Other
2023 plan-year Other DOL Form 5500

ITG BRANDS, LLC RETIREMENT ALLOWANCE PLAN FOR HOURLY RATED AND/OR PIECEWORK EMPLOYEES

ERISA Form 5500 plan record drawn from DOL EBSA — verify with linked source filings below.

ITG BRANDS, LLC

This Other plan holds $437M in total assets and serves 317 participants as of 2023. It is sponsored by ITG BRANDS, LLC in North Carolina. The plan reported a net loss of $1M for the year.

Total Assets (2023)
$437M
Participants
317
Industry
Manufacturing

What the Filing Says About ITG BRANDS, LLC RETIREMENT ALLOWANCE PLAN FOR HOURLY RATED AND/OR PIECEWORK EMPLOYEES

ITG BRANDS, LLC RETIREMENT ALLOWANCE PLAN FOR HOURLY RATED AND/OR PIECEWORK EMPLOYEES is a Other retirement plan sponsored by ITG BRANDS, LLC, headquartered in North Carolina. As of the 2023 Form 5500 filing, the plan reports $437M in total end-of-year assets and covers 317 participants across the Manufacturing industry. The sponsor's EIN on file with the U.S. Department of Labor is 942994213, and the plan has been effective since 1952-11-01. Its filing status is currently FILING RECEIVED.

Year over year, total assets moved from $445M at the beginning of 2023 to $437M at year-end — a decline of 1.8%. Net assets (after liabilities) closed the year at $437M, with reported net income of $-1,480,720 driven by investment returns, contributions received, and benefit payments during the period. These figures reflect what the plan administrator certified on Schedule H or Schedule I of the Form 5500 annual return and can be compared against 2 prior plan-year filings from the same sponsor shown below.

Asset totals and participant counts reflect a single plan year snapshot and can change materially with market conditions, plan mergers, or workforce changes. Fields such as "net income" include both realized investment performance and contribution/distribution flows — a single-year figure does not by itself indicate plan health or participant outcomes. This page summarizes public DOL disclosures for research and educational purposes only and is not retirement, tax, legal, or financial advice. Before making decisions about your own retirement benefits or evaluating an employer's plan, verify the underlying filing directly via the DOL EFAST2 system and consult a qualified professional.

Financial Summary (2023)

Total Assets (Beginning of Year)$445M
Total Assets (End of Year)$437M
Net Assets (End of Year)$437M
Net Income$-1,480,720
Plan TypeOther
Employer EIN942994213
Plan Effective Date1952-11-01
Filing StatusFILING RECEIVED

Sponsor Plan History (ITG BRANDS, LLC)

Year Plans Participants Total Assets
2022 3 2,526 $875M
2023 3 2,061 $907M
2024 2 1,785 $729M

Nearby Other Plans in North Carolina

Peer Other plans — same state, same plan type — ranked by total assets.

Frequently Asked Questions

How much money is in the ITG BRANDS, LLC RETIREMENT ALLOWANCE PLAN FOR HOURLY RATED AND/OR PIECEWORK EMPLOYEES?
As of the 2023 Form 5500 filing, ITG BRANDS, LLC RETIREMENT ALLOWANCE PLAN FOR HOURLY RATED AND/OR PIECEWORK EMPLOYEES holds $437M in total assets with 317 participants. It is sponsored by ITG BRANDS, LLC.
What type of plan is ITG BRANDS, LLC RETIREMENT ALLOWANCE PLAN FOR HOURLY RATED AND/OR PIECEWORK EMPLOYEES?
ITG BRANDS, LLC RETIREMENT ALLOWANCE PLAN FOR HOURLY RATED AND/OR PIECEWORK EMPLOYEES is a Other plan. It has been effective since 1952-11-01. The plan is filed with the U.S. Department of Labor under EIN 942994213.
Who sponsors the ITG BRANDS, LLC RETIREMENT ALLOWANCE PLAN FOR HOURLY RATED AND/OR PIECEWORK EMPLOYEES?
ITG BRANDS, LLC RETIREMENT ALLOWANCE PLAN FOR HOURLY RATED AND/OR PIECEWORK EMPLOYEES is sponsored by ITG BRANDS, LLC, located in North Carolina. The sponsor's EIN is 942994213 and the plan operates in the Manufacturing industry.
How did ITG BRANDS, LLC RETIREMENT ALLOWANCE PLAN FOR HOURLY RATED AND/OR PIECEWORK EMPLOYEES perform in 2023?
ITG BRANDS, LLC RETIREMENT ALLOWANCE PLAN FOR HOURLY RATED AND/OR PIECEWORK EMPLOYEES declined by 1.8% during 2023, moving from $445M to $437M in total assets. Net income was $-1,480,720.
Where can I find official filings for ITG BRANDS, LLC RETIREMENT ALLOWANCE PLAN FOR HOURLY RATED AND/OR PIECEWORK EMPLOYEES?
Official Form 5500 filings for ITG BRANDS, LLC RETIREMENT ALLOWANCE PLAN FOR HOURLY RATED AND/OR PIECEWORK EMPLOYEES are available through the U.S. Department of Labor's EFAST2 system. Search by EIN 942994213 or plan name at efast.dol.gov.
How does ITG BRANDS, LLC RETIREMENT ALLOWANCE PLAN FOR HOURLY RATED AND/OR PIECEWORK EMPLOYEES compare to other plans?
You can compare ITG BRANDS, LLC RETIREMENT ALLOWANCE PLAN FOR HOURLY RATED AND/OR PIECEWORK EMPLOYEES against other Other plans on the plan type page, or view plans in North Carolina on the state page. PlainRetire tracks the 5,000 largest retirement plans in the U.S. by total assets.

Explore PlainRetire

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.

Reference: IRS Publication 560 — Retirement Plans for Small Business, contribution-limit rules.

Reference: IRS Publication 590-B — Distributions from IRAs, RMD rules under SECURE Act 2.0.

Data sourced from official public datasets. See our methodology for details.