401(k) · DOL Form 5500 · 2024
It Keysource Inc 401(k) Plan
Data updated 2026-08-25
- $888K
- Total assets Small plan by assets
- 69
- Participants Small participant base
- 22nd
- Percentile by assets National rank
- $12,873
- Avg per participant Low balance/head
Official DOL plan name: It Keysource Inc 401(k) Profit Sharing Plan & Trust · Sponsored by It Keysource Inc · North Carolina · Professional & Technical Services
$888K in assets, 69 participants
It Keysource Inc's It Keysource Inc 401(k) Profit Sharing Plan & Trust reported $888K in total assets and 69 participants in its 2024 DOL Form 5500 filing, ranking in the 22nd 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.
- #3,469 in Professional & Technical Services (20,173 peers)
2024 asset change
It Keysource Inc 401(k) Profit Sharing Plan & Trust pulled back noticeably 8.3% in 2024 ($969K → $888K) for 69 participants.
- #3,469
- in Professional & Technical Services (20,173 peers)
- -8.3%
- assets change YoY
The plan reported a net loss of $81K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
It Keysource Inc 401(k) Profit Sharing Plan & Trust among the smaller filed plans by assets
It Keysource Inc 401(k) Profit Sharing Plan & Trust vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$888,229 22nd percentile higher than 22% 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
It Keysource Inc 401(k) Profit Sharing Plan & Trust among smaller filed plans by headcount
Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. It Keysource Inc 401(k) Profit Sharing Plan & Trust is a small filing (69 participants) on this national headcount ladder.
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- It Keysource Inc 401(k) Profit Sharing Plan & Trust reported net income fell from $162K in the plan year 2023 filing to -$81K in the plan year 2024 filing.
- It Keysource Inc 401(k) Profit Sharing Plan & Trust reported participants fell from 80 in the plan year 2023 filing to 69 in the plan year 2024 filing.
- It Keysource Inc 401(k) Profit Sharing Plan & Trust end-of-year assets fell from $969K in the plan year 2023 filing to $888K in the plan year 2024 filing.
EBSA filing schedule strip
Filing strip 271054892 · It Keysource Inc PY 2024 · 401(k)
It Keysource Inc 401(k) Profit Sharing Plan & Trust · $888K · 69 · 22nd
- 5500 $888K
- 5500 69
- 5500 22nd
- 5500 401(k)
- 5500 near Peloton Inc. 401(k) Plan
- 5500 ind #3469
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 Professional & Technical Services retirement plans → · Plans in North Carolina →
It Keysource Inc 401(k) Profit Sharing Plan & Trust in the asset neighbourhood
It Keysource Inc years around the 2024 move
Sponsor-wide plan assets over time
All It Keysource Inc plans reported in each filing year
- Latest sponsor-wide plan assets
- $888K 9.996990723254278% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 79 | $808K |
| 2023 | 1 | 80 | $969K |
| 2024 | 1 | 69 | $888K |
2024 asset-move particulars
| Total Assets (Beginning of Year) | $969K |
|---|---|
| Net Assets (End of Year) | $888K |
| Net Income | -$81K |
| Employer EIN | 271054892 |
| Plan Effective Date | 2015-01-01 |
| Filing Status | FILING RECEIVED |
Nearby 401(k) Plans in North Carolina
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- The Bank of America 401(k) Plan $62.9B · 168,963
- Honeywell 401(k) Plan $16.3B · 39,468
- Duke Energy Retirement Savings Plan $11.3B · 27,341
- Nucor Corporation Profit Sharing and Retirement Savings Plan $9.3B · 27,070
- Truist Financial Corporation 401(k) Savings Plan $9.2B · 52,699
It Keysource Inc 401(k) Profit Sharing Plan & Trust's out-of-state 401(k) peers by assets and headcount
Outside North Carolina, the nearest 401(k) by assets is Peloton Inc. 401(k) Plan in KY ($888K); by covered participants it is Brinton Woods 401(k) Profit Sharing Plan in MD (69 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($888K here).
- Peloton Inc. 401(k) Plan (KY) $888K · 70
- Stellar Care and Services 401(k) Plan (CO) $888K · 45
- Fearless Endeavors Retirement Plan (IA) $888K · 2
- Jjj Flooring Inc. 401(k) Plan (TN) $888K · 9
Similar participant headcount
Nearest other-state filings by covered participants (69 participants); asset peers above are excluded.
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.