401(k) · DOL Form 5500 · 2022

Ivester Investments, Inc. 401(k) Plan

Data updated 2026-08-25

$6M
Total assets Small plan by assets
53
Participants Small participant base
55th
Percentile by assets National rank
$117,176
Avg per participant Below avg balance/head
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Official DOL plan name: Ivester Investments, Inc. 401(k) Profit Sharing Plan · Sponsored by Ivester Investments, Inc. · North Carolina · Construction

$6M in assets, 53 participants

Ivester Investments, Inc.'s Ivester Investments, Inc. 401(k) Profit Sharing Plan reported $6M in total assets and 53 participants in its 2022 DOL Form 5500 filing, ranking in the 55th 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.

  • #5,429 in Construction (9,927 peers)

Ivester Investments, Inc. multi-year trail

Ivester Investments, Inc.'s plans moved -27.3% in assets from 2022 to 2024; this filing shows Ivester Investments, Inc. 401(k) Profit Sharing Plan at $6M / 53 participants.

#5,429
in Construction (9,927 peers)
+0.2%
assets growth YoY

Ivester Investments, Inc. 401(k) Profit Sharing Plan's mid-pack asset rank among Construction and all filers

Ivester Investments, Inc. 401(k) Profit Sharing Plan vs every filed plan by assets

End-of-year total assets · plan year 2022 · DOL Form 5500

$6,210,353 Top 45% higher than 55% of 139,123 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 2022

Ivester Investments, Inc. 401(k) Profit Sharing Plan among smaller filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Ivester Investments, Inc. 401(k) Profit Sharing Plan is a small filing (53 participants) on this national headcount ladder.

Published 5500 schedule card

Filing strip 561388159 · Ivester Investments, Inc. PY 2022 · 401(k)

Ivester Investments, Inc. 401(k) Profit Sharing Plan · $6M · 53 · 55th

  • IND $6M
  • EOY 53
  • 5500 55th
  • ASSETS 401(k)
  • PCT near Zimmer Great Lakes 401(k) Plan
  • EIN ind #5429

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 Construction retirement plans → · Plans in North Carolina →

Ivester Investments, Inc. 401(k) Profit Sharing Plan in the asset neighbourhood

Ivester Investments, Inc. 401(k) Profit Sharing PlanIvester Investments, Inc. 40…$6MZimmer Great Lakes 401(k) PlanZimmer Great Lakes 401(k) Pl…$6MKirsh Foundry Savings for Retirement PlanKirsh Foundry Savings for Re…$6MThe Eye & Ear Clinic of Charleston, Inc., 401(k) PlanThe Eye & Ear Clinic of Char…$6MA-L-L Equipment Company Savings PlanA-L-L Equipment Company Savi…$6M
End-of-year total assets ($M) among Ivester Investments, Inc. 401(k) Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Ivester Investments, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Ivester Investments, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$5M 27.27268482161964% vs 2022
2024 filing year
$4M$5M$6M$7M 202220232024 $6.21M $4.52M ▼ -27.2%
Year Plans Participants Total Assets
2022 1 53 $6M
2023 1 52 $5M
2024 1 72 $5M

Ivester Investments, Inc. filing trail (2022)

Total Assets (Beginning of Year)$6M
Net Assets (End of Year)$6M
Net Income$14K
Employer EIN561388159
Plan Effective Date1994-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in North Carolina

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

Ivester Investments, Inc. 401(k) Profit Sharing Plan vs. nearby 401(k) plans in North Carolina, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000 -200204060 Total assets ($B) Participants Ivester Investments, Inc. 401(k) Profit Sharing Plan, Total assets ($B): 0.006210353 · Participants: 53Ivester Investments, Inc. 401(k) Profit Sharing PlanThe Bank of America 401(k) Plan, Total assets ($B): 47.134026012 · Participants: 169036The Bank of America 401(k) PlanHoneywell 401(k) Plan, Total assets ($B): 14.565715066 · Participants: 39007Honeywell 401(k) PlanDuke Energy Retirement Savings Plan, Total assets ($B): 9.364902 · Participants: 27731Duke Energy Retirement Savings PlanTruist Financial Corporation 401(k) Savings Plan, Total assets ($B): 8.965353965 · Participants: 51871Truist Financial Corporation 401(k) Savings PlanLowes 401(k) Plan, Total assets ($B): 7.355936526 · Participants: 284864Lowes 401(k) Plan
Ivester Investments, Inc. 401(k) Profit Sharing Plan vs. nearby 401(k) plans in North Carolina, assets vs. participants
Compare Ivester Investments, Inc. 401(k) Profit Sharing Plan side-by-side with 3 peers →

Ivester Investments, Inc. 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside North Carolina, the nearest 401(k) by assets is Zimmer Great Lakes 401(k) Plan in MI ($6M); by covered participants it is The Little Brown Box Pizza, LLC 401(k) Plan in CA (53 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (53 participants); asset peers above are excluded.

DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Ivester Investments, Inc. 401(k) Profit Sharing Plan assets move in 2022? ▼
Ivester Investments, Inc. 401(k) Profit Sharing Plan held essentially flat - up 0.2% during 2022, from $6M to $6M. Reported net income was $14K.
How have Ivester Investments, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Ivester Investments, Inc.'s sponsor-wide assets declined 27.3%, from $6M to $5M.
Which 401(k) plans are similar in size to Ivester Investments, Inc. 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Zimmer Great Lakes 401(k) Plan in MI ($6M, 113 participants).
Which 401(k) plans cover a similar participant headcount to Ivester Investments, Inc. 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is The Little Brown Box Pizza, LLC 401(k) Plan in CA (53 participants, N/A in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2022.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 561388159.

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.