401(k) · DOL Form 5500 · 2023

Island Capital Group LLC 401(k) Plan

Data updated 2026-08-25

$66M
Total assets Below avg plan size
109
Participants Small participant base
88th
Percentile by assets National rank
$604,597
Avg per participant High balance/head
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Official DOL plan name: Island Capital Group LLC 401(k) Plan · Sponsored by Island Capital Group LLC · South Carolina · Finance & Insurance

$66M in assets, 109 participants

Island Capital Group LLC's Island Capital Group LLC 401(k) Plan reported $66M in total assets and 109 participants in its 2023 DOL Form 5500 filing, ranking in the 88th 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.

  • #7,249 in Finance & Insurance (8,869 peers)

Coverage in South Carolina

Island Capital Group LLC 401(k) Plan covers 109 participants in South Carolina, about 30% of the average South Carolina filer (state average ~369 per filing). Assets: $66M.

#7,249
in Finance & Insurance (8,869 peers)
+11.7%
assets growth YoY
0.7×
vs typical plan assets (national mean)

Island Capital Group LLC 401(k) Plan's outsized position by total assets

Island Capital Group LLC 401(k) Plan vs every filed plan by assets

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

$65,901,038 Top 12% higher than 88% of 127,068 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 2023

Island Capital Group LLC 401(k) Plan among mid-size filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Island Capital Group LLC 401(k) Plan sits mid-pack in the medium band (109 participants).

EBSA filing schedule strip

Filing strip 364525612 · Island Capital Group LLC PY 2023 · 401(k)

Island Capital Group LLC 401(k) Plan · $66M · 109 · 88th

  • BOOK $66M
  • VS-ST 109
  • BOY 88th
  • SCH 401(k)
  • EBSA near Ata Engineering, Inc. 401(k) Retirement Plan
  • PART ind #7249

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 South Carolina →

Island Capital Group LLC 401(k) Plan in the asset neighbourhood

Ata Engineering, Inc. 401(k) Retirement PlanAta Engineering, Inc. 401(k)…$66MVaynermedia 401(k) Retirement Plan and TrustVaynermedia 401(k) Retiremen…$66MAmerican Vision Partners 401(k) PlanAmerican Vision Partners 401…$66MIsland Capital Group LLC 401(k) PlanIsland Capital Group LLC 401…$66MThe Deer Management Co. LLC Profit Sharing PlanThe Deer Management Co. LLC …$66M
End-of-year total assets ($M) among Island Capital Group LLC 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

South Carolina filing particulars

Total Assets (Beginning of Year)$59M
Net Assets (End of Year)$66M
Net Income$7M
Employer EIN364525612
Plan Effective Date2007-03-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Island Capital Group LLC)

Sponsor-wide plan assets over time

All Island Capital Group LLC plans reported in each filing year

Latest sponsor-wide plan assets
$72M 8.577711628760689% vs 2023
2024 filing year
$64M$66M$68M$70M$72M$74M 20232024 $65.9M $71.6M ▲ +8.6%
Year Plans Participants Total Assets
2023 1 109 $66M
2024 1 106 $72M

Nearby 401(k) Plans in South Carolina

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

Island Capital Group LLC 401(k) Plan vs. nearby 401(k) plans in South Carolina, assets vs. participants Scatter plot of 6 data points. -500005000100001500020000 -1012345 Total assets ($B) Participants Island Capital Group LLC 401(k) Plan, Total assets ($B): 0.065901038 · Participants: 109Island Capital Group LLC 401(k) PlanMichelin 401(k) Savings Plan, Total assets ($B): 4.081217676 · Participants: 14439Michelin 401(k) Savings PlanThe Savannah River Nuclear Solutions, LLC Defined Contribution Plan, Total assets ($B): 2.54970984 · Participants: 8661The Savannah River Nuclear Solutions, LLC Defined Contribution PlanSonoco Retirement & Savings Plan, Total assets ($B): 1.560739492 · Participants: 11311Sonoco Retirement & Savings PlanSonoco Retirement & Savings Plan, Total assets ($B): 1.313010355 · Participants: 10614Sonoco Retirement & Savings PlanBlue Cross Blue Shield of Sc Employee Savings and Salary Reduction Plan, Total assets ($B): 1.296149408 · Participants: 11348Blue Cross Blue Shield of Sc Employee Savings and Salary Reduction Plan
Island Capital Group LLC 401(k) Plan vs. nearby 401(k) plans in South Carolina, assets vs. participants
Compare Island Capital Group LLC 401(k) Plan side-by-side with 3 peers →

Island Capital Group LLC 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside South Carolina, the nearest 401(k) by assets is Ata Engineering, Inc. 401(k) Retirement Plan in CA ($66M); by covered participants it is Mcmanis & Monsalve Associates Profit Sharing Plan in MD (109 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (109 participants); asset peers above are excluded.

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 Island Capital Group LLC 401(k) Plan assets move in 2023? ▼
Island Capital Group LLC 401(k) Plan grew at a solid clip - up 11.7% during 2023, from $59M to $66M. Reported net income was $7M.
How have Island Capital Group LLC plan assets changed over time? ▼
Across 2 plan years on file (2023-2024), Island Capital Group LLC's sponsor-wide assets grew 8.6%, from $66M to $72M.
Where does Island Capital Group LLC 401(k) Plan rank by assets among Form 5500 filers? ▼
Island Capital Group LLC 401(k) Plan ranks in the 88th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to Island Capital Group LLC 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Ata Engineering, Inc. 401(k) Retirement Plan in CA ($66M, 197 participants).
Which 401(k) plans cover a similar participant headcount to Island Capital Group LLC 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Mcmanis & Monsalve Associates Profit Sharing Plan in MD (109 participants, $7M 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 364525612.

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.