ESOP · DOL Form 5500 · 2024

Integrated Procurement Technologies, Inc. ESOP

Data updated 2026-08-25

$85M
Total assets Below avg plan size
86
Participants Small participant base
89th
Percentile by assets National rank
$983,531
Avg per participant High balance/head
PlainRetire home → About this data RSS: change history

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.

  • #5,521 in Wholesale Trade (6,080 peers)

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.

#5,521
in Wholesale Trade (6,080 peers)
+40.4%
assets growth YoY
0.8×
vs typical plan assets (national mean)

Ipt Employee Stock Ownership Plan's outsized position by total assets

Ipt Employee Stock Ownership Plan vs every filed plan by assets

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

$84,583,628 Top 11% higher than 89% of 123,620 filed plans

This plan $0 $2,050,000,000 every filed plan with reported assets, bucketed by value

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

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

Ipt Employee Stock Ownership 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. Ipt Employee Stock Ownership Plan is a small filing (86 participants) on this national headcount ladder.

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 →

EBSA filing schedule strip

Filing strip 770424537 · Integrated Procurement Technologies, Inc. PY 2024 · ESOP

Ipt Employee Stock Ownership Plan · $85M · 86 · 89th

  • EIN $85M
  • RANK 86
  • PHOTO 89th
  • IND ESOP
  • EOY near Garden Design, Inc. Employee Stock Ownership Plan
  • 5500 ind #5521

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 What is an ESOP? → · Plans in California →

Ipt Employee Stock Ownership Plan in the asset neighbourhood

Ipt Employee Stock Ownership PlanIpt Employee Stock Ownership…$85MGarden Design, Inc. Employee Stock Ownership PlanGarden Design, Inc. Employee…$84MGreat Lakes Construction Co. Employee Stock Ownership PlanGreat Lakes Construction Co.…$84MDealers Electrical Supply Co. Employee Stock Ownership PlanDealers Electrical Supply Co…$84MNorthern Factory Sales, Inc. Employee Stock Ownership Plan and TrustNorthern Factory Sales, Inc.…$84M
End-of-year total assets ($M) among Ipt Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2024.

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.)

Sponsor-wide plan assets over time

All Integrated Procurement Technologies, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$98M 81.1141672051142% vs 2022
2024 filing year
$40M$60M$80M$100M$120M 202220232024 $54.2M $98.1M ▲ +81.1%
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 Scatter plot of 6 data points. -20000200040006000800010000 -20246 Total assets ($B) Participants Ipt Employee Stock Ownership Plan, Total assets ($B): 0.084583628 · Participants: 86Ipt Employee Stock Ownership PlanParsons Employee Stock Ownership Plan, Total assets ($B): 4.994512995 · Participants: 8040Parsons Employee Stock Ownership PlanAcco Employee Stock Ownership Plan, Total assets ($B): 1.694943363 · Participants: 1499Acco Employee Stock Ownership PlanRosendin Electric, Inc. Employee Stock Ownership Plan, Total assets ($B): 1.538046697 · Participants: 1998Rosendin Electric, Inc. Employee Stock Ownership PlanEcc Employee Stock Ownership Plan, Total assets ($B): 0.632082376 · Participants: 317Ecc Employee Stock Ownership PlanAgron, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.596115632 · Participants: 68Agron, Inc. Employee Stock Ownership Plan
Ipt Employee Stock Ownership Plan vs. nearby ESOP plans in California, assets vs. participants
Compare Ipt Employee Stock Ownership Plan side-by-side with 3 peers →

Ipt Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount

Outside California, the nearest ESOP by assets is Garden Design, Inc. Employee Stock Ownership Plan in TX ($84M); by covered participants it is Fitzwater Holding Group Employee Stock Ownership Plan in OH (86 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (86 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.

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 123,622 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).
Which ESOP plans cover a similar participant headcount to Ipt Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Fitzwater Holding Group Employee Stock Ownership Plan in OH (86 participants, $11M 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 770424537.

Read our methodology - how this data is sourced, computed, and verified.

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