401(k) · DOL Form 5500 · 2023

Itility, LLC 401(k) Plan

Data updated 2026-08-25

$8M
Total assets Small plan by assets
227
Participants Below avg headcount
55th
Percentile by assets National rank
$37,363
Avg per participant Low balance/head
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Official DOL plan name: Itility, LLC Safe Harbor 401(k) Plan · Sponsored by Itility, LLC · Virginia · Professional & Technical Services

$8M in assets, 227 participants

Itility, LLC's Itility, LLC Safe Harbor 401(k) Plan reported $8M in total assets and 227 participants in its 2023 DOL Form 5500 filing, ranking in the 55th 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.

  • #10,881 in Professional & Technical Services (20,321 peers)

Coverage in Virginia

Itility, LLC Safe Harbor 401(k) Plan covers 227 participants in Virginia, about 29% of the average Virginia filer (state average ~782 per filing). Assets: $8M.

#10,881
in Professional & Technical Services (20,321 peers)
+36.9%
assets growth YoY

Itility, LLC Safe Harbor 401(k) Plan's mid-pack asset rank among Professional & Technical Services and all filers

Itility, LLC Safe Harbor 401(k) Plan vs every filed plan by assets

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

$8,481,487 Top 45% higher than 55% 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

Itility, LLC Safe Harbor 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. Itility, LLC Safe Harbor 401(k) Plan sits mid-pack in the medium band (227 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Itility, LLC Safe Harbor 401(k) Plan reported net income rose from $21K in the plan year 2022 filing to $2M in the plan year 2023 filing.
  • Itility, LLC Safe Harbor 401(k) Plan end-of-year assets rose from $6M in the plan year 2022 filing to $8M in the plan year 2023 filing.
  • Itility, LLC Safe Harbor 401(k) Plan reported participants rose from 206 in the plan year 2022 filing to 227 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 320021933 · Itility, LLC PY 2023 · 401(k)

Itility, LLC Safe Harbor 401(k) Plan · $8M · 227 · 55th

  • SCH $8M
  • EBSA 227
  • PART 55th
  • TYPE 401(k)
  • NET near Key West Boats, Inc. Retirement Savings Plan
  • BOOK ind #10881

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 Virginia →

Itility, LLC Safe Harbor 401(k) Plan in the asset neighbourhood

Itility, LLC Safe Harbor 401(k) PlanItility, LLC Safe Harbor 401…$8MKey West Boats, Inc. Retirement Savings PlanKey West Boats, Inc. Retirem…$8MNational Renal Care 401(k) PlanNational Renal Care 401(k) P…$8MVirnig Manufacturing Inc 401(k) PlanVirnig Manufacturing Inc 401…$8MIntelligent Brands, Inc. 401(k) PlanIntelligent Brands, Inc. 401…$8M
End-of-year total assets ($M) among Itility, LLC Safe Harbor 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Virginia filing particulars

Total Assets (Beginning of Year)$6M
Net Assets (End of Year)$8M
Net Income$2M
Employer EIN320021933
Plan Effective Date2010-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Itility, LLC)

Sponsor-wide plan assets over time

All Itility, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$10M 66.21026733866621% vs 2022
2024 filing year
$4M$6M$8M$10M$12M 202220232024 $6.2M $10.3M ▲ +66.1%
Year Plans Participants Total Assets
2022 1 206 $6M
2023 1 227 $8M
2024 1 196 $10M

Nearby 401(k) Plans in Virginia

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

Itility, LLC Safe Harbor 401(k) Plan vs. nearby 401(k) plans in Virginia, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -10010203040 Total assets ($B) Participants Itility, LLC Safe Harbor 401(k) Plan, Total assets ($B): 0.008481487 · Participants: 227Itility, LLC Safe Harbor 401(k) PlanNorthrop Grumman Savings Plan, Total assets ($B): 36.173098625 · Participants: 97987Northrop Grumman Savings Plan401(k) Pension Plan, Total assets ($B): 14.97867624 · Participants: 62467401(k) Pension PlanGeneral Dynamics Corporation 401(k) Plan 6.0, Total assets ($B): 11.167449098 · Participants: 48860General Dynamics Corporation 401(k) Plan 6.0Leidos, Inc. Retirement Plan, Total assets ($B): 10.583898778 · Participants: 27043Leidos, Inc. Retirement PlanBae Systems Employees' Savings and Investment Plan, Total assets ($B): 9.406287325 · Participants: 31681Bae Systems Employees' Savings and Investment Plan
Itility, LLC Safe Harbor 401(k) Plan vs. nearby 401(k) plans in Virginia, assets vs. participants
Compare Itility, LLC Safe Harbor 401(k) Plan side-by-side with 3 peers →

Itility, LLC Safe Harbor 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Virginia, the nearest 401(k) by assets is Key West Boats, Inc. Retirement Savings Plan in SC ($8M); by covered participants it is Care Hawaii, Inc. 401(k) Retirement Savings Plan in HI (227 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($8M here).

Similar participant headcount

Nearest other-state filings by covered participants (227 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 Itility, LLC Safe Harbor 401(k) Plan assets move in 2023? ▼
Itility, LLC Safe Harbor 401(k) Plan surged - up 36.9% during 2023, from $6M to $8M. Reported net income was $2M.
How have Itility, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Itility, LLC's sponsor-wide assets grew 66.2%, from $6M to $10M.
Which 401(k) plans are similar in size to Itility, LLC Safe Harbor 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Key West Boats, Inc. Retirement Savings Plan in SC ($8M, 145 participants).
Which 401(k) plans cover a similar participant headcount to Itility, LLC Safe Harbor 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Care Hawaii, Inc. 401(k) Retirement Savings Plan in HI (227 participants, $2M 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 320021933.

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.