401(k) · DOL Form 5500 · 2024

Itr America, LLC 401(k) Plan

Data updated 2026-08-25

$16M
Total assets Small plan by assets
243
Participants Below avg headcount
65th
Percentile by assets National rank
$64,931
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Itr America, LLC Profit Sharing 401(k) Plan · Sponsored by Itr America, LLC · Indiana · Manufacturing

$16M in assets, 243 participants

Itr America, LLC's Itr America, LLC Profit Sharing 401(k) Plan reported $16M in total assets and 243 participants in its 2024 DOL Form 5500 filing, ranking in the 65th 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.

  • #9,562 in Manufacturing (17,777 peers)

Coverage in Indiana

Itr America, LLC Profit Sharing 401(k) Plan covers 243 participants in Indiana, about 45% of the average Indiana filer (state average ~541 per filing). Assets: $16M.

#9,562
in Manufacturing (17,777 peers)
+6.2%
assets growth YoY

Itr America, LLC Profit Sharing 401(k) Plan's mid-pack asset rank among Manufacturing and all filers

Itr America, LLC Profit Sharing 401(k) Plan vs every filed plan by assets

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

$15,778,203 Top 35% higher than 65% 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

Itr America, LLC Profit Sharing 401(k) 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. Itr America, LLC Profit Sharing 401(k) Plan sits mid-pack in the medium band (243 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Itr America, LLC Profit Sharing 401(k) Plan reported net income fell from $2M in the plan year 2023 filing to $920K in the plan year 2024 filing.
  • Itr America, LLC Profit Sharing 401(k) Plan end-of-year assets rose from $15M in the plan year 2023 filing to $16M in the plan year 2024 filing.
  • Itr America, LLC Profit Sharing 401(k) Plan reported participants fell from 259 in the plan year 2023 filing to 243 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Plan-year Form 5500 strip

Filing strip 262457852 · Itr America, LLC PY 2024 · 401(k)

Itr America, LLC Profit Sharing 401(k) Plan · $16M · 243 · 65th

  • VS-ST $16M
  • VS-ST 243
  • VS-ST 65th
  • VS-ST 401(k)
  • VS-ST near Twd & Associates, Inc. 401(k) Plan
  • VS-ST ind #9562

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 Manufacturing retirement plans → · Plans in Indiana →

Itr America, LLC Profit Sharing 401(k) Plan in the asset neighbourhood

Itr America, LLC Profit Sharing 401(k) PlanItr America, LLC Profit Shar…$16MTwd & Associates, Inc. 401(k) PlanTwd & Associates, Inc. 401(k…$16MNomax Group 401(k) Profit Sharing PlanNomax Group 401(k) Profit Sh…$16MTfc Employee's Savings Incentive PlanTfc Employee's Savings Incen…$16MGenova Burns LLC 401(k)/Profit Sharing PlanGenova Burns LLC 401(k)/Prof…$16M
End-of-year total assets ($M) among Itr America, LLC Profit Sharing 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Indiana filing particulars

Total Assets (Beginning of Year)$15M
Net Assets (End of Year)$16M
Net Income$920K
Employer EIN262457852
Plan Effective Date2017-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Itr America, LLC)

Sponsor-wide plan assets over time

All Itr America, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$16M 23.344985732800737% vs 2022
2024 filing year
$12M$13M$14M$15M$16M$17M 202220232024 $12.8M $15.8M ▲ +23.4%
Year Plans Participants Total Assets
2022 1 251 $13M
2023 1 259 $15M
2024 1 243 $16M

Nearby 401(k) Plans in Indiana

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

Itr America, LLC Profit Sharing 401(k) Plan vs. nearby 401(k) plans in Indiana, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -5051015 Total assets ($B) Participants Itr America, LLC Profit Sharing 401(k) Plan, Total assets ($B): 0.015778203 · Participants: 243Itr America, LLC Profit Sharing 401(k) PlanThe Lilly Employee 401(k) Plan, Total assets ($B): 13.056609955 · Participants: 19977The Lilly Employee 401(k) PlanElevance Health 401(k) Plan, Total assets ($B): 12.109864062 · Participants: 73120Elevance Health 401(k) PlanCummins Retirement and Savings Plan, Total assets ($B): 6.366370789 · Participants: 30272Cummins Retirement and Savings PlanIu Health 401(k) Savings Plan, Total assets ($B): 4.481656061 · Participants: 38460Iu Health 401(k) Savings PlanSteel Dynamics, Inc. Profit Sharing and Retirement Savings Plan, Total assets ($B): 2.996436059 · Participants: 9385Steel Dynamics, Inc. Profit Sharing and Retirement Savings Plan
Itr America, LLC Profit Sharing 401(k) Plan vs. nearby 401(k) plans in Indiana, assets vs. participants

Itr America, LLC Profit Sharing 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Indiana, the nearest 401(k) by assets is Twd & Associates, Inc. 401(k) Plan in VA ($16M); by covered participants it is Validatek Retirement Savings Plan in VA (243 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($16M here).

Similar participant headcount

Nearest other-state filings by covered participants (243 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 Itr America, LLC Profit Sharing 401(k) Plan assets move in 2024?
Itr America, LLC Profit Sharing 401(k) Plan grew at a solid clip - up 6.2% during 2024, from $15M to $16M. Reported net income was $920K.
How have Itr America, LLC plan assets changed over time?
Across 3 plan years on file (2022-2024), Itr America, LLC's sponsor-wide assets grew 23.3%, from $13M to $16M.
Which 401(k) plans are similar in size to Itr America, LLC Profit Sharing 401(k) Plan?
Among 401(k) plans in other states, the closest by assets is Twd & Associates, Inc. 401(k) Plan in VA ($16M, 63 participants).
Which 401(k) plans cover a similar participant headcount to Itr America, LLC Profit Sharing 401(k) Plan?
Among 401(k) plans in other states, the closest by covered participants is Validatek Retirement Savings Plan in VA (243 participants, $27M in assets).