401(k) · DOL Form 5500 · 2023

Ivester Investments, Inc. 401(k) Plan

Data updated 2026-08-25

$5M
Total assets Small plan by assets
52
Participants Small participant base
42nd
Percentile by assets National rank
$86,736
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

$5M in assets, 52 participants

Ivester Investments, Inc.'s Ivester Investments, Inc. 401(k) Profit Sharing Plan reported $5M in total assets and 52 participants in its 2023 DOL Form 5500 filing, ranking in the 42nd 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.

  • #3,618 in Construction (9,030 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 $5M / 52 participants.

#3,618
in Construction (9,030 peers)
-27.4%
assets change YoY

The plan reported a net loss of $2M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

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 2023 · DOL Form 5500

$4,510,275 42nd percentile higher than 42% 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

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

Plan-year 2023 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 (52 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Ivester Investments, Inc. 401(k) Profit Sharing Plan reported net income fell from $14K in the plan year 2022 filing to -$2M in the plan year 2023 filing.
  • Ivester Investments, Inc. 401(k) Profit Sharing Plan end-of-year assets fell from $6M in the plan year 2022 filing to $5M in the plan year 2023 filing.
  • Ivester Investments, Inc. 401(k) Profit Sharing Plan reported participants fell from 53 in the plan year 2022 filing to 52 in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 561388159 · Ivester Investments, Inc. PY 2023 · 401(k)

Ivester Investments, Inc. 401(k) Profit Sharing Plan · $5M · 52 · 42nd

  • VS-ST $5M
  • BOY 52
  • SCH 42nd
  • EBSA 401(k)
  • PART near Jai Jung Nho, M.D., LLC 401(k) Profit Sharing Plan
  • TYPE ind #3618

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…$5MJai Jung Nho, M.D., LLC 401(k) Profit Sharing PlanJai Jung Nho, M.D., LLC 401(…$5MPortland Air Freight, Inc. Retirement Savings PlanPortland Air Freight, Inc. R…$5MIfs Savings and Retirement PlanIfs Savings and Retirement P…$5MEmerge, Inc. Retirement Plan$5M
End-of-year total assets ($M) among Ivester Investments, Inc. 401(k) Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

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 (2023)

Total Assets (Beginning of Year)$6M
Net Assets (End of Year)$5M
Net Income-$2M
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. -50000050000100000150000200000 -200204060 Total assets ($B) Participants Ivester Investments, Inc. 401(k) Profit Sharing Plan, Total assets ($B): 0.004510275 · Participants: 52Ivester Investments, Inc. 401(k) Profit Sharing PlanThe 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
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 Jai Jung Nho, M.D., LLC 401(k) Profit Sharing Plan in WI ($5M); by covered participants it is The Midlands Clinic, P.C. 401(k) Plan and Trust in SD (52 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (52 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 Ivester Investments, Inc. 401(k) Profit Sharing Plan assets move in 2023? ▼
Ivester Investments, Inc. 401(k) Profit Sharing Plan declined sharply - down 27.4% during 2023, from $6M to $5M. Reported net income was -$2M.
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 Jai Jung Nho, M.D., LLC 401(k) Profit Sharing Plan in WI ($5M, 2 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 Midlands Clinic, P.C. 401(k) Plan and Trust in SD (52 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 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.