401(k) · DOL Form 5500 · 2023

Ibg LLC 401(k) Plan

Data updated 2026-08-25

$360M
Total assets Above avg plan size
1,264
Participants Near avg headcount
97th
Percentile by assets National rank
$284,774
Avg per participant High balance/head
PlainRetire home → About this data RSS: change history

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.

  • #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.

#8,371
in Finance & Insurance (8,869 peers)
+30.7%
assets growth YoY
3.6×
vs typical plan assets (national mean)

Ibg LLC 401(k) Plan's outsized position by total assets

Ibg LLC 401(k) Plan vs every filed plan by assets

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

$359,954,663 Top 3% higher than 97% 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

Ibg LLC 401(k) Plan'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. Ibg LLC 401(k) Plan lands in the large band (1,264 participants).

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.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 133832398 · Ibg LLC PY 2023 · 401(k)

Ibg LLC 401(k) Plan · $360M · 1,264 · 97th

  • ASSETS $360M
  • ASSETS 1,264
  • ASSETS 97th
  • ASSETS 401(k)
  • ASSETS near Fareway Stores, Inc. 401(k) Profit Sharing Plan
  • ASSETS ind #8371

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 Connecticut →

Ibg LLC 401(k) Plan in the asset neighbourhood

Stephens Employees' 401(k) Profit Sharing Plan and TrustStephens Employees' 401(k) P…$360MIbg LLC 401(k) Plan$360MFareway Stores, Inc. 401(k) Profit Sharing PlanFareway Stores, Inc. 401(k) …$360MFriedkin Savings and Investment PlanFriedkin Savings and Investm…$360MChoctaw Nation of Oklahoma Thrift PlanChoctaw Nation of Oklahoma T…$359M
End-of-year total assets ($M) among Ibg LLC 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$275M
Net Assets (End of Year)$360M
Net Income$85M
Employer EIN133832398
Plan Effective Date1994-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Ibg LLC)

Sponsor-wide plan assets over time

All Ibg LLC plans reported in each filing year

Latest sponsor-wide plan assets
$437M 58.73000985407359% vs 2022
2024 filing year
$250M$300M$350M$400M$450M$500M 202220232024 $275M $437M ▲ +58.7%
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 Scatter plot of 6 data points. -50000050000100000150000 -200204060 Total assets ($B) Participants Ibg LLC 401(k) Plan, Total assets ($B): 0.359954663 · Participants: 1264Ibg LLC 401(k) PlanRtx 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
Ibg LLC 401(k) Plan vs. nearby 401(k) plans in Connecticut, assets vs. participants
Compare Ibg LLC 401(k) Plan side-by-side with 3 peers →

Ibg LLC 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Connecticut, the nearest 401(k) by assets is Fareway Stores, Inc. 401(k) Profit Sharing Plan in IA ($360M); by covered participants it is Anchor Glass Container Corporation Hourly Employees' Supplemental Retirement Plan in FL (1,264 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($360M here).

Similar participant headcount

Nearest other-state filings by covered participants (1,264 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 Ibg LLC 401(k) Plan assets move in 2023? ▼
Ibg LLC 401(k) Plan surged - up 30.7% during 2023, from $275M to $360M. Reported net income was $85M.
How have Ibg LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Ibg LLC's sponsor-wide assets grew 58.7%, from $275M to $437M.
Where does Ibg LLC 401(k) Plan rank by assets among Form 5500 filers? ▼
Ibg LLC 401(k) Plan ranks in the 97th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top 5% of all filed plans by assets).
Which 401(k) plans are similar in size to Ibg LLC 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Fareway Stores, Inc. 401(k) Profit Sharing Plan in IA ($360M, 5,452 participants).
Which 401(k) plans cover a similar participant headcount to Ibg LLC 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Anchor Glass Container Corporation Hourly Employees' Supplemental Retirement Plan in FL (1,264 participants, $101M 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 133832398.

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.