401(k) · DOL Form 5500 · 2023
Ibn Financial Services 401(k) Plan
Data updated 2026-08-25
- $191K
- Total assets Small plan by assets
- 6
- Participants Small participant base
- 10th
- Percentile by assets National rank
- $31,771
- Avg per participant Low balance/head
Official DOL plan name: Ibn Financial Services 401(k) Plan · Sponsored by Ibn Financial Services · New York · Finance & Insurance
$191K in assets, 6 participants
Ibn Financial Services's Ibn Financial Services 401(k) Plan reported $191K in total assets and 6 participants in its 2023 DOL Form 5500 filing, ranking in the 10th 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.
- #543 in Finance & Insurance (8,869 peers)
Ibn Financial Services multi-year trail
Ibn Financial Services's plans moved +65.0% in assets from 2023 to 2024; this filing shows Ibn Financial Services 401(k) Plan at $191K / 6 participants.
- #543
- in Finance & Insurance (8,869 peers)
- $191K
- reported net income
Ibn Financial Services 401(k) Plan among the smaller filed plans by assets
Ibn Financial Services 401(k) Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$190,623 10th percentile higher than 10% 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
Ibn Financial Services 401(k) Plan among micro filed plans by headcount
Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Ibn Financial Services 401(k) Plan is a micro filing (6 participants), the leftmost band.
Form 5500 schedule snapshot
Filing strip 161493299 · Ibn Financial Services PY 2023 · 401(k)
Ibn Financial Services 401(k) Plan · $191K · 6 · 10th
- BOOK $191K
- BOOK 6
- BOOK 10th
- BOOK 401(k)
- BOOK near Ran Holdings Inc. 401(k) Plan
- BOOK ind #543
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 New York →
Ibn Financial Services 401(k) Plan in the asset neighbourhood
Ibn Financial Services multi-year asset trail
Sponsor-wide plan assets over time
All Ibn Financial Services plans reported in each filing year
- Latest sponsor-wide plan assets
- $315K 65.01366571714851% vs 2023
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2023 | 1 | 6 | $191K |
| 2024 | 1 | 8 | $315K |
Ibn Financial Services filing trail (2023)
| Total Assets (Beginning of Year) | N/A |
|---|---|
| Net Assets (End of Year) | $191K |
| Net Income | $191K |
| Employer EIN | 161493299 |
| Plan Effective Date | 2023-01-01 |
| Filing Status | FILING RECEIVED |
Nearby 401(k) Plans in New York
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- IBM 401 (K) Plus Plan $57.4B · 54,912
- Pfizer Savings Plan $19.6B · 30,033
- Morgan Stanley 401(k) Plan $19.2B · 55,363
- The Pepsico Savings Plan $13.7B · 133,597
- The Goldman Sachs 401(k) Plan $11.4B · 24,866
Ibn Financial Services 401(k) Plan's out-of-state 401(k) peers by assets and headcount
Outside New York, the nearest 401(k) by assets is Ran Holdings Inc. 401(k) Plan in CO ($191K); by covered participants it is Gears Over Gravity, Inc. 401(k) Plan in CA (6 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($191K here).
- Ran Holdings Inc. 401(k) Plan (CO) $191K · 3
- Kutschco Inc. 401(k) Plan (AZ) $191K · 2
- Mdas 401(k) (VA) $191K · 1
- Trading Post Outfitters, Inc. 401(k) Plan (IN) $191K · 5
Similar participant headcount
Nearest other-state filings by covered participants (6 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.