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
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
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.
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
Indiana filing particulars
| Total Assets (Beginning of Year) | $15M |
|---|---|
| Net Assets (End of Year) | $16M |
| Net Income | $920K |
| Employer EIN | 262457852 |
| Plan Effective Date | 2017-01-01 |
| Filing Status | FILING 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
| 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.
- The Lilly Employee 401(k) Plan $13.1B · 19,977
- Elevance Health 401(k) Plan $12.1B · 73,120
- Cummins Retirement and Savings Plan $6.4B · 30,272
- Iu Health 401(k) Savings Plan $4.5B · 38,460
- Steel Dynamics, Inc. Profit Sharing and Retirement Savings Plan $3.0B · 9,385
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).
- Twd & Associates, Inc. 401(k) Plan (VA) $16M · 63
- Nomax Group 401(k) Profit Sharing Plan (MO) $16M · 150
- Tfc Employee's Savings Incentive Plan (MN) $16M · 123
- Genova Burns LLC 401(k)/Profit Sharing Plan (NJ) $16M · 102
Similar participant headcount
Nearest other-state filings by covered participants (243 participants); asset peers above are excluded.
- Validatek Retirement Savings Plan (VA) 243 · 0 off
- Electronic Systems Inc. 401(k) Profit Sharing Plan (SD) 243 · 0 off
- Presidio Components, Inc. 401(k) Profit Sharing Plan (CA) 243 · 0 off
- Barry Isett & Associates Inc 401(k) Ps Plan (PA) 243 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.