401(k) · DOL Form 5500 · 2024

Itafos Services LLC 401(k) Plan

Data updated 2026-08-25

$41M
Total assets Below avg plan size
305
Participants Below avg headcount
82nd
Percentile by assets National rank
$133,711
Avg per participant Near avg balance/head
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Official DOL plan name: Itafos Retirement Plan · Sponsored by Itafos Services LLC · Texas · Management of Enterprises

$41M in assets, 305 participants

Itafos Services LLC's Itafos Retirement Plan reported $41M in total assets and 305 participants in its 2024 DOL Form 5500 filing, ranking in the 82nd 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.

  • #728 in Management of Enterprises (1,133 peers)

Coverage in Texas

Itafos Retirement Plan covers 305 participants in Texas, about 44% of the average Texas filer (state average ~688 per filing). Assets: $41M.

#728
in Management of Enterprises (1,133 peers)
+18.3%
assets growth YoY
0.4×
vs typical plan assets (national mean)

Itafos Retirement Plan's outsized position by total assets

Itafos Retirement Plan vs every filed plan by assets

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

$40,781,899 Top 18% higher than 82% 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

Itafos Retirement Plan among mid-size filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Itafos Retirement Plan sits mid-pack in the medium band (305 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Itafos Retirement Plan reported net income fell from $8M in the plan year 2023 filing to $6M in the plan year 2024 filing.
  • Itafos Retirement Plan end-of-year assets rose from $34M in the plan year 2023 filing to $41M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Plan-year Form 5500 strip

Filing strip 814442118 · Itafos Services LLC PY 2024 · 401(k)

Itafos Retirement Plan · $41M · 305 · 82nd

  • VS-ST $41M
  • BOY 305
  • SCH 82nd
  • EBSA 401(k)
  • PART near Avid Bioservices, Inc. 401(k) Plan
  • TYPE ind #728

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 Management of Enterprises retirement plans → · Plans in Texas →

Itafos Retirement Plan in the asset neighbourhood

Valley Cabinet, Inc. Employees' Profit Sharing and Retirement Savings PlanValley Cabinet, Inc. Employe…$41MItafos Retirement Plan$41MAvid Bioservices, Inc. 401(k) PlanAvid Bioservices, Inc. 401(k…$41MJim Hudson Employee Group 401(k) Profit Sharing PlanJim Hudson Employee Group 40…$41MIowa Select Farms, L.L.L.P. 401(k) Profit Sharing PlanIowa Select Farms, L.L.L.P. …$41M
End-of-year total assets ($M) among Itafos Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Texas filing particulars

Total Assets (Beginning of Year)$34M
Net Assets (End of Year)$41M
Net Income$6M
Employer EIN814442118
Plan Effective Date2019-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Itafos Services LLC)

Sponsor-wide plan assets over time

All Itafos Services LLC plans reported in each filing year

Latest sponsor-wide plan assets
$41M 55.25598704194431% vs 2022
2024 filing year
$20M$25M$30M$35M$40M$45M 202220232024 $26.3M $40.8M ▲ +55.2%
Year Plans Participants Total Assets
2022 1 293 $26M
2023 1 302 $34M
2024 1 305 $41M

Nearby 401(k) Plans in Texas

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

Itafos Retirement Plan vs. nearby 401(k) plans in Texas, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -1001020304050 Total assets ($B) Participants Itafos Retirement Plan, Total assets ($B): 0.040781899 · Participants: 305Itafos Retirement PlanAT&T Retirement Savings Plan, Total assets ($B): 43.121795 · Participants: 109889AT&T Retirement Savings PlanExxonmobil Savings Plan, Total assets ($B): 23.711 · Participants: 21990Exxonmobil Savings PlanChevron Employee Savings Investment Plan, Total assets ($B): 20.378704663 · Participants: 21505Chevron Employee Savings Investment PlanCaterpillar 401(k) Savings Plan, Total assets ($B): 18.81200478 · Participants: 43873Caterpillar 401(k) Savings PlanSouthwest Airlines Co. Retirement Savings Plan, Total assets ($B): 16.991748637 · Participants: 67820Southwest Airlines Co. Retirement Savings Plan
Itafos Retirement Plan vs. nearby 401(k) plans in Texas, assets vs. participants
Compare Itafos Retirement Plan side-by-side with 3 peers →

Itafos Retirement Plan's out-of-state 401(k) peers by assets and headcount

Outside Texas, the nearest 401(k) by assets is Avid Bioservices, Inc. 401(k) Plan in CA ($41M); by covered participants it is Ineight Inc. 401(k) Plan in AZ (305 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (305 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 Itafos Retirement Plan assets move in 2024? ▼
Itafos Retirement Plan grew sharply - up 18.3% during 2024, from $34M to $41M. Reported net income was $6M.
How have Itafos Services LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Itafos Services LLC's sponsor-wide assets grew 55.3%, from $26M to $41M.
Where does Itafos Retirement Plan rank by assets among Form 5500 filers? ▼
Itafos Retirement Plan ranks in the 82nd 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 401(k) plans are similar in size to Itafos Retirement Plan? ▼
Among 401(k) plans in other states, the closest by assets is Avid Bioservices, Inc. 401(k) Plan in CA ($41M, 366 participants).
Which 401(k) plans cover a similar participant headcount to Itafos Retirement Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Ineight Inc. 401(k) Plan in AZ (305 participants, $42M 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 814442118.

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.