401(k) · DOL Form 5500 · 2022

Ice River Springs Morganton Ll 401(k) Plan

Data updated 2026-08-25

$981K
Total assets Small plan by assets
45
Participants Small participant base
25th
Percentile by assets National rank
$21,797
Avg per participant Low balance/head
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Official DOL plan name: Ice River Springs Morganton Ll 401(k) Profit Sharing Plan & Trust · Sponsored by Ice River Springs Morganton Ll · · Professional & Technical Services

$981K in assets, 45 participants

Ice River Springs Morganton Ll's Ice River Springs Morganton Ll 401(k) Profit Sharing Plan & Trust reported $981K in total assets and 45 participants in its 2022 DOL Form 5500 filing, ranking in the 25th 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.

  • #4,522 in Professional & Technical Services (21,562 peers)

2022 asset change

Ice River Springs Morganton Ll 401(k) Profit Sharing Plan & Trust declined sharply 19.9% in 2022 ($1M → $981K) for 45 participants.

#4,522
in Professional & Technical Services (21,562 peers)
-19.9%
assets change YoY

The plan reported a net loss of $243K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Ice River Springs Morganton Ll 401(k) Profit Sharing Plan & Trust among the smaller filed plans by assets

Ice River Springs Morganton Ll 401(k) Profit Sharing Plan & Trust vs every filed plan by assets

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

$980,865 25th percentile higher than 25% 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

Ice River Springs Morganton Ll 401(k) Profit Sharing Plan & Trust among smaller filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Ice River Springs Morganton Ll 401(k) Profit Sharing Plan & Trust is a small filing (45 participants) on this national headcount ladder.

Form 5500 schedule snapshot

Filing strip 204878400 · Ice River Springs Morganton Ll PY 2022 · 401(k)

Ice River Springs Morganton Ll 401(k) Profit Sharing Plan & Trust · $981K · 45 · 25th

  • NET $981K
  • NET 45
  • NET 25th
  • NET 401(k)
  • NET near Surgenex LLC 401(k) Profit Sharing Plan & Trust
  • NET ind #4522

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 Professional & Technical Services retirement plans →

Ice River Springs Morganton Ll 401(k) Profit Sharing Plan & Trust in the asset neighbourhood

Ice River Springs Morganton Ll 401(k) Profit Sharing Plan & TrustIce River Springs Morganton …$981KSurgenex LLC 401(k) Profit Sharing Plan & TrustSurgenex LLC 401(k) Profit S…$981KPower Pallet Inc 401(k) Profit Sharing Plan & TrustPower Pallet Inc 401(k) Prof…$981KStrength Training,Inc. 401(k) Profit Sharing PlanStrength Training,Inc. 401(k…$981KSnap Diagnostics LLC 401(k) PlanSnap Diagnostics LLC 401(k) …$980K
End-of-year total assets ($M) among Ice River Springs Morganton Ll 401(k) Profit Sharing Plan & Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Ice River Springs Morganton Ll years around the 2022 move

Sponsor-wide plan assets over time

All Ice River Springs Morganton Ll plans reported in each filing year

Latest sponsor-wide plan assets
$918K 6.427897824879062% vs 2022
2024 filing year
$0.9M$0.95M$1M 202220232024 $0.98M $0.92M ▼ -6.1%
Year Plans Participants Total Assets
2022 1 45 $981K
2023 1 12 $910K
2024 1 9 $918K

2022 asset-move particulars

Total Assets (Beginning of Year)$1M
Net Assets (End of Year)$981K
Net Income-$243K
Employer EIN204878400
Plan Effective Date2008-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in

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

Ice River Springs Morganton Ll 401(k) Profit Sharing Plan & Trust vs. nearby 401(k) plans in , assets vs. participants Scatter plot of 6 data points. -100000100002000030000 -0.500.511.522.5 Total assets ($B) Participants Ice River Springs Morganton Ll 401(k) Profit Sharing Plan & Trust, Total assets ($B): 0.000980865 · Participants: 45Ice River Springs Morganton Ll 401(k) Profit Sharing Plan & TrustThe Magna Group of Companies Retirement Savings Plans, Total assets ($B): 2.103160697 · Participants: 22890The Magna Group of Companies Retirement Savings PlansTranscanada 401(k) and Savings Plan, Total assets ($B): 0.831893942 · Participants: 2989Transcanada 401(k) and Savings PlanFour Seasons Hotels Retirement Benefit Plan, Total assets ($B): 0.746656349 · Participants: 13795Four Seasons Hotels Retirement Benefit PlanTransocean U.S. Savings Plan, Total assets ($B): 0.626279886 · Participants: 1993Transocean U.S. Savings PlanDomtar US Salaried 401(k) Plan, Total assets ($B): 0.534916882 · Participants: 1532Domtar US Salaried 401(k) Plan
Ice River Springs Morganton Ll 401(k) Profit Sharing Plan & Trust vs. nearby 401(k) plans in , assets vs. participants

Ice River Springs Morganton Ll 401(k) Profit Sharing Plan & Trust's out-of-state 401(k) peers by assets and headcount

Outside this state, the nearest 401(k) by assets is Surgenex LLC 401(k) Profit Sharing Plan & Trust in AZ ($981K); by covered participants it is Divcon Ems 401(k) Profit Sharing Plan in TX (45 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (45 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 Ice River Springs Morganton Ll 401(k) Profit Sharing Plan & Trust assets move in 2022?
Ice River Springs Morganton Ll 401(k) Profit Sharing Plan & Trust declined sharply - down 19.9% during 2022, from $1M to $981K. Reported net income was -$243K.
How have Ice River Springs Morganton Ll plan assets changed over time?
Across 3 plan years on file (2022-2024), Ice River Springs Morganton Ll's sponsor-wide assets declined 6.4%, from $981K to $918K.
Where does Ice River Springs Morganton Ll 401(k) Profit Sharing Plan & Trust rank by assets among Form 5500 filers?
Ice River Springs Morganton Ll 401(k) Profit Sharing Plan & Trust ranks in the 25th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the lower half of filed plans by assets).
Which 401(k) plans are similar in size to Ice River Springs Morganton Ll 401(k) Profit Sharing Plan & Trust?
Among 401(k) plans in other states, the closest by assets is Surgenex LLC 401(k) Profit Sharing Plan & Trust in AZ ($981K, 46 participants).
Which 401(k) plans cover a similar participant headcount to Ice River Springs Morganton Ll 401(k) Profit Sharing Plan & Trust?
Among 401(k) plans in other states, the closest by covered participants is Divcon Ems 401(k) Profit Sharing Plan in TX (45 participants, $1M in assets).