401(k) · DOL Form 5500 · 2023

Icare Management, LLC 401(k) Plan

Data updated 2026-08-25

$20M
Total assets Small plan by assets
1,756
Participants Near avg headcount
73rd
Percentile by assets National rank
$11,536
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Icare 401(k) Plan and Trust Agreement · Sponsored by Icare Management, LLC · Connecticut · Healthcare & Social Assistance

$20M in assets, 1,756 participants

Icare Management, LLC's Icare 401(k) Plan and Trust Agreement reported $20M in total assets and 1,756 participants in its 2023 DOL Form 5500 filing, ranking in the 73rd 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.

  • #13,653 in Healthcare & Social Assistance (17,684 peers)

Coverage in Connecticut

Icare 401(k) Plan and Trust Agreement covers 1,756 participants in Connecticut, 2.4x the typical Connecticut plan (state average ~718 per filing). Assets: $20M.

#13,653
in Healthcare & Social Assistance (17,684 peers)
+21.7%
assets growth YoY

Icare 401(k) Plan and Trust Agreement's outsized position by total assets

Icare 401(k) Plan and Trust Agreement vs every filed plan by assets

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

$20,257,385 Top 27% higher than 73% 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

Icare 401(k) Plan and Trust Agreement's large-plan peer group by participant headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Icare 401(k) Plan and Trust Agreement lands in the large band (1,756 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Icare 401(k) Plan and Trust Agreement reported net income rose from -$2M in the plan year 2022 filing to $4M in the plan year 2023 filing.
  • Icare 401(k) Plan and Trust Agreement end-of-year assets rose from $17M in the plan year 2022 filing to $20M in the plan year 2023 filing.
  • Icare 401(k) Plan and Trust Agreement reported participants rose from 1,703 in the plan year 2022 filing to 1,756 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 912089152 · Icare Management, LLC PY 2023 · 401(k)

Icare 401(k) Plan and Trust Agreement · $20M · 1,756 · 73rd

  • PHOTO $20M
  • IND 1,756
  • EOY 73rd
  • 5500 401(k)
  • ASSETS near The Dewinter Group 401(k) Plan
  • PCT ind #13653

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 Healthcare & Social Assistance retirement plans → · Plans in Connecticut →

Icare 401(k) Plan and Trust Agreement in the asset neighbourhood

Icare 401(k) Plan and Trust AgreementIcare 401(k) Plan and Trust …$20MThe Dewinter Group 401(k) PlanThe Dewinter Group 401(k) Pl…$20MSupply Frame, Inc. 401(k) Profit Sharing PlanSupply Frame, Inc. 401(k) Pr…$20MSkyworks, LLC 401(k) Plan$20MCommunity, Counseling, and Correctional Services, Inc. 401(Community, Counseling, and C…$20M
End-of-year total assets ($M) among Icare 401(k) Plan and Trust Agreement and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Connecticut filing particulars

Total Assets (Beginning of Year)$17M
Net Assets (End of Year)$20M
Net Income$4M
Employer EIN912089152
Plan Effective Date2007-03-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Icare Management, LLC)

Sponsor-wide plan assets over time

All Icare Management, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$24M 42.629654449128985% vs 2022
2024 filing year
$15M$20M$25M 202220232024 $16.6M $23.7M ▲ +42.6%
Year Plans Participants Total Assets
2022 1 1,703 $17M
2023 1 1,756 $20M
2024 1 1,721 $24M

Nearby 401(k) Plans in Connecticut

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

Icare 401(k) Plan and Trust Agreement vs. nearby 401(k) plans in Connecticut, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -200204060 Total assets ($B) Participants Icare 401(k) Plan and Trust Agreement, Total assets ($B): 0.020257385 · Participants: 1756Icare 401(k) Plan and Trust AgreementRtx Savings Plan, Total assets ($B): 52.759784 · Participants: 123037Rtx Savings PlanCiti Retirement Savings Plan, Total assets ($B): 20.653030659 · Participants: 77865Citi Retirement Savings PlanThe Hartford Investment and Savings Plan, Total assets ($B): 6.478512 · Participants: 18377The Hartford Investment and Savings PlanXerox Corporation Savings Plan, Total assets ($B): 3.948866 · Participants: 10291Xerox Corporation Savings PlanEversource 401(k) Plan, Total assets ($B): 3.751712453 · Participants: 9504Eversource 401(k) Plan
Icare 401(k) Plan and Trust Agreement vs. nearby 401(k) plans in Connecticut, assets vs. participants
Compare Icare 401(k) Plan and Trust Agreement side-by-side with 3 peers →

Icare 401(k) Plan and Trust Agreement's out-of-state 401(k) peers by assets and headcount

Outside Connecticut, the nearest 401(k) by assets is The Dewinter Group 401(k) Plan in CA ($20M); by covered participants it is Lund Food Holdings, Inc. 401(k) Plan in MN (1,756 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($20M here).

Similar participant headcount

Nearest other-state filings by covered participants (1,756 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 Icare 401(k) Plan and Trust Agreement assets move in 2023? ▼
Icare 401(k) Plan and Trust Agreement grew sharply - up 21.7% during 2023, from $17M to $20M. Reported net income was $4M.
How have Icare Management, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Icare Management, LLC's sponsor-wide assets grew 42.6%, from $17M to $24M.
Which 401(k) plans are similar in size to Icare 401(k) Plan and Trust Agreement? ▼
Among 401(k) plans in other states, the closest by assets is The Dewinter Group 401(k) Plan in CA ($20M, 593 participants).
Which 401(k) plans cover a similar participant headcount to Icare 401(k) Plan and Trust Agreement? ▼
Among 401(k) plans in other states, the closest by covered participants is Lund Food Holdings, Inc. 401(k) Plan in MN (1,756 participants, $57M 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 912089152.

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.