401(k) · DOL Form 5500 · 2024

Ivan Ware & Son Inc. 401(k) Plan

Data updated 2026-08-25

$32M
Total assets Below avg plan size
153
Participants Small participant base
78th
Percentile by assets National rank
$211,994
Avg per participant Above avg balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Ivan Ware & Son Inc. 401(k) Profit Sharing Plan · Sponsored by Ivan Ware & Son Inc. · Kentucky · Construction

$32M in assets, 153 participants

Ivan Ware & Son Inc.'s Ivan Ware & Son Inc. 401(k) Profit Sharing Plan reported $32M in total assets and 153 participants in its 2024 DOL Form 5500 filing, ranking in the 78th 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.

  • #6,957 in Construction (9,039 peers)

Coverage in Kentucky

Ivan Ware & Son Inc. 401(k) Profit Sharing Plan covers 153 participants in Kentucky, about 24% of the average Kentucky filer (state average ~647 per filing). Assets: $32M.

#6,957
in Construction (9,039 peers)
+22.8%
assets growth YoY
0.3×
vs typical plan assets (national mean)

Ivan Ware & Son Inc. 401(k) Profit Sharing Plan's outsized position by total assets

Ivan Ware & Son Inc. 401(k) Profit Sharing Plan vs every filed plan by assets

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

$32,435,044 Top 22% higher than 78% 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

Ivan Ware & Son Inc. 401(k) Profit Sharing 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. Ivan Ware & Son Inc. 401(k) Profit Sharing Plan sits mid-pack in the medium band (153 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Ivan Ware & Son Inc. 401(k) Profit Sharing Plan end-of-year assets rose from $26M in the plan year 2023 filing to $32M in the plan year 2024 filing.
  • Ivan Ware & Son Inc. 401(k) Profit Sharing Plan reported participants rose from 132 in the plan year 2023 filing to 153 in the plan year 2024 filing.

See the national 2023→2024 release diff →

EBSA filing schedule strip

Filing strip 610597150 · Ivan Ware & Son Inc. PY 2024 · 401(k)

Ivan Ware & Son Inc. 401(k) Profit Sharing Plan · $32M · 153 · 78th

  • PHOTO $32M
  • IND 153
  • EOY 78th
  • 5500 401(k)
  • ASSETS near Sekisui Aerospace, Inc. 401(k) Retirement Plan
  • PCT ind #6957

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 Construction retirement plans → · Plans in Kentucky →

Ivan Ware & Son Inc. 401(k) Profit Sharing Plan in the asset neighbourhood

Ivan Ware & Son Inc. 401(k) Profit Sharing PlanIvan Ware & Son Inc. 401(k) …$32MSekisui Aerospace, Inc. 401(k) Retirement PlanSekisui Aerospace, Inc. 401(…$32MPai Holdings, LLC 401(k) Plan$32MMahoney Environmental 401(k) PlanMahoney Environmental 401(k)…$32MJtekt Machinery Americas Corporation Retirement PlanJtekt Machinery Americas Cor…$32M
End-of-year total assets ($M) among Ivan Ware & Son Inc. 401(k) Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Kentucky filing particulars

Total Assets (Beginning of Year)$26M
Net Assets (End of Year)$32M
Net Income$6M
Employer EIN610597150
Plan Effective Date1986-07-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Ivan Ware & Son Inc.)

Sponsor-wide plan assets over time

All Ivan Ware & Son Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$32M 59.52492082292419% vs 2022
2024 filing year
$15M$20M$25M$30M$35M 202220232024 $20.3M $32.4M ▲ +59.6%
Year Plans Participants Total Assets
2022 1 118 $20M
2023 1 132 $26M
2024 1 153 $32M

Nearby 401(k) Plans in Kentucky

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

Ivan Ware & Son Inc. 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Kentucky, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000100000 -20246810 Total assets ($B) Participants Ivan Ware & Son Inc. 401(k) Profit Sharing Plan, Total assets ($B): 0.032435044 · Participants: 153Ivan Ware & Son Inc. 401(k) Profit Sharing PlanCommonspirit Health 401(k) Retirement Savings Plan, Total assets ($B): 8.826314209 · Participants: 90345Commonspirit Health 401(k) Retirement Savings PlanHumana Retirement Savings Plan, Total assets ($B): 7.706147015 · Participants: 45706Humana Retirement Savings PlanUPS/Ipa 401(k) Savings Plan, Total assets ($B): 1.501700415 · Participants: 3064UPS/Ipa 401(k) Savings PlanScionhealth 401(k) Plan, Total assets ($B): 1.316012841 · Participants: 23753Scionhealth 401(k) PlanLexmark Savings Plan, Total assets ($B): 1.211057397 · Participants: 1919Lexmark Savings Plan
Ivan Ware & Son Inc. 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Kentucky, assets vs. participants
Compare Ivan Ware & Son Inc. 401(k) Profit Sharing Plan side-by-side with 3 peers →

Ivan Ware & Son Inc. 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside Kentucky, the nearest 401(k) by assets is Sekisui Aerospace, Inc. 401(k) Retirement Plan in WA ($32M); by covered participants it is American Guardian Warranty 401(k) Plan in IL (153 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($32M here).

Similar participant headcount

Nearest other-state filings by covered participants (153 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 Ivan Ware & Son Inc. 401(k) Profit Sharing Plan assets move in 2024? ▼
Ivan Ware & Son Inc. 401(k) Profit Sharing Plan grew sharply - up 22.8% during 2024, from $26M to $32M. Reported net income was $6M.
How have Ivan Ware & Son Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Ivan Ware & Son Inc.'s sponsor-wide assets grew 59.5%, from $20M to $32M.
Where does Ivan Ware & Son Inc. 401(k) Profit Sharing Plan rank by assets among Form 5500 filers? ▼
Ivan Ware & Son Inc. 401(k) Profit Sharing Plan ranks in the 78th 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 Ivan Ware & Son Inc. 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Sekisui Aerospace, Inc. 401(k) Retirement Plan in WA ($32M, 679 participants).
Which 401(k) plans cover a similar participant headcount to Ivan Ware & Son Inc. 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is American Guardian Warranty 401(k) Plan in IL (153 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 610597150.

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.