401(k) · DOL Form 5500 · 2023
Ikon Insurance, Inc. 401(k) Plan
Data updated 2026-08-25
- $4M
- Total assets Small plan by assets
- 83
- Participants Small participant base
- 38th
- Percentile by assets National rank
- $42,850
- Avg per participant Low balance/head
Official DOL plan name: Ikon Group Pension Plan · Sponsored by Ikon Insurance, Inc. · Puerto Rico · Professional & Technical Services
$4M in assets, 83 participants
Ikon Insurance, Inc.'s Ikon Group Pension Plan reported $4M in total assets and 83 participants in its 2023 DOL Form 5500 filing, ranking in the 38th 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.
- #7,200 in Professional & Technical Services (20,321 peers)
Ikon Insurance, Inc. multi-year trail
Ikon Insurance, Inc.'s plans moved +24.8% in assets from 2022 to 2024; this filing shows Ikon Group Pension Plan at $4M / 83 participants.
- #7,200
- in Professional & Technical Services (20,321 peers)
- +7.6%
- assets growth YoY
Ikon Group Pension Plan's mid-pack asset rank among Professional & Technical Services and all filers
Ikon Group Pension Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$3,556,583 38th percentile higher than 38% of 127,068 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023
Ikon Group Pension Plan among smaller filed plans by headcount
Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Ikon Group Pension Plan is a small filing (83 participants) on this national headcount ladder.
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Ikon Group Pension Plan reported net income rose from -$395K in the plan year 2022 filing to $251K in the plan year 2023 filing.
- Ikon Group Pension Plan reported participants rose from 36 in the plan year 2022 filing to 83 in the plan year 2023 filing.
- Ikon Group Pension Plan end-of-year assets rose from $3M in the plan year 2022 filing to $4M in the plan year 2023 filing.
Form 5500 schedule snapshot
Filing strip 660557431 · Ikon Insurance, Inc. PY 2023 · 401(k)
Ikon Group Pension Plan · $4M · 83 · 38th
- IND $4M
- EOY 83
- 5500 38th
- ASSETS 401(k)
- PCT near North East Community Action Corp 401(k) Retirement Plan
- EIN ind #7200
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 → · Plans in Puerto Rico →
Ikon Group Pension Plan in the asset neighbourhood
Ikon Insurance, Inc. multi-year asset trail
Sponsor-wide plan assets over time
All Ikon Insurance, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $4M 24.846670308946393% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 36 | $3M |
| 2023 | 1 | 83 | $4M |
| 2024 | 1 | 94 | $4M |
Ikon Insurance, Inc. filing trail (2023)
| Total Assets (Beginning of Year) | $3M |
|---|---|
| Net Assets (End of Year) | $4M |
| Net Income | $251K |
| Employer EIN | 660557431 |
| Plan Effective Date | 2000-01-01 |
| Filing Status | FILING RECEIVED |
Nearby 401(k) Plans in Puerto Rico
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Pfizer Savings Plan for Employees Resident in Puerto Rico $385M · 87
- Msd Puerto Rico Savings and Security Plan $224M · 679
- Inter American University of Pr Defined Contribution Retirement Plan $188M · 1,601
- Popular, Inc. USA 401(k) Savings & Investment Plan $150M · 867
- Firstbank 401(k) Retirement Plan for Residents of Puerto Rico $143M · 2,875
Ikon Group Pension Plan's out-of-state 401(k) peers by assets and headcount
Outside Puerto Rico, the nearest 401(k) by assets is North East Community Action Corp 401(k) Retirement Plan in MO ($4M); by covered participants it is Brightpearl 401(k) Plan in TX (83 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($4M here).
Similar participant headcount
Nearest other-state filings by covered participants (83 participants); asset peers above are excluded.
- Brightpearl 401(k) Plan (TX) 83 · 0 off
- Southern Tea, LLC New Jersey 401(k) Plan (GA) 83 · 0 off
- Fabtex, Inc. 401(k) Profit Sharing Plan (PA) 83 · 0 off
- Union State Bank 401(k) Profit Sharing Plan (AL) 83 · 0 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.