401(k) · DOL Form 5500 · 2023

Itg Brands, LLC 401(k) Plan

Data updated 2026-08-25

$368M
Total assets Above avg plan size
1,461
Participants Near avg headcount
97th
Percentile by assets National rank
$251,916
Avg per participant Above avg balance/head
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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.

  • #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.

#17,733
in Manufacturing (18,722 peers)
+9.7%
assets growth YoY
3.7×
vs typical plan assets (national mean)

Itg Holdings USA, Inc. Employee Savings & Retirement Plan's outsized position 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

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

Itg Holdings USA, Inc. Employee Savings & Retirement Plan's large-plan peer group by participant headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Itg Holdings USA, Inc. Employee Savings & Retirement Plan lands in the large band (1,461 participants).

What changed between DOL Form 5500 filings

plan year 2022 → 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 →

EBSA filing schedule strip

Filing strip 942994213 · Itg Brands, LLC PY 2023 · 401(k)

Itg Holdings USA, Inc. Employee Savings & Retirement Plan · $368M · 1,461 · 97th

  • VS-ST $368M
  • VS-ST 1,461
  • VS-ST 97th
  • VS-ST 401(k)
  • VS-ST near Sika Corporation 401(k) Savings Plan
  • VS-ST ind #17733

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 North Carolina →

Itg Holdings USA, Inc. Employee Savings & Retirement Plan in the asset neighbourhood

Adtran, Inc. 401(k) Retirement PlanAdtran, Inc. 401(k) Retireme…$369MSika Corporation 401(k) Savings PlanSika Corporation 401(k) Savi…$368MSix3 Advanced Systems Profit Sharing PlanSix3 Advanced Systems Profit…$368MItg Holdings USA, Inc. Employee Savings & Retirement PlanItg Holdings USA, Inc. Emplo…$368MWieland North America, Inc. Retirement Savings PlanWieland North America, Inc. …$368M
End-of-year total assets ($M) among Itg Holdings USA, Inc. Employee Savings & Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$335M
Net Assets (End of Year)$368M
Net Income$33M
Employer EIN942994213
Plan Effective Date2015-06-15
Filing StatusFILING RECEIVED

Sponsor Plan History (Itg Brands, LLC)

Sponsor-wide plan assets over time

All Itg Brands, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$826M 5.586559164732527% vs 2022
2024 filing year
$800M$850M$900M$950M 202220232024 $875M $826M ▼ -5.6%
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 Scatter plot of 6 data points. -50000050000100000150000200000 -200204060 Total assets ($B) Participants Itg Holdings USA, Inc. Employee Savings & Retirement Plan, Total assets ($B): 0.368049022 · Participants: 1461Itg Holdings USA, Inc. Employee Savings & Retirement PlanThe Bank of America 401(k) Plan, Total assets ($B): 54.848846192 · Participants: 173899The Bank of America 401(k) PlanHoneywell 401(k) Plan, Total assets ($B): 15.388124058 · Participants: 40004Honeywell 401(k) PlanDuke Energy Retirement Savings Plan, Total assets ($B): 10.354065 · Participants: 28121Duke Energy Retirement Savings PlanTruist Financial Corporation 401(k) Savings Plan, Total assets ($B): 10.120701726 · Participants: 55480Truist Financial Corporation 401(k) Savings PlanNucor Corporation Profit Sharing and Retirement Savings Plan, Total assets ($B): 8.510660989 · Participants: 24174Nucor Corporation Profit Sharing and Retirement Savings Plan
Itg Holdings USA, Inc. Employee Savings & Retirement Plan vs. nearby 401(k) plans in North Carolina, assets vs. participants
Compare Itg Holdings USA, Inc. Employee Savings & Retirement Plan side-by-side with 3 peers →

Itg Holdings USA, Inc. Employee Savings & Retirement Plan's out-of-state 401(k) peers by assets and headcount

Outside North Carolina, the nearest 401(k) by assets is Sika Corporation 401(k) Savings Plan in NJ ($368M); by covered participants it is The North West Company (International), Inc. Employee Savings Plan in AK (1,461 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($368M here).

Similar participant headcount

Nearest other-state filings by covered participants (1,461 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 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).
Which 401(k) plans cover a similar participant headcount to Itg Holdings USA, Inc. Employee Savings & Retirement Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is The North West Company (International), Inc. Employee Savings Plan in AK (1,461 participants, $25M 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 942994213.

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.