401(k) · DOL Form 5500 · 2023

Itafos Services LLC 401(k) Plan

Data updated 2026-08-25

$34M
Total assets Below avg plan size
302
Participants Below avg headcount
81st
Percentile by assets National rank
$114,184
Avg per participant Below avg balance/head
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Official DOL plan name: Itafos Retirement Plan · Sponsored by Itafos Services LLC · Texas · Management of Enterprises

$34M in assets, 302 participants

Itafos Services LLC's Itafos Retirement Plan reported $34M in total assets and 302 participants in its 2023 DOL Form 5500 filing, ranking in the 81st 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.

  • #705 in Management of Enterprises (1,137 peers)

Coverage in Texas

Itafos Retirement Plan covers 302 participants in Texas, about 44% of the average Texas filer (state average ~688 per filing). Assets: $34M.

#705
in Management of Enterprises (1,137 peers)
+31.3%
assets growth YoY
0.3×
vs typical plan assets (national mean)

Itafos Retirement Plan's outsized position by total assets

Itafos Retirement Plan vs every filed plan by assets

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

$34,483,533 Top 19% higher than 81% 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

Itafos Retirement 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. Itafos Retirement Plan sits mid-pack in the medium band (302 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Itafos Retirement Plan reported net income rose from -$3M in the plan year 2022 filing to $8M in the plan year 2023 filing.
  • Itafos Retirement Plan end-of-year assets rose from $26M in the plan year 2022 filing to $34M in the plan year 2023 filing.
  • Itafos Retirement Plan reported participants rose from 293 in the plan year 2022 filing to 302 in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 814442118 · Itafos Services LLC PY 2023 · 401(k)

Itafos Retirement Plan · $34M · 302 · 81st

  • PHOTO $34M
  • PHOTO 302
  • PHOTO 81st
  • PHOTO 401(k)
  • PHOTO near Inogen, Inc. 401(k) & Profit Sharing Plan
  • PHOTO ind #705

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 Management of Enterprises retirement plans → · Plans in Texas →

Itafos Retirement Plan in the asset neighbourhood

Itafos Retirement Plan$34MInogen, Inc. 401(k) & Profit Sharing PlanInogen, Inc. 401(k) & Profit…$34MAmeco Employees' Savings Investment PlanAmeco Employees' Savings Inv…$34MMetal-Fab Inc. Employees Retirement PlanMetal-Fab Inc. Employees Ret…$34MDelphinus Engineering, Inc. 401(k) Profit Sharing PlanDelphinus Engineering, Inc. …$34M
End-of-year total assets ($M) among Itafos Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Texas filing particulars

Total Assets (Beginning of Year)$26M
Net Assets (End of Year)$34M
Net Income$8M
Employer EIN814442118
Plan Effective Date2019-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Itafos Services LLC)

Sponsor-wide plan assets over time

All Itafos Services LLC plans reported in each filing year

Latest sponsor-wide plan assets
$41M 55.25598704194431% vs 2022
2024 filing year
$20M$25M$30M$35M$40M$45M 202220232024 $26.3M $40.8M ▲ +55.2%
Year Plans Participants Total Assets
2022 1 293 $26M
2023 1 302 $34M
2024 1 305 $41M

Nearby 401(k) Plans in Texas

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

Itafos Retirement Plan vs. nearby 401(k) plans in Texas, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -1001020304050 Total assets ($B) Participants Itafos Retirement Plan, Total assets ($B): 0.034483533 · Participants: 302Itafos Retirement PlanAT&T Retirement Savings Plan, Total assets ($B): 40.012012 · Participants: 119854AT&T Retirement Savings PlanExxonmobil Savings Plan, Total assets ($B): 21.917 · Participants: 23477Exxonmobil Savings PlanCaterpillar 401(k) Savings Plan, Total assets ($B): 16.496476432 · Participants: 41679Caterpillar 401(k) Savings PlanAmerican Airlines, Inc. 401(k) Plan, Total assets ($B): 14.680189879 · Participants: 88792American Airlines, Inc. 401(k) PlanDell Inc. 401(k) Plan, Total assets ($B): 13.529835 · Participants: 45686Dell Inc. 401(k) Plan
Itafos Retirement Plan vs. nearby 401(k) plans in Texas, assets vs. participants
Compare Itafos Retirement Plan side-by-side with 3 peers →

Itafos Retirement Plan's out-of-state 401(k) peers by assets and headcount

Outside Texas, the nearest 401(k) by assets is Inogen, Inc. 401(k) & Profit Sharing Plan in CA ($34M); by covered participants it is Big Village Group USA Retirement Savings Plan in NJ (302 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (302 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 Itafos Retirement Plan assets move in 2023? ▼
Itafos Retirement Plan surged - up 31.3% during 2023, from $26M to $34M. Reported net income was $8M.
How have Itafos Services LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Itafos Services LLC's sponsor-wide assets grew 55.3%, from $26M to $41M.
Where does Itafos Retirement Plan rank by assets among Form 5500 filers? ▼
Itafos Retirement Plan ranks in the 81st 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 Itafos Retirement Plan? ▼
Among 401(k) plans in other states, the closest by assets is Inogen, Inc. 401(k) & Profit Sharing Plan in CA ($34M, 1,043 participants).
Which 401(k) plans cover a similar participant headcount to Itafos Retirement Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Big Village Group USA Retirement Savings Plan in NJ (302 participants, N/A 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 814442118.

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.