401(k) · DOL Form 5500 · 2024

Investors Title Insurance Company 401(k) Plan

Data updated 2026-08-25

$73M
Total assets Below avg plan size
2
Participants Small participant base
88th
Percentile by assets National rank
$36.5M
Avg per participant High balance/head
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Official DOL plan name: Investors Title Company and Affiliates 401(k) Plan · Sponsored by Investors Title Insurance Company · North Carolina · Finance & Insurance

$73M in assets, 2 participants

Investors Title Insurance Company's Investors Title Company and Affiliates 401(k) Plan reported $73M in total assets and 2 participants in its 2024 DOL Form 5500 filing, ranking in the 88th 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.

  • #6,951 in Finance & Insurance (8,549 peers)

Where Investors Title Company and Affiliates 401(k) Plan sits by assets

Investors Title Company and Affiliates 401(k) Plan sits in the top quartile of all filed plans by assets, $73M for 2 participants (~$36.5M/participant), up 16.9% in 2024.

#6,951
in Finance & Insurance (8,549 peers)
+16.9%
assets growth YoY
0.7×
vs typical plan assets (national mean)

Investors Title Company and Affiliates 401(k) Plan's outsized position by total assets

Investors Title Company and Affiliates 401(k) Plan vs every filed plan by assets

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

$72,958,940 Top 12% higher than 88% 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

Investors Title Company and Affiliates 401(k) Plan among micro filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Investors Title Company and Affiliates 401(k) Plan is a micro filing (2 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Investors Title Company and Affiliates 401(k) Plan reported participants fell from 723 in the plan year 2023 filing to 2 in the plan year 2024 filing.
  • Investors Title Company and Affiliates 401(k) Plan end-of-year assets rose from $62M in the plan year 2023 filing to $73M in the plan year 2024 filing.
  • Investors Title Company and Affiliates 401(k) Plan reported net income fell from $11M in the plan year 2023 filing to $11M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Published 5500 schedule card

Filing strip 560997685 · Investors Title Insurance Company PY 2024 · 401(k)

Investors Title Company and Affiliates 401(k) Plan · $73M · 2 · 88th

  • EIN $73M
  • RANK 2
  • PHOTO 88th
  • IND 401(k)
  • EOY near Warady & Davis, LLP Profit Sharing and Savings Plan
  • 5500 ind #6951

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 Finance & Insurance retirement plans → · Plans in North Carolina →

Investors Title Company and Affiliates 401(k) Plan in the asset neighbourhood

Investors Title Company and Affiliates 401(k) PlanInvestors Title Company and …$73MWarady & Davis, LLP Profit Sharing and Savings PlanWarady & Davis, LLP Profit S…$73MDickinson Financial Corporation Retirement PlanDickinson Financial Corporat…$73MMayfield Clinic, Inc. Profit Sharing/401(k) PlanMayfield Clinic, Inc. Profit…$73MZeigler Auto Group, Inc. Employee's 401(k) PlanZeigler Auto Group, Inc. Emp…$73M
End-of-year total assets ($M) among Investors Title Company and Affiliates 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Scale-class filing particulars (2024)

Total Assets (Beginning of Year)$62M
Net Assets (End of Year)$73M
Net Income$11M
Employer EIN560997685
Plan Effective Date2008-02-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Investors Title Insurance Company)

Sponsor-wide plan assets over time

All Investors Title Insurance Company plans reported in each filing year

Latest sponsor-wide plan assets
$73M 42.02127356196067% vs 2022
2024 filing year
$40M$50M$60M$70M$80M 202220232024 $51.4M $73M ▲ +42.0%
Year Plans Participants Total Assets
2022 1 671 $51M
2023 1 723 $62M
2024 1 2 $73M

Nearby 401(k) Plans in North Carolina

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

Investors Title Company and Affiliates 401(k) Plan vs. nearby 401(k) plans in North Carolina, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000 -20020406080 Total assets ($B) Participants Investors Title Company and Affiliates 401(k) Plan, Total assets ($B): 0.07295894 · Participants: 2Investors Title Company and Affiliates 401(k) PlanThe Bank of America 401(k) Plan, Total assets ($B): 62.902405616 · Participants: 168963The Bank of America 401(k) PlanHoneywell 401(k) Plan, Total assets ($B): 16.316486587 · Participants: 39468Honeywell 401(k) PlanDuke Energy Retirement Savings Plan, Total assets ($B): 11.269744 · Participants: 27341Duke Energy Retirement Savings PlanNucor Corporation Profit Sharing and Retirement Savings Plan, Total assets ($B): 9.349291649 · Participants: 27070Nucor Corporation Profit Sharing and Retirement Savings PlanTruist Financial Corporation 401(k) Savings Plan, Total assets ($B): 9.231001739 · Participants: 52699Truist Financial Corporation 401(k) Savings Plan
Investors Title Company and Affiliates 401(k) Plan vs. nearby 401(k) plans in North Carolina, assets vs. participants
Compare Investors Title Company and Affiliates 401(k) Plan side-by-side with 3 peers →

Investors Title Company and Affiliates 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside North Carolina, the nearest 401(k) by assets is Warady & Davis, LLP Profit Sharing and Savings Plan in IL ($73M); by covered participants it is Per Mgmt, Inc. 401(k) Plan in MA (2 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (2 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 Investors Title Company and Affiliates 401(k) Plan assets move in 2024? ▼
Investors Title Company and Affiliates 401(k) Plan grew sharply - up 16.9% during 2024, from $62M to $73M. Reported net income was $11M.
How have Investors Title Insurance Company plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Investors Title Insurance Company's sponsor-wide assets grew 42.0%, from $51M to $73M.
Where does Investors Title Company and Affiliates 401(k) Plan rank by assets among Form 5500 filers? ▼
Investors Title Company and Affiliates 401(k) Plan ranks in the 88th 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 Investors Title Company and Affiliates 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Warady & Davis, LLP Profit Sharing and Savings Plan in IL ($73M, 112 participants).
Which 401(k) plans cover a similar participant headcount to Investors Title Company and Affiliates 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Per Mgmt, Inc. 401(k) Plan in MA (2 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 560997685.

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.