401(k) · DOL Form 5500 · 2024

III N Investments 401(k) Plan

Data updated 2026-08-25

$2M
Total assets Small plan by assets: 5
Participants Small participant base: 29th
Percentile by assets National rank: $391,970
Avg per participant High balance/head

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Official DOL plan name: III N Investments Profit Sharing Plan · Sponsored by III N Investments · Texas · Other Services

$2M in assets, 5 participants

III N Investments's III N Investments Profit Sharing Plan reported $2M in total assets and 5 participants in its 2024 DOL Form 5500 filing, ranking in the 29th 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.

#4,153 in Other Services (7,719 peers)

Other Services sector rank

Within Other Services, III N Investments Profit Sharing Plan ranks #4,153 of 7,719 2024 filers by assets (1024% of the sector average)-$2M for 5 participants.

#4,153
in Other Services (7,719 peers): +11.9%
assets growth YoY

III N Investments Profit Sharing Plan among the smaller filed plans by assets

III N Investments Profit Sharing Plan vs every filed plan by assets

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

$1,959,851 29th percentile higher than 29% 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

III N Investments Profit Sharing Plan among micro filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. III N Investments Profit Sharing Plan is a micro filing (5 participants), the leftmost band.

Micro (1-10) 33,766 filings (27%) Small (11-100) 26,107 filings (21%) Medium (101-1,000) 54,251 filings (43%) Large (1,001-10,000) 10,349 filings (8%) Mega (10,000+) 1,399 filings (1%)

III N Investments Profit Sharing Plan reported net income rose from $150K in the plan year 2023 filing to $208K in the plan year 2024 filing.
III N Investments Profit Sharing Plan reported participants rose from 4 in the plan year 2023 filing to 5 in the plan year 2024 filing.
III N Investments Profit Sharing Plan end-of-year assets rose from $2M 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 464470568 · III N Investments PY 2024 · 401(k)

III N Investments Profit Sharing Plan · $2M · 5 · 29th

PART $2M
PART 5
PART 29th
PART 401(k)
PART near Eh Holdco LLC 401(k) Plan
PART ind #4153

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 Other Services retirement plans → · Plans in Texas →

End-of-year total assets ($M) among III N Investments Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Other Services filing particulars

Total Assets (Beginning of Year)	$2M
Net Assets (End of Year)	$2M
Net Income	$208K
Employer EIN	464470568
Plan Effective Date	1994-01-01
Filing Status	FILING RECEIVED

Sponsor Plan History (III N Investments)

Latest sponsor-wide plan assets: $2M 22.353498639650294% vs 2022; 2024 filing year

Year	Plans	Participants	Total Assets
2022	1	5	$2M
2023	1	4	$2M
2024	1	5	$2M

Nearby 401(k) Plans in Texas

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

III N Investments Profit Sharing Plan vs. nearby 401(k) plans in Texas, assets vs. participants

AT&T Retirement Savings Plan $43.1B · 109,889
Exxonmobil Savings Plan $23.7B · 21,990
Chevron Employee Savings Investment Plan $20.4B · 21,505
Caterpillar 401(k) Savings Plan $18.8B · 43,873
Southwest Airlines Co. Retirement Savings Plan $17.0B · 67,820

Compare III N Investments Profit Sharing Plan side-by-side with 3 peers →

III N Investments Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside Texas, the nearest 401(k) by assets is Eh Holdco LLC 401(k) Plan in IL ($2M); by covered participants it is Nasr Psychiatric Services 401(k) Plan in IN (5 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($2M here).

Eh Holdco LLC 401(k) Plan (IL) $2M · 105
Red Studios Hollywood 401(k) Plan (CA) $2M · 19
Wl Moore Construction, Inc. 401(k) Profit Sharing Plan (OR) $2M · 3
Rainmaker Hospitality 401(k) Savings Plan (KY) $2M · 38

Similar participant headcount

Nearest other-state filings by covered participants (5 participants); asset peers above are excluded.

Nasr Psychiatric Services 401(k) Plan (IN) 5 · 0 off
Melcar Enterprises, Inc. 401(k) Plan (MO) 5 · 0 off
K&k Se 401(k) Plan (CA) 5 · 0 off
Fallon Holdings, Inc. 401(k) Plan (KY) 5 · 0 off

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 III N Investments Profit Sharing Plan assets move in 2024? ▼

III N Investments Profit Sharing Plan grew at a solid clip - up 11.9% during 2024, from $2M to $2M. Reported net income was $208K.

How have III N Investments plan assets changed over time? ▼

Across 3 plan years on file (2022-2024), III N Investments's sponsor-wide assets grew 22.4%, from $2M to $2M.

Which 401(k) plans are similar in size to III N Investments Profit Sharing Plan? ▼

Among 401(k) plans in other states, the closest by assets is Eh Holdco LLC 401(k) Plan in IL ($2M, 105 participants).

Which 401(k) plans cover a similar participant headcount to III N Investments Profit Sharing Plan? ▼

Among 401(k) plans in other states, the closest by covered participants is Nasr Psychiatric Services 401(k) Plan in IN (5 participants, N/A 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 464470568.