401(k) · DOL Form 5500 · 2024

Inventrust Properties Corp. 401(k) Plan

Data updated 2026-08-25

$26M
Total assets Below avg plan size
104
Participants Small participant base
75th
Percentile by assets National rank
$248,719
Avg per participant Above avg balance/head
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Official DOL plan name: Inventrust Properties Corp. Savings Plan · Sponsored by Inventrust Properties Corp. · Illinois · Real Estate

$26M in assets, 104 participants

Inventrust Properties Corp.'s Inventrust Properties Corp. Savings Plan reported $26M in total assets and 104 participants in its 2024 DOL Form 5500 filing, ranking in the 75th 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.

  • #4,057 in Real Estate (4,605 peers)

Coverage in Illinois

Inventrust Properties Corp. Savings Plan covers 104 participants in Illinois, about 13% of the average Illinois filer (state average ~779 per filing). Assets: $26M.

#4,057
in Real Estate (4,605 peers)
+14.4%
assets growth YoY
0.3×
vs typical plan assets (national mean)

Inventrust Properties Corp. Savings Plan's outsized position by total assets

Inventrust Properties Corp. Savings Plan vs every filed plan by assets

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

$25,866,733 Top 25% higher than 75% 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

Inventrust Properties Corp. Savings Plan among mid-size filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Inventrust Properties Corp. Savings Plan sits mid-pack in the medium band (104 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Inventrust Properties Corp. Savings Plan end-of-year assets rose from $23M in the plan year 2023 filing to $26M in the plan year 2024 filing.
  • Inventrust Properties Corp. Savings Plan reported net income fell from $4M in the plan year 2023 filing to $3M in the plan year 2024 filing.
  • Inventrust Properties Corp. Savings Plan reported participants fell from 106 in the plan year 2023 filing to 104 in the plan year 2024 filing.

See the national 2023→2024 release diff →

EBSA filing schedule strip

Filing strip 342019608 · Inventrust Properties Corp. PY 2024 · 401(k)

Inventrust Properties Corp. Savings Plan · $26M · 104 · 75th

  • EBSA $26M
  • PART 104
  • TYPE 75th
  • NET 401(k)
  • BOOK near Cancer Care Northwest Centers, P.S. 401(k) Plan
  • VS-ST ind #4057

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 Real Estate retirement plans → · Plans in Illinois →

Inventrust Properties Corp. Savings Plan in the asset neighbourhood

Inventrust Properties Corp. Savings PlanInventrust Properties Corp. …$26MCancer Care Northwest Centers, P.S. 401(k) PlanCancer Care Northwest Center…$26MThe Leading Hotels of the World, Ltd. 401(k) PlanThe Leading Hotels of the Wo…$26MBanesco USA 401(k) Plan$26MTwin Cities Eye Consultants 401(k) PlanTwin Cities Eye Consultants …$26M
End-of-year total assets ($M) among Inventrust Properties Corp. Savings Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Illinois filing particulars

Total Assets (Beginning of Year)$23M
Net Assets (End of Year)$26M
Net Income$3M
Employer EIN342019608
Plan Effective Date2015-04-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Inventrust Properties Corp.)

Sponsor-wide plan assets over time

All Inventrust Properties Corp. plans reported in each filing year

Latest sponsor-wide plan assets
$26M 36.93039198429892% vs 2022
2024 filing year
$15M$20M$25M$30M 202220232024 $18.9M $25.9M ▲ +37.0%
Year Plans Participants Total Assets
2022 1 114 $19M
2023 1 106 $23M
2024 1 104 $26M

Nearby 401(k) Plans in Illinois

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

Inventrust Properties Corp. Savings Plan vs. nearby 401(k) plans in Illinois, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000 -50510152025 Total assets ($B) Participants Inventrust Properties Corp. Savings Plan, Total assets ($B): 0.025866733 · Participants: 104Inventrust Properties Corp. Savings PlanAccenture United States 401(k) Match and Savings Plan, Total assets ($B): 21.302643276 · Participants: 66965Accenture United States 401(k) Match and Savings PlanState Farm 401(k) Savings Plan, Total assets ($B): 19.010099056 · Participants: 63297State Farm 401(k) Savings PlanUnited Airlines Pilot Retirement Account Plan, Total assets ($B): 16.835964452 · Participants: 16659United Airlines Pilot Retirement Account PlanAbbott Laboratories Stock Retirement Plan, Total assets ($B): 15.755668 · Participants: 38229Abbott Laboratories Stock Retirement PlanWalgreens Retirement Savings Plan, Total assets ($B): 14.535873337 · Participants: 233635Walgreens Retirement Savings Plan
Inventrust Properties Corp. Savings Plan vs. nearby 401(k) plans in Illinois, assets vs. participants
Compare Inventrust Properties Corp. Savings Plan side-by-side with 3 peers →

Inventrust Properties Corp. Savings Plan's out-of-state 401(k) peers by assets and headcount

Outside Illinois, the nearest 401(k) by assets is Cancer Care Northwest Centers, P.S. 401(k) Plan in WA ($26M); by covered participants it is Ahold Ecommerce Sales Company 401(k) Plan in NJ (104 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($26M here).

Similar participant headcount

Nearest other-state filings by covered participants (104 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 Inventrust Properties Corp. Savings Plan assets move in 2024? ▼
Inventrust Properties Corp. Savings Plan grew at a solid clip - up 14.4% during 2024, from $23M to $26M. Reported net income was $3M.
How have Inventrust Properties Corp. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Inventrust Properties Corp.'s sponsor-wide assets grew 36.9%, from $19M to $26M.
Where does Inventrust Properties Corp. Savings Plan rank by assets among Form 5500 filers? ▼
Inventrust Properties Corp. Savings Plan ranks in the 75th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to Inventrust Properties Corp. Savings Plan? ▼
Among 401(k) plans in other states, the closest by assets is Cancer Care Northwest Centers, P.S. 401(k) Plan in WA ($26M, 267 participants).
Which 401(k) plans cover a similar participant headcount to Inventrust Properties Corp. Savings Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Ahold Ecommerce Sales Company 401(k) Plan in NJ (104 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 342019608.

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.