401(k) · DOL Form 5500 · 2023
Itsugar LLC 401(k) Plan
Data updated 2026-08-25
- $3M
- Total assets Small plan by assets
- 566
- Participants Below avg headcount
- 36th
- Percentile by assets National rank
- $5,434
- Avg per participant Low balance/head
Official DOL plan name: It'sugar LLC 401(k) · Sponsored by Itsugar LLC · Florida · Retail Trade
$3M in assets, 566 participants
Itsugar LLC's It'sugar LLC 401(k) reported $3M in total assets and 566 participants in its 2023 DOL Form 5500 filing, ranking in the 36th 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.
- #4,000 in Retail Trade (8,414 peers)
Itsugar LLC multi-year trail
Itsugar LLC's plans moved +94.6% in assets from 2022 to 2024; this filing shows It'sugar LLC 401(k) at $3M / 566 participants.
- #4,000
- in Retail Trade (8,414 peers)
- +56.7%
- assets growth YoY
It'sugar LLC 401(k)'s mid-pack asset rank among Retail Trade and all filers
It'sugar LLC 401(k) vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$3,075,400 36th percentile higher than 36% 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
It'sugar LLC 401(k) 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. It'sugar LLC 401(k) sits mid-pack in the medium band (566 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- It'sugar LLC 401(k) reported net income rose from $162K in the plan year 2022 filing to $1M in the plan year 2023 filing.
- It'sugar LLC 401(k) reported participants rose from 286 in the plan year 2022 filing to 566 in the plan year 2023 filing.
- It'sugar LLC 401(k) end-of-year assets rose from $2M in the plan year 2022 filing to $3M in the plan year 2023 filing.
DOL schedule card
Filing strip 202138344 · Itsugar LLC PY 2023 · 401(k)
It'sugar LLC 401(k) · $3M · 566 · 36th
- PHOTO $3M
- PHOTO 566
- PHOTO 36th
- PHOTO 401(k)
- PHOTO near Agencyone Group Inc 401(k)
- PHOTO ind #4000
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 Retail Trade retirement plans → · Plans in Florida →
It'sugar LLC 401(k) in the asset neighbourhood
Itsugar LLC multi-year asset trail
Sponsor-wide plan assets over time
All Itsugar LLC plans reported in each filing year
- Latest sponsor-wide plan assets
- $4M 94.62315075905883% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 286 | $2M |
| 2023 | 1 | 566 | $3M |
| 2024 | 1 | 570 | $4M |
Itsugar LLC filing trail (2023)
| Total Assets (Beginning of Year) | $2M |
|---|---|
| Net Assets (End of Year) | $3M |
| Net Income | $1M |
| Employer EIN | 202138344 |
| Plan Effective Date | 2016-10-01 |
| Filing Status | FILING RECEIVED |
Nearby 401(k) Plans in Florida
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- L3harris Retirement Savings Plan $15.4B · 40,665
- Savings Plan for Employees and Partners of Pwc $11.3B · 50,817
- Adp Totalsource Retirement Savings Plan $8.0B · 308,867
- Trinet 401(k) Plan $7.0B · 157,945
- Publix Super Markets, Inc. 401(k) Smart Plan $6.6B · 184,674
It'sugar LLC 401(k)'s out-of-state 401(k) peers by assets and headcount
Outside Florida, the nearest 401(k) by assets is Agencyone Group Inc 401(k) in WA ($3M); by covered participants it is Jet Linx Aviation, LLC 401(k) Plan in NE (566 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($3M here).
Similar participant headcount
Nearest other-state filings by covered participants (566 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.