401(k) · DOL Form 5500 · 2023

Ifs Acquisition LLC 401(k) Plan

Data updated 2026-08-25

$6M
Total assets Small plan by assets: 208
Participants Below avg headcount: 49th
Percentile by assets National rank: $30,757
Avg per participant Low balance/head

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Official DOL plan name: Individual Foodservice Union Retirement Plan · Sponsored by Ifs Acquisition LLC · California · Wholesale Trade

$6M in assets, 208 participants

Ifs Acquisition LLC's Individual Foodservice Union Retirement Plan reported $6M in total assets and 208 participants in its 2023 DOL Form 5500 filing, ranking in the 49th 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.

#2,435 in Wholesale Trade (6,309 peers)

Coverage in California

Individual Foodservice Union Retirement Plan covers 208 participants in California, about 33% of the average California filer (state average ~630 per filing). Assets: $6M.

#2,435
in Wholesale Trade (6,309 peers): +13.5%
assets growth YoY

Individual Foodservice Union Retirement Plan's mid-pack asset rank among Wholesale Trade and all filers

Individual Foodservice Union Retirement Plan vs every filed plan by assets

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

$6,397,380 49th percentile higher than 49% 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

Individual Foodservice Union 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. Individual Foodservice Union Retirement Plan sits mid-pack in the medium band (208 participants).

Micro (1-10) 35,718 filings (27%) Small (11-100) 27,089 filings (21%) Medium (101-1,000) 55,445 filings (43%) Large (1,001-10,000) 10,273 filings (8%) Mega (10,000+) 1,374 filings (1%)

Published 5500 schedule card

Filing strip 830830569 · Ifs Acquisition LLC PY 2023 · 401(k)

Individual Foodservice Union Retirement Plan · $6M · 208 · 49th

NET $6M
NET 208
NET 49th
NET 401(k)
NET near Aquiline Management Holdings LP 401(k) Retirement Plan
NET ind #2435

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 Wholesale Trade retirement plans → · Plans in California →

End-of-year total assets ($M) among Individual Foodservice Union Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

California filing particulars

Total Assets (Beginning of Year)	$6M
Net Assets (End of Year)	$6M
Net Income	$761K
Employer EIN	830830569
Plan Effective Date	1995-03-01
Filing Status	FILING RECEIVED

Sponsor Plan History (Ifs Acquisition LLC)

Latest sponsor-wide plan assets: $25M 13.110397245066462% vs 2023; 2024 filing year

Year	Plans	Participants	Total Assets
2023	2	534	$22M
2024	2	384	$25M

Nearby 401(k) Plans in California

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

Individual Foodservice Union Retirement Plan vs. nearby 401(k) plans in California, assets vs. participants

Wells Fargo & Company 401(k) Plan $51.8B · 193,919
Google LLC 401(k) Savings Plan $39.0B · 122,867
Oracle Corporation 401(k) Savings and Investment Plan $26.3B · 63,105
Intel 401(k) Savings Plan $22.2B · 59,863
Apple 401(k) Plan $19.8B · 106,111

Compare Individual Foodservice Union Retirement Plan side-by-side with 3 peers →

Individual Foodservice Union Retirement Plan's out-of-state 401(k) peers by assets and headcount

Outside California, the nearest 401(k) by assets is Aquiline Management Holdings LP 401(k) Retirement Plan in NY ($6M); by covered participants it is Dippin' Dots, LLC 401(k) Profit Sharing Plan in KY (208 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($6M here).

Aquiline Management Holdings LP 401(k) Retirement Plan (NY) $6M · 69
Payrolling Partners, Inc. 401(k) Plan (NJ) $6M · 192
Financial Designs, Inc. 401(k) Profit Sharing Plan and Trust (MI) $6M · 162
Api Employee Savings Plan (IL) $6M · 19

Similar participant headcount

Nearest other-state filings by covered participants (208 participants); asset peers above are excluded.

Dippin' Dots, LLC 401(k) Profit Sharing Plan (KY) 208 · 0 off
H & H 401(k) Plan (AL) 208 · 0 off
Delta Systems, Inc. 401(k) Plan (OH) 208 · 0 off
Bank of the Pacific 401(k) Plan (WA) 208 · 0 off

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 Individual Foodservice Union Retirement Plan assets move in 2023? ▼

Individual Foodservice Union Retirement Plan grew at a solid clip - up 13.5% during 2023, from $6M to $6M. Reported net income was $761K.

How have Ifs Acquisition LLC plan assets changed over time? ▼

Across 2 plan years on file (2023-2024), Ifs Acquisition LLC's sponsor-wide assets grew 13.1%, from $22M to $25M.

Which 401(k) plans are similar in size to Individual Foodservice Union Retirement Plan? ▼

Among 401(k) plans in other states, the closest by assets is Aquiline Management Holdings LP 401(k) Retirement Plan in NY ($6M, 69 participants).

Which 401(k) plans cover a similar participant headcount to Individual Foodservice Union Retirement Plan? ▼

Among 401(k) plans in other states, the closest by covered participants is Dippin' Dots, LLC 401(k) Profit Sharing Plan in KY (208 participants, N/A 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 830830569.