401(k) · DOL Form 5500 · 2022
Icon Advisors, Inc. 401(k) Plan
Data updated 2026-08-25
- $3M
- Total assets Small plan by assets
- 17
- Participants Small participant base
- 38th
- Percentile by assets National rank
- $158,083
- Avg per participant Above avg balance/head
Official DOL plan name: Icon Advisers, Inc. 401(k) Plan · Sponsored by Icon Advisors, Inc. · Colorado · Finance & Insurance
$3M in assets, 17 participants
Icon Advisors, Inc.'s Icon Advisers, Inc. 401(k) Plan reported $3M in total assets and 17 participants in its 2022 DOL Form 5500 filing, ranking in the 38th 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.
- #2,412 in Finance & Insurance (9,261 peers)
Icon Advisors, Inc. multi-year trail
Icon Advisors, Inc.'s plans moved +25.4% in assets from 2022 to 2024; this filing shows Icon Advisers, Inc. 401(k) Plan at $3M / 17 participants.
- #2,412
- in Finance & Insurance (9,261 peers)
- -22.8%
- assets change YoY
The plan reported a net loss of $792K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Icon Advisers, Inc. 401(k) Plan's mid-pack asset rank among Finance & Insurance and all filers
Icon Advisers, Inc. 401(k) Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$2,687,410 38th percentile higher than 38% of 139,123 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022
Icon Advisers, Inc. 401(k) Plan among smaller filed plans by headcount
Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Icon Advisers, Inc. 401(k) Plan is a small filing (17 participants) on this national headcount ladder.
Form 5500 schedule snapshot
Filing strip 841166639 · Icon Advisors, Inc. PY 2022 · 401(k)
Icon Advisers, Inc. 401(k) Plan · $3M · 17 · 38th
- ASSETS $3M
- ASSETS 17
- ASSETS 38th
- ASSETS 401(k)
- ASSETS near Poteat, Inc. Profit Sharing Plan
- ASSETS ind #2412
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 Finance & Insurance retirement plans → · Plans in Colorado →
Icon Advisers, Inc. 401(k) Plan in the asset neighbourhood
Icon Advisors, Inc. multi-year asset trail
Sponsor-wide plan assets over time
All Icon Advisors, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $3M 25.40207858123621% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 17 | $3M |
| 2023 | 1 | 17 | $3M |
| 2024 | 1 | 14 | $3M |
Icon Advisors, Inc. filing trail (2022)
| Total Assets (Beginning of Year) | $3M |
|---|---|
| Net Assets (End of Year) | $3M |
| Net Income | -$792K |
| Employer EIN | 841166639 |
| Plan Effective Date | 1993-01-01 |
| Filing Status | FILING RECEIVED |
Nearby 401(k) Plans in Colorado
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Davita Retirement Savings Plan $2.8B · 57,172
- Ball Corporation 401(k) and Employee Stock Ownership Plan $2.5B · 10,671
- Scl Health 401(k) Retirement Savings Plan $1.5B · 12,642
- Woodward Retirement Savings Plan $1.5B · 5,046
- Empower Retirement, LLC 401(k) Savings Plan $1.5B · 7,741
Icon Advisers, Inc. 401(k) Plan's out-of-state 401(k) peers by assets and headcount
Outside Colorado, the nearest 401(k) by assets is Poteat, Inc. Profit Sharing Plan in NC ($3M); by covered participants it is Seed Enhancements, LLC 401(k) Plan in ID (17 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($3M here).
Similar participant headcount
Nearest other-state filings by covered participants (17 participants); asset peers above are excluded.
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.