401(k) · DOL Form 5500 · 2023

Innovative Capital Advisors, LLC 401(k) Plan

Data updated 2026-08-25

$429K
Total assets Small plan by assets
7
Participants Small participant base
17th
Percentile by assets National rank
$61,336
Avg per participant Low balance/head
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Official DOL plan name: Innovative Capital Advisors, LLC 401(k) Plan · Sponsored by Innovative Capital Advisors, LLC · Illinois · Finance & Insurance

$429K in assets, 7 participants

Innovative Capital Advisors, LLC's Innovative Capital Advisors, LLC 401(k) Plan reported $429K in total assets and 7 participants in its 2023 DOL Form 5500 filing, ranking in the 17th 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.

  • #888 in Finance & Insurance (8,869 peers)

Innovative Capital Advisors, LLC multi-year trail

Innovative Capital Advisors, LLC's plans moved +90.2% in assets from 2022 to 2024; this filing shows Innovative Capital Advisors, LLC 401(k) Plan at $429K / 7 participants.

#888
in Finance & Insurance (8,869 peers)
-0.5%
assets change YoY

The plan reported a net loss of $2K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Innovative Capital Advisors, LLC 401(k) Plan among the smaller filed plans by assets

Innovative Capital Advisors, LLC 401(k) Plan vs every filed plan by assets

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

$429,355 17th percentile higher than 17% 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

Innovative Capital Advisors, LLC 401(k) 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. Innovative Capital Advisors, LLC 401(k) Plan is a micro filing (7 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Innovative Capital Advisors, LLC 401(k) Plan reported net income rose from -$53K in the plan year 2022 filing to -$2K in the plan year 2023 filing.
  • Innovative Capital Advisors, LLC 401(k) Plan end-of-year assets rose from $294K in the plan year 2022 filing to $429K in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 134205519 · Innovative Capital Advisors, LLC PY 2023 · 401(k)

Innovative Capital Advisors, LLC 401(k) Plan · $429K · 7 · 17th

  • EBSA $429K
  • EBSA 7
  • EBSA 17th
  • EBSA 401(k)
  • EBSA near Rebecca L. Robbins, D.D.S., LLC 401(k) Profit Sharing Plan and Trust
  • EBSA ind #888

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 Illinois →

Innovative Capital Advisors, LLC 401(k) Plan in the asset neighbourhood

Innovative Capital Advisors, LLC 401(k) PlanInnovative Capital Advisors,…$429KRebecca L. Robbins, D.D.S., LLC 401(k) Profit Sharing Plan and TrustRebecca L. Robbins, D.D.S., …$429KBusy Bees Learning Center Inc 401(k) Profit Sharing Plan & TrustBusy Bees Learning Center In…$429KAv Auto Parts Inc. 401(k) PlanAv Auto Parts Inc. 401(k) Pl…$429KPal Inc. 401(k) Plan$429K
End-of-year total assets ($M) among Innovative Capital Advisors, LLC 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Innovative Capital Advisors, LLC multi-year asset trail

Sponsor-wide plan assets over time

All Innovative Capital Advisors, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$559K 90.24210125100393% vs 2022
2024 filing year
$0M$1M$2M$3M 202220232024 $0.29M $0.56M ▲ +93.1%
Year Plans Participants Total Assets
2022 1 7 $294K
2023 5 35 $2M
2024 1 6 $559K

Innovative Capital Advisors, LLC filing trail (2023)

Total Assets (Beginning of Year)$432K
Net Assets (End of Year)$429K
Net Income-$2K
Employer EIN134205519
Plan Effective Date2007-07-20
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Illinois

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

Innovative Capital Advisors, LLC 401(k) Plan vs. nearby 401(k) plans in Illinois, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000 -505101520 Total assets ($B) Participants Innovative Capital Advisors, LLC 401(k) Plan, Total assets ($B): 0.000429355 · Participants: 7Innovative Capital Advisors, LLC 401(k) PlanAccenture 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
Innovative Capital Advisors, LLC 401(k) Plan vs. nearby 401(k) plans in Illinois, assets vs. participants
Compare Innovative Capital Advisors, LLC 401(k) Plan side-by-side with 3 peers →

Innovative Capital Advisors, LLC 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Illinois, the nearest 401(k) by assets is Rebecca L. Robbins, D.D.S., LLC 401(k) Profit Sharing Plan and Trust in OH ($429K); by covered participants it is Asana Biosciences, LLC 401(k) Plan in NJ (7 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (7 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 Innovative Capital Advisors, LLC 401(k) Plan assets move in 2023? ▼
Innovative Capital Advisors, LLC 401(k) Plan held essentially flat - down 0.5% during 2023, from $432K to $429K. Reported net income was -$2K.
How have Innovative Capital Advisors, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Innovative Capital Advisors, LLC's sponsor-wide assets grew 90.2%, from $294K to $559K.
Where does Innovative Capital Advisors, LLC 401(k) Plan rank by assets among Form 5500 filers? ▼
Innovative Capital Advisors, LLC 401(k) Plan ranks in the 17th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (among the smaller plans by assets on file).
Which 401(k) plans are similar in size to Innovative Capital Advisors, LLC 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Rebecca L. Robbins, D.D.S., LLC 401(k) Profit Sharing Plan and Trust in OH ($429K, 10 participants).
Which 401(k) plans cover a similar participant headcount to Innovative Capital Advisors, LLC 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Asana Biosciences, LLC 401(k) Plan in NJ (7 participants, N/A 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 134205519.

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.