401(k) · DOL Form 5500 · 2024

Itac Alabama, LLC 401(k) Plan

Data updated 2026-08-25

$6M
Total assets Small plan by assets: 343
Participants Below avg headcount: 45th
Percentile by assets National rank: $17,637
Avg per participant Low balance/head

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Official DOL plan name: Itac Alabama Employee Retirement Plan · Sponsored by Itac Alabama, LLC · Alabama · Manufacturing

$6M in assets, 343 participants

Itac Alabama, LLC's Itac Alabama Employee Retirement Plan reported $6M in total assets and 343 participants in its 2024 DOL Form 5500 filing, ranking in the 45th 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.

#5,142 in Manufacturing (17,777 peers)

Itac Alabama, LLC multi-year trail

Itac Alabama, LLC's plans moved +29.4% in assets from 2022 to 2024; this filing shows Itac Alabama Employee Retirement Plan at $6M / 343 participants.

#5,142
in Manufacturing (17,777 peers): +9.3%
assets growth YoY

Itac Alabama Employee Retirement Plan's mid-pack asset rank among Manufacturing and all filers

Itac Alabama Employee Retirement Plan vs every filed plan by assets

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

$6,049,519 45th percentile higher than 45% 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

Itac Alabama Employee Retirement 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. Itac Alabama Employee Retirement Plan sits mid-pack in the medium band (343 participants).

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%)

Itac Alabama Employee Retirement Plan reported net income fell from $861K in the plan year 2023 filing to $512K in the plan year 2024 filing.
Itac Alabama Employee Retirement Plan end-of-year assets rose from $6M in the plan year 2023 filing to $6M in the plan year 2024 filing.

See the national 2023→2024 release diff →

DOL schedule card

Filing strip 020678162 · Itac Alabama, LLC PY 2024 · 401(k)

Itac Alabama Employee Retirement Plan · $6M · 343 · 45th

5500 $6M
5500 343
5500 45th
5500 401(k)
5500 near Immersive Labs 401(k) Plan
5500 ind #5142

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 Manufacturing retirement plans → · Plans in Alabama →

End-of-year total assets ($M) among Itac Alabama Employee Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Itac Alabama, LLC multi-year asset trail

Latest sponsor-wide plan assets: $6M 29.37421741087707% vs 2022; 2024 filing year

Year	Plans	Participants	Total Assets
2022	1	359	$5M
2023	1	346	$6M
2024	1	343	$6M

Itac Alabama, LLC filing trail (2024)

Total Assets (Beginning of Year)	$6M
Net Assets (End of Year)	$6M
Net Income	$512K
Employer EIN	020678162
Plan Effective Date	2006-01-01
Filing Status	FILING RECEIVED

Nearby 401(k) Plans in Alabama

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

Itac Alabama Employee Retirement Plan vs. nearby 401(k) plans in Alabama, assets vs. participants

Regions Financial Corporation 401(k) Plan $3.2B · 20,783
Encompass Health Corporation 401(k) Retirement Plan $1.7B · 29,454
Hexagon Employee Retirement Savings Plan $1.7B · 4,638
Vulcan 401(k) Plan $1.5B · 8,628
Mercedes-Benz U.S. International, Inc. Retirement and Savings Plan $1.2B · 6,167

Compare Itac Alabama Employee Retirement Plan side-by-side with 3 peers →

Itac Alabama Employee Retirement Plan's out-of-state 401(k) peers by assets and headcount

Outside Alabama, the nearest 401(k) by assets is Immersive Labs 401(k) Plan in MA ($6M); by covered participants it is The Verescence 401(k) Plan in GA (343 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($6M here).

Immersive Labs 401(k) Plan (MA) $6M · 88
Jda Partners Technical Service 401(k) Plan (NY) $6M · 689
Dorough & Dorough, LLC 401(k) Profit Sharing Plan and Trust (GA) $6M · 16
Oregon Ice Cream LLC 401(k) Plan (OR) $6M · 173

Similar participant headcount

Nearest other-state filings by covered participants (343 participants); asset peers above are excluded.

The Verescence 401(k) Plan (GA) 343 · 0 off
Ultra Manufacturing (USA) Inc. 401(k) Retirement Savings Plan (IN) 343 · 0 off
Envirovac Holdings 401(k) Savings Plan (GA) 343 · 0 off
Sme Employees' Savings Plan and Trust (MI) 343 · 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 Itac Alabama Employee Retirement Plan assets move in 2024? ▼

Itac Alabama Employee Retirement Plan grew at a solid clip - up 9.3% during 2024, from $6M to $6M. Reported net income was $512K.

How have Itac Alabama, LLC plan assets changed over time? ▼

Across 3 plan years on file (2022-2024), Itac Alabama, LLC's sponsor-wide assets grew 29.4%, from $5M to $6M.

Which 401(k) plans are similar in size to Itac Alabama Employee Retirement Plan? ▼

Among 401(k) plans in other states, the closest by assets is Immersive Labs 401(k) Plan in MA ($6M, 88 participants).

Which 401(k) plans cover a similar participant headcount to Itac Alabama Employee Retirement Plan? ▼

Among 401(k) plans in other states, the closest by covered participants is The Verescence 401(k) Plan in GA (343 participants, $17M 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 020678162.