401(k) · DOL Form 5500 · 2024

Irving Oil Terminals Inc. 401(k) Plan

Data updated 2026-08-25

$81M
Total assets Below avg plan size
722
Participants Near avg headcount
89th
Percentile by assets National rank
$112,250
Avg per participant Below avg balance/head
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Official DOL plan name: Irving USA Employees 401(k) Plan · Sponsored by Irving Oil Terminals Inc. · New Hampshire · Wholesale Trade

$81M in assets, 722 participants

Irving Oil Terminals Inc.'s Irving USA Employees 401(k) Plan reported $81M in total assets and 722 participants in its 2024 DOL Form 5500 filing, ranking in the 89th 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.

  • #5,502 in Wholesale Trade (6,080 peers)

Coverage in New Hampshire

Irving USA Employees 401(k) Plan covers 722 participants in New Hampshire, 2.4x the typical New Hampshire plan (state average ~301 per filing). Assets: $81M.

#5,502
in Wholesale Trade (6,080 peers)
+12.3%
assets growth YoY
0.8×
vs typical plan assets (national mean)

Irving USA Employees 401(k) Plan's outsized position by total assets

Irving USA Employees 401(k) Plan vs every filed plan by assets

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

$81,044,561 Top 11% higher than 89% 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

Irving USA Employees 401(k) 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. Irving USA Employees 401(k) Plan sits mid-pack in the medium band (722 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Irving USA Employees 401(k) Plan reported net income fell from $11M in the plan year 2023 filing to $9M in the plan year 2024 filing.
  • Irving USA Employees 401(k) Plan end-of-year assets rose from $72M in the plan year 2023 filing to $81M in the plan year 2024 filing.
  • Irving USA Employees 401(k) Plan reported participants rose from 691 in the plan year 2023 filing to 722 in the plan year 2024 filing.

See the national 2023→2024 release diff →

DOL schedule card

Filing strip 043430664 · Irving Oil Terminals Inc. PY 2024 · 401(k)

Irving USA Employees 401(k) Plan · $81M · 722 · 89th

  • BOOK $81M
  • VS-ST 722
  • BOY 89th
  • SCH 401(k)
  • EBSA near American Institute for Cpcu Savings Plan
  • PART ind #5502

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 Wholesale Trade retirement plans → · Plans in New Hampshire →

Irving USA Employees 401(k) Plan in the asset neighbourhood

Evercommerce Solutions, Inc. 401(k) Profit Sharing PlanEvercommerce Solutions, Inc.…$81MIrving USA Employees 401(k) PlanIrving USA Employees 401(k) …$81MAmerican Institute for Cpcu Savings PlanAmerican Institute for Cpcu …$81MDiamond Vogel, Inc. 401(k) PlanDiamond Vogel, Inc. 401(k) P…$81MNational Medical Services, Inc. 401(k) Savings and Retirement PlanNational Medical Services, I…$81M
End-of-year total assets ($M) among Irving USA Employees 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

New Hampshire filing particulars

Total Assets (Beginning of Year)$72M
Net Assets (End of Year)$81M
Net Income$9M
Employer EIN043430664
Plan Effective Date1990-03-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Irving Oil Terminals Inc.)

Sponsor-wide plan assets over time

All Irving Oil Terminals Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$81M 12.315990017078443% vs 2023
2024 filing year
$70M$75M$80M$85M 20232024 $72.2M $81M ▲ +12.3%
Year Plans Participants Total Assets
2023 1 691 $72M
2024 1 722 $81M

Nearby 401(k) Plans in New Hampshire

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

Irving USA Employees 401(k) Plan vs. nearby 401(k) plans in New Hampshire, assets vs. participants Scatter plot of 6 data points. 050001000015000 0200400600800 Total assets ($M) Participants Irving USA Employees 401(k) Plan, Total assets ($M): 81.044561 · Participants: 722Irving USA Employees 401(k) PlanC&s and Affiliates 401(k) Savings Plan (a), Total assets ($M): 670.52032 · Participants: 11041C&s and Affiliates 401(k) Savings Plan (a)Ams Osram Savings Plan, Total assets ($M): 486.920985 · Participants: 961Ams Osram Savings PlanAlbany International Corp. Prosperity Plus Savings Plan, Total assets ($M): 481.365142 · Participants: 1909Albany International Corp. Prosperity Plus Savings PlanConnection Employee 401(k) and Profit Sharing Plan, Total assets ($M): 438.844096 · Participants: 2733Connection Employee 401(k) and Profit Sharing PlanCoca Cola Beverages Northeast, Inc. Incentive Savings Plan, Total assets ($M): 400.152906 · Participants: 2821Coca Cola Beverages Northeast, Inc. Incentive Savings Plan
Irving USA Employees 401(k) Plan vs. nearby 401(k) plans in New Hampshire, assets vs. participants
Compare Irving USA Employees 401(k) Plan side-by-side with 3 peers →

Irving USA Employees 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside New Hampshire, the nearest 401(k) by assets is American Institute for Cpcu Savings Plan in PA ($81M); by covered participants it is Avantax Inc. 401(k) Retirement Plan in TX (722 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (722 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 Irving USA Employees 401(k) Plan assets move in 2024? ▼
Irving USA Employees 401(k) Plan grew at a solid clip - up 12.3% during 2024, from $72M to $81M. Reported net income was $9M.
How have Irving Oil Terminals Inc. plan assets changed over time? ▼
Across 2 plan years on file (2023-2024), Irving Oil Terminals Inc.'s sponsor-wide assets grew 12.3%, from $72M to $81M.
Where does Irving USA Employees 401(k) Plan rank by assets among Form 5500 filers? ▼
Irving USA Employees 401(k) Plan ranks in the 89th 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 Irving USA Employees 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is American Institute for Cpcu Savings Plan in PA ($81M, 285 participants).
Which 401(k) plans cover a similar participant headcount to Irving USA Employees 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Avantax Inc. 401(k) Retirement Plan in TX (722 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 043430664.

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.