401(k) · DOL Form 5500 · 2024
Itg Brands, LLC 401(k) Plan
Data updated 2026-08-11
- $398M
- Total assets
- 1,502
- Participants
- 97th
- Percentile by assets
- $264,934
- Avg per participant
Official DOL plan name: Itg Holdings USA, Inc. Employee Savings & Retirement Plan · Sponsored by Itg Brands, LLC · North Carolina · Manufacturing
$398M in assets, 1,502 participants
Itg Brands, LLC's Itg Holdings USA, Inc. Employee Savings & Retirement Plan reported $398M in total assets and 1,502 participants in its 2024 DOL Form 5500 filing, ranking in the 97th 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.
- 97th percentile by assets (of 123,622 plans)
- #16,827 in Manufacturing (17,777 peers)
Where Itg Holdings USA, Inc. Employee Savings & Retirement Plan sits by assets
Itg Holdings USA, Inc. Employee Savings & Retirement Plan sits in the top 5% of all filed plans by assets, $398M for 1,502 participants (~$264,934/participant), up 8.1% in 2024.
- $398M
- total plan assets (2024 EOY)
- 1,502
- covered participants
- 97th
- percentile by assets (of 123,622 plans)
- $264,934
- avg assets per participant
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Itg Holdings USA, Inc. Employee Savings & Retirement Plan reported net income fell from $33M in the plan year 2023 filing to $30M in the plan year 2024 filing.
- Itg Holdings USA, Inc. Employee Savings & Retirement Plan end-of-year assets rose from $368M in the plan year 2023 filing to $398M in the plan year 2024 filing.
- Itg Holdings USA, Inc. Employee Savings & Retirement Plan reported participants rose from 1,461 in the plan year 2023 filing to 1,502 in the plan year 2024 filing.
Itg Holdings USA, Inc. Employee Savings & Retirement Plan vs the 2024 asset distribution
By assets, Itg Holdings USA, Inc. Employee Savings & Retirement Plan outranks 97% of the 123,622 plans that filed a Form 5500 for the 2024 plan year, and holds roughly 4.0x the national average plan size of $100M (721 average participants).
Scale-class filing particulars (2024)
| Total Assets (Beginning of Year) | $368M |
|---|---|
| Net Assets (End of Year) | $398M |
| Net Income | $30M |
| Employer EIN | 942994213 |
| Plan Effective Date | 2015-06-15 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Itg Brands, LLC)
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 3 | 2,526 | $875M |
| 2023 | 3 | 2,061 | $907M |
| 2024 | 3 | 2,072 | $826M |
Nearby 401(k) Plans in North Carolina
Peer 401(k) plans, same state, same plan type, ranked by total assets.
Itg Holdings USA, Inc. Employee Savings & Retirement Plan vs. nearby 401(k) plans in North Carolina, assets vs. participants
- The Bank of America 401(k) Plan $62.9B · 168,963
- Honeywell 401(k) Plan $16.3B · 39,468
- Duke Energy Retirement Savings Plan $11.3B · 27,341
- Nucor Corporation Profit Sharing and Retirement Savings Plan $9.3B · 27,070
- Truist Financial Corporation 401(k) Savings Plan $9.2B · 52,699
Similar-Sized 401(k) Plans Nationally
401(k) plans in other states closest to Itg Holdings USA, Inc. Employee Savings & Retirement Plan by total assets, not by location.
- Treehouse Foods, Inc. 401(k) Plan (IL) $398M · 4,593
- Wilbur-Ellis 401(k) Plan (CO) $398M · 3,013
- Everon 401(k) Plan (FL) $398M · 3,831
- Trustmark 401(k) Plan (MS) $398M · 2,796
Frequently Asked Questions
How did Itg Holdings USA, Inc. Employee Savings & Retirement Plan assets move in 2024? ▼
How have Itg Brands, LLC plan assets changed over time? ▼
Where does Itg Holdings USA, Inc. Employee Savings & Retirement Plan rank by assets among Form 5500 filers? ▼
Which 401(k) plans are similar in size to Itg Holdings USA, Inc. Employee Savings & Retirement Plan? ▼
Next read for Itg Holdings USA, Inc. Employee Savings …
Scale reading
Ways to act on Itg Holdings USA, Inc. Employee Savings & Retirement Plan's numbers.
- By total assets, Itg Holdings USA, Inc. Employee Savings & Retirement Plan ranks in the top 5% of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar 401(k) plans in North Carolina. Compare plans
- Itg Brands, LLC's sponsor-wide assets have declined 5.6% since 2022 across 3 plan years on file. More Manufacturing plans