401(k) · DOL Form 5500 · 2024
Ingles Markets, Incorporated 401(k) Plan
Data updated 2026-08-06
- $197M
- Total assets
- 17,509
- Participants
- 94th
- Percentile by assets
- $11,239
- Avg per participant
Official DOL plan name: Ingles Markets, Incorporated Investment/Profit Sharing Plan · Sponsored by Ingles Markets, Incorporated · North Carolina · Retail Trade
$197M in assets, 17,509 participants
Ingles Markets, Incorporated's Ingles Markets, Incorporated Investment/Profit Sharing Plan reported $197M in total assets and 17,509 participants in its 2024 DOL Form 5500 filing, ranking in the 94th 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.
- 94th percentile by assets (of 116,472 plans)
- #7,369 in Retail Trade (7,620 peers)
Coverage in North Carolina
Ingles Markets, Incorporated Investment/Profit Sharing Plan covers 17,509 participants in North Carolina, 21x the typical North Carolina plan (state average ~846 per filing). Assets: $197M.
- $197M
- total plan assets (2024 EOY)
- 17,509
- covered participants
- 94th
- percentile by assets (of 116,472 plans)
- $11,239
- avg assets per participant
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Ingles Markets, Incorporated Investment/Profit Sharing Plan reported net income fell from $21M in the plan year 2023 filing to $15M in the plan year 2024 filing.
- Ingles Markets, Incorporated Investment/Profit Sharing Plan end-of-year assets rose from $182M in the plan year 2023 filing to $197M in the plan year 2024 filing.
- Ingles Markets, Incorporated Investment/Profit Sharing Plan reported participants rose from 16,715 in the plan year 2023 filing to 17,509 in the plan year 2024 filing.
Participants vs North Carolina filers
In North Carolina, the average filing covers about 846 participants across 3,325 plans. Ingles Markets, Incorporated Investment/Profit Sharing Plan reports 17,509 participants - 21x that state average ($197M EOY assets).
North Carolina filing particulars
| Total Assets (Beginning of Year) | $182M |
|---|---|
| Net Assets (End of Year) | $197M |
| Net Income | $15M |
| Employer EIN | 560846267 |
| Plan Effective Date | 1972-09-25 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Ingles Markets, Incorporated)
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 13,895 | $161M |
| 2023 | 1 | 16,715 | $182M |
| 2024 | 1 | 17,509 | $197M |
Nearby 401(k) Plans in North Carolina
Peer 401(k) plans, same state, same plan type, ranked by total assets.
Ingles Markets, Incorporated Investment/Profit Sharing Plan vs. nearby 401(k) plans in North Carolina, assets vs. participants
- The Bank of America 401(k) Plan $62.9B · 168,963
- Honeywell 401(k) Plan $16.3B · 39,468
- Duke Energy Retirement Savings Plan $11.3B · 27,341
- Nucor Corporation Profit Sharing and Retirement Savings Plan $9.3B · 27,070
- Truist Financial Corporation 401(k) Savings Plan $9.2B · 52,699
Scale composition for Ingles Markets, Incorporated Investment/Profit Sharing Plan
Ingles Markets, Incorporated Investment/Profit Sharing Plan reports $197M in end-of-year assets across 17,509 participants (0.002% of the $11.6T held by all Form 5500 filers in the national rollup , and 0.019% of 89,805,449 covered participants) - about $11,239 per participant (8% of the national average assets-per-participant) . Net income for plan year 2024 was $15M.
This plan identity (EIN 560846267, plan #001) has 3 Form 5500 filings on file from 2022 to 2024 , with end-of-year assets moving from $161M to $197M (+21.9%) while covered participants moved from 13,895 to 17,509 . Single-year sparse filers cannot show that trail.
| Plan year | Participants | EOY assets | Filing |
|---|---|---|---|
| 2022 | 13,895 | $161M | Open filing |
| 2023 | 16,715 | $182M | Open filing |
| 2024 · index core | 17,509 | $197M | This page |
Similar-Sized 401(k) Plans Nationally
401(k) plans in other states closest to Ingles Markets, Incorporated Investment/Profit Sharing Plan by total assets, not by location.
Frequently Asked Questions
How did Ingles Markets, Incorporated Investment/Profit Sharing Plan assets move in 2024? ▼
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Filing takeaways
Ways to act on Ingles Markets, Incorporated Investment/Profit Sharing Plan's numbers.
- By total assets, Ingles Markets, Incorporated Investment/Profit Sharing Plan ranks in the top 10% of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar 401(k) plans in North Carolina. Compare plans
- Ingles Markets, Incorporated's sponsor-wide assets have grown 21.9% since 2022 across 3 plan years on file. More Retail Trade plans