401(k) · DOL Form 5500 · 2023

Interval Brotherhood Home, Inc. 401(k) Plan

Data updated 2026-08-25

$2M
Total assets Small plan by assets
105
Participants Small participant base
28th
Percentile by assets National rank
$15,573
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Interval Brotherhood Home 401(k) Profit Sharing Plan and Trust · Sponsored by Interval Brotherhood Home, Inc. · Ohio · Real Estate

$2M in assets, 105 participants

Interval Brotherhood Home, Inc.'s Interval Brotherhood Home 401(k) Profit Sharing Plan and Trust reported $2M in total assets and 105 participants in its 2023 DOL Form 5500 filing, ranking in the 28th 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.

  • #2,242 in Real Estate (4,727 peers)

Coverage in Ohio

Interval Brotherhood Home 401(k) Profit Sharing Plan and Trust covers 105 participants in Ohio, about 14% of the average Ohio filer (state average ~765 per filing). Assets: $2M.

#2,242
in Real Estate (4,727 peers)
+20.2%
assets growth YoY

Interval Brotherhood Home 401(k) Profit Sharing Plan and Trust among the smaller filed plans by assets

Interval Brotherhood Home 401(k) Profit Sharing Plan and Trust vs every filed plan by assets

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

$1,635,116 28th percentile higher than 28% 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

Interval Brotherhood Home 401(k) Profit Sharing Plan and Trust 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. Interval Brotherhood Home 401(k) Profit Sharing Plan and Trust sits mid-pack in the medium band (105 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Interval Brotherhood Home 401(k) Profit Sharing Plan and Trust reported net income rose from -$342K in the plan year 2022 filing to $275K in the plan year 2023 filing.
  • Interval Brotherhood Home 401(k) Profit Sharing Plan and Trust end-of-year assets rose from $1M in the plan year 2022 filing to $2M in the plan year 2023 filing.
  • Interval Brotherhood Home 401(k) Profit Sharing Plan and Trust reported participants rose from 95 in the plan year 2022 filing to 105 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 237090131 · Interval Brotherhood Home, Inc. PY 2023 · 401(k)

Interval Brotherhood Home 401(k) Profit Sharing Plan and Trust · $2M · 105 · 28th

  • 5500 $2M
  • 5500 105
  • 5500 28th
  • 5500 401(k)
  • 5500 near Encon Union 401(k) Plan
  • 5500 ind #2242

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 Ohio →

Interval Brotherhood Home 401(k) Profit Sharing Plan and Trust in the asset neighbourhood

Interval Brotherhood Home 401(k) Profit Sharing Plan and TrustInterval Brotherhood Home 40…$2MEncon Union 401(k) Plan$2MHealth Holdings, LLC 401(k) Profit Sharing PlanHealth Holdings, LLC 401(k) …$2MTom Dodson & Associates 401(k) Profit Sharing Plan and TrustTom Dodson & Associates 401(…$2MSt Johns Vein Center, Inc. 401(k) PlanSt Johns Vein Center, Inc. 4…$2M
End-of-year total assets ($M) among Interval Brotherhood Home 401(k) Profit Sharing Plan and Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Ohio filing particulars

Total Assets (Beginning of Year)$1M
Net Assets (End of Year)$2M
Net Income$275K
Employer EIN237090131
Plan Effective Date2010-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Interval Brotherhood Home, Inc.)

Sponsor-wide plan assets over time

All Interval Brotherhood Home, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$2M 20.20083509762409% vs 2022
2023 filing year
$1.3M$1.4M$1.5M$1.6M$1.7M 20222023 $1.36M $1.64M ▲ +20.6%
Year Plans Participants Total Assets
2022 1 95 $1M
2023 1 105 $2M

Nearby 401(k) Plans in Ohio

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

Interval Brotherhood Home 401(k) Profit Sharing Plan and Trust vs. nearby 401(k) plans in Ohio, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -50510152025 Total assets ($B) Participants Interval Brotherhood Home 401(k) Profit Sharing Plan and Trust, Total assets ($B): 0.001635116 · Participants: 105Interval Brotherhood Home 401(k) Profit Sharing Plan and TrustGE Retirement Savings Plan, Total assets ($B): 19.485469047 · Participants: 59766GE Retirement Savings PlanThe Sherwin-Williams Company 401(k) Plan, Total assets ($B): 10.12932701 · Participants: 47362The Sherwin-Williams Company 401(k) PlanThe Progressive 401(k) Plan, Total assets ($B): 9.225573063 · Participants: 56176The Progressive 401(k) PlanThe Kroger Co. 401(k) Retirement Savings Account Plan, Total assets ($B): 8.445085 · Participants: 129769The Kroger Co. 401(k) Retirement Savings Account PlanNationwide Savings Plan, Total assets ($B): 7.618883027 · Participants: 24715Nationwide Savings Plan
Interval Brotherhood Home 401(k) Profit Sharing Plan and Trust vs. nearby 401(k) plans in Ohio, assets vs. participants
Compare Interval Brotherhood Home 401(k) Profit Sharing Plan and Trust side-by-side with 3 peers →

Interval Brotherhood Home 401(k) Profit Sharing Plan and Trust's out-of-state 401(k) peers by assets and headcount

Outside Ohio, the nearest 401(k) by assets is Encon Union 401(k) Plan in CO ($2M); by covered participants it is Associated Retina Consultants 401(k) Profit Sharing Plan & Trust in AZ (105 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (105 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 Interval Brotherhood Home 401(k) Profit Sharing Plan and Trust assets move in 2023? ▼
Interval Brotherhood Home 401(k) Profit Sharing Plan and Trust grew sharply - up 20.2% during 2023, from $1M to $2M. Reported net income was $275K.
How have Interval Brotherhood Home, Inc. plan assets changed over time? ▼
Across 2 plan years on file (2022-2023), Interval Brotherhood Home, Inc.'s sponsor-wide assets grew 20.2%, from $1M to $2M.
Which 401(k) plans are similar in size to Interval Brotherhood Home 401(k) Profit Sharing Plan and Trust? ▼
Among 401(k) plans in other states, the closest by assets is Encon Union 401(k) Plan in CO ($2M, 197 participants).
Which 401(k) plans cover a similar participant headcount to Interval Brotherhood Home 401(k) Profit Sharing Plan and Trust? ▼
Among 401(k) plans in other states, the closest by covered participants is Associated Retina Consultants 401(k) Profit Sharing Plan & Trust in AZ (105 participants, $6M 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 237090131.

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.