Money Purchase
2024 plan-year Money Purchase DOL Form 5500

Ingram Marine Group Retirement Plan

ERISA Form 5500 plan record drawn from DOL EBSA — verify with linked source filings below.

Sponsored by Ingram Industries Inc. · Tennessee · Transportation & Warehousing

What the 2023 filing shows

Ingram Marine Group Retirement Plan holds $75M for 1,351 participants — about $55,735 per participant, down 2.0% over the 2024 plan year.

$75M
total plan assets (2024 EOY)
1,351
covered participants
$55,735
avg assets per participant
-2.0%
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.

Total Assets (2023)
$75M
Participants
1,351
State
Industry
Transportation & Warehousing

What the Filing Says About Ingram Marine Group Retirement Plan

Ingram Marine Group Retirement Plan is a Money Purchase retirement plan sponsored by Ingram Industries Inc., headquartered in Tennessee. As of the 2024 Form 5500 filing, the plan reports $75M in total end-of-year assets and covers 1,351 participants across the Transportation & Warehousing industry. The sponsor's EIN on file with the U.S. Department of Labor is 620673043, and the plan has been effective since 2007-01-01. Its filing status is currently FILING RECEIVED.

Year over year, total assets moved from $77M at the beginning of 2024 to $75M at year-end — a decline of 2.0%. Net assets (after liabilities) closed the year at $75M, with reported net income of $-1,501,462 driven by investment returns, contributions received, and benefit payments during the period. These figures reflect what the plan administrator certified on Schedule H or Schedule I of the Form 5500 annual return and can be compared against 2 prior plan-year filings from the same sponsor shown below.

Asset totals and participant counts reflect a single plan year snapshot and can change materially with market conditions, plan mergers, or workforce changes. Fields such as "net income" include both realized investment performance and contribution/distribution flows — a single-year figure does not by itself indicate plan health or participant outcomes. This page summarizes public DOL disclosures for research and educational purposes only and is not retirement, tax, legal, or financial advice. Before making decisions about your own retirement benefits or evaluating an employer's plan, verify the underlying filing directly via the DOL EFAST2 system and consult a qualified professional.

Financial Summary (2023)

Total Assets (Beginning of Year)$77M
Total Assets (End of Year)$75M
Net Assets (End of Year)$75M
Net Income$-1,501,462
Plan TypeMoney Purchase
Employer EIN620673043
Plan Effective Date2007-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Ingram Industries Inc.)

Year Plans Participants Total Assets
2022 3 8,927 $735M
2023 3 7,365 $650M
2024 2 6,893 $709M

Nearby Money Purchase Plans in Tennessee

Peer Money Purchase plans — same state, same plan type — ranked by total assets.

Frequently Asked Questions

How much money is in the Ingram Marine Group Retirement Plan?
As of the 2024 Form 5500 filing, Ingram Marine Group Retirement Plan holds $75M in total assets with 1,351 participants. It is sponsored by Ingram Industries Inc..
What type of plan is Ingram Marine Group Retirement Plan?
Ingram Marine Group Retirement Plan is a Money Purchase plan. It has been effective since 2007-01-01. The plan is filed with the U.S. Department of Labor under EIN 620673043.
Who sponsors the Ingram Marine Group Retirement Plan?
Ingram Marine Group Retirement Plan is sponsored by Ingram Industries Inc., located in Tennessee. The sponsor's EIN is 620673043 and the plan operates in the Transportation & Warehousing industry.
How did Ingram Marine Group Retirement Plan perform in 2024?
Ingram Marine Group Retirement Plan declined by 2.0% during 2024, moving from $77M to $75M in total assets. Net income was $-1,501,462.
Where can I find official filings for Ingram Marine Group Retirement Plan?
Official Form 5500 filings for Ingram Marine Group Retirement Plan are available through the U.S. Department of Labor's EFAST2 system. Search by EIN 620673043 or plan name at efast.dol.gov.
How does Ingram Marine Group Retirement Plan compare to other plans?
You can compare Ingram Marine Group Retirement Plan against other Money Purchase plans on the plan type page, or view plans in Tennessee on the state page. PlainRetire tracks the 5,000 largest retirement plans in the U.S. by total assets.

Explore PlainRetire

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 620673043.

Reference: IRS Publication 560 — Retirement Plans for Small Business, contribution-limit rules.

Reference: IRS Publication 590-B — Distributions from IRAs, RMD rules under SECURE Act 2.0.

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