401(k) · DOL Form 5500 · 2024

Itasca International, Inc. 401(k) Plan

Data updated 2026-08-25

$20M
Total assets Small plan by assets
55
Participants Small participant base
70th
Percentile by assets National rank
$363,368
Avg per participant High balance/head
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Official DOL plan name: Itasca International, Inc. 401(k) Plan & Trust · Sponsored by Itasca International, Inc. · Minnesota · Professional & Technical Services

$20M in assets, 55 participants

Itasca International, Inc.'s Itasca International, Inc. 401(k) Plan & Trust reported $20M in total assets and 55 participants in its 2024 DOL Form 5500 filing, ranking in the 70th 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.

  • #14,022 in Professional & Technical Services (20,173 peers)

Itasca International, Inc. multi-year trail

Itasca International, Inc.'s plans moved +37.9% in assets from 2022 to 2024; this filing shows Itasca International, Inc. 401(k) Plan & Trust at $20M / 55 participants.

#14,022
in Professional & Technical Services (20,173 peers)
+8.8%
assets growth YoY

Itasca International, Inc. 401(k) Plan & Trust's outsized position by total assets

Itasca International, Inc. 401(k) Plan & Trust vs every filed plan by assets

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

$19,985,245 Top 30% higher than 70% 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

Itasca International, Inc. 401(k) Plan & Trust among smaller filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Itasca International, Inc. 401(k) Plan & Trust is a small filing (55 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Itasca International, Inc. 401(k) Plan & Trust reported net income fell from $4M in the plan year 2023 filing to $2M in the plan year 2024 filing.
  • Itasca International, Inc. 401(k) Plan & Trust end-of-year assets rose from $18M in the plan year 2023 filing to $20M in the plan year 2024 filing.
  • Itasca International, Inc. 401(k) Plan & Trust reported participants rose from 53 in the plan year 2023 filing to 55 in the plan year 2024 filing.

See the national 2023→2024 release diff →

EBSA filing schedule strip

Filing strip 411399512 · Itasca International, Inc. PY 2024 · 401(k)

Itasca International, Inc. 401(k) Plan & Trust · $20M · 55 · 70th

  • EOY $20M
  • 5500 55
  • ASSETS 70th
  • PCT 401(k)
  • EIN near Entertainment Benefits Group 401(k) Profit Sharing Plan
  • RANK ind #14022

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 Professional & Technical Services retirement plans → · Plans in Minnesota →

Itasca International, Inc. 401(k) Plan & Trust in the asset neighbourhood

Itasca International, Inc. 401(k) Plan & TrustItasca International, Inc. 4…$20MBarfield, Inc. 401(k) Savings PlanBarfield, Inc. 401(k) Saving…$20MPrestige Employees' 401(k) PlanPrestige Employees' 401(k) P…$20MEntertainment Benefits Group 401(k) Profit Sharing PlanEntertainment Benefits Group…$20MCalifornia Association of Winegrape Growers Retirement Plan and TrustCalifornia Association of Wi…$20M
End-of-year total assets ($M) among Itasca International, Inc. 401(k) Plan & Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Itasca International, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Itasca International, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$20M 37.85233998460708% vs 2022
2024 filing year
$12M$14M$16M$18M$20M$22M 202220232024 $14.5M $20M ▲ +37.9%
Year Plans Participants Total Assets
2022 1 54 $14M
2023 1 53 $18M
2024 1 55 $20M

Itasca International, Inc. filing trail (2024)

Total Assets (Beginning of Year)$18M
Net Assets (End of Year)$20M
Net Income$2M
Employer EIN411399512
Plan Effective Date1992-07-22
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Minnesota

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

Itasca International, Inc. 401(k) Plan & Trust vs. nearby 401(k) plans in Minnesota, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000400000500000 -20020406080 Total assets ($B) Participants Itasca International, Inc. 401(k) Plan & Trust, Total assets ($B): 0.019985245 · Participants: 55Itasca International, Inc. 401(k) Plan & TrustWells Fargo & Company 401(k) Plan, Total assets ($B): 57.886997456 · Participants: 179076Wells Fargo & Company 401(k) PlanUnitedhealth Group 401(k) Savings Plan, Total assets ($B): 26.618762181 · Participants: 205460Unitedhealth Group 401(k) Savings PlanTarget Corporation 401(k) Plan, Total assets ($B): 14.419645154 · Participants: 409649Target Corporation 401(k) PlanMedtronic Savings and Investment Plan, Total assets ($B): 13.719378 · Participants: 38480Medtronic Savings and Investment PlanU.S. Bank 401(k) Savings Plan, Total assets ($B): 11.442089862 · Participants: 73109U.S. Bank 401(k) Savings Plan
Itasca International, Inc. 401(k) Plan & Trust vs. nearby 401(k) plans in Minnesota, assets vs. participants
Compare Itasca International, Inc. 401(k) Plan & Trust side-by-side with 3 peers →

Itasca International, Inc. 401(k) Plan & Trust's out-of-state 401(k) peers by assets and headcount

Outside Minnesota, the nearest 401(k) by assets is Entertainment Benefits Group 401(k) Profit Sharing Plan in FL ($20M); by covered participants it is Employee Benefit Plan of Tulare Youth Service Bureau, Incorporated in CA (55 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (55 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 Itasca International, Inc. 401(k) Plan & Trust assets move in 2024? ▼
Itasca International, Inc. 401(k) Plan & Trust grew at a solid clip - up 8.8% during 2024, from $18M to $20M. Reported net income was $2M.
How have Itasca International, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Itasca International, Inc.'s sponsor-wide assets grew 37.9%, from $14M to $20M.
Which 401(k) plans are similar in size to Itasca International, Inc. 401(k) Plan & Trust? ▼
Among 401(k) plans in other states, the closest by assets is Entertainment Benefits Group 401(k) Profit Sharing Plan in FL ($20M, 361 participants).
Which 401(k) plans cover a similar participant headcount to Itasca International, Inc. 401(k) Plan & Trust? ▼
Among 401(k) plans in other states, the closest by covered participants is Employee Benefit Plan of Tulare Youth Service Bureau, Incorporated in CA (55 participants, $4M 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 411399512.

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.