ESOP · DOL Form 5500 · 2023

Itc Investments, Inc. ESOP

Data updated 2026-08-25

$11M
Total assets Small plan by assets
173
Participants Small participant base
60th
Percentile by assets National rank
$60,899
Avg per participant Low balance/head
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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.

  • #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.

#8,656
in Manufacturing (18,722 peers)
+94.1%
assets growth YoY

Itc Investments, Inc. Employee Stock Ownership Plan's mid-pack asset rank among Manufacturing and all filers

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 $2,050,000,000 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 2023

Itc Investments, Inc. Employee Stock Ownership Plan among mid-size filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Itc Investments, Inc. Employee Stock Ownership Plan sits mid-pack in the medium band (173 participants).

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 →

Plan-year Form 5500 strip

Filing strip 853384753 · Itc Investments, Inc. PY 2023 · ESOP

Itc Investments, Inc. Employee Stock Ownership Plan · $11M · 173 · 60th

  • SCH $11M
  • EBSA 173
  • PART 60th
  • TYPE ESOP
  • NET near R.L. Insulation Company, Inc. ESOP Plan
  • BOOK ind #8656

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 What is an ESOP? → · Plans in Washington →

Itc Investments, Inc. Employee Stock Ownership Plan in the asset neighbourhood

Freedom Bancorp Employee Stock Ownership PlanFreedom Bancorp Employee Sto…$11MItc Investments, Inc. Employee Stock Ownership PlanItc Investments, Inc. Employ…$11MR.L. Insulation Company, Inc. ESOP PlanR.L. Insulation Company, Inc…$11MHarpoon Brewery Employee Stock Ownership PlanHarpoon Brewery Employee Sto…$11MEnvironmental Health & Engineering, Inc. Employee Stock Ownership PlanEnvironmental Health & Engin…$11M
End-of-year total assets ($M) among Itc Investments, Inc. Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2023.

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.)

Sponsor-wide plan assets over time

All Itc Investments, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$15M 174.51839597048982% vs 2022
2024 filing year
$0M$5M$10M$15M$20M 202220232024 $5.43M $14.9M ▲ +174.4%
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 ($B) Participants Itc Investments, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.010535541 · Participants: 173Itc Investments, Inc. Employee Stock Ownership PlanSchweitzer Engineering Laboratories, Inc. Employee Stock Ownership Plan, Total assets ($B): 2.966454558 · Participants: 3694Schweitzer Engineering Laboratories, Inc. Employee Stock Ownership PlanTriple B Corporation Employee Stock Ownership Plan, Total assets ($B): 0.2780946 · Participants: 1123Triple B Corporation Employee Stock Ownership PlanManson Construction Co. Non-Craft Employee Stock Ownership Plan, Total assets ($B): 0.183263152 · Participants: 310Manson Construction Co. Non-Craft Employee Stock Ownership PlanParametrix, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.140162337 · Participants: 570Parametrix, Inc. Employee Stock Ownership PlanThe Plexsys Interface Products, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.114343989 · Participants: 183The Plexsys Interface Products, Inc. Employee Stock Ownership Plan
Itc Investments, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Washington, assets vs. participants
Compare Itc Investments, Inc. Employee Stock Ownership Plan side-by-side with 3 peers →

Itc Investments, Inc. Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount

Outside Washington, the nearest ESOP by assets is R.L. Insulation Company, Inc. ESOP Plan in PA ($11M); by covered participants it is Gha Technologies, Inc. Employee Stock Ownership Plan in AZ (173 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (173 participants); asset peers above are excluded.

DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

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).
Which ESOP plans cover a similar participant headcount to Itc Investments, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Gha Technologies, Inc. Employee Stock Ownership Plan in AZ (173 participants, $26M in assets).

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.