401(k) · DOL Form 5500 · 2023

I Squared Capital Advisors US Ll 401(k) Plan

Data updated 2026-08-25

$8M
Total assets Small plan by assets
128
Participants Small participant base
53rd
Percentile by assets National rank
$61,415
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: I Squared 401(k) Plan · Sponsored by I Squared Capital Advisors US Ll · Florida · Finance & Insurance

$8M in assets, 128 participants

I Squared Capital Advisors US Ll's I Squared 401(k) Plan reported $8M in total assets and 128 participants in its 2023 DOL Form 5500 filing, ranking in the 53rd 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.

  • #3,410 in Finance & Insurance (8,869 peers)

Coverage in Florida

I Squared 401(k) Plan covers 128 participants in Florida, about 20% of the average Florida filer (state average ~628 per filing). Assets: $8M.

#3,410
in Finance & Insurance (8,869 peers)
+34.3%
assets growth YoY

I Squared 401(k) Plan's mid-pack asset rank among Finance & Insurance and all filers

I Squared 401(k) Plan vs every filed plan by assets

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

$7,861,067 Top 47% higher than 53% 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

I Squared 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. I Squared 401(k) Plan sits mid-pack in the medium band (128 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • I Squared 401(k) Plan reported net income rose from $578K in the plan year 2022 filing to $2M in the plan year 2023 filing.
  • I Squared 401(k) Plan end-of-year assets rose from $6M in the plan year 2022 filing to $8M in the plan year 2023 filing.
  • I Squared 401(k) Plan reported participants rose from 111 in the plan year 2022 filing to 128 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 412281782 · I Squared Capital Advisors US Ll PY 2023 · 401(k)

I Squared 401(k) Plan · $8M · 128 · 53rd

  • NET $8M
  • NET 128
  • NET 53rd
  • NET 401(k)
  • NET near Consumer Direct Management Solutions 401(k) Plan
  • NET ind #3410

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 Florida →

I Squared 401(k) Plan in the asset neighbourhood

I Squared 401(k) Plan$8MConsumer Direct Management Solutions 401(k) PlanConsumer Direct Management S…$8MVerns & Son Profit Sharing Plan & TrustVerns & Son Profit Sharing P…$8MNortal, LLC 401(k) Profit Sharing PlanNortal, LLC 401(k) Profit Sh…$8MAlasconnect 401(k) Plan$8M
End-of-year total assets ($M) among I Squared 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Florida filing particulars

Total Assets (Beginning of Year)$6M
Net Assets (End of Year)$8M
Net Income$2M
Employer EIN412281782
Plan Effective Date2021-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (I Squared Capital Advisors US Ll)

Sponsor-wide plan assets over time

All I Squared Capital Advisors US Ll plans reported in each filing year

Latest sponsor-wide plan assets
$8M 34.25335634799826% vs 2022
2023 filing year
$5M$6M$7M$8M$9M 20222023 $5.86M $7.86M ▲ +34.1%
Year Plans Participants Total Assets
2022 1 111 $6M
2023 1 128 $8M

Nearby 401(k) Plans in Florida

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

I Squared 401(k) Plan vs. nearby 401(k) plans in Florida, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000400000 -505101520 Total assets ($B) Participants I Squared 401(k) Plan, Total assets ($B): 0.007861067 · Participants: 128I Squared 401(k) PlanL3harris Retirement Savings Plan, Total assets ($B): 15.384363901 · Participants: 40665L3harris Retirement Savings PlanSavings Plan for Employees and Partners of Pwc, Total assets ($B): 11.333196569 · Participants: 50817Savings Plan for Employees and Partners of PwcAdp Totalsource Retirement Savings Plan, Total assets ($B): 8.025816173 · Participants: 308867Adp Totalsource Retirement Savings PlanTrinet 401(k) Plan, Total assets ($B): 7.029692551 · Participants: 157945Trinet 401(k) PlanPublix Super Markets, Inc. 401(k) Smart Plan, Total assets ($B): 6.572590596 · Participants: 184674Publix Super Markets, Inc. 401(k) Smart Plan
I Squared 401(k) Plan vs. nearby 401(k) plans in Florida, assets vs. participants
Compare I Squared 401(k) Plan side-by-side with 3 peers →

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

Outside Florida, the nearest 401(k) by assets is Consumer Direct Management Solutions 401(k) Plan in MT ($8M); by covered participants it is Powervac of Michigan, LLC 401(k) Profit Sharing Plan & Trust in MI (128 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($8M here).

Similar participant headcount

Nearest other-state filings by covered participants (128 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 I Squared 401(k) Plan assets move in 2023? ▼
I Squared 401(k) Plan surged - up 34.3% during 2023, from $6M to $8M. Reported net income was $2M.
How have I Squared Capital Advisors US Ll plan assets changed over time? ▼
Across 2 plan years on file (2022-2023), I Squared Capital Advisors US Ll's sponsor-wide assets grew 34.3%, from $6M to $8M.
Which 401(k) plans are similar in size to I Squared 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Consumer Direct Management Solutions 401(k) Plan in MT ($8M, 3,328 participants).
Which 401(k) plans cover a similar participant headcount to I Squared 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Powervac of Michigan, LLC 401(k) Profit Sharing Plan & Trust in MI (128 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 412281782.

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.