Defined Benefit (Pension) · DOL Form 5500 · 2022

Icahn Associates Holding LLC Pension Plan

Data updated 2026-08-25

$2M
Total assets Small plan by assets
4
Participants Small participant base
35th
Percentile by assets National rank
$535,643
Avg per participant High balance/head
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Official DOL plan name: Icahn Associates Holding LLC Pension Plan · Sponsored by Icahn Associates Holding LLC · Florida · Management of Enterprises

$2M in assets, 4 participants

Icahn Associates Holding LLC's Icahn Associates Holding LLC Pension Plan reported $2M in total assets and 4 participants in its 2022 DOL Form 5500 filing, ranking in the 35th 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.

  • #254 in Management of Enterprises (1,193 peers)

2022 asset change

Icahn Associates Holding LLC Pension Plan declined sharply 27.0% in 2022 ($3M → $2M) for 4 participants.

#254
in Management of Enterprises (1,193 peers)
-27.0%
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.

Icahn Associates Holding LLC Pension Plan's mid-pack asset rank among Management of Enterprises and all filers

Icahn Associates Holding LLC Pension Plan vs every filed plan by assets

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

$2,142,570 35th percentile higher than 35% 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

Icahn Associates Holding LLC Pension Plan among micro filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Icahn Associates Holding LLC Pension Plan is a micro filing (4 participants), the leftmost band.

Plan-year Form 5500 strip

Filing strip 133269547 · Icahn Associates Holding LLC PY 2022 · Defined Benefit (Pension)

Icahn Associates Holding LLC Pension Plan · $2M · 4 · 35th

  • 5500 $2M
  • 5500 4
  • 5500 35th
  • 5500 Defined Benefit (Pension)
  • 5500 near Convergent Pacific, LLC Defined Benefit Plan
  • 5500 ind #254

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 Management of Enterprises retirement plans → · Plans in Florida →

Icahn Associates Holding LLC Pension Plan in the asset neighbourhood

Convergent Pacific, LLC Defined Benefit PlanConvergent Pacific, LLC Defi…$2MMersino Management Company Cash Balance PlanMersino Management Company C…$2MHanson Operating Company, Inc. Defined Benefit PlanHanson Operating Company, In…$2MIcahn Associates Holding LLC Pension PlanIcahn Associates Holding LLC…$2MVirendra Kumar Agarwal, Md, PA Defined Benefit Pension PlanVirendra Kumar Agarwal, Md, …$2M
End-of-year total assets ($M) among Icahn Associates Holding LLC Pension Plan and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2022.

Icahn Associates Holding LLC years around the 2022 move

Sponsor-wide plan assets over time

All Icahn Associates Holding LLC plans reported in each filing year

Latest sponsor-wide plan assets
N/A
2024 filing year
$0M$1M$2M$3M 202220232024 $2.14M $0M ▼ -100.0%
Year Plans Participants Total Assets
2022 1 4 $2M
2023 1 4 $2M
2024 1 3 N/A

2022 asset-move particulars

Total Assets (Beginning of Year)$3M
Net Assets (End of Year)$2M
Net Income-$792K
Employer EIN133269547
Plan Effective Date1979-01-01
Filing StatusFILING RECEIVED

Nearby Defined Benefit (Pension) Plans in Florida

Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.

Icahn Associates Holding LLC Pension Plan vs. nearby Defined Benefit (Pension) plans in Florida, assets vs. participants Scatter plot of 6 data points. -5000050001000015000 -202468 Total assets ($B) Participants Icahn Associates Holding LLC Pension Plan, Total assets ($B): 0.00214257 · Participants: 4Icahn Associates Holding LLC Pension PlanL3harris Aviation Products Pension Plan, Total assets ($B): 6.623750939 · Participants: 10L3harris Aviation Products Pension PlanNextera Energy, Inc. Employee Pension Plan, Total assets ($B): 4.827563863 · Participants: 13210Nextera Energy, Inc. Employee Pension PlanCsx Pension Plan, Total assets ($B): 2.20978 · Participants: 2728Csx Pension PlanRetirement Benefit Accumulation Plan for Employees of Pwc LLP, Total assets ($B): 1.852268551 · Participants: 5861Retirement Benefit Accumulation Plan for Employees of Pwc LLPPricewaterhousecoopers LLP Retirement Accumulation Plan for Partners, Total assets ($B): 1.789426694 · Participants: 3819Pricewaterhousecoopers LLP Retirement Accumulation Plan for Partners
Icahn Associates Holding LLC Pension Plan vs. nearby Defined Benefit (Pension) plans in Florida, assets vs. participants

Icahn Associates Holding LLC Pension Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside Florida, the nearest Defined Benefit (Pension) by assets is Convergent Pacific, LLC Defined Benefit Plan in OR ($2M); by covered participants it is Valher Inc Defined Benefit Pension Plan in CA (4 participants). Same-state nearby plans are listed separately above.

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 Icahn Associates Holding LLC Pension Plan assets move in 2022?
Icahn Associates Holding LLC Pension Plan declined sharply - down 27.0% during 2022, from $3M to $2M. Reported net income was -$792K.
Which Defined Benefit (Pension) plans are similar in size to Icahn Associates Holding LLC Pension Plan?
Among Defined Benefit (Pension) plans in other states, the closest by assets is Convergent Pacific, LLC Defined Benefit Plan in OR ($2M, 2 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Icahn Associates Holding LLC Pension Plan?
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Valher Inc Defined Benefit Pension Plan in CA (4 participants, N/A in assets).