401(k) · DOL Form 5500 · 2023

Inventrust Properties Corp. 401(k) Plan

Data updated 2026-08-25

$23M
Total assets Small plan by assets
106
Participants Small participant base
75th
Percentile by assets National rank
$213,281
Avg per participant Above avg balance/head
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Official DOL plan name: Inventrust Properties Corp. Savings Plan · Sponsored by Inventrust Properties Corp. · Illinois · Real Estate

$23M in assets, 106 participants

Inventrust Properties Corp.'s Inventrust Properties Corp. Savings Plan reported $23M in total assets and 106 participants in its 2023 DOL Form 5500 filing, ranking in the 75th 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.

  • #4,181 in Real Estate (4,727 peers)

Coverage in Illinois

Inventrust Properties Corp. Savings Plan covers 106 participants in Illinois, about 14% of the average Illinois filer (state average ~779 per filing). Assets: $23M.

#4,181
in Real Estate (4,727 peers)
+19.7%
assets growth YoY
0.2×
vs typical plan assets (national mean)

Inventrust Properties Corp. Savings Plan's outsized position by total assets

Inventrust Properties Corp. Savings Plan vs every filed plan by assets

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

$22,607,738 Top 25% higher than 75% 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

Inventrust Properties Corp. Savings 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. Inventrust Properties Corp. Savings Plan sits mid-pack in the medium band (106 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Inventrust Properties Corp. Savings Plan reported net income rose from -$2M in the plan year 2022 filing to $4M in the plan year 2023 filing.
  • Inventrust Properties Corp. Savings Plan end-of-year assets rose from $19M in the plan year 2022 filing to $23M in the plan year 2023 filing.
  • Inventrust Properties Corp. Savings Plan reported participants fell from 114 in the plan year 2022 filing to 106 in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 342019608 · Inventrust Properties Corp. PY 2023 · 401(k)

Inventrust Properties Corp. Savings Plan · $23M · 106 · 75th

  • 5500 $23M
  • ASSETS 106
  • PCT 75th
  • EIN 401(k)
  • RANK near Mps Group 401(k) Savings Plan
  • PHOTO ind #4181

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 Real Estate retirement plans → · Plans in Illinois →

Inventrust Properties Corp. Savings Plan in the asset neighbourhood

Inventrust Properties Corp. Savings PlanInventrust Properties Corp. …$23MMps Group 401(k) Savings Plan$23MNextech 401(k) Plan$23MThe Hyde Group Employee Profit Sharing and 401(k) PlanThe Hyde Group Employee Prof…$23MCoasthills Credit Union 401(k) and Profit Sharing PlanCoasthills Credit Union 401(…$23M
End-of-year total assets ($M) among Inventrust Properties Corp. Savings Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Illinois filing particulars

Total Assets (Beginning of Year)$19M
Net Assets (End of Year)$23M
Net Income$4M
Employer EIN342019608
Plan Effective Date2015-04-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Inventrust Properties Corp.)

Sponsor-wide plan assets over time

All Inventrust Properties Corp. plans reported in each filing year

Latest sponsor-wide plan assets
$26M 36.93039198429892% vs 2022
2024 filing year
$15M$20M$25M$30M 202220232024 $18.9M $25.9M ▲ +37.0%
Year Plans Participants Total Assets
2022 1 114 $19M
2023 1 106 $23M
2024 1 104 $26M

Nearby 401(k) Plans in Illinois

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

Inventrust Properties Corp. Savings Plan vs. nearby 401(k) plans in Illinois, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000 -505101520 Total assets ($B) Participants Inventrust Properties Corp. Savings Plan, Total assets ($B): 0.022607738 · Participants: 106Inventrust Properties Corp. Savings PlanAccenture United States 401(k) Match Savings Plan, Total assets ($B): 17.594548115 · Participants: 69974Accenture United States 401(k) Match Savings PlanState Farm 401(k) Savings Plan, Total assets ($B): 16.935002041 · Participants: 60246State Farm 401(k) Savings PlanAbbott Laboratories Stock Retirement Plan, Total assets ($B): 14.496191 · Participants: 38012Abbott Laboratories Stock Retirement PlanUnited Airlines Pilot Retirement Account Plan, Total assets ($B): 14.367975914 · Participants: 14959United Airlines Pilot Retirement Account PlanWalgreens Retirement Savings Plan, Total assets ($B): 13.444551767 · Participants: 235331Walgreens Retirement Savings Plan
Inventrust Properties Corp. Savings Plan vs. nearby 401(k) plans in Illinois, assets vs. participants
Compare Inventrust Properties Corp. Savings Plan side-by-side with 3 peers →

Inventrust Properties Corp. Savings Plan's out-of-state 401(k) peers by assets and headcount

Outside Illinois, the nearest 401(k) by assets is Mps Group 401(k) Savings Plan in MI ($23M); by covered participants it is Interfolio 401(k) P/S Plan in DC (106 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($23M here).

Similar participant headcount

Nearest other-state filings by covered participants (106 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 Inventrust Properties Corp. Savings Plan assets move in 2023? ▼
Inventrust Properties Corp. Savings Plan grew sharply - up 19.7% during 2023, from $19M to $23M. Reported net income was $4M.
How have Inventrust Properties Corp. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Inventrust Properties Corp.'s sponsor-wide assets grew 36.9%, from $19M to $26M.
Where does Inventrust Properties Corp. Savings Plan rank by assets among Form 5500 filers? ▼
Inventrust Properties Corp. Savings Plan ranks in the 75th 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 Inventrust Properties Corp. Savings Plan? ▼
Among 401(k) plans in other states, the closest by assets is Mps Group 401(k) Savings Plan in MI ($23M, 785 participants).
Which 401(k) plans cover a similar participant headcount to Inventrust Properties Corp. Savings Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Interfolio 401(k) P/S Plan in DC (106 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 342019608.

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.