401(k) · DOL Form 5500 · 2023

Instrument Transformers, LLC 401(k) Plan

Data updated 2026-08-25

$26M
Total assets Below avg plan size
577
Participants Below avg headcount
77th
Percentile by assets National rank
$44,577
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Iti 401(k) Plan · Sponsored by Instrument Transformers, LLC · Florida · Manufacturing

$26M in assets, 577 participants

Instrument Transformers, LLC's Iti 401(k) Plan reported $26M in total assets and 577 participants in its 2023 DOL Form 5500 filing, ranking in the 77th 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.

  • #12,741 in Manufacturing (18,722 peers)

Where Iti 401(k) Plan sits by assets

Iti 401(k) Plan sits in the top quartile of all filed plans by assets, $26M for 577 participants (~$44,577/participant), up 23.0% in 2023.

#12,741
in Manufacturing (18,722 peers)
+23.0%
assets growth YoY
0.3×
vs typical plan assets (national mean)

Iti 401(k) Plan's outsized position by total assets

Iti 401(k) Plan vs every filed plan by assets

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

$25,720,898 Top 23% higher than 77% 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

Iti 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. Iti 401(k) Plan sits mid-pack in the medium band (577 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Iti 401(k) Plan reported net income rose from -$4M in the plan year 2022 filing to $5M in the plan year 2023 filing.
  • Iti 401(k) Plan end-of-year assets rose from $21M in the plan year 2022 filing to $26M in the plan year 2023 filing.
  • Iti 401(k) Plan reported participants rose from 563 in the plan year 2022 filing to 577 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 591582077 · Instrument Transformers, LLC PY 2023 · 401(k)

Iti 401(k) Plan · $26M · 577 · 77th

  • BOY $26M
  • SCH 577
  • EBSA 77th
  • PART 401(k)
  • TYPE near Rusken Packaging, Inc. 401(k) Plan
  • NET ind #12741

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 Florida →

Iti 401(k) Plan in the asset neighbourhood

Iti 401(k) Plan$26MRusken Packaging, Inc. 401(k) PlanRusken Packaging, Inc. 401(k…$26ML & J Technologies 401(k) Profit Sharing Plan and TrustL & J Technologies 401(k) Pr…$26MApr Supply Co. 401(k) Plan$26MResin Solutions, LLC Employee Savings PlanResin Solutions, LLC Employe…$26M
End-of-year total assets ($M) among Iti 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$21M
Net Assets (End of Year)$26M
Net Income$5M
Employer EIN591582077
Plan Effective Date1993-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Instrument Transformers, LLC)

Sponsor-wide plan assets over time

All Instrument Transformers, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$29M 38.17255659592376% vs 2022
2024 filing year
$20M$25M$30M 202220232024 $20.9M $28.9M ▲ +38.2%
Year Plans Participants Total Assets
2022 1 563 $21M
2023 1 577 $26M
2024 1 563 $29M

Nearby 401(k) Plans in Florida

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

Iti 401(k) Plan vs. nearby 401(k) plans in Florida, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000400000 -505101520 Total assets ($B) Participants Iti 401(k) Plan, Total assets ($B): 0.025720898 · Participants: 577Iti 401(k) PlanL3harris Retirement Savings Plan, Total assets ($B): 15.384363901 · Participants: 40665L3harris Retirement Savings PlanSavings Plan for Employees and Partners of Pwc, Total assets ($B): 11.333196569 · Participants: 50817Savings Plan for Employees and Partners of PwcAdp Totalsource Retirement Savings Plan, Total assets ($B): 8.025816173 · Participants: 308867Adp Totalsource Retirement Savings PlanTrinet 401(k) Plan, Total assets ($B): 7.029692551 · Participants: 157945Trinet 401(k) PlanPublix Super Markets, Inc. 401(k) Smart Plan, Total assets ($B): 6.572590596 · Participants: 184674Publix Super Markets, Inc. 401(k) Smart Plan
Iti 401(k) Plan vs. nearby 401(k) plans in Florida, assets vs. participants

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

Outside Florida, the nearest 401(k) by assets is Rusken Packaging, Inc. 401(k) Plan in AL ($26M); by covered participants it is Breg, Inc. 401(k) Plan in CA (577 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($26M here).

Similar participant headcount

Nearest other-state filings by covered participants (577 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 Iti 401(k) Plan assets move in 2023?
Iti 401(k) Plan grew sharply - up 23.0% during 2023, from $21M to $26M. Reported net income was $5M.
How have Instrument Transformers, LLC plan assets changed over time?
Across 3 plan years on file (2022-2024), Instrument Transformers, LLC's sponsor-wide assets grew 38.2%, from $21M to $29M.
Where does Iti 401(k) Plan rank by assets among Form 5500 filers?
Iti 401(k) Plan ranks in the 77th 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 Iti 401(k) Plan?
Among 401(k) plans in other states, the closest by assets is Rusken Packaging, Inc. 401(k) Plan in AL ($26M, 648 participants).
Which 401(k) plans cover a similar participant headcount to Iti 401(k) Plan?
Among 401(k) plans in other states, the closest by covered participants is Breg, Inc. 401(k) Plan in CA (577 participants, $37M in assets).