401(k) · DOL Form 5500 · 2023

Identity Group Holdings Corp. 401(k) Plan

Data updated 2026-08-25

$13M
Total assets Small plan by assets
212
Participants Below avg headcount
65th
Percentile by assets National rank
$62,697
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Identity Group 401(k) Plan · Sponsored by Identity Group Holdings Corp. · Tennessee · Manufacturing

$13M in assets, 212 participants

Identity Group Holdings Corp.'s Identity Group 401(k) Plan reported $13M in total assets and 212 participants in its 2023 DOL Form 5500 filing, ranking in the 65th 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.

  • #9,819 in Manufacturing (18,722 peers)

Coverage in Tennessee

Identity Group 401(k) Plan covers 212 participants in Tennessee, about 19% of the average Tennessee filer (state average ~1,126 per filing). Assets: $13M.

#9,819
in Manufacturing (18,722 peers)
+11.5%
assets growth YoY

Identity Group 401(k) Plan's mid-pack asset rank among Manufacturing and all filers

Identity Group 401(k) Plan vs every filed plan by assets

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

$13,291,754 Top 35% higher than 65% 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

Identity Group 401(k) 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. Identity Group 401(k) Plan sits mid-pack in the medium band (212 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Identity Group 401(k) Plan reported net income rose from -$5M in the plan year 2022 filing to $1M in the plan year 2023 filing.
  • Identity Group 401(k) Plan end-of-year assets rose from $12M in the plan year 2022 filing to $13M in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 261401165 · Identity Group Holdings Corp. PY 2023 · 401(k)

Identity Group 401(k) Plan · $13M · 212 · 65th

  • BOOK $13M
  • VS-ST 212
  • BOY 65th
  • SCH 401(k)
  • EBSA near Harlow Aero Group LLC 401(k) Plan and Trust
  • PART ind #9819

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 Manufacturing retirement plans → · Plans in Tennessee →

Identity Group 401(k) Plan in the asset neighbourhood

Identity Group 401(k) Plan$13MHarlow Aero Group LLC 401(k) Plan and TrustHarlow Aero Group LLC 401(k)…$13MSkowhegan Savings Bank 401(k) Retirement PlanSkowhegan Savings Bank 401(k…$13MBleakley, Cypher, Parent, Warren & Quinn, P.C. 401(k) Profit Sharing PlanBleakley, Cypher, Parent, Wa…$13MCoast Counties Truck & Equipment Profit Sharing 401(k) PlanCoast Counties Truck & Equip…$13M
End-of-year total assets ($M) among Identity Group 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Tennessee filing particulars

Total Assets (Beginning of Year)$12M
Net Assets (End of Year)$13M
Net Income$1M
Employer EIN261401165
Plan Effective Date1994-06-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Identity Group Holdings Corp.)

Sponsor-wide plan assets over time

All Identity Group Holdings Corp. plans reported in each filing year

Latest sponsor-wide plan assets
$14M 17.06068418016545% vs 2022
2024 filing year
$11M$12M$13M$14M$15M 202220232024 $11.9M $14M ▲ +17.1%
Year Plans Participants Total Assets
2022 1 210 $12M
2023 1 212 $13M
2024 1 193 $14M

Nearby 401(k) Plans in Tennessee

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

Identity Group 401(k) Plan vs. nearby 401(k) plans in Tennessee, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000400000 -100102030 Total assets ($B) Participants Identity Group 401(k) Plan, Total assets ($B): 0.013291754 · Participants: 212Identity Group 401(k) PlanFedex Corporation Retirement Savings Plan, Total assets ($B): 23.88081991 · Participants: 127010Fedex Corporation Retirement Savings PlanHca 401(k) Plan, Total assets ($B): 21.53517366 · Participants: 291649Hca 401(k) PlanFederal Express Corporation Pilots Retirement Savings Plan, Total assets ($B): 4.743557391 · Participants: 5728Federal Express Corporation Pilots Retirement Savings PlanInternational Paper Company Salaried Savings Plan, Total assets ($B): 4.621886139 · Participants: 12153International Paper Company Salaried Savings PlanChs/Community Health Systems, Inc. Retirement Savings Plan, Total assets ($B): 4.517708174 · Participants: 62487Chs/Community Health Systems, Inc. Retirement Savings Plan
Identity Group 401(k) Plan vs. nearby 401(k) plans in Tennessee, assets vs. participants
Compare Identity Group 401(k) Plan side-by-side with 3 peers →

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

Outside Tennessee, the nearest 401(k) by assets is Harlow Aero Group LLC 401(k) Plan and Trust in KS ($13M); by covered participants it is Mcclancy Foods and Flavors LLC Capital Accumulation Plan in SC (212 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (212 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 Identity Group 401(k) Plan assets move in 2023? ▼
Identity Group 401(k) Plan grew at a solid clip - up 11.5% during 2023, from $12M to $13M. Reported net income was $1M.
How have Identity Group Holdings Corp. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Identity Group Holdings Corp.'s sponsor-wide assets grew 17.1%, from $12M to $14M.
Which 401(k) plans are similar in size to Identity Group 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Harlow Aero Group LLC 401(k) Plan and Trust in KS ($13M, 290 participants).
Which 401(k) plans cover a similar participant headcount to Identity Group 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Mcclancy Foods and Flavors LLC Capital Accumulation Plan in SC (212 participants, $5M 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 261401165.

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.