Profit Sharing · DOL Form 5500 · 2024

Integrus Investments Inc. Profit Sharing Plan

Data updated 2026-08-25

$2M
Total assets Small plan by assets
39
Participants Small participant base
32nd
Percentile by assets National rank
$63,775
Avg per participant Low balance/head
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Official DOL plan name: Integrus Investments Inc. Retirement Plan · Sponsored by Integrus Investments Inc. · North Carolina · Retail Trade

$2M in assets, 39 participants

Integrus Investments Inc.'s Integrus Investments Inc. Retirement Plan reported $2M in total assets and 39 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.

  • #3,524 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 $2M / 39 participants.

#3,524
in Retail Trade (8,048 peers)
-0.5%
assets change YoY

The plan reported a net loss of $13K 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

$2,487,243 32nd percentile higher than 32% 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

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 (39 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 rose from -$117K in the plan year 2023 filing to -$13K in the plan year 2024 filing.
  • Integrus Investments Inc. Retirement Plan reported participants rose from 31 in the plan year 2023 filing to 39 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 $2M in the plan year 2024 filing.

See the national 2023→2024 release diff →

EBSA filing schedule strip

Filing strip 475396774 · Integrus Investments Inc. PY 2024 · Profit Sharing

Integrus Investments Inc. Retirement Plan · $2M · 39 · 32nd

  • BOOK $2M
  • BOOK 39
  • BOOK 32nd
  • BOOK Profit Sharing
  • BOOK near Lochte Insurance Agency, Inc. Profit Sharing Plan
  • BOOK ind #3524

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. Retirement PlanIntegrus Investments Inc. Re…$2MLochte Insurance Agency, Inc. Profit Sharing PlanLochte Insurance Agency, Inc…$2MPineleaf Investments, Inc. Profit Sharing PlanPineleaf Investments, Inc. P…$2MBlackwell Intelligence Solutions 401(k)Blackwell Intelligence Solut…$2MKenneth D Schmidt Ground Water Qty Consultant Profit Sharing PlanKenneth D Schmidt Ground Wat…$2M
End-of-year total assets ($M) among Integrus Investments Inc. Retirement Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2024.

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
$2M$4M$6M$8M$10M 202220232024 $2.85M $7.57M ▲ +165.6%
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)$2M
Net Income-$13K
Employer EIN475396774
Plan Effective Date2015-10-23
Filing StatusFILING RECEIVED

Nearby Profit Sharing Plans in North Carolina

Peer Profit Sharing plans, same state, same plan type, ranked by total assets.

Integrus Investments Inc. Retirement Plan vs. nearby Profit Sharing plans in North Carolina, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -10123 Total assets ($B) Participants Integrus Investments Inc. Retirement Plan, Total assets ($B): 0.002487243 · Participants: 39Integrus Investments Inc. Retirement PlanTax Deferred Savings Plan of Novant Health, Inc., Total assets ($B): 2.543711307 · Participants: 38137Tax Deferred Savings Plan of Novant Health, Inc.Charter Communications, Inc. Retirement Accumulation Plan, Total assets ($B): 1.475076189 · Participants: 96794Charter Communications, Inc. Retirement Accumulation PlanFirsthealth of the Carolinas, Inc. Retirement Growth Plan, Total assets ($B): 0.121170094 · Participants: 5933Firsthealth of the Carolinas, Inc. Retirement Growth PlanBaker & Taylor Retirement Savings Plan, Total assets ($B): 0.073097403 · Participants: 1336Baker & Taylor Retirement Savings PlanWhap PA Profit Sharing Plan, Total assets ($B): 0.049559221 · Participants: 0Whap PA Profit Sharing Plan
Integrus Investments Inc. Retirement Plan vs. nearby Profit Sharing plans in North Carolina, assets vs. participants
Compare Integrus Investments Inc. Retirement Plan side-by-side with 3 peers →

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 Lochte Insurance Agency, Inc. Profit Sharing Plan in TX ($2M); by covered participants it is Stauffer Transportation Co., Inc. Retirement Plan in PA (39 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (39 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 Integrus Investments Inc. Retirement Plan assets move in 2024? ▼
Integrus Investments Inc. Retirement Plan held essentially flat - down 0.5% during 2024, from $3M to $2M. Reported net income was -$13K.
How have Integrus Investments Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Integrus Investments Inc.'s sponsor-wide assets grew 165.6%, from $3M to $8M.
Which Profit Sharing plans are similar in size to Integrus Investments Inc. Retirement Plan? ▼
Among Profit Sharing plans in other states, the closest by assets is Lochte Insurance Agency, Inc. Profit Sharing Plan in TX ($2M, 7 participants).
Which Profit Sharing plans cover a similar participant headcount to Integrus Investments Inc. Retirement Plan? ▼
Among Profit Sharing plans in other states, the closest by covered participants is Stauffer Transportation Co., Inc. Retirement Plan in PA (39 participants, $864K 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 475396774.

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.