401(k) · DOL Form 5500 · 2023
Ita Group, Inc 401(k) Plan
Data updated 2026-08-25
- $102M
- Total assets Near avg plan size
- 930
- Participants Near avg headcount
- 91st
- Percentile by assets National rank
- $109,997
- Avg per participant Below avg balance/head
Official DOL plan name: Ita Group, Inc. 401(k) Savings and Retirement Plan · Sponsored by Ita Group, Inc · Iowa · Professional & Technical Services
$102M in assets, 930 participants
Ita Group, Inc's Ita Group, Inc. 401(k) Savings and Retirement Plan reported $102M in total assets and 930 participants in its 2023 DOL Form 5500 filing, ranking in the 91st 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.
- #18,812 in Professional & Technical Services (20,321 peers)
Where Ita Group, Inc. 401(k) Savings and Retirement Plan sits by assets
Ita Group, Inc. 401(k) Savings and Retirement Plan sits in the top 10% of all filed plans by assets, $102M for 930 participants (~$109,997/participant), up 29.0% in 2023.
- #18,812
- in Professional & Technical Services (20,321 peers)
- +29.0%
- assets growth YoY
- 1.0×
- vs typical plan assets (national mean)
Ita Group, Inc. 401(k) Savings and Retirement Plan's outsized position by total assets
Ita Group, Inc. 401(k) Savings and Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$102,297,217 Top 9% higher than 91% 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
Ita Group, Inc. 401(k) Savings and Retirement 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. Ita Group, Inc. 401(k) Savings and Retirement Plan sits mid-pack in the medium band (930 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Ita Group, Inc. 401(k) Savings and Retirement Plan reported net income rose from -$14M in the plan year 2022 filing to $23M in the plan year 2023 filing.
- Ita Group, Inc. 401(k) Savings and Retirement Plan end-of-year assets rose from $79M in the plan year 2022 filing to $102M in the plan year 2023 filing.
- Ita Group, Inc. 401(k) Savings and Retirement Plan reported participants rose from 784 in the plan year 2022 filing to 930 in the plan year 2023 filing.
Plan-year Form 5500 strip
Filing strip 420870370 · Ita Group, Inc PY 2023 · 401(k)
Ita Group, Inc. 401(k) Savings and Retirement Plan · $102M · 930 · 91st
- ASSETS $102M
- ASSETS 930
- ASSETS 91st
- ASSETS 401(k)
- ASSETS near Integrated Power Services Retirement Savings Plan
- ASSETS ind #18812
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 Iowa →
Ita Group, Inc. 401(k) Savings and Retirement Plan in the asset neighbourhood
Scale-class filing particulars (2023)
| Total Assets (Beginning of Year) | $79M |
|---|---|
| Net Assets (End of Year) | $102M |
| Net Income | $23M |
| Employer EIN | 420870370 |
| Plan Effective Date | 1966-04-28 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Ita Group, Inc)
Sponsor-wide plan assets over time
All Ita Group, Inc plans reported in each filing year
- Latest sponsor-wide plan assets
- $124M 56.563938207608764% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 784 | $79M |
| 2023 | 1 | 930 | $102M |
| 2024 | 1 | 1,042 | $124M |
Nearby 401(k) Plans in Iowa
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- The Principal Select Savings Plan $4.1B · 12,827
- Iowa Health System Section 401(k) Retirement Savings Plan $3.0B · 28,959
- The Hy-Vee and Affiliates 401(k) Plan $2.9B · 56,181
- The Rsm US LLP Retirement Plan $2.9B · 14,720
- Transamerica 401(k) Retirement Savings Plan $2.4B · 6,999
Ita Group, Inc. 401(k) Savings and Retirement Plan's out-of-state 401(k) peers by assets and headcount
Outside Iowa, the nearest 401(k) by assets is Integrated Power Services Retirement Savings Plan in SC ($102M); by covered participants it is Frank Liquor Company, Inc. 401(k) Plan in WI (930 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($102M here).
- Integrated Power Services Retirement Savings Plan (SC) $102M · 1,168
- Superior Industries, Inc. 401(k) Retirement Plan (MN) $102M · 1,219
- The Chronicle of Higher Education Profit Sharing Plan (DC) $102M · 172
- Vessco, Inc. Retirement Plan (MN) $102M · 674
Similar participant headcount
Nearest other-state filings by covered participants (930 participants); asset peers above are excluded.
- Frank Liquor Company, Inc. 401(k) Plan (WI) 930 · 0 off
- Kaufman Trailers 401(k) Plan (NC) 930 · 0 off
- Omaha Truck Center, Inc. 401(k) Retirement Plan (NE) 930 · 0 off
- Sante Health System Retirement Plan (CA) 930 · 0 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.