401(k) · DOL Form 5500 · 2022

I3 Group, Inc. 401(k) Plan

Data updated 2026-08-25

$20M
Total assets Small plan by assets
135
Participants Small participant base
77th
Percentile by assets National rank
$146,215
Avg per participant Above avg balance/head
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Official DOL plan name: I3 Group, Inc. 401(k) Plan and Trust · Sponsored by I3 Group, Inc. · Illinois · Retail Trade

$20M in assets, 135 participants

I3 Group, Inc.'s I3 Group, Inc. 401(k) Plan and Trust reported $20M in total assets and 135 participants in its 2022 DOL Form 5500 filing, ranking in the 77th 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.

  • #8,216 in Retail Trade (9,519 peers)

Coverage in Illinois

I3 Group, Inc. 401(k) Plan and Trust covers 135 participants in Illinois, about 17% of the average Illinois filer (state average ~779 per filing). Assets: $20M.

#8,216
in Retail Trade (9,519 peers)
-27.8%
assets change YoY
0.2×
vs typical plan assets (national mean)

The plan reported a net loss of $8M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

I3 Group, Inc. 401(k) Plan and Trust's outsized position by total assets

I3 Group, Inc. 401(k) Plan and Trust vs every filed plan by assets

End-of-year total assets · plan year 2022 · DOL Form 5500

$19,739,004 Top 23% higher than 77% of 139,123 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 2022

I3 Group, Inc. 401(k) Plan and Trust among mid-size filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. I3 Group, Inc. 401(k) Plan and Trust sits mid-pack in the medium band (135 participants).

Form 5500 schedule snapshot

Filing strip 363987876 · I3 Group, Inc. PY 2022 · 401(k)

I3 Group, Inc. 401(k) Plan and Trust · $20M · 135 · 77th

  • 5500 $20M
  • 5500 135
  • 5500 77th
  • 5500 401(k)
  • 5500 near Anderson Engineering, Inc. 401(k) & Employee Stock Ownership Plan
  • 5500 ind #8216

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 Retail Trade retirement plans → · Plans in Illinois →

I3 Group, Inc. 401(k) Plan and Trust in the asset neighbourhood

I3 Group, Inc. 401(k) Plan and TrustI3 Group, Inc. 401(k) Plan a…$20MAnderson Engineering, Inc. 401(k) & Employee Stock Ownership PlanAnderson Engineering, Inc. 4…$20MChildren's Bureau 401(k) Retirement Investment PlanChildren's Bureau 401(k) Ret…$20MBernard Egan & Company 401(k) PlanBernard Egan & Company 401(k…$20MCpnj 401(k) Retirement Plan$20M
End-of-year total assets ($M) among I3 Group, Inc. 401(k) Plan and Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Illinois filing particulars

Total Assets (Beginning of Year)$27M
Net Assets (End of Year)$20M
Net Income-$8M
Employer EIN363987876
Plan Effective Date1997-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (I3 Group, Inc.)

Sponsor-wide plan assets over time

All I3 Group, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$34M 72.6319575192345% vs 2022
2024 filing year
$15M$20M$25M$30M$35M$40M 202220232024 $19.7M $34.1M ▲ +72.6%
Year Plans Participants Total Assets
2022 1 135 $20M
2023 1 143 $26M
2024 1 342 $34M

Nearby 401(k) Plans in Illinois

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

I3 Group, Inc. 401(k) Plan and Trust vs. nearby 401(k) plans in Illinois, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000 -505101520 Total assets ($B) Participants I3 Group, Inc. 401(k) Plan and Trust, Total assets ($B): 0.019739004 · Participants: 135I3 Group, Inc. 401(k) Plan and TrustState Farm 401(k) Savings Plan, Total assets ($B): 14.651519685 · Participants: 53616State Farm 401(k) Savings PlanAccenture United States 401(k) Match and Savings Plan, Total assets ($B): 14.283954811 · Participants: 66653Accenture United States 401(k) Match and Savings PlanAbbott Laboratories Stock Retirement Plan, Total assets ($B): 13.333286 · Participants: 36136Abbott Laboratories Stock Retirement PlanUnited Airlines Pilot Retirement Account Plan, Total assets ($B): 11.816542826 · Participants: 13437United Airlines Pilot Retirement Account PlanWalgreens Retirement Savings Plan, Total assets ($B): 11.682551768 · Participants: 238072Walgreens Retirement Savings Plan
I3 Group, Inc. 401(k) Plan and Trust vs. nearby 401(k) plans in Illinois, assets vs. participants
Compare I3 Group, Inc. 401(k) Plan and Trust side-by-side with 3 peers →

I3 Group, Inc. 401(k) Plan and Trust's out-of-state 401(k) peers by assets and headcount

Outside Illinois, the nearest 401(k) by assets is Anderson Engineering, Inc. 401(k) & Employee Stock Ownership Plan in MO ($20M); by covered participants it is Concordia Life Care Community 403(b) Plan in OK (135 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (135 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.

Frequently Asked Questions

How did I3 Group, Inc. 401(k) Plan and Trust assets move in 2022? ▼
I3 Group, Inc. 401(k) Plan and Trust declined sharply - down 27.8% during 2022, from $27M to $20M. Reported net income was -$8M.
How have I3 Group, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), I3 Group, Inc.'s sponsor-wide assets grew 72.6%, from $20M to $34M.
Where does I3 Group, Inc. 401(k) Plan and Trust rank by assets among Form 5500 filers? ▼
I3 Group, Inc. 401(k) Plan and Trust ranks in the 77th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to I3 Group, Inc. 401(k) Plan and Trust? ▼
Among 401(k) plans in other states, the closest by assets is Anderson Engineering, Inc. 401(k) & Employee Stock Ownership Plan in MO ($20M, 179 participants).
Which 401(k) plans cover a similar participant headcount to I3 Group, Inc. 401(k) Plan and Trust? ▼
Among 401(k) plans in other states, the closest by covered participants is Concordia Life Care Community 403(b) Plan in OK (135 participants, N/A in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2022.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 363987876.

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.