Defined Benefit (Pension) · DOL Form 5500 · 2023

Icahn Associates Holding LLC Pension Plan

Data updated 2026-08-25

$2M
Total assets Small plan by assets
4
Participants Small participant base
31st
Percentile by assets National rank
$523,156
Avg per participant High balance/head
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Official DOL plan name: Icahn Associates Holding LLC Pension Plan · Sponsored by Icahn Associates Holding LLC · Florida · Management of Enterprises

$2M in assets, 4 participants

Icahn Associates Holding LLC's Icahn Associates Holding LLC Pension Plan reported $2M in total assets and 4 participants in its 2023 DOL Form 5500 filing, ranking in the 31st 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.

  • #206 in Management of Enterprises (1,137 peers)

What the 2023 filing shows

Icahn Associates Holding LLC Pension Plan holds $2M for 4 participants - about $523,156 per participant, in the lower half of filed plans by assets.

#206
in Management of Enterprises (1,137 peers)
-2.3%
assets change YoY

The plan reported a net loss of $50K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Icahn Associates Holding LLC Pension Plan among the smaller filed plans by assets

Icahn Associates Holding LLC Pension Plan vs every filed plan by assets

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

$2,092,624 31st percentile higher than 31% 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

Icahn Associates Holding LLC Pension 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. Icahn Associates Holding LLC Pension Plan is a micro filing (4 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Icahn Associates Holding LLC Pension Plan reported net income rose from -$792K in the plan year 2022 filing to -$50K in the plan year 2023 filing.
  • Icahn Associates Holding LLC Pension Plan end-of-year assets fell from $2M in the plan year 2022 filing to $2M in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 133269547 · Icahn Associates Holding LLC PY 2023 · Defined Benefit (Pension)

Icahn Associates Holding LLC Pension Plan · $2M · 4 · 31st

  • NET $2M
  • NET 4
  • NET 31st
  • NET Defined Benefit (Pension)
  • NET near M Properties, Inc. Defined Benefit Pension Plan
  • NET ind #206

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 Management of Enterprises retirement plans → · Plans in Florida →

Icahn Associates Holding LLC Pension Plan in the asset neighbourhood

Oscar L. Chien, M.D. a Prof. Med. Corp. Defined Benefit Pension PlanOscar L. Chien, M.D. a Prof.…$2MIcahn Associates Holding LLC Pension PlanIcahn Associates Holding LLC…$2MM Properties, Inc. Defined Benefit Pension PlanM Properties, Inc. Defined B…$2MWater Saver Faucet Co. Union Employees Pension Plan & TrustWater Saver Faucet Co. Union…$2MAll Ways Safe, LLC Cash Balance Pension PlanAll Ways Safe, LLC Cash Bala…$2M
End-of-year total assets ($M) among Icahn Associates Holding LLC Pension Plan and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2023.

Filing particulars (2023)

Total Assets (Beginning of Year)$2M
Net Assets (End of Year)$2M
Net Income-$50K
Employer EIN133269547
Plan Effective Date1979-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Icahn Associates Holding LLC)

Sponsor-wide plan assets over time

All Icahn Associates Holding LLC plans reported in each filing year

Latest sponsor-wide plan assets
N/A
2024 filing year
$0M$1M$2M$3M 202220232024 $2.14M $0M ▼ -100.0%
Year Plans Participants Total Assets
2022 1 4 $2M
2023 1 4 $2M
2024 1 3 N/A

Nearby Defined Benefit (Pension) Plans in Florida

Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.

Icahn Associates Holding LLC Pension Plan vs. nearby Defined Benefit (Pension) plans in Florida, assets vs. participants Scatter plot of 6 data points. -5000050001000015000 -20246810 Total assets ($B) Participants Icahn Associates Holding LLC Pension Plan, Total assets ($B): 0.002092624 · Participants: 4Icahn Associates Holding LLC Pension PlanL3harris Technologies Consolidated Pension Plan, Total assets ($B): 7.749240033 · Participants: 4676L3harris Technologies Consolidated Pension PlanNextera Energy, Inc. Employee Pension Plan, Total assets ($B): 5.124263985 · Participants: 13121Nextera Energy, Inc. Employee Pension PlanCsx Pension Plan, Total assets ($B): 2.367781795 · Participants: 2446Csx Pension PlanRetirement Accumulation Plan for Partners of Pwc, Total assets ($B): 2.24071421 · Participants: 3967Retirement Accumulation Plan for Partners of PwcRetirement Benefit Accumulation Plan for Employees of Pwc, Total assets ($B): 1.916753026 · Participants: 5514Retirement Benefit Accumulation Plan for Employees of Pwc
Icahn Associates Holding LLC Pension Plan vs. nearby Defined Benefit (Pension) plans in Florida, assets vs. participants
Compare Icahn Associates Holding LLC Pension Plan side-by-side with 3 peers →

Icahn Associates Holding LLC Pension Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside Florida, the nearest Defined Benefit (Pension) by assets is M Properties, Inc. Defined Benefit Pension Plan in CA ($2M); by covered participants it is Ship Wheel Retirement Fund and Trust in MA (4 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (4 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 Icahn Associates Holding LLC Pension Plan assets move in 2023? ▼
Icahn Associates Holding LLC Pension Plan edged down modestly - down 2.3% during 2023, from $2M to $2M. Reported net income was -$50K.
Which Defined Benefit (Pension) plans are similar in size to Icahn Associates Holding LLC Pension Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is M Properties, Inc. Defined Benefit Pension Plan in CA ($2M, 3 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Icahn Associates Holding LLC Pension Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Ship Wheel Retirement Fund and Trust in MA (4 participants, N/A 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 133269547.

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.