Profit Sharing · DOL Form 5500 · 2024
Integrus Investments Inc. Profit Sharing Plan
Data updated 2026-08-25
- $3M
- Total assets Small plan by assets
- 33
- Participants Small participant base
- 32nd
- Percentile by assets National rank
- $75,779
- Avg per participant Below avg balance/head
Official DOL plan name: Integrus Investments Inc. Retirement Plan · Sponsored by Integrus Investments Inc. · North Carolina · Retail Trade
$3M in assets, 33 participants
Integrus Investments Inc.'s Integrus Investments Inc. Retirement Plan reported $3M in total assets and 33 participants in its 2024 DOL Form 5500 filing, ranking in the 32nd 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.
- #3,527 in Retail Trade (8,048 peers)
Integrus Investments Inc. multi-year trail
Integrus Investments Inc.'s plans moved +165.6% in assets from 2022 to 2024; this filing shows Integrus Investments Inc. Retirement Plan at $3M / 33 participants.
- #3,527
- in Retail Trade (8,048 peers)
- -18.1%
- assets change YoY
The plan reported a net loss of $553K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Integrus Investments Inc. Retirement Plan among the smaller filed plans by assets
Integrus Investments Inc. Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$2,500,704 32nd percentile higher than 32% 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
Integrus Investments Inc. Retirement Plan among smaller filed plans by headcount
Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Integrus Investments Inc. Retirement Plan is a small filing (33 participants) on this national headcount ladder.
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Integrus Investments Inc. Retirement Plan reported net income fell from -$117K in the plan year 2023 filing to -$553K in the plan year 2024 filing.
- Integrus Investments Inc. Retirement Plan end-of-year assets fell from $3M in the plan year 2023 filing to $3M in the plan year 2024 filing.
- Integrus Investments Inc. Retirement Plan reported participants rose from 31 in the plan year 2023 filing to 33 in the plan year 2024 filing.
Published 5500 schedule card
Filing strip 475396774 · Integrus Investments Inc. PY 2024 · Profit Sharing
Integrus Investments Inc. Retirement Plan · $3M · 33 · 32nd
- ASSETS $3M
- PCT 33
- EIN 32nd
- RANK Profit Sharing
- PHOTO near Shk Holdings Inc. Retirement Plan
- IND ind #3527
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 Retail Trade retirement plans → · Plans in North Carolina →
Integrus Investments Inc. Retirement Plan in the asset neighbourhood
Integrus Investments Inc. multi-year asset trail
Sponsor-wide plan assets over time
All Integrus Investments Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $8M 165.61246285697234% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 34 | $3M |
| 2023 | 1 | 31 | $3M |
| 2024 | 3 | 104 | $8M |
Integrus Investments Inc. filing trail (2024)
| Total Assets (Beginning of Year) | $3M |
|---|---|
| Net Assets (End of Year) | $3M |
| Net Income | -$553K |
| Employer EIN | 475396774 |
| Plan Effective Date | 2015-10-23 |
| Filing Status | FILING RECEIVED |
Nearby Profit Sharing Plans in North Carolina
Peer Profit Sharing plans, same state, same plan type, ranked by total assets.
- Tax Deferred Savings Plan of Novant Health, Inc. $2.5B · 38,137
- Charter Communications, Inc. Retirement Accumulation Plan $1.5B · 96,794
- Firsthealth of the Carolinas, Inc. Retirement Growth Plan $121M · 5,933
- Baker & Taylor Retirement Savings Plan $73M · 1,336
- Whap PA Profit Sharing Plan $50M · N/A
Integrus Investments Inc. Retirement Plan's out-of-state Profit Sharing peers by assets and headcount
Outside North Carolina, the nearest Profit Sharing by assets is Shk Holdings Inc. Retirement Plan in SD ($3M); by covered participants it is Filmtronics Employee Retirement Plan in PA (33 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($3M here).
Similar participant headcount
Nearest other-state filings by covered participants (33 participants); asset peers above are excluded.
- Filmtronics Employee Retirement Plan (PA) 33 · 0 off
- K.D.G., Inc. Profit Sharing Plan (IN) 33 · 0 off
- Barnhart-Davis Company Profit Sharing Plan (PA) 33 · 0 off
- Bridwell Oil Co. Profit Sharing (TX) 33 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.