401(k) · DOL Form 5500 · 2023

Irving Oil Terminals Inc. 401(k) Plan

Data updated 2026-08-25

$72M
Total assets Below avg plan size
691
Participants Below avg headcount
89th
Percentile by assets National rank
$104,425
Avg per participant Below avg balance/head
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Official DOL plan name: Irving USA Employees 401(k) Plan · Sponsored by Irving Oil Terminals Inc. · New Hampshire · Wholesale Trade

$72M in assets, 691 participants

Irving Oil Terminals Inc.'s Irving USA Employees 401(k) Plan reported $72M in total assets and 691 participants in its 2023 DOL Form 5500 filing, ranking in the 89th 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.

  • #5,712 in Wholesale Trade (6,309 peers)

Coverage in New Hampshire

Irving USA Employees 401(k) Plan covers 691 participants in New Hampshire, 2.3x the typical New Hampshire plan (state average ~301 per filing). Assets: $72M.

#5,712
in Wholesale Trade (6,309 peers)
+17.8%
assets growth YoY
0.7×
vs typical plan assets (national mean)

Irving USA Employees 401(k) Plan's outsized position by total assets

Irving USA Employees 401(k) Plan vs every filed plan by assets

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

$72,157,634 Top 11% higher than 89% 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

Irving USA Employees 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. Irving USA Employees 401(k) Plan sits mid-pack in the medium band (691 participants).

DOL schedule card

Filing strip 043430664 · Irving Oil Terminals Inc. PY 2023 · 401(k)

Irving USA Employees 401(k) Plan · $72M · 691 · 89th

  • TYPE $72M
  • TYPE 691
  • TYPE 89th
  • TYPE 401(k)
  • TYPE near Sun Communities, Inc. 401(k) Plan
  • TYPE ind #5712

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 Wholesale Trade retirement plans → · Plans in New Hampshire →

Irving USA Employees 401(k) Plan in the asset neighbourhood

American Software, Inc. 401(k)/Profit Sharing PlanAmerican Software, Inc. 401(…$72MOrion Engineered Carbons 401(k) Savings PlanOrion Engineered Carbons 401…$72MIrving USA Employees 401(k) PlanIrving USA Employees 401(k) …$72MSun Communities, Inc. 401(k) PlanSun Communities, Inc. 401(k)…$72MThe Phillies 401(k) Incentive Savings PlanThe Phillies 401(k) Incentiv…$72M
End-of-year total assets ($M) among Irving USA Employees 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

New Hampshire filing particulars

Total Assets (Beginning of Year)$61M
Net Assets (End of Year)$72M
Net Income$11M
Employer EIN043430664
Plan Effective Date1990-03-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Irving Oil Terminals Inc.)

Sponsor-wide plan assets over time

All Irving Oil Terminals Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$81M 12.315990017078443% vs 2023
2024 filing year
$70M$75M$80M$85M 20232024 $72.2M $81M ▲ +12.3%
Year Plans Participants Total Assets
2023 1 691 $72M
2024 1 722 $81M

Nearby 401(k) Plans in New Hampshire

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

Irving USA Employees 401(k) Plan vs. nearby 401(k) plans in New Hampshire, assets vs. participants Scatter plot of 6 data points. 050001000015000 0200400600 Total assets ($M) Participants Irving USA Employees 401(k) Plan, Total assets ($M): 72.157634 · Participants: 691Irving USA Employees 401(k) PlanC&s and Affiliates 401(k) Savings Plan (a), Total assets ($M): 574.6136 · Participants: 12135C&s and Affiliates 401(k) Savings Plan (a)Ams Osram Savings Plan, Total assets ($M): 461.503498 · Participants: 977Ams Osram Savings PlanAlbany International Corp. Prosperity Plus Savings Plan, Total assets ($M): 447.510354 · Participants: 1784Albany International Corp. Prosperity Plus Savings PlanConnection Employee 401(k) and Profit Sharing Plan, Total assets ($M): 378.181216 · Participants: 2702Connection Employee 401(k) and Profit Sharing PlanCoca Cola Beverages Northeast, Inc. Incentive Savings Plan, Total assets ($M): 362.577523 · Participants: 2708Coca Cola Beverages Northeast, Inc. Incentive Savings Plan
Irving USA Employees 401(k) Plan vs. nearby 401(k) plans in New Hampshire, assets vs. participants
Compare Irving USA Employees 401(k) Plan side-by-side with 3 peers →

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

Outside New Hampshire, the nearest 401(k) by assets is Sun Communities, Inc. 401(k) Plan in MI ($72M); by covered participants it is Inalfa Roof Systems, Inc. Union 401(k) Plan in MI (691 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (691 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 Irving USA Employees 401(k) Plan assets move in 2023? ▼
Irving USA Employees 401(k) Plan grew sharply - up 17.8% during 2023, from $61M to $72M. Reported net income was $11M.
How have Irving Oil Terminals Inc. plan assets changed over time? ▼
Across 2 plan years on file (2023-2024), Irving Oil Terminals Inc.'s sponsor-wide assets grew 12.3%, from $72M to $81M.
Where does Irving USA Employees 401(k) Plan rank by assets among Form 5500 filers? ▼
Irving USA Employees 401(k) Plan ranks in the 89th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to Irving USA Employees 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Sun Communities, Inc. 401(k) Plan in MI ($72M, 3,129 participants).
Which 401(k) plans cover a similar participant headcount to Irving USA Employees 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Inalfa Roof Systems, Inc. Union 401(k) Plan in MI (691 participants, $13M 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 043430664.

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.