401(k) · DOL Form 5500 · 2022

I Squared Capital Advisors US Ll 401(k) Plan

Data updated 2026-08-25

$6M
Total assets Small plan by assets
111
Participants Small participant base
54th
Percentile by assets National rank
$52,751
Avg per participant Low balance/head
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Official DOL plan name: I Squared 401(k) Plan · Sponsored by I Squared Capital Advisors US Ll · Florida · Finance & Insurance

$6M in assets, 111 participants

I Squared Capital Advisors US Ll's I Squared 401(k) Plan reported $6M in total assets and 111 participants in its 2022 DOL Form 5500 filing, ranking in the 54th 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.

  • #3,497 in Finance & Insurance (9,261 peers)

Coverage in Florida

I Squared 401(k) Plan covers 111 participants in Florida, about 18% of the average Florida filer (state average ~628 per filing). Assets: $6M.

#3,497
in Finance & Insurance (9,261 peers)
+11.2%
assets growth YoY

I Squared 401(k) Plan's mid-pack asset rank among Finance & Insurance and all filers

I Squared 401(k) Plan vs every filed plan by assets

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

$5,855,397 Top 46% higher than 54% 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

I Squared 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. I Squared 401(k) Plan sits mid-pack in the medium band (111 participants).

Form 5500 schedule snapshot

Filing strip 412281782 · I Squared Capital Advisors US Ll PY 2022 · 401(k)

I Squared 401(k) Plan · $6M · 111 · 54th

  • EOY $6M
  • 5500 111
  • ASSETS 54th
  • PCT 401(k)
  • EIN near The Cool Hardware Company Savings Plan
  • RANK ind #3497

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 Florida →

I Squared 401(k) Plan in the asset neighbourhood

I Squared 401(k) Plan$6MThe Cool Hardware Company Savings PlanThe Cool Hardware Company Sa…$6MConaway Electrical Service, Inc. 401(k)Conaway Electrical Service, …$6MGemini Rosemont Property Management 401(k) PlanGemini Rosemont Property Man…$6MDan Pilson Auto Center, Inc. 401(k) PlanDan Pilson Auto Center, Inc.…$6M
End-of-year total assets ($M) among I Squared 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Florida filing particulars

Total Assets (Beginning of Year)$5M
Net Assets (End of Year)$6M
Net Income$578K
Employer EIN412281782
Plan Effective Date2021-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (I Squared Capital Advisors US Ll)

Sponsor-wide plan assets over time

All I Squared Capital Advisors US Ll plans reported in each filing year

Latest sponsor-wide plan assets
$8M 34.25335634799826% vs 2022
2023 filing year
$5M$6M$7M$8M$9M 20222023 $5.86M $7.86M ▲ +34.1%
Year Plans Participants Total Assets
2022 1 111 $6M
2023 1 128 $8M

Nearby 401(k) Plans in Florida

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

I Squared 401(k) Plan vs. nearby 401(k) plans in Florida, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000400000 -5051015 Total assets ($B) Participants I Squared 401(k) Plan, Total assets ($B): 0.005855397 · Participants: 111I Squared 401(k) PlanL3harris Retirement Savings Plan, Total assets ($B): 12.863481581 · Participants: 41096L3harris Retirement Savings PlanSavings Plan for Employees and Partners of Pricewatercoopers LLP, Total assets ($B): 9.121428518 · Participants: 50354Savings Plan for Employees and Partners of Pricewatercoopers LLPAdp Totalsource Retirement Savings Plan, Total assets ($B): 6.687694478 · Participants: 287453Adp Totalsource Retirement Savings PlanPublix Super Markets, Inc. 401(k) Smart Plan, Total assets ($B): 6.05990007 · Participants: 176752Publix Super Markets, Inc. 401(k) Smart PlanNextera Energy, Inc. Employee Retirement Savings Plan, Total assets ($B): 5.44531949 · Participants: 14889Nextera Energy, Inc. Employee Retirement Savings Plan
I Squared 401(k) Plan vs. nearby 401(k) plans in Florida, assets vs. participants
Compare I Squared 401(k) Plan side-by-side with 3 peers →

I Squared 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Florida, the nearest 401(k) by assets is The Cool Hardware Company Savings Plan in DC ($6M); by covered participants it is Green Box Loans Inc, 401(k) Plan in CA (111 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (111 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 I Squared 401(k) Plan assets move in 2022? ▼
I Squared 401(k) Plan grew at a solid clip - up 11.2% during 2022, from $5M to $6M. Reported net income was $578K.
How have I Squared Capital Advisors US Ll plan assets changed over time? ▼
Across 2 plan years on file (2022-2023), I Squared Capital Advisors US Ll's sponsor-wide assets grew 34.3%, from $6M to $8M.
Which 401(k) plans are similar in size to I Squared 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is The Cool Hardware Company Savings Plan in DC ($6M, 151 participants).
Which 401(k) plans cover a similar participant headcount to I Squared 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Green Box Loans Inc, 401(k) Plan in CA (111 participants, $192K 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 412281782.

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.