401(k) · DOL Form 5500 · 2023
Ice River Springs Morganton Ll 401(k) Plan
Data updated 2026-08-25
- $910K
- Total assets Small plan by assets
- 12
- Participants Small participant base
- 23rd
- Percentile by assets National rank
- $75,806
- Avg per participant Below avg balance/head
Official DOL plan name: Ice River Springs Morganton Ll 401(k) Profit Sharing Plan & Trust · Sponsored by Ice River Springs Morganton Ll · · Professional & Technical Services
$910K in assets, 12 participants
Ice River Springs Morganton Ll's Ice River Springs Morganton Ll 401(k) Profit Sharing Plan & Trust reported $910K in total assets and 12 participants in its 2023 DOL Form 5500 filing, ranking in the 23rd 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.
- #3,637 in Professional & Technical Services (20,321 peers)
What the 2023 filing shows
Ice River Springs Morganton Ll 401(k) Profit Sharing Plan & Trust holds $910K for 12 participants - about $75,806 per participant, among the smaller plans by assets on file.
- #3,637
- in Professional & Technical Services (20,321 peers)
- -7.3%
- assets change YoY
The plan reported a net loss of $71K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Ice River Springs Morganton Ll 401(k) Profit Sharing Plan & Trust among the smaller filed plans by assets
Ice River Springs Morganton Ll 401(k) Profit Sharing Plan & Trust vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$909,676 23rd percentile higher than 23% 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
Ice River Springs Morganton Ll 401(k) Profit Sharing Plan & Trust among smaller filed plans by headcount
Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Ice River Springs Morganton Ll 401(k) Profit Sharing Plan & Trust is a small filing (12 participants) on this national headcount ladder.
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Ice River Springs Morganton Ll 401(k) Profit Sharing Plan & Trust reported participants fell from 45 in the plan year 2022 filing to 12 in the plan year 2023 filing.
- Ice River Springs Morganton Ll 401(k) Profit Sharing Plan & Trust reported net income rose from -$243K in the plan year 2022 filing to -$71K in the plan year 2023 filing.
- Ice River Springs Morganton Ll 401(k) Profit Sharing Plan & Trust end-of-year assets fell from $981K in the plan year 2022 filing to $910K in the plan year 2023 filing.
Published 5500 schedule card
Filing strip 204878400 · Ice River Springs Morganton Ll PY 2023 · 401(k)
Ice River Springs Morganton Ll 401(k) Profit Sharing Plan & Trust · $910K · 12 · 23rd
- TYPE $910K
- NET 12
- BOOK 23rd
- VS-ST 401(k)
- BOY near Allied Payment Network, Inc. 401(k) Plan
- SCH ind #3637
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 →
Ice River Springs Morganton Ll 401(k) Profit Sharing Plan & Trust in the asset neighbourhood
Filing particulars (2023)
| Total Assets (Beginning of Year) | $981K |
|---|---|
| Net Assets (End of Year) | $910K |
| Net Income | -$71K |
| Employer EIN | 204878400 |
| Plan Effective Date | 2008-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Ice River Springs Morganton Ll)
Sponsor-wide plan assets over time
All Ice River Springs Morganton Ll plans reported in each filing year
- Latest sponsor-wide plan assets
- $918K 6.427897824879062% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 45 | $981K |
| 2023 | 1 | 12 | $910K |
| 2024 | 1 | 9 | $918K |
Nearby 401(k) Plans in
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- The Magna Group of Companies Retirement Savings Plans $2.4B · 24,720
- Transcanada 401(k) and Savings Plan $996M · 3,116
- Four Seasons Hotels Retirement Benefit Plan $863M · 15,652
- Transocean U.S. Savings Plan $747M · 2,090
- Domtar US Salaried 401(k) Plan $620M · 1,608
Ice River Springs Morganton Ll 401(k) Profit Sharing Plan & Trust's out-of-state 401(k) peers by assets and headcount
Outside this state, the nearest 401(k) by assets is Allied Payment Network, Inc. 401(k) Plan in IN ($910K); by covered participants it is Maryland Home Care Solutions Retirement Plan in MD (12 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($910K here).
- Allied Payment Network, Inc. 401(k) Plan (IN) $910K · 45
- Pepe Abad Retirement Plan (PR) $910K · 180
- Mcelhinny Automotive Co., Inc. Retirement Plan (KY) $910K · 8
- A.R.C. Recruiting Solutions 401(k) Plan (GA) $910K · 2
Similar participant headcount
Nearest other-state filings by covered participants (12 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.