401(k) · DOL Form 5500 · 2023
Ibg LLC 401(k) Plan
Data updated 2026-08-11
- $360M
- Total assets
- 1,264
- Participants
- 97th
- Percentile by assets
- $284,774
- Avg per participant
Official DOL plan name: Ibg LLC 401(k) Plan · Sponsored by Ibg LLC · Connecticut · Finance & Insurance
$360M in assets, 1,264 participants
Ibg LLC's Ibg LLC 401(k) Plan reported $360M in total assets and 1,264 participants in its 2023 DOL Form 5500 filing, ranking in the 97th 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.
- 97th percentile by assets (of 127,072 plans)
- #8,371 in Finance & Insurance (8,869 peers)
Where Ibg LLC 401(k) Plan sits by assets
Ibg LLC 401(k) Plan sits in the top 5% of all filed plans by assets, $360M for 1,264 participants (~$284,774/participant), up 30.7% in 2023.
- $360M
- total plan assets (2023 EOY)
- 1,264
- covered participants
- 97th
- percentile by assets (of 127,072 plans)
- $284,774
- avg assets per participant
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Ibg LLC 401(k) Plan reported net income rose from -$50M in the plan year 2022 filing to $85M in the plan year 2023 filing.
- Ibg LLC 401(k) Plan end-of-year assets rose from $275M in the plan year 2022 filing to $360M in the plan year 2023 filing.
- Ibg LLC 401(k) Plan reported participants rose from 1,165 in the plan year 2022 filing to 1,264 in the plan year 2023 filing.
Ibg LLC 401(k) Plan vs the 2023 asset distribution
By assets, Ibg LLC 401(k) Plan outranks 97% of the 127,072 plans that filed a Form 5500 for the 2023 plan year, and holds roughly 3.6x the national average plan size of $100M (721 average participants).
Scale-class filing particulars (2023)
| Total Assets (Beginning of Year) | $275M |
|---|---|
| Net Assets (End of Year) | $360M |
| Net Income | $85M |
| Employer EIN | 133832398 |
| Plan Effective Date | 1994-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Ibg LLC)
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 1,165 | $275M |
| 2023 | 1 | 1,264 | $360M |
| 2024 | 1 | 1,302 | $437M |
Nearby 401(k) Plans in Connecticut
Peer 401(k) plans, same state, same plan type, ranked by total assets.
Ibg LLC 401(k) Plan vs. nearby 401(k) plans in Connecticut, assets vs. participants
- Rtx Savings Plan $52.8B · 123,037
- Citi Retirement Savings Plan $20.7B · 77,865
- The Hartford Investment and Savings Plan $6.5B · 18,377
- Xerox Corporation Savings Plan $3.9B · 10,291
- Eversource 401(k) Plan $3.8B · 9,504
Similar-Sized 401(k) Plans Nationally
401(k) plans in other states closest to Ibg LLC 401(k) Plan by total assets, not by location.
- Fareway Stores, Inc. 401(k) Profit Sharing Plan (IA) $360M · 5,452
- Stephens Employees' 401(k) Profit Sharing Plan and Trust (AR) $360M · 1,319
- Friedkin Savings and Investment Plan (TX) $360M · 2,544
- Choctaw Nation of Oklahoma Thrift Plan (OK) $359M · 12,502
Frequently Asked Questions
How did Ibg LLC 401(k) Plan assets move in 2023? ▼
How have Ibg LLC plan assets changed over time? ▼
Where does Ibg LLC 401(k) Plan rank by assets among Form 5500 filers? ▼
Which 401(k) plans are similar in size to Ibg LLC 401(k) Plan? ▼
Next read for Ibg LLC 401(k) Plan
Scale reading
Ways to act on Ibg LLC 401(k) Plan's numbers.
- By total assets, Ibg LLC 401(k) Plan ranks in the top 5% of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar 401(k) plans in Connecticut. Compare plans
- Ibg LLC's sponsor-wide assets have grown 58.7% since 2022 across 3 plan years on file. More Finance & Insurance plans