401(k) · DOL Form 5500 · 2024

Itm Partners, Ltd. 401(k) Plan

Data updated 2026-08-25

$3M
Total assets Small plan by assets: 30
Participants Small participant base: 33rd
Percentile by assets National rank: $95,387
Avg per participant Below avg balance/head

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Official DOL plan name: Itm 401(k) Plan · Sponsored by Itm Partners, Ltd. · Texas · Manufacturing

$3M in assets, 30 participants

Itm Partners, Ltd.'s Itm 401(k) Plan reported $3M in total assets and 30 participants in its 2024 DOL Form 5500 filing, ranking in the 33rd 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.

#3,059 in Manufacturing (17,777 peers)

Itm Partners, Ltd. multi-year trail

Itm Partners, Ltd.'s plans moved +16.7% in assets from 2022 to 2024; this filing shows Itm 401(k) Plan at $3M / 30 participants.

#3,059
in Manufacturing (17,777 peers): -6.4%
assets change YoY

The plan reported a net loss of $196K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Itm 401(k) Plan among the smaller filed plans by assets

Itm 401(k) Plan vs every filed plan by assets

End-of-year total assets · plan year 2024 · DOL Form 5500

$2,861,608 33rd percentile higher than 33% of 123,620 filed plans

Dashed line + filled bar = this entry, among filed plans.

Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2024

Itm 401(k) Plan among smaller filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Itm 401(k) Plan is a small filing (30 participants) on this national headcount ladder.

Micro (1-10) 33,766 filings (27%) Small (11-100) 26,107 filings (21%) Medium (101-1,000) 54,251 filings (43%) Large (1,001-10,000) 10,349 filings (8%) Mega (10,000+) 1,399 filings (1%)

Itm 401(k) Plan reported net income fell from $606K in the plan year 2023 filing to -$196K in the plan year 2024 filing.
Itm 401(k) Plan reported participants rose from 28 in the plan year 2023 filing to 30 in the plan year 2024 filing.
Itm 401(k) Plan end-of-year assets fell from $3M in the plan year 2023 filing to $3M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Plan-year Form 5500 strip

Filing strip 743018191 · Itm Partners, Ltd. PY 2024 · 401(k)

Itm 401(k) Plan · $3M · 30 · 33rd

NET $3M
BOOK 30
VS-ST 33rd
BOY 401(k)
SCH near Doculabs 401(k) Retirement Savings Plan
EBSA ind #3059

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 Texas →

End-of-year total assets ($M) among Itm 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Itm Partners, Ltd. multi-year asset trail

Latest sponsor-wide plan assets: $3M 16.71871870810327% vs 2022; 2024 filing year

Year	Plans	Participants	Total Assets
2022	1	29	$2M
2023	1	28	$3M
2024	1	30	$3M

Itm Partners, Ltd. filing trail (2024)

Total Assets (Beginning of Year)	$3M
Net Assets (End of Year)	$3M
Net Income	-$196K
Employer EIN	743018191
Plan Effective Date	2002-03-01
Filing Status	FILING RECEIVED

Nearby 401(k) Plans in Texas

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

Itm 401(k) Plan vs. nearby 401(k) plans in Texas, assets vs. participants

AT&T Retirement Savings Plan $43.1B · 109,889
Exxonmobil Savings Plan $23.7B · 21,990
Chevron Employee Savings Investment Plan $20.4B · 21,505
Caterpillar 401(k) Savings Plan $18.8B · 43,873
Southwest Airlines Co. Retirement Savings Plan $17.0B · 67,820

Compare Itm 401(k) Plan side-by-side with 3 peers →

Itm 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Texas, the nearest 401(k) by assets is Doculabs 401(k) Retirement Savings Plan in IL ($3M); by covered participants it is Incentive Retirement Plan for the Employees of Laaco, Ltd., a California Limited Partnership in CA (30 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($3M here).

Doculabs 401(k) Retirement Savings Plan (IL) $3M · 7
Behavioral Framework, LLC 401(k) Plan (MD) $3M · 251
Allergy Asthma Care Center Inc. 401(k) Profit Sharing Plan (CA) $3M · 14
Hr-One Consulting, Inc. 401(k) Plan (NY) $3M · 22

Similar participant headcount

Nearest other-state filings by covered participants (30 participants); asset peers above are excluded.

Incentive Retirement Plan for the Employees of Laaco, Ltd., a California Limited Partnership (CA) 30 · 0 off
Optimum Information Services I 401(k) Profit Sharing Plan & Trust (VA) 30 · 0 off
Jessup & Associates, Inc. Safe Harbor 401(k) Plan (TN) 30 · 0 off
Doty Pruett Wilson, PC 401(k) Profit Sharing Plan (OR) 30 · 0 off

DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Itm 401(k) Plan assets move in 2024? ▼

Itm 401(k) Plan pulled back noticeably - down 6.4% during 2024, from $3M to $3M. Reported net income was -$196K.

How have Itm Partners, Ltd. plan assets changed over time? ▼

Across 3 plan years on file (2022-2024), Itm Partners, Ltd.'s sponsor-wide assets grew 16.7%, from $2M to $3M.

Which 401(k) plans are similar in size to Itm 401(k) Plan? ▼

Among 401(k) plans in other states, the closest by assets is Doculabs 401(k) Retirement Savings Plan in IL ($3M, 7 participants).

Which 401(k) plans cover a similar participant headcount to Itm 401(k) Plan? ▼

Among 401(k) plans in other states, the closest by covered participants is Incentive Retirement Plan for the Employees of Laaco, Ltd., a California Limited Partnership in CA (30 participants, N/A in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2024.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 743018191.