401(k) · DOL Form 5500 · 2024
Ita Group, Inc 401(k) Plan
Data updated 2026-08-25
- $124M
- Total assets Near avg plan size
- 1,042
- Participants Near avg headcount
- 92nd
- Percentile by assets National rank
- $119,184
- Avg per participant Near avg balance/head
Official DOL plan name: Ita Group, Inc. 401(k) Savings and Retirement Plan · Sponsored by Ita Group, Inc · Iowa · Professional & Technical Services
$124M in assets, 1,042 participants
Ita Group, Inc's Ita Group, Inc. 401(k) Savings and Retirement Plan reported $124M in total assets and 1,042 participants in its 2024 DOL Form 5500 filing, ranking in the 92nd 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.
- #18,763 in Professional & Technical Services (20,173 peers)
Where Ita Group, Inc. 401(k) Savings and Retirement Plan sits by assets
Ita Group, Inc. 401(k) Savings and Retirement Plan sits in the top 10% of all filed plans by assets, $124M for 1,042 participants (~$119,184/participant), up 21.4% in 2024.
- #18,763
- in Professional & Technical Services (20,173 peers)
- +21.4%
- assets growth YoY
- 1.2×
- vs typical plan assets (national mean)
Ita Group, Inc. 401(k) Savings and Retirement Plan's outsized position by total assets
Ita Group, Inc. 401(k) Savings and Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$124,190,051 Top 8% higher than 92% of 123,620 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2024
Ita Group, Inc. 401(k) Savings and Retirement Plan's large-plan peer group by participant headcount
Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Ita Group, Inc. 401(k) Savings and Retirement Plan lands in the large band (1,042 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Ita Group, Inc. 401(k) Savings and Retirement Plan end-of-year assets rose from $102M in the plan year 2023 filing to $124M in the plan year 2024 filing.
- Ita Group, Inc. 401(k) Savings and Retirement Plan reported participants rose from 930 in the plan year 2023 filing to 1,042 in the plan year 2024 filing.
- Ita Group, Inc. 401(k) Savings and Retirement Plan reported net income fell from $23M in the plan year 2023 filing to $22M in the plan year 2024 filing.
EBSA filing schedule strip
Filing strip 420870370 · Ita Group, Inc PY 2024 · 401(k)
Ita Group, Inc. 401(k) Savings and Retirement Plan · $124M · 1,042 · 92nd
- 5500 $124M
- ASSETS 1,042
- PCT 92nd
- EIN 401(k)
- RANK near 23andme, Inc. 401(k) Plan
- PHOTO ind #18763
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 Professional & Technical Services retirement plans → · Plans in Iowa →
Ita Group, Inc. 401(k) Savings and Retirement Plan in the asset neighbourhood
Scale-class filing particulars (2024)
| Total Assets (Beginning of Year) | $102M |
|---|---|
| Net Assets (End of Year) | $124M |
| Net Income | $22M |
| Employer EIN | 420870370 |
| Plan Effective Date | 1966-04-28 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Ita Group, Inc)
Sponsor-wide plan assets over time
All Ita Group, Inc plans reported in each filing year
- Latest sponsor-wide plan assets
- $124M 56.563938207608764% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 784 | $79M |
| 2023 | 1 | 930 | $102M |
| 2024 | 1 | 1,042 | $124M |
Nearby 401(k) Plans in Iowa
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- The Principal Select Savings Plan $4.6B · 12,841
- The Rsm US LLP Retirement Plan $3.4B · 14,728
- Iowa Health System Section 401(k) Retirement Savings Plan $3.3B · 25,072
- The Hy-Vee and Affiliates 401(k) Plan $3.1B · 55,411
- Transamerica 401(k) Retirement Savings Plan $2.7B · 8,059
Ita Group, Inc. 401(k) Savings and Retirement Plan's out-of-state 401(k) peers by assets and headcount
Outside Iowa, the nearest 401(k) by assets is 23andme, Inc. 401(k) Plan in CA ($124M); by covered participants it is Sms Group 401(k) Savings Plan in PA (1,042 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($124M here).
- 23andme, Inc. 401(k) Plan (CA) $124M · 615
- Mizkan America, Inc. Retirement Savings Plan (IL) $124M · 1,097
- American Bath Group 401(k) Plan (TN) $124M · 5,255
- Novateur Education, Inc. Retirement Plan (VA) $124M · 2,058
Similar participant headcount
Nearest other-state filings by covered participants (1,042 participants); asset peers above are excluded.
- Sms Group 401(k) Savings Plan (PA) 1,042 · 0 off
- Curran Group Retirement Plan (IL) 1,042 · 0 off
- Cargurus, Inc. 401(k) Profit Sharing Plan (MA) 1,042 · 0 off
- Harbisonwalker International 401(k) Plan (PA) 1,042 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.