401(k) · DOL Form 5500 · 2024

Instrument Transformers, LLC 401(k) Plan

Data updated 2026-08-25

$29M
Total assets Below avg plan size
563
Participants Below avg headcount
77th
Percentile by assets National rank
$51,321
Avg per participant Low balance/head
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Official DOL plan name: Iti 401(k) Plan · Sponsored by Instrument Transformers, LLC · Florida · Manufacturing

$29M in assets, 563 participants

Instrument Transformers, LLC's Iti 401(k) Plan reported $29M in total assets and 563 participants in its 2024 DOL Form 5500 filing, ranking in the 77th 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.

  • #12,091 in Manufacturing (17,777 peers)

Where Iti 401(k) Plan sits by assets

Iti 401(k) Plan sits in the top quartile of all filed plans by assets, $29M for 563 participants (~$51,321/participant), up 12.3% in 2024.

#12,091
in Manufacturing (17,777 peers)
+12.3%
assets growth YoY
0.3×
vs typical plan assets (national mean)

Iti 401(k) Plan's outsized position by total assets

Iti 401(k) Plan vs every filed plan by assets

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

$28,893,816 Top 23% higher than 77% 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

Iti 401(k) 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. Iti 401(k) Plan sits mid-pack in the medium band (563 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Iti 401(k) Plan reported net income fell from $5M in the plan year 2023 filing to $3M in the plan year 2024 filing.
  • Iti 401(k) Plan end-of-year assets rose from $26M in the plan year 2023 filing to $29M in the plan year 2024 filing.
  • Iti 401(k) Plan reported participants fell from 577 in the plan year 2023 filing to 563 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Plan-year Form 5500 strip

Filing strip 591582077 · Instrument Transformers, LLC PY 2024 · 401(k)

Iti 401(k) Plan · $29M · 563 · 77th

  • TYPE $29M
  • NET 563
  • BOOK 77th
  • VS-ST 401(k)
  • BOY near 1910 Legacy Enterprises Employee Stock Ownership and 401(k) Plan
  • SCH ind #12091

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 Florida →

Iti 401(k) Plan in the asset neighbourhood

Asm/Metro/Aetna 401(k) Plan$29MTietex International, Ltd., 401(k) Retirement Savings PlanTietex International, Ltd., …$29MIti 401(k) Plan$29M1910 Legacy Enterprises Employee Stock Ownership and 401(k) Plan1910 Legacy Enterprises Empl…$29MJohnson City Eye Clinic, PC 401(k) Retirement PlanJohnson City Eye Clinic, PC …$29M
End-of-year total assets ($M) among Iti 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)$26M
Net Assets (End of Year)$29M
Net Income$3M
Employer EIN591582077
Plan Effective Date1993-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Instrument Transformers, LLC)

Sponsor-wide plan assets over time

All Instrument Transformers, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$29M 38.17255659592376% vs 2022
2024 filing year
$20M$25M$30M 202220232024 $20.9M $28.9M ▲ +38.2%
Year Plans Participants Total Assets
2022 1 563 $21M
2023 1 577 $26M
2024 1 563 $29M

Nearby 401(k) Plans in Florida

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

Iti 401(k) Plan vs. nearby 401(k) plans in Florida, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000400000 -505101520 Total assets ($B) Participants Iti 401(k) Plan, Total assets ($B): 0.028893816 · Participants: 563Iti 401(k) PlanL3harris Retirement Savings Plan, Total assets ($B): 16.316786122 · Participants: 40330L3harris Retirement Savings PlanSavings Plan for Employees and Partners of Pwc, Total assets ($B): 13.167098888 · Participants: 51081Savings Plan for Employees and Partners of PwcAdp Totalsource Retirement Savings Plan, Total assets ($B): 9.190044852 · Participants: 310261Adp Totalsource Retirement Savings PlanPublix Super Markets, Inc. 401(k) Smart Plan, Total assets ($B): 8.068866271 · Participants: 197102Publix Super Markets, Inc. 401(k) Smart PlanNextera Energy, Inc. Employee Retirement Savings Plan, Total assets ($B): 5.484619612 · Participants: 16678Nextera Energy, Inc. Employee Retirement Savings Plan
Iti 401(k) Plan vs. nearby 401(k) plans in Florida, assets vs. participants

Iti 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Florida, the nearest 401(k) by assets is 1910 Legacy Enterprises Employee Stock Ownership and 401(k) Plan in GA ($29M); by covered participants it is Ailo Logistics 401(k) Plan in CA (563 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (563 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 Iti 401(k) Plan assets move in 2024?
Iti 401(k) Plan grew at a solid clip - up 12.3% during 2024, from $26M to $29M. Reported net income was $3M.
How have Instrument Transformers, LLC plan assets changed over time?
Across 3 plan years on file (2022-2024), Instrument Transformers, LLC's sponsor-wide assets grew 38.2%, from $21M to $29M.
Where does Iti 401(k) Plan rank by assets among Form 5500 filers?
Iti 401(k) Plan ranks in the 77th 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 Iti 401(k) Plan?
Among 401(k) plans in other states, the closest by assets is 1910 Legacy Enterprises Employee Stock Ownership and 401(k) Plan in GA ($29M, 71 participants).
Which 401(k) plans cover a similar participant headcount to Iti 401(k) Plan?
Among 401(k) plans in other states, the closest by covered participants is Ailo Logistics 401(k) Plan in CA (563 participants, $4M in assets).