401(k) · DOL Form 5500 · 2023

I3 Group Inc. 401(k) Plan

Data updated 2026-08-25

$26M
Total assets Below avg plan size
143
Participants Small participant base
77th
Percentile by assets National rank
$180,924
Avg per participant Above avg balance/head
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Official DOL plan name: I3 Group, Inc. 401(k) Plan and Trust · Sponsored by I3 Group Inc. · Illinois · Retail Trade

$26M in assets, 143 participants

I3 Group Inc.'s I3 Group, Inc. 401(k) Plan and Trust reported $26M in total assets and 143 participants in its 2023 DOL Form 5500 filing, ranking in the 77th 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.

  • #7,226 in Retail Trade (8,414 peers)

Coverage in Illinois

I3 Group, Inc. 401(k) Plan and Trust covers 143 participants in Illinois, about 18% of the average Illinois filer (state average ~779 per filing). Assets: $26M.

#7,226
in Retail Trade (8,414 peers)
+31.1%
assets growth YoY
0.3×
vs typical plan assets (national mean)

I3 Group, Inc. 401(k) Plan and Trust's outsized position by total assets

I3 Group, Inc. 401(k) Plan and Trust vs every filed plan by assets

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

$25,872,193 Top 23% higher than 77% 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

I3 Group, Inc. 401(k) Plan and Trust 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. I3 Group, Inc. 401(k) Plan and Trust sits mid-pack in the medium band (143 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • I3 Group, Inc. 401(k) Plan and Trust reported net income rose from -$8M in the plan year 2022 filing to $6M in the plan year 2023 filing.
  • I3 Group, Inc. 401(k) Plan and Trust end-of-year assets rose from $20M in the plan year 2022 filing to $26M in the plan year 2023 filing.
  • I3 Group, Inc. 401(k) Plan and Trust reported participants rose from 135 in the plan year 2022 filing to 143 in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 363987876 · I3 Group Inc. PY 2023 · 401(k)

I3 Group, Inc. 401(k) Plan and Trust · $26M · 143 · 77th

  • PCT $26M
  • EIN 143
  • RANK 77th
  • PHOTO 401(k)
  • IND near Phoenix Employees Retirement Trust
  • EOY ind #7226

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 Illinois →

I3 Group, Inc. 401(k) Plan and Trust in the asset neighbourhood

Phh 401(k) Plan$26MHealthpoint 401(k) Retirement PlanHealthpoint 401(k) Retiremen…$26MI3 Group, Inc. 401(k) Plan and TrustI3 Group, Inc. 401(k) Plan a…$26MPhoenix Employees Retirement TrustPhoenix Employees Retirement…$26MTurenne & Associates, LLC and Affiliates 401(k) PlanTurenne & Associates, LLC an…$26M
End-of-year total assets ($M) among I3 Group, Inc. 401(k) Plan and Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Illinois filing particulars

Total Assets (Beginning of Year)$20M
Net Assets (End of Year)$26M
Net Income$6M
Employer EIN363987876
Plan Effective Date1997-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (I3 Group Inc.)

Sponsor-wide plan assets over time

All I3 Group Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$34M 72.6319575192345% vs 2022
2024 filing year
$15M$20M$25M$30M$35M$40M 202220232024 $19.7M $34.1M ▲ +72.6%
Year Plans Participants Total Assets
2022 1 135 $20M
2023 1 143 $26M
2024 1 342 $34M

Nearby 401(k) Plans in Illinois

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

I3 Group, Inc. 401(k) Plan and Trust vs. nearby 401(k) plans in Illinois, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000 -505101520 Total assets ($B) Participants I3 Group, Inc. 401(k) Plan and Trust, Total assets ($B): 0.025872193 · Participants: 143I3 Group, Inc. 401(k) Plan and TrustAccenture 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
I3 Group, Inc. 401(k) Plan and Trust vs. nearby 401(k) plans in Illinois, assets vs. participants
Compare I3 Group, Inc. 401(k) Plan and Trust side-by-side with 3 peers →

I3 Group, Inc. 401(k) Plan and Trust's out-of-state 401(k) peers by assets and headcount

Outside Illinois, the nearest 401(k) by assets is Phoenix Employees Retirement Trust in CA ($26M); by covered participants it is Precision International Automotive Products Inc. 401 (K) Plan in NY (143 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($26M here).

Similar participant headcount

Nearest other-state filings by covered participants (143 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 I3 Group, Inc. 401(k) Plan and Trust assets move in 2023? ▼
I3 Group, Inc. 401(k) Plan and Trust surged - up 31.1% during 2023, from $20M to $26M. Reported net income was $6M.
How have I3 Group Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), I3 Group Inc.'s sponsor-wide assets grew 72.6%, from $20M to $34M.
Where does I3 Group, Inc. 401(k) Plan and Trust rank by assets among Form 5500 filers? ▼
I3 Group, Inc. 401(k) Plan and Trust ranks in the 77th 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 I3 Group, Inc. 401(k) Plan and Trust? ▼
Among 401(k) plans in other states, the closest by assets is Phoenix Employees Retirement Trust in CA ($26M, 47 participants).
Which 401(k) plans cover a similar participant headcount to I3 Group, Inc. 401(k) Plan and Trust? ▼
Among 401(k) plans in other states, the closest by covered participants is Precision International Automotive Products Inc. 401 (K) Plan in NY (143 participants, $27M 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 363987876.

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.