401(k) · DOL Form 5500 · 2022

Investment Company Institute 401(k) Plan

Data updated 2026-08-25

$121M
Total assets Near avg plan size
160
Participants Small participant base
94th
Percentile by assets National rank
$757,580
Avg per participant High balance/head
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Official DOL plan name: Investment Company Institute Section 401(k) Plan · Sponsored by Investment Company Institute · District of Columbia · Other Services

$121M in assets, 160 participants

Investment Company Institute's Investment Company Institute Section 401(k) Plan reported $121M in total assets and 160 participants in its 2022 DOL Form 5500 filing, ranking in the 94th 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.

  • #8,219 in Other Services (8,398 peers)

Coverage in District of Columbia

Investment Company Institute Section 401(k) Plan covers 160 participants in District of Columbia, about 11% of the average District of Columbia filer (state average ~1,456 per filing). Assets: $121M.

#8,219
in Other Services (8,398 peers)
-20.9%
assets change YoY
1.2×
vs typical plan assets (national mean)

The plan reported a net loss of $32M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Investment Company Institute Section 401(k) Plan's outsized position by total assets

Investment Company Institute Section 401(k) Plan vs every filed plan by assets

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

$121,212,865 Top 6% higher than 94% 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

Investment Company Institute Section 401(k) Plan 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. Investment Company Institute Section 401(k) Plan sits mid-pack in the medium band (160 participants).

EBSA filing schedule strip

Filing strip 135266605 · Investment Company Institute PY 2022 · 401(k)

Investment Company Institute Section 401(k) Plan · $121M · 160 · 94th

  • PART $121M
  • PART 160
  • PART 94th
  • PART 401(k)
  • PART near San Diego Diagnostic Radiology Medical Group, Inc. Profit Sharing and Savings Plan
  • PART ind #8219

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 Other Services retirement plans → · Plans in District of Columbia →

Investment Company Institute Section 401(k) Plan in the asset neighbourhood

San Diego Diagnostic Radiology Medical Group, Inc. Profit Sharing and Savings PlanSan Diego Diagnostic Radiolo…$121MInvestment Company Institute Section 401(k) PlanInvestment Company Institute…$121MFrankcrum Retirement Savings PlanFrankcrum Retirement Savings…$121MMorsco 401(k) Plan$121MArnot Health Employee Retirement PlanArnot Health Employee Retire…$121M
End-of-year total assets ($M) among Investment Company Institute Section 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

District of Columbia filing particulars

Total Assets (Beginning of Year)$153M
Net Assets (End of Year)$121M
Net Income-$32M
Employer EIN135266605
Plan Effective Date1976-10-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Investment Company Institute)

Sponsor-wide plan assets over time

All Investment Company Institute plans reported in each filing year

Latest sponsor-wide plan assets
$165M 36.28611698931463% vs 2022
2024 filing year
$100M$120M$140M$160M$180M 202220232024 $121M $165M ▲ +36.3%
Year Plans Participants Total Assets
2022 1 160 $121M
2023 1 154 $145M
2024 1 163 $165M

Nearby 401(k) Plans in District of Columbia

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

Investment Company Institute Section 401(k) Plan vs. nearby 401(k) plans in District of Columbia, assets vs. participants Scatter plot of 6 data points. -1000001000020000300004000050000 -202468 Total assets ($B) Participants Investment Company Institute Section 401(k) Plan, Total assets ($B): 0.121212865 · Participants: 160Investment Company Institute Section 401(k) PlanDanaher Corporation & Subsidiaries Savings Plan, Total assets ($B): 5.87010808 · Participants: 29923Danaher Corporation & Subsidiaries Savings PlanRevised Profit Sharing Plan for Emp. of Geico, Total assets ($B): 5.095464369 · Participants: 41527Revised Profit Sharing Plan for Emp. of GeicoFederal National Mortgage Association Retirement Savings Plan for Employees, Total assets ($B): 3.215368612 · Participants: 7402Federal National Mortgage Association Retirement Savings Plan for EmployeesFinra Savings Plus Plan, Total assets ($B): 1.789959309 · Participants: 3697Finra Savings Plus PlanHogan Lovells US LLP Retirement Savings Plan, Total assets ($B): 1.343084758 · Participants: 1883Hogan Lovells US LLP Retirement Savings Plan
Investment Company Institute Section 401(k) Plan vs. nearby 401(k) plans in District of Columbia, assets vs. participants
Compare Investment Company Institute Section 401(k) Plan side-by-side with 3 peers →

Investment Company Institute Section 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside District of Columbia, the nearest 401(k) by assets is San Diego Diagnostic Radiology Medical Group, Inc. Profit Sharing and Savings Plan in CA ($121M); by covered participants it is Apple Care, LLC 401(k) Plan in GA (160 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($121M here).

Similar participant headcount

Nearest other-state filings by covered participants (160 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 Investment Company Institute Section 401(k) Plan assets move in 2022? ▼
Investment Company Institute Section 401(k) Plan declined sharply - down 20.9% during 2022, from $153M to $121M. Reported net income was -$32M.
How have Investment Company Institute plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Investment Company Institute's sponsor-wide assets grew 36.3%, from $121M to $165M.
Where does Investment Company Institute Section 401(k) Plan rank by assets among Form 5500 filers? ▼
Investment Company Institute Section 401(k) Plan ranks in the 94th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top 10% of all filed plans by assets).
Which 401(k) plans are similar in size to Investment Company Institute Section 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is San Diego Diagnostic Radiology Medical Group, Inc. Profit Sharing and Savings Plan in CA ($121M, 233 participants).
Which 401(k) plans cover a similar participant headcount to Investment Company Institute Section 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Apple Care, LLC 401(k) Plan in GA (160 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 135266605.

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.