401(k) · DOL Form 5500 · 2023

Itex Property Management, LLC 401(k) Plan

Data updated 2026-08-25

$3M
Total assets Small plan by assets: 218
Participants Below avg headcount: 37th
Percentile by assets National rank: $15,055
Avg per participant Low balance/head

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Official DOL plan name: Itex Group Retirement Plan · Sponsored by Itex Property Management, LLC · Texas · Real Estate

$3M in assets, 218 participants

Itex Property Management, LLC's Itex Group Retirement Plan reported $3M in total assets and 218 participants in its 2023 DOL Form 5500 filing, ranking in the 37th 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.

#2,692 in Real Estate (4,727 peers)

Coverage in Texas

Itex Group Retirement Plan covers 218 participants in Texas, about 32% of the average Texas filer (state average ~688 per filing). Assets: $3M.

#2,692
in Real Estate (4,727 peers): +28.7%
assets growth YoY

Itex Group Retirement Plan's mid-pack asset rank among Real Estate and all filers

Itex Group Retirement Plan vs every filed plan by assets

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

$3,282,011 37th percentile higher than 37% of 127,068 filed plans

Dashed line + filled bar = this entry, among filed plans.

Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023

Itex Group Retirement 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. Itex Group Retirement Plan sits mid-pack in the medium band (218 participants).

Micro (1-10) 35,718 filings (27%) Small (11-100) 27,089 filings (21%) Medium (101-1,000) 55,445 filings (43%) Large (1,001-10,000) 10,273 filings (8%) Mega (10,000+) 1,374 filings (1%)

Itex Group Retirement Plan reported net income rose from $44K in the plan year 2022 filing to $731K in the plan year 2023 filing.
Itex Group Retirement Plan end-of-year assets rose from $3M in the plan year 2022 filing to $3M in the plan year 2023 filing.
Itex Group Retirement Plan reported participants rose from 183 in the plan year 2022 filing to 218 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 200163462 · Itex Property Management, LLC PY 2023 · 401(k)

Itex Group Retirement Plan · $3M · 218 · 37th

PART $3M
TYPE 218
NET 37th
BOOK 401(k)
VS-ST near Womble, LLC 401(k) Profit Sharing Plan
BOY ind #2692

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 Real Estate retirement plans → · Plans in Texas →

End-of-year total assets ($M) among Itex Group Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Texas filing particulars

Total Assets (Beginning of Year)	$3M
Net Assets (End of Year)	$3M
Net Income	$731K
Employer EIN	200163462
Plan Effective Date	2014-01-01
Filing Status	FILING RECEIVED

Sponsor Plan History (Itex Property Management, LLC)

Latest sponsor-wide plan assets: $4M 50.50128034849314% vs 2022; 2024 filing year

Year	Plans	Participants	Total Assets
2022	1	183	$3M
2023	1	218	$3M
2024	1	234	$4M

Nearby 401(k) Plans in Texas

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

Itex Group Retirement Plan vs. nearby 401(k) plans in Texas, assets vs. participants

AT&T Retirement Savings Plan $40.0B · 119,854
Exxonmobil Savings Plan $21.9B · 23,477
Caterpillar 401(k) Savings Plan $16.5B · 41,679
American Airlines, Inc. 401(k) Plan $14.7B · 88,792
Dell Inc. 401(k) Plan $13.5B · 45,686

Compare Itex Group Retirement Plan side-by-side with 3 peers →

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

Outside Texas, the nearest 401(k) by assets is Womble, LLC 401(k) Profit Sharing Plan in TN ($3M); by covered participants it is Care Hawaii, Inc. 401(k) Retirement Savings Plan in HI (218 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($3M here).

Womble, LLC 401(k) Profit Sharing Plan (TN) $3M · 148
Ss Industries Holdings Inc Retirement Savings Plan (PA) $3M · 159
D & H Company 401(k) Plan (MS) $3M · 455
Four State International Trucks, LLC 401(k) Plan (MO) $3M · 181

Similar participant headcount

Nearest other-state filings by covered participants (218 participants); asset peers above are excluded.

Care Hawaii, Inc. 401(k) Retirement Savings Plan (HI) 218 · 0 off
Dukane Ias, LLC Savings & Investment Plan (IL) 218 · 0 off
Felix Construction Company 401(k) Retirement Plan (AZ) 218 · 0 off
Neil Huffman Volkswagen, Inc. 401(k) Profit Sharing Plan & Trust (KY) 218 · 0 off

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 Itex Group Retirement Plan assets move in 2023? ▼

Itex Group Retirement Plan grew sharply - up 28.7% during 2023, from $3M to $3M. Reported net income was $731K.

How have Itex Property Management, LLC plan assets changed over time? ▼

Across 3 plan years on file (2022-2024), Itex Property Management, LLC's sponsor-wide assets grew 50.5%, from $3M to $4M.

Which 401(k) plans are similar in size to Itex Group Retirement Plan? ▼

Among 401(k) plans in other states, the closest by assets is Womble, LLC 401(k) Profit Sharing Plan in TN ($3M, 148 participants).

Which 401(k) plans cover a similar participant headcount to Itex Group Retirement Plan? ▼

Among 401(k) plans in other states, the closest by covered participants is Care Hawaii, Inc. 401(k) Retirement Savings Plan in HI (218 participants, $3M 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 200163462.