401(k) · DOL Form 5500 · 2023

Itg Brands, LLC 401(k) Plan

Data updated 2026-08-25

$102M
Total assets Near avg plan size
283
Participants Below avg headcount
91st
Percentile by assets National rank
$360,326
Avg per participant High balance/head
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Official DOL plan name: Profit Sharing Plan for Itg Brands, LLC Hourly Paid Employees · Sponsored by Itg Brands, LLC · North Carolina · Manufacturing

$102M in assets, 283 participants

Itg Brands, LLC's Profit Sharing Plan for Itg Brands, LLC Hourly Paid Employees reported $102M in total assets and 283 participants in its 2023 DOL Form 5500 filing, ranking in the 91st 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.

  • #16,295 in Manufacturing (18,722 peers)

Coverage in North Carolina

Profit Sharing Plan for Itg Brands, LLC Hourly Paid Employees covers 283 participants in North Carolina, about 35% of the average North Carolina filer (state average ~819 per filing). Assets: $102M.

#16,295
in Manufacturing (18,722 peers)
+8.1%
assets growth YoY
1.0×
vs typical plan assets (national mean)

Profit Sharing Plan for Itg Brands, LLC Hourly Paid Employees's outsized position by total assets

Profit Sharing Plan for Itg Brands, LLC Hourly Paid Employees vs every filed plan by assets

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

$101,972,287 Top 9% higher than 91% of 127,068 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 2023

Profit Sharing Plan for Itg Brands, LLC Hourly Paid Employees 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. Profit Sharing Plan for Itg Brands, LLC Hourly Paid Employees sits mid-pack in the medium band (283 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Profit Sharing Plan for Itg Brands, LLC Hourly Paid Employees reported net income rose from -$1M in the plan year 2022 filing to $8M in the plan year 2023 filing.
  • Profit Sharing Plan for Itg Brands, LLC Hourly Paid Employees reported participants fell from 314 in the plan year 2022 filing to 283 in the plan year 2023 filing.
  • Profit Sharing Plan for Itg Brands, LLC Hourly Paid Employees end-of-year assets rose from $94M in the plan year 2022 filing to $102M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 942994213 · Itg Brands, LLC PY 2023 · 401(k)

Profit Sharing Plan for Itg Brands, LLC Hourly Paid Employees · $102M · 283 · 91st

  • ASSETS $102M
  • ASSETS 283
  • ASSETS 91st
  • ASSETS 401(k)
  • ASSETS near The Vertex Companies, LLC 401(k) Plan
  • ASSETS ind #16295

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 North Carolina →

Profit Sharing Plan for Itg Brands, LLC Hourly Paid Employees in the asset neighbourhood

The Vertex Companies, LLC 401(k) PlanThe Vertex Companies, LLC 40…$102MProfit Sharing Plan for Itg Brands, LLC Hourly Paid EmployeesProfit Sharing Plan for Itg …$102MThe Taylor Group, Inc. 401(k) PlanThe Taylor Group, Inc. 401(k…$102MConnecticut Orthopaedic Specialists, PC 401(k) PlanConnecticut Orthopaedic Spec…$102MThe Imagine Group 401(k) Savings PlanThe Imagine Group 401(k) Sav…$102M
End-of-year total assets ($M) among Profit Sharing Plan for Itg Brands, LLC Hourly Paid Employees and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

North Carolina filing particulars

Total Assets (Beginning of Year)$94M
Net Assets (End of Year)$102M
Net Income$8M
Employer EIN942994213
Plan Effective Date1970-09-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Itg Brands, LLC)

Sponsor-wide plan assets over time

All Itg Brands, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$826M 5.586559164732527% vs 2022
2024 filing year
$800M$850M$900M$950M 202220232024 $875M $826M ▼ -5.6%
Year Plans Participants Total Assets
2022 3 2,526 $875M
2023 3 2,061 $907M
2024 3 2,072 $826M

Nearby 401(k) Plans in North Carolina

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

Profit Sharing Plan for Itg Brands, LLC Hourly Paid Employees vs. nearby 401(k) plans in North Carolina, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000 -200204060 Total assets ($B) Participants Profit Sharing Plan for Itg Brands, LLC Hourly Paid Employees, Total assets ($B): 0.101972287 · Participants: 283Profit Sharing Plan for Itg Brands, LLC Hourly Paid EmployeesThe Bank of America 401(k) Plan, Total assets ($B): 54.848846192 · Participants: 173899The Bank of America 401(k) PlanHoneywell 401(k) Plan, Total assets ($B): 15.388124058 · Participants: 40004Honeywell 401(k) PlanDuke Energy Retirement Savings Plan, Total assets ($B): 10.354065 · Participants: 28121Duke Energy Retirement Savings PlanTruist Financial Corporation 401(k) Savings Plan, Total assets ($B): 10.120701726 · Participants: 55480Truist Financial Corporation 401(k) Savings PlanNucor Corporation Profit Sharing and Retirement Savings Plan, Total assets ($B): 8.510660989 · Participants: 24174Nucor Corporation Profit Sharing and Retirement Savings Plan
Profit Sharing Plan for Itg Brands, LLC Hourly Paid Employees vs. nearby 401(k) plans in North Carolina, assets vs. participants
Compare Profit Sharing Plan for Itg Brands, LLC Hourly Paid Employees side-by-side with 3 peers →

Profit Sharing Plan for Itg Brands, LLC Hourly Paid Employees's out-of-state 401(k) peers by assets and headcount

Outside North Carolina, the nearest 401(k) by assets is The Vertex Companies, LLC 401(k) Plan in MA ($102M); by covered participants it is Hiroad & Blueowl 401(k) Savings Plan and Trust in IL (283 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($102M here).

Similar participant headcount

Nearest other-state filings by covered participants (283 participants); asset peers above are excluded.

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 Profit Sharing Plan for Itg Brands, LLC Hourly Paid Employees assets move in 2023? ▼
Profit Sharing Plan for Itg Brands, LLC Hourly Paid Employees grew at a solid clip - up 8.1% during 2023, from $94M to $102M. Reported net income was $8M.
How have Itg Brands, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Itg Brands, LLC's sponsor-wide assets declined 5.6%, from $875M to $826M.
Where does Profit Sharing Plan for Itg Brands, LLC Hourly Paid Employees rank by assets among Form 5500 filers? ▼
Profit Sharing Plan for Itg Brands, LLC Hourly Paid Employees ranks in the 91st percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top 10% of all filed plans by assets).
Which 401(k) plans are similar in size to Profit Sharing Plan for Itg Brands, LLC Hourly Paid Employees? ▼
Among 401(k) plans in other states, the closest by assets is The Vertex Companies, LLC 401(k) Plan in MA ($102M, 648 participants).
Which 401(k) plans cover a similar participant headcount to Profit Sharing Plan for Itg Brands, LLC Hourly Paid Employees? ▼
Among 401(k) plans in other states, the closest by covered participants is Hiroad & Blueowl 401(k) Savings Plan and Trust in IL (283 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 942994213.

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.