My Plan Facts

Employers › Ohio

Employer · plans filed under one EIN

Totes Isotoner Corporation

Cincinnati, OH · Wholesale trade

Form 5500 information is as filed by the plan administrator with the Department of Labor and may be amended. Figures reflect the plan year shown, not current balances.

$42.9Mnet assets across plans
408participant records164 active
$409Kemployer contributions, latest plan years$2,495 per active record
$57KSchedule C compensation to organisations$140.11 per participant record

Totes Isotoner Corporation, based in Cincinnati, Ohio, sponsors 2 retirement plans with 100 or more participants: 1 defined contribution and 1 defined benefit. Together they reported 408 participant records and $42.9M in net assets.

The largest is Totes Isotoner Corporation Retirement Savings Plan, a 401(k) plan with 298 participants. A person can be counted in more than one plan, so the participant total is a count of records rather than of people.

Employer contributions across the plans were $409K and participant contributions $1.1M in the latest plan years; benefits paid were $11.0M. Schedule C compensation reported to service provider organisations totalled $57K.

Combined net assets moved from $31.9M in 2009 to $42.9M in 2024 (up 35%). Plan mergers and spin-offs show up here as steps in the series.

Plans

PlanKindPlan yearParticipantsNet assetsPer participantEmployer / activeSch. C compensation
Totes Isotoner Corporation Retirement Savings Plan401(k) plan2024298$39.2M$131,581$2,987$30K
Totes Isotoner Corporation Employees' Pension Plandefined benefit pension plan2024110$3.7M$33,668—$27K
US median, plan year 2024: DC plans $53,102 per participant, $2,175 employer contribution per active participant; DB plans $86,221 and $10,244.

Trend by plan year

2009: $31.9M2010: $36.3M2011: $39.7M2012: $44.6M2013: $49.9M2014: $48.6M2015: $46.8M2016: $44.2M2017: $48.9M2018: $45.3M2019: $48.6M2020: $50.1M2021: $53.9M2022: $41.5M2023: $46.2M2024: $42.9M$31.9M$53.9M$42.9M20092012201620202024
Combined net assets
2009: 1,0262010: 1,0572011: 1,0602012: 1,0372013: 9882014: 7482015: 7412016: 7052017: 6942018: 6642019: 6432020: 5972021: 5712022: 5362023: 5212024: 4081,0261,06040820092012201620202024
Participant records
Plan yearPlansParticipant recordsNet assetsEmployer contributionsParticipant contributions
20242408$42.9M$409K$1.1M
20232521$46.2M$374K$1.1M
20222536$41.5M$347K$1.0M
20212571$53.9M$369K$1.0M
20202597$50.1M$423K$1.1M
20192643$48.6M$517K$1.3M
20182664$45.3M$512K$1.4M
20172694$48.9M$505K$1.4M
20162705$44.2M$609K$1.7M
20152741$46.8M$674K$1.7M
20142748$48.6M$604K$1.9M
20132988$49.9M$2.6M$1.7M
201221,037$44.6M$1.8M$1.7M
201121,060$39.7M$1.8M$1.5M
201021,057$36.3M$791K$1.3M
200921,026$31.9M$292K$1.4M

History of the plans listed above, in the years each filed the full Form 5500 with 100 or more participants. Plans that have since terminated are not included.

Service providers

OrganisationServices reportedPlansCompensation reported
The Vanguard Group Inc.Recordkeeping and information management; Participant loan processing1$24,433
LPL Financial - RPCPInvestment advisory (participants); Investment advisory (plan)2$18,000
Transamerica Retirement SolutionsClaims processing; Recordkeeping and information management; Investment management1$14,731

Organisations paid $5,000 or more by any of these plans, from Schedule C. Individuals are not shown.

The Vanguard Group Inc.$24K
LPL Financial - RPCP$18K
Transamerica Retirement Solutions$15K

Questions and answers

How many retirement plans does Totes Isotoner Corporation have?

2 plans with 100 or more participants filed Form 5500 under its employer identification number for the latest plan years: Totes Isotoner Corporation Retirement Savings Plan and Totes Isotoner Corporation Employees' Pension Plan. Smaller plans and plans filed under a subsidiary's number are not grouped here.

How much does Totes Isotoner Corporation contribute to its plans?

$409,186 in employer contributions across these plans in their latest plan years, about $2,495 per active participant record. Form 5500 reports totals and not the match or accrual formula.

Who provides services to these plans?

Schedule C filings name The Vanguard Group Inc., LPL Financial - RPCP and Transamerica Retirement Solutions. Only organisations paid $5,000 or more by a plan are listed on Schedule C.

Where does this come from?

Form 5500 annual reports filed with the Department of Labor's EFAST2 system, from the EBSA research files, with filings received through 24 Aug 2026. Figures are as filed and may be amended.

Provenance

Source: U.S. Department of Labor, Employee Benefits Security Administration, Form 5500 research files, public domain, with filings received through 24 Aug 2026. Plans are grouped by the sponsor's employer identification number exactly as filed; a company that files under several EINs appears as several employers. See the methodology and corrections.