoY
0.3×
vs typical plan assets (national mean)

Ivan Ware & Son Inc. 401(k) Profit Sharing Plan's outsized position by total assets

Ivan Ware & Son Inc. 401(k) Profit Sharing Plan vs every filed plan by assets

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

$26,419,881 Top 23% higher than 77% 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

Ivan Ware & Son Inc. 401(k) Profit Sharing Plan among mid-size filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Ivan Ware & Son Inc. 401(k) Profit Sharing Plan sits mid-pack in the medium band (132 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Ivan Ware & Son Inc. 401(k) Profit Sharing Plan reported net income rose from -$3M in the plan year 2022 filing to $6M in the plan year 2023 filing.
  • Ivan Ware & Son Inc. 401(k) Profit Sharing Plan end-of-year assets rose from $20M in the plan year 2022 filing to $26M in the plan year 2023 filing.
  • Ivan Ware & Son Inc. 401(k) Profit Sharing Plan reported participants rose from 118 in the plan year 2022 filing to 132 in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 610597150 · Ivan Ware & Son Inc. PY 2023 · 401(k)

Ivan Ware & Son Inc. 401(k) Profit Sharing Plan · $26M · 132 · 77th

  • IND $26M
  • IND 132
  • IND 77th
  • IND 401(k)
  • IND near Wedgewood 401(k) Plan
  • IND ind #6854

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 Kentucky →

Ivan Ware & Son Inc. 401(k) Profit Sharing Plan in the asset neighbourhood

Ivan Ware & Son Inc. 401(k) Profit Sharing PlanIvan Ware & Son Inc. 401(k) …$26MWedgewood 401(k) Plan$26MCo-Op 401(k) Plan$26MThe Lenkin Companies 401(k) Retirement PlanThe Lenkin Companies 401(k) …$26MMega International Commercial Bank Co., Ltd. 401(k) Retirement PlanMega International Commercia…$26M
End-of-year total assets ($M) among Ivan Ware & Son Inc. 401(k) Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Kentucky filing particulars

Total Assets (Beginning of Year)$20M
Net Assets (End of Year)$26M
Net Income$6M
Employer EIN610597150
Plan Effective Date1986-07-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Ivan Ware & Son Inc.)

Sponsor-wide plan assets over time

All Ivan Ware & Son Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$32M 59.52492082292419% vs 2022
2024 filing year
$15M$20M$25M$30M$35M 202220232024 $20.3M $32.4M ▲ +59.6%
Year Plans Participants Total Assets
2022 1 118 $20M
2023 1 132 $26M
2024 1 153 $32M

Nearby 401(k) Plans in Kentucky

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

Ivan Ware & Son Inc. 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Kentucky, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000100000 -20246810 Total assets ($B) Participants Ivan Ware & Son Inc. 401(k) Profit Sharing Plan, Total assets ($B): 0.026419881 · Participants: 132Ivan Ware & Son Inc. 401(k) Profit Sharing PlanCommonspirit Health 401(k) Retirement Savings Plan, Total assets ($B): 7.871320063 · Participants: 86688Commonspirit Health 401(k) Retirement Savings PlanHumana Retirement Savings Plan, Total assets ($B): 7.374962984 · Participants: 45938Humana Retirement Savings PlanUPS/Ipa 401(k) Savings Plan, Total assets ($B): 1.324958147 · Participants: 3159UPS/Ipa 401(k) Savings PlanScionhealth 401(k) Plan, Total assets ($B): 1.221134526 · Participants: 33226Scionhealth 401(k) PlanLexmark Savings Plan, Total assets ($B): 1.205127047 · Participants: 1968Lexmark Savings Plan
Ivan Ware & Son Inc. 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Kentucky, assets vs. participants
Compare Ivan Ware & Son Inc. 401(k) Profit Sharing Plan side-by-side with 3 peers →

Ivan Ware & Son Inc. 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside Kentucky, the nearest 401(k) by assets is Wedgewood 401(k) Plan in CA ($26M); by covered participants it is Revision Military 401(k) Retirement Plan in VT (132 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($26M here).

Similar participant headcount

Nearest other-state filings by covered participants (132 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 Ivan Ware & Son Inc. 401(k) Profit Sharing Plan assets move in 2023? ▼
Ivan Ware & Son Inc. 401(k) Profit Sharing Plan grew sharply - up 29.9% during 2023, from $20M to $26M. Reported net income was $6M.
How have Ivan Ware & Son Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Ivan Ware & Son Inc.'s sponsor-wide assets grew 59.5%, from $20M to $32M.
Where does Ivan Ware & Son Inc. 401(k) Profit Sharing Plan rank by assets among Form 5500 filers? ▼
Ivan Ware & Son Inc. 401(k) Profit Sharing Plan ranks in the 77th 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 401(k) plans are similar in size to Ivan Ware & Son Inc. 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Wedgewood 401(k) Plan in CA ($26M, 413 participants).
Which 401(k) plans cover a similar participant headcount to Ivan Ware & Son Inc. 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Revision Military 401(k) Retirement Plan in VT (132 participants, $5M 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 610597150.

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.