401(k) · DOL Form 5500 · 2023

Icon Advisors, Inc. 401(k) Plan

Data updated 2026-08-25

$3M
Total assets Small plan by assets: 17
Participants Small participant base: 36th
Percentile by assets National rank: $178,057
Avg per participant Above avg balance/head

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Official DOL plan name: Icon Advisers, Inc. 401(k) Plan · Sponsored by Icon Advisors, Inc. · Colorado · Finance & Insurance

$3M in assets, 17 participants

Icon Advisors, Inc.'s Icon Advisers, Inc. 401(k) Plan reported $3M in total assets and 17 participants in its 2023 DOL Form 5500 filing, ranking in the 36th 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.

#2,201 in Finance & Insurance (8,869 peers)

Icon Advisors, Inc. multi-year trail

Icon Advisors, Inc.'s plans moved +25.4% in assets from 2022 to 2024; this filing shows Icon Advisers, Inc. 401(k) Plan at $3M / 17 participants.

#2,201
in Finance & Insurance (8,869 peers): +12.6%
assets growth YoY

Icon Advisers, Inc. 401(k) Plan's mid-pack asset rank among Finance & Insurance and all filers

Icon Advisers, Inc. 401(k) Plan vs every filed plan by assets

End-of-year total assets · plan year 2023 · DOL Form 5500

$3,026,970 36th percentile higher than 36% 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

Icon Advisers, Inc. 401(k) 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. Icon Advisers, Inc. 401(k) Plan is a small filing (17 participants) on this national headcount ladder.

Micro (1-10) 35,718 filings (27%) Small (11-100) 27,089 filings (21%) Medium (101-1,000) 55,445 filings (43%) Large (1,001-10,000) 10,273 filings (8%) Mega (10,000+) 1,374 filings (1%)

Icon Advisers, Inc. 401(k) Plan reported net income rose from -$792K in the plan year 2022 filing to $340K in the plan year 2023 filing.
Icon Advisers, Inc. 401(k) Plan end-of-year assets rose from $3M in the plan year 2022 filing to $3M in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 841166639 · Icon Advisors, Inc. PY 2023 · 401(k)

Icon Advisers, Inc. 401(k) Plan · $3M · 17 · 36th

PCT $3M
EIN 17
RANK 36th
PHOTO 401(k)
IND near Starvista 403b Plan
EOY ind #2201

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 Colorado →

End-of-year total assets ($M) among Icon Advisers, Inc. 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Icon Advisors, Inc. multi-year asset trail

Latest sponsor-wide plan assets: $3M 25.40207858123621% vs 2022; 2024 filing year

Year	Plans	Participants	Total Assets
2022	1	17	$3M
2023	1	17	$3M
2024	1	14	$3M

Icon Advisors, Inc. filing trail (2023)

Total Assets (Beginning of Year)	$3M
Net Assets (End of Year)	$3M
Net Income	$340K
Employer EIN	841166639
Plan Effective Date	1993-01-01
Filing Status	FILING RECEIVED

Nearby 401(k) Plans in Colorado

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

Icon Advisers, Inc. 401(k) Plan vs. nearby 401(k) plans in Colorado, assets vs. participants

Davita Retirement Savings Plan $3.3B · 57,711
Ball Corporation 401(k) and Employee Stock Ownership Plan $2.8B · 10,349
Empower Retirement, LLC 401(k) Savings Plan $1.9B · 10,036
Woodward Retirement Savings Plan $1.8B · 5,847
Arcadis U.S., Inc. Retirement Savings Plan $1.7B · 5,491

Compare Icon Advisers, Inc. 401(k) Plan side-by-side with 3 peers →

Icon Advisers, Inc. 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Colorado, the nearest 401(k) by assets is Starvista 403b Plan in CA ($3M); by covered participants it is Surgical Associates of La Jolla Medical Group Inc. Profit Sharing Plan in CA (17 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($3M here).

Starvista 403b Plan (CA) $3M · 151
Delta Delta Delta 401(k) Plan (TX) $3M · 225
Yatco 401(k) Plan (MA) $3M · 60
Rhythm Management Group Corp 401(k) Plan (MD) $3M · 166

Similar participant headcount

Nearest other-state filings by covered participants (17 participants); asset peers above are excluded.

Surgical Associates of La Jolla Medical Group Inc. Profit Sharing Plan (CA) 17 · 0 off
Cjp Encore, Inc. 401(k) Profit Sharing Plan (TX) 17 · 0 off
Wicap 401 (K) Plan (ID) 17 · 0 off
Harvey Alpert & Company, Inc. 401(k) Profit Sharing Plan (CA) 17 · 0 off

DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Icon Advisers, Inc. 401(k) Plan assets move in 2023? ▼

Icon Advisers, Inc. 401(k) Plan grew at a solid clip - up 12.6% during 2023, from $3M to $3M. Reported net income was $340K.

How have Icon Advisors, Inc. plan assets changed over time? ▼

Across 3 plan years on file (2022-2024), Icon Advisors, Inc.'s sponsor-wide assets grew 25.4%, from $3M to $3M.

Which 401(k) plans are similar in size to Icon Advisers, Inc. 401(k) Plan? ▼

Among 401(k) plans in other states, the closest by assets is Starvista 403b Plan in CA ($3M, 151 participants).

Which 401(k) plans cover a similar participant headcount to Icon Advisers, Inc. 401(k) Plan? ▼

Among 401(k) plans in other states, the closest by covered participants is Surgical Associates of La Jolla Medical Group Inc. Profit Sharing Plan in CA (17 participants, $6M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2023.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 841166639.