401(k) · DOL Form 5500 · 2023

Investment Consulting Services, LLC 401(k) Plan

Data updated 2026-08-25

$4M
Total assets Small plan by assets
57
Participants Small participant base
39th
Percentile by assets National rank
$63,487
Avg per participant Low balance/head
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Official DOL plan name: Investment Consulting Services Pooled Employer Plan · Sponsored by Investment Consulting Services, LLC · Illinois · Finance & Insurance

$4M in assets, 57 participants

Investment Consulting Services, LLC's Investment Consulting Services Pooled Employer Plan reported $4M in total assets and 57 participants in its 2023 DOL Form 5500 filing, ranking in the 39th 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.

  • #2,394 in Finance & Insurance (8,869 peers)

Investment Consulting Services, LLC multi-year trail

Investment Consulting Services, LLC's plans moved +110.3% in assets from 2022 to 2024; this filing shows Investment Consulting Services Pooled Employer Plan at $4M / 57 participants.

#2,394
in Finance & Insurance (8,869 peers)
+77.6%
assets growth YoY

Investment Consulting Services Pooled Employer Plan's mid-pack asset rank among Finance & Insurance and all filers

Investment Consulting Services Pooled Employer Plan vs every filed plan by assets

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

$3,618,781 39th percentile higher than 39% 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

Investment Consulting Services Pooled Employer 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. Investment Consulting Services Pooled Employer Plan is a small filing (57 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Investment Consulting Services Pooled Employer Plan reported net income rose from -$32K in the plan year 2022 filing to $910K in the plan year 2023 filing.
  • Investment Consulting Services Pooled Employer Plan reported participants rose from 15 in the plan year 2022 filing to 57 in the plan year 2023 filing.
  • Investment Consulting Services Pooled Employer Plan end-of-year assets rose from $2M in the plan year 2022 filing to $4M in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 320016703 · Investment Consulting Services, LLC PY 2023 · 401(k)

Investment Consulting Services Pooled Employer Plan · $4M · 57 · 39th

  • EIN $4M
  • RANK 57
  • PHOTO 39th
  • IND 401(k)
  • EOY near Vocational Development Group, LLC 401(k) Profit Sharing Plan and Trust
  • 5500 ind #2394

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 Illinois →

Investment Consulting Services Pooled Employer Plan in the asset neighbourhood

Investment Consulting Services Pooled Employer PlanInvestment Consulting Servic…$4MVocational Development Group, LLC 401(k) Profit Sharing Plan and TrustVocational Development Group…$4MPts Expeditionary Communications 401(k) PlanPts Expeditionary Communicat…$4MJ.B. Brown & Sons Profit Sharing Plan and TrustJ.B. Brown & Sons Profit Sha…$4MWdr/Ard German Radio & Television 401(k) Profit Sharing PlanWdr/Ard German Radio & Telev…$4M
End-of-year total assets ($M) among Investment Consulting Services Pooled Employer Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Investment Consulting Services, LLC multi-year asset trail

Sponsor-wide plan assets over time

All Investment Consulting Services, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$4M 110.25636999171165% vs 2022
2024 filing year
$1M$2M$3M$4M$5M 202220232024 $2.04M $4.28M ▲ +109.8%
Year Plans Participants Total Assets
2022 1 15 $2M
2023 1 57 $4M
2024 1 31 $4M

Investment Consulting Services, LLC filing trail (2023)

Total Assets (Beginning of Year)$2M
Net Assets (End of Year)$4M
Net Income$910K
Employer EIN320016703
Plan Effective Date2021-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Illinois

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

Investment Consulting Services Pooled Employer Plan vs. nearby 401(k) plans in Illinois, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000 -505101520 Total assets ($B) Participants Investment Consulting Services Pooled Employer Plan, Total assets ($B): 0.003618781 · Participants: 57Investment Consulting Services Pooled Employer PlanAccenture United States 401(k) Match Savings Plan, Total assets ($B): 17.594548115 · Participants: 69974Accenture United States 401(k) Match Savings PlanState Farm 401(k) Savings Plan, Total assets ($B): 16.935002041 · Participants: 60246State Farm 401(k) Savings PlanAbbott Laboratories Stock Retirement Plan, Total assets ($B): 14.496191 · Participants: 38012Abbott Laboratories Stock Retirement PlanUnited Airlines Pilot Retirement Account Plan, Total assets ($B): 14.367975914 · Participants: 14959United Airlines Pilot Retirement Account PlanWalgreens Retirement Savings Plan, Total assets ($B): 13.444551767 · Participants: 235331Walgreens Retirement Savings Plan
Investment Consulting Services Pooled Employer Plan vs. nearby 401(k) plans in Illinois, assets vs. participants
Compare Investment Consulting Services Pooled Employer Plan side-by-side with 3 peers →

Investment Consulting Services Pooled Employer Plan's out-of-state 401(k) peers by assets and headcount

Outside Illinois, the nearest 401(k) by assets is Vocational Development Group, LLC 401(k) Profit Sharing Plan and Trust in FL ($4M); by covered participants it is The Herjavec Group Corp 401(k) Plan in CA (57 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (57 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 Investment Consulting Services Pooled Employer Plan assets move in 2023? ▼
Investment Consulting Services Pooled Employer Plan surged - up 77.6% during 2023, from $2M to $4M. Reported net income was $910K.
How have Investment Consulting Services, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Investment Consulting Services, LLC's sponsor-wide assets grew 110.3%, from $2M to $4M.
Which 401(k) plans are similar in size to Investment Consulting Services Pooled Employer Plan? ▼
Among 401(k) plans in other states, the closest by assets is Vocational Development Group, LLC 401(k) Profit Sharing Plan and Trust in FL ($4M, 750 participants).
Which 401(k) plans cover a similar participant headcount to Investment Consulting Services Pooled Employer Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is The Herjavec Group Corp 401(k) Plan in CA (57 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 320016703.

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.