401(k) · DOL Form 5500 · 2022

ENSEMBLEIQ 401(k) Plan

Data updated 2026-08-25

$16M
Total assets Small plan by assets
128
Participants Small participant base
74th
Percentile by assets National rank
$124,549
Avg per participant Near avg balance/head
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Official DOL plan name: Ensembleiq 401(k) Plan · Sponsored by ENSEMBLEIQ · Illinois · Information & Media

$16M in assets, 128 participants

ENSEMBLEIQ's Ensembleiq 401(k) Plan reported $16M in total assets and 128 participants in its 2022 DOL Form 5500 filing, ranking in the 74th 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.

  • #1,845 in Information & Media (2,911 peers)

Coverage in Illinois

Ensembleiq 401(k) Plan covers 128 participants in Illinois, about 16% of the average Illinois filer (state average ~779 per filing). Assets: $16M.

#1,845
in Information & Media (2,911 peers)
-10.6%
assets change YoY

The plan reported a net loss of $2M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Ensembleiq 401(k) Plan's outsized position by total assets

Ensembleiq 401(k) Plan vs every filed plan by assets

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

$15,942,318 Top 26% higher than 74% 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

Ensembleiq 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. Ensembleiq 401(k) Plan sits mid-pack in the medium band (128 participants).

Form 5500 schedule snapshot

Filing strip 811282261 · ENSEMBLEIQ PY 2022 · 401(k)

Ensembleiq 401(k) Plan · $16M · 128 · 74th

  • PART $16M
  • TYPE 128
  • NET 74th
  • BOOK 401(k)
  • VS-ST near Northwest Family Physicians, P.a. 401(k) Profit Sharing Plan
  • BOY ind #1845

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 Information & Media retirement plans → · Plans in Illinois →

Ensembleiq 401(k) Plan in the asset neighbourhood

Ensembleiq 401(k) Plan$16MNorthwest Family Physicians, P.a. 401(k) Profit Sharing PlanNorthwest Family Physicians,…$16MIdaho Timber 401(k) Plan$16MMissouri Hospital Association 401(k) PlanMissouri Hospital Associatio…$16MCatholic United Financial 401(k) PlanCatholic United Financial 40…$16M
End-of-year total assets ($M) among Ensembleiq 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Illinois filing particulars

Total Assets (Beginning of Year)$18M
Net Assets (End of Year)$16M
Net Income-$2M
Employer EIN811282261
Plan Effective Date2017-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (ENSEMBLEIQ)

Sponsor-wide plan assets over time

All ENSEMBLEIQ plans reported in each filing year

Latest sponsor-wide plan assets
$18M 14.816226849821964% vs 2022
2024 filing year
$15M$16M$17M$18M$19M 202220232024 $15.9M $18.3M ▲ +14.8%
Year Plans Participants Total Assets
2022 1 128 $16M
2023 1 133 $17M
2024 1 118 $18M

Nearby 401(k) Plans in Illinois

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

Ensembleiq 401(k) Plan vs. nearby 401(k) plans in Illinois, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000 -505101520 Total assets ($B) Participants Ensembleiq 401(k) Plan, Total assets ($B): 0.015942318 · Participants: 128Ensembleiq 401(k) PlanState 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
Ensembleiq 401(k) Plan vs. nearby 401(k) plans in Illinois, assets vs. participants

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

Outside Illinois, the nearest 401(k) by assets is Northwest Family Physicians, P.a. 401(k) Profit Sharing Plan in MN ($16M); by covered participants it is Montage Inc 401(k) Profit Sharing Plan & Trust in MI (128 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (128 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 Ensembleiq 401(k) Plan assets move in 2022?
Ensembleiq 401(k) Plan pulled back noticeably - down 10.6% during 2022, from $18M to $16M. Reported net income was -$2M.
How have ENSEMBLEIQ plan assets changed over time?
Across 3 plan years on file (2022-2024), ENSEMBLEIQ's sponsor-wide assets grew 14.8%, from $16M to $18M.
Which 401(k) plans are similar in size to Ensembleiq 401(k) Plan?
Among 401(k) plans in other states, the closest by assets is Northwest Family Physicians, P.a. 401(k) Profit Sharing Plan in MN ($16M, 96 participants).
Which 401(k) plans cover a similar participant headcount to Ensembleiq 401(k) Plan?
Among 401(k) plans in other states, the closest by covered participants is Montage Inc 401(k) Profit Sharing Plan & Trust in MI (128 participants, N/A in assets).