401(k) · DOL Form 5500 · 2023

Individual Advocacy Group 401(k) Plan

Data updated 2026-08-25

$4M
Total assets Small plan by assets
474
Participants Below avg headcount
38th
Percentile by assets National rank
$7,418
Avg per participant Low balance/head
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Official DOL plan name: Individual Advocacy Group 401(k) Plan · Sponsored by Individual Advocacy Group · Illinois · Healthcare & Social Assistance

$4M in assets, 474 participants

Individual Advocacy Group's Individual Advocacy Group 401(k) Plan reported $4M in total assets and 474 participants in its 2023 DOL Form 5500 filing, ranking in the 38th 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.

  • #7,068 in Healthcare & Social Assistance (17,684 peers)

Individual Advocacy Group multi-year trail

Individual Advocacy Group's plans moved +99.0% in assets from 2022 to 2024; this filing shows Individual Advocacy Group 401(k) Plan at $4M / 474 participants.

#7,068
in Healthcare & Social Assistance (17,684 peers)
+46.8%
assets growth YoY

Individual Advocacy Group 401(k) Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers

Individual Advocacy Group 401(k) Plan vs every filed plan by assets

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

$3,516,099 38th percentile higher than 38% 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

Individual Advocacy Group 401(k) Plan 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. Individual Advocacy Group 401(k) Plan sits mid-pack in the medium band (474 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Individual Advocacy Group 401(k) Plan reported net income rose from $745K in the plan year 2022 filing to $1M in the plan year 2023 filing.
  • Individual Advocacy Group 401(k) Plan end-of-year assets rose from $2M in the plan year 2022 filing to $4M in the plan year 2023 filing.
  • Individual Advocacy Group 401(k) Plan reported participants rose from 453 in the plan year 2022 filing to 474 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 364057568 · Individual Advocacy Group PY 2023 · 401(k)

Individual Advocacy Group 401(k) Plan · $4M · 474 · 38th

  • NET $4M
  • BOOK 474
  • VS-ST 38th
  • BOY 401(k)
  • SCH near Atlantic Coast Enterprises LLC 401(k) Plan
  • EBSA ind #7068

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 Illinois →

Individual Advocacy Group 401(k) Plan in the asset neighbourhood

Individual Advocacy Group 401(k) PlanIndividual Advocacy Group 40…$4MAtlantic Coast Enterprises LLC 401(k) PlanAtlantic Coast Enterprises L…$4MIndorama Ventures Sustainable Solutions LLC 401(k) PlanIndorama Ventures Sustainabl…$4MOhio Management, LLC Profit Sharing PlanOhio Management, LLC Profit …$4MCitron Hygiene US Corp. 401(k) PlanCitron Hygiene US Corp. 401(…$4M
End-of-year total assets ($M) among Individual Advocacy Group 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Individual Advocacy Group multi-year asset trail

Sponsor-wide plan assets over time

All Individual Advocacy Group plans reported in each filing year

Latest sponsor-wide plan assets
$5M 99.0160297979505% vs 2022
2024 filing year
$2M$3M$4M$5M$6M 202220232024 $2.4M $4.77M ▲ +98.8%
Year Plans Participants Total Assets
2022 1 453 $2M
2023 1 474 $4M
2024 1 510 $5M

Individual Advocacy Group filing trail (2023)

Total Assets (Beginning of Year)$2M
Net Assets (End of Year)$4M
Net Income$1M
Employer EIN364057568
Plan Effective Date2018-02-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Illinois

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

Individual Advocacy Group 401(k) Plan vs. nearby 401(k) plans in Illinois, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000 -505101520 Total assets ($B) Participants Individual Advocacy Group 401(k) Plan, Total assets ($B): 0.003516099 · Participants: 474Individual Advocacy Group 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
Individual Advocacy Group 401(k) Plan vs. nearby 401(k) plans in Illinois, assets vs. participants
Compare Individual Advocacy Group 401(k) Plan side-by-side with 3 peers →

Individual Advocacy Group 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Illinois, the nearest 401(k) by assets is Atlantic Coast Enterprises LLC 401(k) Plan in FL ($4M); by covered participants it is Ridgeview Operations 401(k) Plan in NY (474 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (474 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 Individual Advocacy Group 401(k) Plan assets move in 2023? ▼
Individual Advocacy Group 401(k) Plan surged - up 46.8% during 2023, from $2M to $4M. Reported net income was $1M.
How have Individual Advocacy Group plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Individual Advocacy Group's sponsor-wide assets grew 99.0%, from $2M to $5M.
Which 401(k) plans are similar in size to Individual Advocacy Group 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Atlantic Coast Enterprises LLC 401(k) Plan in FL ($4M, 317 participants).
Which 401(k) plans cover a similar participant headcount to Individual Advocacy Group 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Ridgeview Operations 401(k) Plan in NY (474 participants, $148K 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 364057568.

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.