How big is IVEY Industries, Inc.'s plan?

IVEY Industries, Inc.'s plan reported $5.2M in assets and 18 participants for 2025.

Original filing (PDF)20260424114925NAL0012877218001

IVEY Industries, Inc.

Name: IVEY Industries, Inc. — IVEY Industries, Inc. Profit, Form 5500 (2025)
Creator: IVEY Industries, Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

IVEY Industries, Inc. Profit Sharing Plan

401(k) retirement plan · IVEY Industries, Inc.'s IVEY Industries, Inc. Profit Sharing Plan held $5.2M in plan assets for 18 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$5.2M

Net assets (EOY)

$5.2M

People on this filing

Robert Iverson signed IVEY Industries, Inc.'s 2025 Form 5500 as plan administrator.

Robert Iverson — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

IVEY Industries, Inc.'s EIN is 04-2477869.

EIN 04-2477869

Plan number 001

Plan year 2025

ACK ID 20260424114925NAL0012877218001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for IVEY Industries, Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

IVEY Industries, Inc.'s plan includes profit-sharing, a 401(k) feature, a self-directed brokerage window.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for IVEY INDUSTRIES, INC..

Finding similar companies…

Plan health score

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
High account-holder ratio — balance-holders per active participant in the top 15% of peers (85th percentile).

Plan sponsor

Name

IVEY INDUSTRIES, INC.

EIN

all filings

Address

383 ROCUS STREET · SPRINGFIELD, MA · 01104

Phone

(413) 247-7869

Industry

Wholesale Trade

Plan administrator