· 2022–2024 · DOL EFAST2
Search
Browse
Resources
Pricing
IVEY INDUSTRIES, INC. — IVEY INDUSTRIES, INC. CASH BALANCE PENSION PLAN AND TRUST, Form 5500 (2024) | Form 5500 Search
Back to filter
Original filing (PDF)
20250529112857NAL0014017712001
IVEY INDUSTRIES, INC.
Form 5500-SF
FILING_RECEIVED
IVEY INDUSTRIES, INC. CASH BALANCE PENSION PLAN AND TRUST
Defined-benefit pension plan
Active participants
20
Accounts w/ balance
—
Plan assets (EOY)
$2.3M
Net assets (EOY)
$2.3M
Plan health score (directional)
89
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
75
Total plan cost
75
Vendor stack
100
Participation health
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for
IVEY INDUSTRIES, INC.
.
Find decision makers
Plan sponsor
Name
IVEY INDUSTRIES, INC.
EIN
04-2477869
Address
383 ROCUS STREET · SPRINGFIELD, MA · 01104
Phone
(413) 736-6464
Industry
Wholesale Trade
see all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
002
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-05-29
Pension benefit codes
1A · Pay-related DB formula
1C · Cash balance or similar hybrid DB
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
Service providers (Schedule C)
Small plans don't disclose service providers
Related plans
Similar-size Wholesale Trade plans
INTERNATIONAL MEDIA ENTERPRISES DBA UNITED SYSTEMS
INTERNATIONAL MEDIA ENTERPRISES DBA UNITED SYSTEMS 401(K) PROFIT SHARING PLAN
$2.3M · 2 participants
GREAT EASTERN ENTERTAINMENT CO.
GREAT EASTERN ENTERTAINMENT INC. PENSION PLAN
$2.3M · 17 participants
DIRECT INTERNATIONAL, INC.
DIRECT INTERNATIONAL, INC. 401(K) PS PLAN
$2.3M · 25 participants
HISTORY HERALDRY INC.
HISTORY HERALDRY INC. 401(K) PLAN
$2.3M · 19 participants
SHARP SCHOOL SERVICES, INC.
100
Helping the score
Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
No Schedule C compensation disclosed — likely a small plan or unbundled.
SHARP SCHOOL SERVICES, INC. 401(K) PLAN & TRUST
$2.3M · 15 participants
CHICOECO INC. DBA CHICOBAG COMPANY
CHICOBAG 401(K) PLAN
$2.3M · 14 participants
Large plans in Massachusetts
FIDELITY MANAGEMENT TRUST COMPANY
FIDELITY GROWTH COMPANY COMMINGLED POOL
$91.5B
STATE STREET GLOBAL ADVISORS TRUST COMPANY
STATE STREET S&P 500(R) INDEX NON-LENDING SERIES FUND CLASS A
$91.0B
FIDELITY MANAGEMENT TRUST COMPANY
FIDELITY CONTRAFUND COMMINGLED POOL
$59.7B
STATE STREET GLOBAL ADVISORS TRUST COMPANY
STATE STREET S&P 500(R) INDEX SECURITIES LENDING SERIES FUND CLASS I
$53.6B
GEODE CAPITAL MANAGEMENT TRUST COMPANY, LLC
SPARTAN GROUP TRUST FOR EMPLOYEE BENEFIT PLANS SPARTAN 500 INDEX POOL
$47.6B
STATE STREET GLOBAL ADVISORS TRUST COMPANY
STATE STREET S&P 500(R) INDEX SECURITIES LENDING SERIES FUND CLASS II
$46.7B
