401(k) · DOL Form 5500 · 2022

Individual Advocacy Group 401(k) Plan

Data updated 2026-08-25

$2M
Total assets Small plan by assets
453
Participants Below avg headcount
37th
Percentile by assets National rank
$5,288
Avg per participant Low balance/head
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Official DOL plan name: Individual Advocacy Group 401(k) Plan · Sponsored by Individual Advocacy Group · Illinois · Healthcare & Social Assistance

$2M in assets, 453 participants

Individual Advocacy Group's Individual Advocacy Group 401(k) Plan reported $2M in total assets and 453 participants in its 2022 DOL Form 5500 filing, ranking in the 37th 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.

  • #7,773 in Healthcare & Social Assistance (20,060 peers)

Individual Advocacy Group multi-year trail

Individual Advocacy Group's plans moved +99.0% in assets from 2022 to 2024; this filing shows Individual Advocacy Group 401(k) Plan at $2M / 453 participants.

#7,773
in Healthcare & Social Assistance (20,060 peers)
+45.1%
assets growth YoY

Individual Advocacy Group 401(k) Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers

Individual Advocacy Group 401(k) Plan vs every filed plan by assets

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

$2,395,601 37th percentile higher than 37% 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

Individual Advocacy Group 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. Individual Advocacy Group 401(k) Plan sits mid-pack in the medium band (453 participants).

DOL schedule card

Filing strip 364057568 · Individual Advocacy Group PY 2022 · 401(k)

Individual Advocacy Group 401(k) Plan · $2M · 453 · 37th

  • VS-ST $2M
  • BOY 453
  • SCH 37th
  • EBSA 401(k)
  • PART near Jsa Associates, Inc. 401(k) Profit Sharing Plan
  • TYPE ind #7773

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 Healthcare & Social Assistance retirement plans → · Plans in Illinois →

Individual Advocacy Group 401(k) Plan in the asset neighbourhood

Individual Advocacy Group 401(k) PlanIndividual Advocacy Group 40…$2MJsa Associates, Inc. 401(k) Profit Sharing PlanJsa Associates, Inc. 401(k) …$2MAdvanced Biomedical Laboratories, LLC 401(k) PlanAdvanced Biomedical Laborato…$2MInteractive Life Forms LLC 401(k) Profit SharingInteractive Life Forms LLC 4…$2MNorthgate 401(k) Plan$2M
End-of-year total assets ($M) among Individual Advocacy Group 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Individual Advocacy Group multi-year asset trail

Sponsor-wide plan assets over time

All Individual Advocacy Group plans reported in each filing year

Latest sponsor-wide plan assets
$5M 99.0160297979505% vs 2022
2024 filing year
$2M$3M$4M$5M$6M 202220232024 $2.4M $4.77M ▲ +98.8%
Year Plans Participants Total Assets
2022 1 453 $2M
2023 1 474 $4M
2024 1 510 $5M

Individual Advocacy Group filing trail (2022)

Total Assets (Beginning of Year)$2M
Net Assets (End of Year)$2M
Net Income$745K
Employer EIN364057568
Plan Effective Date2018-02-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Illinois

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

Individual Advocacy Group 401(k) Plan vs. nearby 401(k) plans in Illinois, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000 -505101520 Total assets ($B) Participants Individual Advocacy Group 401(k) Plan, Total assets ($B): 0.002395601 · Participants: 453Individual Advocacy Group 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
Individual Advocacy Group 401(k) Plan vs. nearby 401(k) plans in Illinois, assets vs. participants
Compare Individual Advocacy Group 401(k) Plan side-by-side with 3 peers →

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

Outside Illinois, the nearest 401(k) by assets is Jsa Associates, Inc. 401(k) Profit Sharing Plan in NC ($2M); by covered participants it is Primeritus Financial Services Inc. 401(k) Profit Sharing Plan in TN (453 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (453 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 Individual Advocacy Group 401(k) Plan assets move in 2022? ▼
Individual Advocacy Group 401(k) Plan surged - up 45.1% during 2022, from $2M to $2M. Reported net income was $745K.
How have Individual Advocacy Group plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Individual Advocacy Group's sponsor-wide assets grew 99.0%, from $2M to $5M.
Which 401(k) plans are similar in size to Individual Advocacy Group 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Jsa Associates, Inc. 401(k) Profit Sharing Plan in NC ($2M, 60 participants).
Which 401(k) plans cover a similar participant headcount to Individual Advocacy Group 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Primeritus Financial Services Inc. 401(k) Profit Sharing Plan in TN (453 participants, $8M 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 364057568.

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.