401(k) · DOL Form 5500 · 2023

Io Group, Inc. 401(k) Plan

Data updated 2026-08-25

$9M
Total assets Small plan by assets: 1
Participants Small participant base: 55th
Percentile by assets National rank: $8.6M
Avg per participant High balance/head

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Official DOL plan name: Io Group Retirement Plan · Sponsored by Io Group, Inc. · California · Retail Trade

$9M in assets, 1 participants

Io Group, Inc.'s Io Group Retirement Plan reported $9M in total assets and 1 participant in its 2023 DOL Form 5500 filing, ranking in the 55th 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.

#5,538 in Retail Trade (8,414 peers)

What the 2023 filing shows

Io Group Retirement Plan holds $9M for 1 participant - about $8.6M per participant, above the median plan by assets.

#5,538
in Retail Trade (8,414 peers): +2.9%
assets growth YoY

Io Group Retirement Plan's mid-pack asset rank among Retail Trade and all filers

Io Group Retirement Plan vs every filed plan by assets

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

$8,619,027 Top 45% higher than 55% 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

Io Group Retirement 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. Io Group Retirement Plan is a micro filing (1 participant), the leftmost band.

Micro (1-10) 35,718 filings (27%) Small (11-100) 27,089 filings (21%) Medium (101-1,000) 55,445 filings (43%) Large (1,001-10,000) 10,273 filings (8%) Mega (10,000+) 1,374 filings (1%)

Io Group Retirement Plan reported net income rose from $20K in the plan year 2022 filing to $225K in the plan year 2023 filing.
Io Group Retirement Plan end-of-year assets rose from $8M in the plan year 2022 filing to $9M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 943220636 · Io Group, Inc. PY 2023 · 401(k)

Io Group Retirement Plan · $9M · 1 · 55th

PART $9M
TYPE 1
NET 55th
BOOK 401(k)
VS-ST near Ehrhardts Lebanon, L.L.C. 401(k) Profit Sharing Plan
BOY ind #5538

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 Retail Trade retirement plans → · Plans in California →

End-of-year total assets ($M) among Io Group Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Filing particulars (2023)

Total Assets (Beginning of Year)	$8M
Net Assets (End of Year)	$8M
Net Income	$225K
Employer EIN	943220636
Plan Effective Date	2002-01-01
Filing Status	FILING RECEIVED

Sponsor Plan History (Io Group, Inc.)

Latest sponsor-wide plan assets: $8M 0.08251133366941103% vs 2022; 2024 filing year

Year	Plans	Participants	Total Assets
2022	1	1	$8M
2023	1	1	$9M
2024	1	1	$8M

Nearby 401(k) Plans in California

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

Io Group Retirement Plan vs. nearby 401(k) plans in California, assets vs. participants

Wells Fargo & Company 401(k) Plan $51.8B · 193,919
Google LLC 401(k) Savings Plan $39.0B · 122,867
Oracle Corporation 401(k) Savings and Investment Plan $26.3B · 63,105
Intel 401(k) Savings Plan $22.2B · 59,863
Apple 401(k) Plan $19.8B · 106,111

Compare Io Group Retirement Plan side-by-side with 3 peers →

Io Group Retirement Plan's out-of-state 401(k) peers by assets and headcount

Outside California, the nearest 401(k) by assets is Ehrhardts Lebanon, L.L.C. 401(k) Profit Sharing Plan in MO ($9M); by covered participants it is Beandel, Inc. 401(k) Profit Sharing Plan in UT (1 participant). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($9M here).

Ehrhardts Lebanon, L.L.C. 401(k) Profit Sharing Plan (MO) $9M · 140
Albion Telephone Company Inc Profit Sharing and 401(k) Plan (ID) $9M · 30
Tm Associates Management, Inc. Employees Savings Trust (MD) $9M · 570
Meriwether-Godsey, Inc. Profit Sharing and 401(k) Plan (VA) $9M · 398

Similar participant headcount

Nearest other-state filings by covered participants (1 participant); asset peers above are excluded.

Beandel, Inc. 401(k) Profit Sharing Plan (UT) 1 · 0 off
Goldsugar Foodservice, Inc. 401(k) Profit Sharing Plan (IL) 1 · 0 off
Armo 401(k) Trust (NJ) 1 · 0 off
Provencio Enterprises Retirement Plan (TX) 1 · 0 off

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 Io Group Retirement Plan assets move in 2023? ▼

Io Group Retirement Plan edged up modestly - up 2.9% during 2023, from $8M to $9M. Reported net income was $225K.

How have Io Group, Inc. plan assets changed over time? ▼

Across 3 plan years on file (2022-2024), Io Group, Inc.'s sponsor-wide assets grew 0.1%, from $8M to $8M.

Which 401(k) plans are similar in size to Io Group Retirement Plan? ▼

Among 401(k) plans in other states, the closest by assets is Ehrhardts Lebanon, L.L.C. 401(k) Profit Sharing Plan in MO ($9M, 140 participants).

Which 401(k) plans cover a similar participant headcount to Io Group Retirement Plan? ▼

Among 401(k) plans in other states, the closest by covered participants is Beandel, Inc. 401(k) Profit Sharing Plan in UT (1 participant, $458 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 943220636.