401(k) · DOL Form 5500 · 2023

Investcorp International, Inc. 401(k) Plan

Data updated 2026-08-25

$46M
Total assets Below avg plan size
132
Participants Small participant base
85th
Percentile by assets National rank
$347,282
Avg per participant High balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Investcorp International, Inc. Retirement Savings Plan · Sponsored by Investcorp International, Inc. · New York · Finance & Insurance

$46M in assets, 132 participants

Investcorp International, Inc.'s Investcorp International, Inc. Retirement Savings Plan reported $46M in total assets and 132 participants in its 2023 DOL Form 5500 filing, ranking in the 85th 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.

  • #6,783 in Finance & Insurance (8,869 peers)

Coverage in New York

Investcorp International, Inc. Retirement Savings Plan covers 132 participants in New York, about 17% of the average New York filer (state average ~798 per filing). Assets: $46M.

#6,783
in Finance & Insurance (8,869 peers)
+29.0%
assets growth YoY
0.5×
vs typical plan assets (national mean)

Investcorp International, Inc. Retirement Savings Plan's outsized position by total assets

Investcorp International, Inc. Retirement Savings Plan vs every filed plan by assets

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

$45,841,207 Top 15% higher than 85% 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

Investcorp International, Inc. Retirement Savings 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. Investcorp International, Inc. Retirement Savings Plan sits mid-pack in the medium band (132 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Investcorp International, Inc. Retirement Savings Plan reported net income rose from -$5M in the plan year 2022 filing to $10M in the plan year 2023 filing.
  • Investcorp International, Inc. Retirement Savings Plan end-of-year assets rose from $36M in the plan year 2022 filing to $46M in the plan year 2023 filing.
  • Investcorp International, Inc. Retirement Savings Plan reported participants rose from 126 in the plan year 2022 filing to 132 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 133394604 · Investcorp International, Inc. PY 2023 · 401(k)

Investcorp International, Inc. Retirement Savings Plan · $46M · 132 · 85th

  • SCH $46M
  • SCH 132
  • SCH 85th
  • SCH 401(k)
  • SCH near Stockbridge Employee Savings & Investment Plan
  • SCH ind #6783

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 →

Investcorp International, Inc. Retirement Savings Plan in the asset neighbourhood

Nolato Gw Employee Retirement Savings PlanNolato Gw Employee Retiremen…$46MInvestcorp International, Inc. Retirement Savings PlanInvestcorp International, In…$46MStockbridge Employee Savings & Investment PlanStockbridge Employee Savings…$46MJackson Dawson Communications, Inc. 401(k) PlanJackson Dawson Communication…$46MThe Webb Law Firm 401(k) Profit Sharing Plan and TrustThe Webb Law Firm 401(k) Pro…$46M
End-of-year total assets ($M) among Investcorp International, Inc. Retirement Savings Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

New York filing particulars

Total Assets (Beginning of Year)$36M
Net Assets (End of Year)$46M
Net Income$10M
Employer EIN133394604
Plan Effective Date1990-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Investcorp International, Inc.)

Sponsor-wide plan assets over time

All Investcorp International, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$52M 47.502138578057576% vs 2022
2024 filing year
$30M$40M$50M$60M 202220232024 $35.5M $52.4M ▲ +47.5%
Year Plans Participants Total Assets
2022 1 126 $36M
2023 1 132 $46M
2024 1 149 $52M

Nearby 401(k) Plans in New York

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

Investcorp International, Inc. Retirement Savings Plan vs. nearby 401(k) plans in New York, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -20020406080 Total assets ($B) Participants Investcorp International, Inc. Retirement Savings Plan, Total assets ($B): 0.045841207 · Participants: 132Investcorp International, Inc. Retirement Savings PlanIBM 401 (K) Plus Plan, Total assets ($B): 57.428456306 · Participants: 54912IBM 401 (K) Plus PlanPfizer Savings Plan, Total assets ($B): 19.56134085 · Participants: 30033Pfizer Savings PlanMorgan Stanley 401(k) Plan, Total assets ($B): 19.235068266 · Participants: 55363Morgan Stanley 401(k) PlanThe Pepsico Savings Plan, Total assets ($B): 13.651296 · Participants: 133597The Pepsico Savings PlanThe Goldman Sachs 401(k) Plan, Total assets ($B): 11.428659742 · Participants: 24866The Goldman Sachs 401(k) Plan
Investcorp International, Inc. Retirement Savings Plan vs. nearby 401(k) plans in New York, assets vs. participants
Compare Investcorp International, Inc. Retirement Savings Plan side-by-side with 3 peers →

Investcorp International, Inc. Retirement Savings Plan's out-of-state 401(k) peers by assets and headcount

Outside New York, the nearest 401(k) by assets is Stockbridge Employee Savings & Investment Plan in CA ($46M); by covered participants it is Revision Military 401(k) Retirement Plan in VT (132 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (132 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 Investcorp International, Inc. Retirement Savings Plan assets move in 2023? ▼
Investcorp International, Inc. Retirement Savings Plan grew sharply - up 29.0% during 2023, from $36M to $46M. Reported net income was $10M.
How have Investcorp International, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Investcorp International, Inc.'s sponsor-wide assets grew 47.5%, from $36M to $52M.
Where does Investcorp International, Inc. Retirement Savings Plan rank by assets among Form 5500 filers? ▼
Investcorp International, Inc. Retirement Savings Plan ranks in the 85th 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 Investcorp International, Inc. Retirement Savings Plan? ▼
Among 401(k) plans in other states, the closest by assets is Stockbridge Employee Savings & Investment Plan in CA ($46M, 151 participants).
Which 401(k) plans cover a similar participant headcount to Investcorp International, Inc. Retirement Savings Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Revision Military 401(k) Retirement Plan in VT (132 participants, $5M 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 133394604.

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.