401(k) · DOL Form 5500 · 2024

Ivan Ware & Son Inc. 401(k) Plan

Data updated 2026-08-11

$32M
Total assets
153
Participants
78th
Percentile by assets
$211,994
Avg per participant
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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.

  • 78th percentile by assets (of 123,622 plans)
  • #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.

$32M
total plan assets (2024 EOY)
153
covered participants
78th
percentile by assets (of 123,622 plans)
$211,994
avg assets per participant

Where Ivan Ware & Son Inc. 401(k) Profit Sharing Plan sits 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 $2,010,000,000 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

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 →

State
Kentucky
Industry
Construction

Participants vs Kentucky filers

In Kentucky, the average filing covers about 647 participants across 1,300 plans. Ivan Ware & Son Inc. 401(k) Profit Sharing Plan reports 153 participants - about 24% of that state average ($32M EOY assets).

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.)

$15M$20M$25M$30M$35M 202220232024 $20.3M $32.4M ▲ +59.6%
Total plan assets by year, all Ivan Ware & Son Inc. plans on file
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 ($B) Participants Ivan Ware & Son Inc.…, Total assets ($B): 0.032435044 · Participants: 153Ivan Ware & Son Inc.…Commonspirit Health …, Total assets ($B): 8.826314209 · Participants: 90345Commonspirit Health …Humana Retirement Sa…, Total assets ($B): 7.706147015 · Participants: 45706Humana Retirement Sa…UPS/Ipa 401(k) Savin…, Total assets ($B): 1.501700415 · Participants: 3064UPS/Ipa 401(k) Savin…Scionhealth 401(k) P…, Total assets ($B): 1.316012841 · Participants: 23753Scionhealth 401(k) P…Lexmark 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 Shari… side-by-side with 3 peers →

Similar-Sized 401(k) Plans Nationally

401(k) plans in other states closest to Ivan Ware & Son Inc. 401(k) Profit Sharing Plan by total assets, not by location.

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).

Next read for Ivan Ware & Son Inc. 401(k) Profit Shari…

Filing takeaways

Ways to act on Ivan Ware & Son Inc. 401(k) Profit Sharing Plan's numbers.

  • By total assets, Ivan Ware & Son Inc. 401(k) Profit Sharing Plan ranks in the top quartile of all filed plans by assets. See the largest plans
  • Compare it side-by-side against 3 similar 401(k) plans in Kentucky. Compare plans
  • Ivan Ware & Son Inc.'s sponsor-wide assets have grown 59.5% since 2022 across 3 plan years on file. More Construction plans

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.