ESOP · DOL Form 5500 · 2024

Itc Investments, Inc. ESOP

Data updated 2026-08-25

$15M
Total assets Small plan by assets
213
Participants Below avg headcount
64th
Percentile by assets National rank
$69,957
Avg per participant Below avg balance/head
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Official DOL plan name: Itc Investments, Inc. Employee Stock Ownership Plan · Sponsored by Itc Investments, Inc. · Washington · Manufacturing

$15M in assets, 213 participants

Itc Investments, Inc.'s Itc Investments, Inc. Employee Stock Ownership Plan reported $15M in total assets and 213 participants in its 2024 DOL Form 5500 filing, ranking in the 64th 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.

  • #9,282 in Manufacturing (17,777 peers)

Coverage in Washington

Itc Investments, Inc. Employee Stock Ownership Plan covers 213 participants in Washington, about 14% of the average Washington filer (state average ~1,476 per filing). Assets: $15M.

#9,282
in Manufacturing (17,777 peers)
+41.4%
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 2024 · DOL Form 5500

$14,900,735 Top 36% higher than 64% 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

Itc Investments, Inc. Employee Stock Ownership 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. Itc Investments, Inc. Employee Stock Ownership Plan sits mid-pack in the medium band (213 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Itc Investments, Inc. Employee Stock Ownership Plan end-of-year assets rose from $11M in the plan year 2023 filing to $15M in the plan year 2024 filing.
  • Itc Investments, Inc. Employee Stock Ownership Plan reported participants rose from 173 in the plan year 2023 filing to 213 in the plan year 2024 filing.
  • Itc Investments, Inc. Employee Stock Ownership Plan reported net income fell from $6M in the plan year 2023 filing to $5M in the plan year 2024 filing.

See the national 2023→2024 release diff →

DOL schedule card

Filing strip 853384753 · Itc Investments, Inc. PY 2024 · ESOP

Itc Investments, Inc. Employee Stock Ownership Plan · $15M · 213 · 64th

  • PHOTO $15M
  • IND 213
  • EOY 64th
  • 5500 ESOP
  • ASSETS near Friedmans Appliance Employee Stock Ownership Plan
  • PCT ind #9282

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

Golden Artist Colors, Inc. Employee Stock Ownership PlanGolden Artist Colors, Inc. E…$15MItc Investments, Inc. Employee Stock Ownership PlanItc Investments, Inc. Employ…$15MFriedmans Appliance Employee Stock Ownership PlanFriedmans Appliance Employee…$15MNorthern Construction Holding, Inc. Employee Stock Ownership PlanNorthern Construction Holdin…$15MNorthern Construction Holding, Inc. Employee Stock Ownership PlanNorthern Construction Holdin…$15M
End-of-year total assets ($M) among Itc Investments, Inc. Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2024.

Washington filing particulars

Total Assets (Beginning of Year)$11M
Net Assets (End of Year)-$7M
Net Income$5M
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. -1000010002000300040005000 -101234 Total assets ($B) Participants Itc Investments, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.014900735 · Participants: 213Itc Investments, Inc. Employee Stock Ownership PlanSchweitzer Engineering Laboratories, Inc. Employee Stock Ownership Plan, Total assets ($B): 3.162915985 · Participants: 4281Schweitzer Engineering Laboratories, Inc. Employee Stock Ownership PlanTriple B Corporation Employee Stock Ownership Plan, Total assets ($B): 0.30805532 · Participants: 1238Triple B Corporation Employee Stock Ownership PlanManson Construction Co. Non-Craft Employee Stock Ownership Plan, Total assets ($B): 0.207396855 · Participants: 291Manson Construction Co. Non-Craft Employee Stock Ownership PlanParametrix, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.159192217 · Participants: 737Parametrix, Inc. Employee Stock Ownership PlanThe Plexsys Interface Products, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.097195017 · Participants: 184The 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 Friedmans Appliance Employee Stock Ownership Plan in CA ($15M); by covered participants it is The Cmi Group, Inc Employee Stock Ownership Plan in TX (213 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (213 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 Itc Investments, Inc. Employee Stock Ownership Plan assets move in 2024? ▼
Itc Investments, Inc. Employee Stock Ownership Plan surged - up 41.4% during 2024, from $11M to $15M. Reported net income was $5M.
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 Friedmans Appliance Employee Stock Ownership Plan in CA ($15M, 71 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 The Cmi Group, Inc Employee Stock Ownership Plan in TX (213 participants, $2M 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 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.