ESOP · DOL Form 5500 · 2024

Integrated Procurement Technologies, Inc. ESOP

Data updated 2026-07-24

$85M
Total assets
86
Participants
89th
Percentile by assets
$983,531
Avg per participant
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Official DOL plan name: Ipt Employee Stock Ownership Plan · Sponsored by Integrated Procurement Technologies, Inc. · California · Wholesale Trade

$85M in assets, 86 participants

Integrated Procurement Technologies, Inc.'s Ipt Employee Stock Ownership Plan reported $85M in total assets and 86 participants in its 2024 DOL Form 5500 filing, ranking in the 89th 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.

  • 89th percentile by assets (of 116,472 plans)

Where Ipt Employee Stock Ownership Plan sits by assets

Ipt Employee Stock Ownership Plan sits in the top quartile of all filed plans by assets, $85M for 86 participants (~$983,531/participant), up 40.4% in 2024.

$85M
total plan assets (2024 EOY)
86
covered participants
89th
percentile by assets (of 116,472 plans)
$983,531
avg assets per participant

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Ipt Employee Stock Ownership Plan end-of-year assets rose from $60M in the plan year 2023 filing to $85M in the plan year 2024 filing.
  • Ipt Employee Stock Ownership Plan reported net income rose from $19M in the plan year 2023 filing to $25M in the plan year 2024 filing.
  • Ipt Employee Stock Ownership Plan reported participants rose from 76 in the plan year 2023 filing to 86 in the plan year 2024 filing.

See the national 2023→2024 release diff →

State
Industry

Ipt Employee Stock Ownership Plan vs the 2024 asset distribution

By assets, Ipt Employee Stock Ownership Plan outranks 89% of the 116,472 plans that filed a Form 5500 for the 2024 plan year, and holds roughly 0.8x the national average plan size of $100M (730 average participants).

Scale-class filing particulars (2024)

Total Assets (Beginning of Year)$60M
Net Assets (End of Year)$77M
Net Income$25M
Employer EIN770424537
Plan Effective Date2018-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Integrated Procurement Technologies, Inc.)

$40M$60M$80M$100M$120M 202220232024 $54.2M $98.1M ▲ +81.1%
Total plan assets by year, all Integrated Procurement Technologies, Inc. plans on file
Year Plans Participants Total Assets
2022 2 185 $54M
2023 2 184 $73M
2024 2 193 $98M

Nearby ESOP Plans in California

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

Ipt Employee Stock Ownership Plan vs. nearby ESOP plans in California, assets vs. participants

Ipt Employee Stock Ownership Plan vs. nearby ESOP plans in California, assets vs. participants Scatter plot of 6 data points. -20000200040006000800010000 -20246 Total assets ($B) Participants Ipt Employee Stock O…Parsons Employee Sto…Rosendin Electric, I…Ecc Employee Stock O…Agron, Inc. Employee…Proponent Employee S…
Ipt Employee Stock Ownership Plan vs. nearby ESOP plans in California, assets vs. participants

Similar-Sized ESOP Plans Nationally

ESOP plans in other states closest to Ipt Employee Stock Ownership Plan by total assets, not by location.

Frequently Asked Questions

How did Ipt Employee Stock Ownership Plan assets move in 2024?
Ipt Employee Stock Ownership Plan surged - up 40.4% during 2024, from $60M to $85M. Reported net income was $25M.
How have Integrated Procurement Technologies, Inc. plan assets changed over time?
Across 3 plan years on file (2022-2024), Integrated Procurement Technologies, Inc.'s sponsor-wide assets grew 81.1%, from $54M to $98M.
Where does Ipt Employee Stock Ownership Plan rank by assets among Form 5500 filers?
Ipt Employee Stock Ownership Plan ranks in the 89th percentile by end-of-year assets among 116,472 plans that reported assets for plan year 2024 (in the top quartile of all filed plans by assets).
Which ESOP plans are similar in size to Ipt Employee Stock Ownership Plan?
Among ESOP plans in other states, the closest by assets is Garden Design, Inc. Employee Stock Ownership Plan in TX ($84M, 62 participants).

Next read for Ipt Employee Stock Ownership Plan

Scale reading

Ways to act on Ipt Employee Stock Ownership Plan's numbers.

  • By total assets, Ipt Employee Stock Ownership Plan ranks in the top quartile of all filed plans by assets. See the largest plans
  • Compare it side-by-side against 3 similar ESOP plans in California. Compare plans
  • Integrated Procurement Technologies, Inc.'s sponsor-wide assets have grown 81.1% since 2022 across 3 plan years on file. More Wholesale Trade plans

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 770424537.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.