401(k) · DOL Form 5500 · 2023

Itg Brands, LLC 401(k) Plan

Data updated 2026-08-11

$368M
Total assets: 1,461
Participants: 97th
Percentile by assets: $251,916
Avg per participant

Official DOL plan name: Itg Holdings USA, Inc. Employee Savings & Retirement Plan · Sponsored by Itg Brands, LLC · North Carolina · Manufacturing

$368M in assets, 1,461 participants

Itg Brands, LLC's Itg Holdings USA, Inc. Employee Savings & Retirement Plan reported $368M in total assets and 1,461 participants in its 2023 DOL Form 5500 filing, ranking in the 97th 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.

97th percentile by assets (of 127,072 plans)
#17,733 in Manufacturing (18,722 peers)

Where Itg Holdings USA, Inc. Employee Savings & Retirement Plan sits by assets

Itg Holdings USA, Inc. Employee Savings & Retirement Plan sits in the top 5% of all filed plans by assets, $368M for 1,461 participants (~$251,916/participant), up 9.7% in 2023.

$368M
total plan assets (2023 EOY): 1,461
covered participants: 97th
percentile by assets (of 127,072 plans): $251,916
avg assets per participant

Where Itg Holdings USA, Inc. Employee Savings & Retirement Plan sits by total assets

Itg Holdings USA, Inc. Employee Savings & Retirement Plan vs every filed plan by assets

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

$368,049,022 Top 3% higher than 97% 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

Itg Holdings USA, Inc. Employee Savings & Retirement Plan reported net income rose from -$65M in the plan year 2022 filing to $33M in the plan year 2023 filing.
Itg Holdings USA, Inc. Employee Savings & Retirement Plan reported participants fell from 1,884 in the plan year 2022 filing to 1,461 in the plan year 2023 filing.
Itg Holdings USA, Inc. Employee Savings & Retirement Plan end-of-year assets rose from $335M in the plan year 2022 filing to $368M in the plan year 2023 filing.

See the national 2022→2023 release diff →

State

North Carolina

Industry

Manufacturing

Itg Holdings USA, Inc. Employee Savings & Retirement Plan vs the 2023 asset distribution

By assets, Itg Holdings USA, Inc. Employee Savings & Retirement Plan outranks 97% of the 127,072 plans that filed a Form 5500 for the 2023 plan year, and holds roughly 3.7x the national average plan size of $100M (721 average participants).

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)	$335M
Net Assets (End of Year)	$368M
Net Income	$33M
Employer EIN	942994213
Plan Effective Date	2015-06-15
Filing Status	FILING RECEIVED

Sponsor Plan History (Itg Brands, LLC)

Total plan assets by year, all Itg Brands, LLC plans on file

Year	Plans	Participants	Total Assets
2022	3	2,526	$875M
2023	3	2,061	$907M
2024	3	2,072	$826M

Nearby 401(k) Plans in North Carolina

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

Itg Holdings USA, Inc. Employee Savings & Retirement Plan vs. nearby 401(k) plans in North Carolina, assets vs. participants

The Bank of America 401(k) Plan $54.8B · 173,899
Honeywell 401(k) Plan $15.4B · 40,004
Duke Energy Retirement Savings Plan $10.4B · 28,121
Truist Financial Corporation 401(k) Savings Plan $10.1B · 55,480
Nucor Corporation Profit Sharing and Retirement Savings Plan $8.5B · 24,174

Compare Itg Holdings USA, Inc. Employee Savings … side-by-side with 3 peers →

Similar-Sized 401(k) Plans Nationally

401(k) plans in other states closest to Itg Holdings USA, Inc. Employee Savings & Retirement Plan by total assets, not by location.

Sika Corporation 401(k) Savings Plan (NJ) $368M · 2,357
Six3 Advanced Systems Profit Sharing Plan (VA) $368M · 1,420
Wieland North America, Inc. Retirement Savings Plan (KY) $368M · 2,725
Adtran, Inc. 401(k) Retirement Plan (AL) $369M · 1,043

Frequently Asked Questions

How did Itg Holdings USA, Inc. Employee Savings & Retirement Plan assets move in 2023? ▼

Itg Holdings USA, Inc. Employee Savings & Retirement Plan grew at a solid clip - up 9.7% during 2023, from $335M to $368M. Reported net income was $33M.

How have Itg Brands, LLC plan assets changed over time? ▼

Across 3 plan years on file (2022-2024), Itg Brands, LLC's sponsor-wide assets declined 5.6%, from $875M to $826M.

Where does Itg Holdings USA, Inc. Employee Savings & Retirement Plan rank by assets among Form 5500 filers? ▼

Itg Holdings USA, Inc. Employee Savings & Retirement Plan ranks in the 97th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top 5% of all filed plans by assets).

Which 401(k) plans are similar in size to Itg Holdings USA, Inc. Employee Savings & Retirement Plan? ▼

Among 401(k) plans in other states, the closest by assets is Sika Corporation 401(k) Savings Plan in NJ ($368M, 2,357 participants).

Next read for Itg Holdings USA, Inc. Employee Savings …

Scale reading

Ways to act on Itg Holdings USA, Inc. Employee Savings & Retirement Plan's numbers.

By total assets, Itg Holdings USA, Inc. Employee Savings & Retirement Plan ranks in the top 5% of all filed plans by assets. See the largest plans
Compare it side-by-side against 3 similar 401(k) plans in North Carolina. Compare plans
Itg Brands, LLC's sponsor-wide assets have declined 5.6% since 2022 across 3 plan years on file. More Manufacturing plans

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 942994213.