401(k) · DOL Form 5500 · 2024

Ingles Markets, Incorporated 401(k) Plan

Data updated 2026-08-25

$197M
Total assets Near avg plan size
17,509
Participants Very large workforce
94th
Percentile by assets National rank
$11,239
Avg per participant Low balance/head
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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.

  • #7,780 in Retail Trade (8,048 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 ~819 per filing). Assets: $197M.

#7,780
in Retail Trade (8,048 peers)
+8.2%
assets growth YoY
2.0×
vs typical plan assets (national mean)

Ingles Markets, Incorporated Investment/Profit Sharing Plan's outsized position by total assets

Ingles Markets, Incorporated Investment/Profit Sharing Plan vs every filed plan by assets

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

$196,782,406 Top 6% higher than 94% 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

Ingles Markets, Incorporated Investment/Profit Sharing Plan's mega-plan peer group by participant headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Ingles Markets, Incorporated Investment/Profit Sharing Plan is a mega filing (17,509 participants), the rightmost band on the breakdown.

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.

See the national 2023→2024 release diff →

DOL schedule card

Filing strip 560846267 · Ingles Markets, Incorporated PY 2024 · 401(k)

Ingles Markets, Incorporated Investment/Profit Sharing Plan · $197M · 17,509 · 94th

  • EBSA $197M
  • PART 17,509
  • TYPE 94th
  • NET 401(k)
  • BOOK near Cahill Gordon & Reindel LLP 401(k) Plan
  • VS-ST ind #7780

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 →

Ingles Markets, Incorporated Investment/Profit Sharing Plan in the asset neighbourhood

New Belgium Brewing Company, Inc. 401(k) PlanNew Belgium Brewing Company,…$197MIngles Markets, Incorporated Investment/Profit Sharing PlanIngles Markets, Incorporated…$197MCahill Gordon & Reindel LLP 401(k) PlanCahill Gordon & Reindel LLP …$197MGeisinger Health Plan 401(k) Savings PlanGeisinger Health Plan 401(k)…$197MKaiser Aluminum Investments Company Hourly Savings and Investment PlanKaiser Aluminum Investments …$197M
End-of-year total assets ($M) among Ingles Markets, Incorporated Investment/Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

North Carolina filing particulars

Total Assets (Beginning of Year)$182M
Net Assets (End of Year)$197M
Net Income$15M
Employer EIN560846267
Plan Effective Date1972-09-25
Filing StatusFILING RECEIVED

Sponsor Plan History (Ingles Markets, Incorporated)

Sponsor-wide plan assets over time

All Ingles Markets, Incorporated plans reported in each filing year

Latest sponsor-wide plan assets
$197M 21.92531057580646% vs 2022
2024 filing year
$140M$160M$180M$200M$220M 202220232024 $161M $197M ▲ +21.9%
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 Scatter plot of 6 data points. 050000100000150000200000 -20020406080 Total assets ($B) Participants Ingles Markets, Incorporated Investment/Profit Sharing Plan, Total assets ($B): 0.196782406 · Participants: 17509Ingles Markets, Incorporated Investment/Profit Sharing PlanThe Bank of America 401(k) Plan, Total assets ($B): 62.902405616 · Participants: 168963The Bank of America 401(k) PlanHoneywell 401(k) Plan, Total assets ($B): 16.316486587 · Participants: 39468Honeywell 401(k) PlanDuke Energy Retirement Savings Plan, Total assets ($B): 11.269744 · Participants: 27341Duke Energy Retirement Savings PlanNucor Corporation Profit Sharing and Retirement Savings Plan, Total assets ($B): 9.349291649 · Participants: 27070Nucor Corporation Profit Sharing and Retirement Savings PlanTruist Financial Corporation 401(k) Savings Plan, Total assets ($B): 9.231001739 · Participants: 52699Truist Financial Corporation 401(k) Savings Plan
Ingles Markets, Incorporated Investment/Profit Sharing Plan vs. nearby 401(k) plans in North Carolina, assets vs. participants
Compare Ingles Markets, Incorporated Investment/Profit Sharing Plan side-by-side with 3 peers →

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 $12.3T held by all Form 5500 filers in the national rollup , and 0.019% of 93,925,755 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

Ingles Markets, Incorporated Investment/Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside North Carolina, the nearest 401(k) by assets is Cahill Gordon & Reindel LLP 401(k) Plan in NY ($197M); by covered participants it is Penske Truck Leasing Co., L.P. Savings Retirement Plan in PA (17,512 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (17,509 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 Ingles Markets, Incorporated Investment/Profit Sharing Plan assets move in 2024? ▼
Ingles Markets, Incorporated Investment/Profit Sharing Plan grew at a solid clip - up 8.2% during 2024, from $182M to $197M. Reported net income was $15M.
How have Ingles Markets, Incorporated plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Ingles Markets, Incorporated's sponsor-wide assets grew 21.9%, from $161M to $197M.
Where does Ingles Markets, Incorporated Investment/Profit Sharing Plan rank by assets among Form 5500 filers? ▼
Ingles Markets, Incorporated Investment/Profit Sharing Plan ranks in the 94th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top 10% of all filed plans by assets).
Which 401(k) plans are similar in size to Ingles Markets, Incorporated Investment/Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Cahill Gordon & Reindel LLP 401(k) Plan in NY ($197M, 393 participants).
Which 401(k) plans cover a similar participant headcount to Ingles Markets, Incorporated Investment/Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Penske Truck Leasing Co., L.P. Savings Retirement Plan in PA (17,512 participants, $1.3B 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 560846267.

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.