401(k) · DOL Form 5500 · 2023

Itr, LLC 401(k) Plan

Data updated 2026-08-25

$5M
Total assets Small plan by assets: 39
Participants Small participant base: 43rd
Percentile by assets National rank: $117,942
Avg per participant Below avg balance/head

PlainRetire home → About this data RSS: change history

Official DOL plan name: Itr 401(k) Plan · Sponsored by Itr, LLC · Pennsylvania · Professional & Technical Services

$5M in assets, 39 participants

Itr, LLC's Itr 401(k) Plan reported $5M in total assets and 39 participants in its 2023 DOL Form 5500 filing, ranking in the 43rd 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.

#8,198 in Professional & Technical Services (20,321 peers)

Itr, LLC multi-year trail

Itr, LLC's plans moved +37.8% in assets from 2022 to 2024; this filing shows Itr 401(k) Plan at $5M / 39 participants.

#8,198
in Professional & Technical Services (20,321 peers): +21.1%
assets growth YoY

Itr 401(k) Plan's mid-pack asset rank among Professional & Technical Services and all filers

Itr 401(k) Plan vs every filed plan by assets

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

$4,599,723 43rd percentile higher than 43% 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

Itr 401(k) Plan among smaller filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Itr 401(k) Plan is a small filing (39 participants) on this national headcount ladder.

Micro (1-10) 35,718 filings (27%) Small (11-100) 27,089 filings (21%) Medium (101-1,000) 55,445 filings (43%) Large (1,001-10,000) 10,273 filings (8%) Mega (10,000+) 1,374 filings (1%)

Itr 401(k) Plan reported net income rose from -$450K in the plan year 2022 filing to $802K in the plan year 2023 filing.
Itr 401(k) Plan end-of-year assets rose from $4M in the plan year 2022 filing to $5M in the plan year 2023 filing.
Itr 401(k) Plan reported participants rose from 34 in the plan year 2022 filing to 39 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 823312072 · Itr, LLC PY 2023 · 401(k)

Itr 401(k) Plan · $5M · 39 · 43rd

SCH $5M
EBSA 39
PART 43rd
TYPE 401(k)
NET near B & J Group Retirement Plan
BOOK ind #8198

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 Pennsylvania →

End-of-year total assets ($M) among Itr 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Itr, LLC multi-year asset trail

Latest sponsor-wide plan assets: $5M 37.844382889084244% vs 2022; 2024 filing year

Year	Plans	Participants	Total Assets
2022	1	34	$4M
2023	1	39	$5M
2024	1	38	$5M

Itr, LLC filing trail (2023)

Total Assets (Beginning of Year)	$4M
Net Assets (End of Year)	$5M
Net Income	$802K
Employer EIN	823312072
Plan Effective Date	1986-01-01
Filing Status	FILING RECEIVED

Nearby 401(k) Plans in Pennsylvania

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

Itr 401(k) Plan vs. nearby 401(k) plans in Pennsylvania, assets vs. participants

Comcast Corporation Retirement - Investment Plan $17.4B · 93,136
Cigna 401(k) Plan $13.0B · 66,760
The Vanguard Retirement and Savings Plan $9.8B · 18,200
The PNC Financial Services Group, Inc. Incentive Savings Plan $9.3B · 61,697
The Bank of New York Mellon Corporation 401(k) Savings Plan $9.0B · 25,184

Compare Itr 401(k) Plan side-by-side with 3 peers →

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

Outside Pennsylvania, the nearest 401(k) by assets is B & J Group Retirement Plan in IN ($5M); by covered participants it is John S. Lane & Son, Inc. 401(k) Union Plan in NY (39 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($5M here).

B & J Group Retirement Plan (IN) $5M · 200
Jain Farm Fresh Foods 401(k) Plan (CA) $5M · N/A
Karlin Foods Corp 401(k) Plan (IL) $5M · 25
Westech International 401(k) Profit Sharing Plan (NM) $5M · 269

Similar participant headcount

Nearest other-state filings by covered participants (39 participants); asset peers above are excluded.

John S. Lane & Son, Inc. 401(k) Union Plan (NY) 39 · 0 off
I. Schumann & Co. LLC 401(k) Profit Sharing Plan & Trust (OH) 39 · 0 off
Court Street Ford Inc 401(k) Plan (IL) 39 · 0 off
Defined Logic 401(k) Plan (NJ) 39 · 0 off

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 Itr 401(k) Plan assets move in 2023? ▼

Itr 401(k) Plan grew sharply - up 21.1% during 2023, from $4M to $5M. Reported net income was $802K.

How have Itr, LLC plan assets changed over time? ▼

Across 3 plan years on file (2022-2024), Itr, LLC's sponsor-wide assets grew 37.8%, from $4M to $5M.

Which 401(k) plans are similar in size to Itr 401(k) Plan? ▼

Among 401(k) plans in other states, the closest by assets is B & J Group Retirement Plan in IN ($5M, 200 participants).

Which 401(k) plans cover a similar participant headcount to Itr 401(k) Plan? ▼

Among 401(k) plans in other states, the closest by covered participants is John S. Lane & Son, Inc. 401(k) Union Plan in NY (39 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 823312072.