ESOP · DOL Form 5500 · 2023

Itc Investments, Inc. ESOP

Data updated 2026-08-11

$11M
Total assets
173
Participants
60th
Percentile by assets
$60,899
Avg per participant
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Official DOL plan name: Itc Investments, Inc. Employee Stock Ownership Plan · Sponsored by Itc Investments, Inc. · Washington · Manufacturing

$11M in assets, 173 participants

Itc Investments, Inc.'s Itc Investments, Inc. Employee Stock Ownership Plan reported $11M in total assets and 173 participants in its 2023 DOL Form 5500 filing, ranking in the 60th 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.

  • 60th percentile by assets (of 127,072 plans)
  • #8,656 in Manufacturing (18,722 peers)

Coverage in Washington

Itc Investments, Inc. Employee Stock Ownership Plan covers 173 participants in Washington, about 12% of the average Washington filer (state average ~1,476 per filing). Assets: $11M.

$11M
total plan assets (2023 EOY)
173
covered participants
60th
percentile by assets (of 127,072 plans)
$60,899
avg assets per participant

Where Itc Investments, Inc. Employee Stock Ownership Plan sits by total assets

Itc Investments, Inc. Employee Stock Ownership Plan vs every filed plan by assets

End-of-year total assets · plan year 2023 · DOL Form 5500

$10,535,541 Top 40% higher than 60% of 127,068 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 2023

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Itc Investments, Inc. Employee Stock Ownership Plan reported net income rose from $587K in the plan year 2022 filing to $6M in the plan year 2023 filing.
  • Itc Investments, Inc. Employee Stock Ownership Plan end-of-year assets rose from $5M in the plan year 2022 filing to $11M in the plan year 2023 filing.
  • Itc Investments, Inc. Employee Stock Ownership Plan reported participants rose from 168 in the plan year 2022 filing to 173 in the plan year 2023 filing.

See the national 2022→2023 release diff →

State
Washington
Industry
Manufacturing

Participants vs Washington filers

In Washington, the average filing covers about 1,476 participants across 2,612 plans. Itc Investments, Inc. Employee Stock Ownership Plan reports 173 participants - about 12% of that state average ($11M EOY assets).

Washington filing particulars

Total Assets (Beginning of Year)$5M
Net Assets (End of Year)-$12M
Net Income$6M
Employer EIN853384753
Plan Effective Date2020-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Itc Investments, Inc.)

$0M$5M$10M$15M$20M 202220232024 $5.43M $14.9M ▲ +174.4%
Total plan assets by year, all Itc Investments, Inc. plans on file
Year Plans Participants Total Assets
2022 1 168 $5M
2023 1 173 $11M
2024 1 213 $15M

Nearby ESOP Plans in Washington

Peer ESOP plans, same state, same plan type, ranked by total assets.

Itc Investments, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Washington, assets vs. participants Scatter plot of 6 data points. -100001000200030004000 -101234 Total assets ($B) Participants Itc Investments, Inc…, Total assets ($B): 0.010535541 · Participants: 173Itc Investments, Inc…Schweitzer Engineeri…, Total assets ($B): 2.966454558 · Participants: 3694Schweitzer Engineeri…Triple B Corporation…, Total assets ($B): 0.2780946 · Participants: 1123Triple B Corporation…Manson Construction …, Total assets ($B): 0.183263152 · Participants: 310Manson Construction …Parametrix, Inc. Emp…, Total assets ($B): 0.140162337 · Participants: 570Parametrix, Inc. Emp…The Plexsys Interfac…, Total assets ($B): 0.114343989 · Participants: 183The Plexsys Interfac…
Itc Investments, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Washington, assets vs. participants
Compare Itc Investments, Inc. Employee Stock Own… side-by-side with 3 peers →

Similar-Sized ESOP Plans Nationally

ESOP plans in other states closest to Itc Investments, Inc. Employee Stock Ownership Plan by total assets, not by location.

Frequently Asked Questions

How did Itc Investments, Inc. Employee Stock Ownership Plan assets move in 2023? ▼
Itc Investments, Inc. Employee Stock Ownership Plan surged - up 94.1% during 2023, from $5M to $11M. Reported net income was $6M.
How have Itc Investments, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Itc Investments, Inc.'s sponsor-wide assets grew 174.5%, from $5M to $15M.
Which ESOP plans are similar in size to Itc Investments, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is R.L. Insulation Company, Inc. ESOP Plan in PA ($11M, 26 participants).

Next read for Itc Investments, Inc. Employee Stock Own…

Filing takeaways

Ways to act on Itc Investments, Inc. Employee Stock Ownership Plan's numbers.

  • By total assets, Itc Investments, Inc. Employee Stock Ownership Plan ranks above the median plan by assets. See the largest plans
  • Compare it side-by-side against 3 similar ESOP plans in Washington. Compare plans
  • Itc Investments, Inc.'s sponsor-wide assets have grown 174.5% since 2022 across 3 plan years on file. More Manufacturing plans

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2023.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 853384753.

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.