401(k) · DOL Form 5500 · 2022
Investment Company Institute 401(k) Plan
Data updated 2026-08-11
- $121M
- Total assets
- 160
- Participants
- 94th
- Percentile by assets
- $757,580
- Avg per participant
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.
- 94th percentile by assets (of 139,126 plans)
- #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.
- $121M
- total plan assets (2022 EOY)
- 160
- covered participants
- 94th
- percentile by assets (of 139,126 plans)
- $757,580
- avg assets per participant
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.
Participants vs District of Columbia filers
In District of Columbia, the average filing covers about 1,456 participants across 881 plans. Investment Company Institute Section 401(k) Plan reports 160 participants - about 11% of that state average ($121M EOY assets).
District of Columbia filing particulars
| Total Assets (Beginning of Year) | $153M |
|---|---|
| Net Assets (End of Year) | $121M |
| Net Income | -$32M |
| Employer EIN | 135266605 |
| Plan Effective Date | 1976-10-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Investment Company Institute)
| 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
- Danaher Corporation & Subsidiaries Savings Plan $5.9B · 29,923
- Revised Profit Sharing Plan for Emp. of Geico $5.1B · 41,527
- Federal National Mortgage Association Retirement Savings Plan for Employees $3.2B · 7,402
- Finra Savings Plus Plan $1.8B · 3,697
- Hogan Lovells US LLP Retirement Savings Plan $1.3B · 1,883
Similar-Sized 401(k) Plans Nationally
401(k) plans in other states closest to Investment Company Institute Section 401(k) Plan by total assets, not by location.
- San Diego Diagnostic Radiology Medical Group, Inc. Profit Sharing and Savings Plan (CA) $121M · 233
- Frankcrum Retirement Savings Plan (FL) $121M · 8,456
- Morsco 401(k) Plan (TX) $121M · 3,297
- Arnot Health Employee Retirement Plan (NY) $121M · 2,627
Frequently Asked Questions
How did Investment Company Institute Section 401(k) Plan assets move in 2022? ▼
How have Investment Company Institute plan assets changed over time? ▼
Where does Investment Company Institute Section 401(k) Plan rank by assets among Form 5500 filers? ▼
Which 401(k) plans are similar in size to Investment Company Institute Section 401(k) Plan? ▼
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Filing takeaways
Ways to act on Investment Company Institute Section 401(k) Plan's numbers.
- By total assets, Investment Company Institute Section 401(k) Plan ranks in the top 10% of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar 401(k) plans in District of Columbia. Compare plans
- Investment Company Institute's sponsor-wide assets have grown 36.3% since 2022 across 3 plan years on file. More Other Services plans