401(k) · DOL Form 5500 · 2024

Ivester Investments, Inc. 401(k) Plan

Data updated 2026-08-25

$5M
Total assets Small plan by assets
72
Participants Small participant base
40th
Percentile by assets National rank
$62,731
Avg per participant Low balance/head
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Official DOL plan name: Ivester Investments, Inc. 401(k) Profit Sharing Plan · Sponsored by Ivester Investments, Inc. · North Carolina · Construction

$5M in assets, 72 participants

Ivester Investments, Inc.'s Ivester Investments, Inc. 401(k) Profit Sharing Plan reported $5M in total assets and 72 participants in its 2024 DOL Form 5500 filing, ranking in the 40th 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.

  • #3,507 in Construction (9,039 peers)

Ivester Investments, Inc. multi-year trail

Ivester Investments, Inc.'s plans moved -27.3% in assets from 2022 to 2024; this filing shows Ivester Investments, Inc. 401(k) Profit Sharing Plan at $5M / 72 participants.

#3,507
in Construction (9,039 peers)
+0.1%
assets growth YoY

Ivester Investments, Inc. 401(k) Profit Sharing Plan's mid-pack asset rank among Construction and all filers

Ivester Investments, Inc. 401(k) Profit Sharing Plan vs every filed plan by assets

End-of-year total assets · plan year 2024 · DOL Form 5500

$4,516,623 40th percentile higher than 40% 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

Ivester Investments, Inc. 401(k) Profit Sharing Plan among smaller filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Ivester Investments, Inc. 401(k) Profit Sharing Plan is a small filing (72 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Ivester Investments, Inc. 401(k) Profit Sharing Plan reported net income rose from -$2M in the plan year 2023 filing to $6K in the plan year 2024 filing.
  • Ivester Investments, Inc. 401(k) Profit Sharing Plan reported participants rose from 52 in the plan year 2023 filing to 72 in the plan year 2024 filing.

See the national 2023→2024 release diff →

DOL schedule card

Filing strip 561388159 · Ivester Investments, Inc. PY 2024 · 401(k)

Ivester Investments, Inc. 401(k) Profit Sharing Plan · $5M · 72 · 40th

  • SCH $5M
  • EBSA 72
  • PART 40th
  • TYPE 401(k)
  • NET near Fricker's USA, LLC 401(k) Plan
  • BOOK ind #3507

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 Construction retirement plans → · Plans in North Carolina →

Ivester Investments, Inc. 401(k) Profit Sharing Plan in the asset neighbourhood

Ivester Investments, Inc. 401(k) Profit Sharing PlanIvester Investments, Inc. 40…$5MFricker's USA, LLC 401(k) PlanFricker's USA, LLC 401(k) Pl…$5MRts Holding, Inc. 401(k) Plan$5MHunt Club 401(k) Plan$5MCes Credit Union, Inc. 401(k) PlanCes Credit Union, Inc. 401(k…$5M
End-of-year total assets ($M) among Ivester Investments, Inc. 401(k) Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Ivester Investments, Inc. multi-year asset trail

Sponsor-wide plan assets over time

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

Latest sponsor-wide plan assets
$5M 27.27268482161964% vs 2022
2024 filing year
$4M$5M$6M$7M 202220232024 $6.21M $4.52M ▼ -27.2%
Year Plans Participants Total Assets
2022 1 53 $6M
2023 1 52 $5M
2024 1 72 $5M

Ivester Investments, Inc. filing trail (2024)

Total Assets (Beginning of Year)$5M
Net Assets (End of Year)$5M
Net Income$6K
Employer EIN561388159
Plan Effective Date1994-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in North Carolina

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

Ivester Investments, Inc. 401(k) Profit Sharing Plan vs. nearby 401(k) plans in North Carolina, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000 -20020406080 Total assets ($B) Participants Ivester Investments, Inc. 401(k) Profit Sharing Plan, Total assets ($B): 0.004516623 · Participants: 72Ivester Investments, Inc. 401(k) Profit Sharing PlanThe Bank of America 401(k) Plan, Total assets ($B): 62.902405616 · Participants: 168963The Bank of America 401(k) PlanHoneywell 401(k) Plan, Total assets ($B): 16.316486587 · Participants: 39468Honeywell 401(k) PlanDuke Energy Retirement Savings Plan, Total assets ($B): 11.269744 · Participants: 27341Duke Energy Retirement Savings PlanNucor Corporation Profit Sharing and Retirement Savings Plan, Total assets ($B): 9.349291649 · Participants: 27070Nucor Corporation Profit Sharing and Retirement Savings PlanTruist Financial Corporation 401(k) Savings Plan, Total assets ($B): 9.231001739 · Participants: 52699Truist Financial Corporation 401(k) Savings Plan
Ivester Investments, Inc. 401(k) Profit Sharing Plan vs. nearby 401(k) plans in North Carolina, assets vs. participants
Compare Ivester Investments, Inc. 401(k) Profit Sharing Plan side-by-side with 3 peers →

Ivester Investments, Inc. 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside North Carolina, the nearest 401(k) by assets is Fricker's USA, LLC 401(k) Plan in OH ($5M); by covered participants it is Malonebailey LLP 401(k) Profit Sharing Plan in TX (72 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($5M here).

Similar participant headcount

Nearest other-state filings by covered participants (72 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 Ivester Investments, Inc. 401(k) Profit Sharing Plan assets move in 2024? ▼
Ivester Investments, Inc. 401(k) Profit Sharing Plan held essentially flat - up 0.1% during 2024, from $5M to $5M. Reported net income was $6K.
How have Ivester Investments, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Ivester Investments, Inc.'s sponsor-wide assets declined 27.3%, from $6M to $5M.
Which 401(k) plans are similar in size to Ivester Investments, Inc. 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Fricker's USA, LLC 401(k) Plan in OH ($5M, 101 participants).
Which 401(k) plans cover a similar participant headcount to Ivester Investments, Inc. 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Malonebailey LLP 401(k) Profit Sharing Plan in TX (72 participants, $5M 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 561388159.

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.