ESOP · DOL Form 5500 · 2023

Icepts Technology Group, Inc. ESOP

Data updated 2026-08-25

$637K
Total assets Small plan by assets
18
Participants Small participant base
20th
Percentile by assets National rank
$35,407
Avg per participant Low balance/head
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Official DOL plan name: Icepts Technology Group, Inc. Employee Stock Ownership Plan · Sponsored by Icepts Technology Group, Inc. · Pennsylvania · Professional & Technical Services

$637K in assets, 18 participants

Icepts Technology Group, Inc.'s Icepts Technology Group, Inc. Employee Stock Ownership Plan reported $637K in total assets and 18 participants in its 2023 DOL Form 5500 filing, ranking in the 20th 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.

  • #3,025 in Professional & Technical Services (20,321 peers)

Icepts Technology Group, Inc. multi-year trail

Icepts Technology Group, Inc.'s plans moved -53.2% in assets from 2022 to 2024; this filing shows Icepts Technology Group, Inc. Employee Stock Ownership Plan at $637K / 18 participants.

#3,025
in Professional & Technical Services (20,321 peers)
-20.0%
assets change YoY

The plan reported a net loss of $198K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Icepts Technology Group, Inc. Employee Stock Ownership Plan among the smaller filed plans by assets

Icepts Technology Group, Inc. Employee Stock Ownership Plan vs every filed plan by assets

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

$637,325 20th percentile higher than 20% 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

Icepts Technology Group, Inc. Employee Stock Ownership Plan among smaller filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Icepts Technology Group, Inc. Employee Stock Ownership Plan is a small filing (18 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Icepts Technology Group, Inc. Employee Stock Ownership Plan reported net income fell from $274K in the plan year 2022 filing to -$198K in the plan year 2023 filing.
  • Icepts Technology Group, Inc. Employee Stock Ownership Plan end-of-year assets fell from $797K in the plan year 2022 filing to $637K in the plan year 2023 filing.
  • Icepts Technology Group, Inc. Employee Stock Ownership Plan reported participants rose from 17 in the plan year 2022 filing to 18 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 232176923 · Icepts Technology Group, Inc. PY 2023 · ESOP

Icepts Technology Group, Inc. Employee Stock Ownership Plan · $637K · 18 · 20th

  • SCH $637K
  • EBSA 18
  • PART 20th
  • TYPE ESOP
  • NET near Netquest Corporation Employee Stock Ownership Plan
  • BOOK ind #3025

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 What is an ESOP? → · Plans in Pennsylvania →

Icepts Technology Group, Inc. Employee Stock Ownership Plan in the asset neighbourhood

Icepts Technology Group, Inc. Employee Stock Ownership PlanIcepts Technology Group, Inc…$637KNetquest Corporation Employee Stock Ownership PlanNetquest Corporation Employe…$639KArnold Insurance Agency Employee Stock Ownership PlanArnold Insurance Agency Empl…$641KSimbiotic Software, Inc. Employee Stock Ownership PlanSimbiotic Software, Inc. Emp…$634KPoint of Beginning, Inc. Employee Stock Ownership PlanPoint of Beginning, Inc. Emp…$634K
End-of-year total assets ($M) among Icepts Technology Group, Inc. Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2023.

Icepts Technology Group, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Icepts Technology Group, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$373K 53.188400705633775% vs 2022
2024 filing year
$0.2M$0.4M$0.6M$0.8M$1M 202220232024 $0.8M $0.37M ▼ -53.8%
Year Plans Participants Total Assets
2022 1 17 $797K
2023 1 18 $637K
2024 1 18 $373K

Icepts Technology Group, Inc. filing trail (2023)

Total Assets (Beginning of Year)$797K
Net Assets (End of Year)$596K
Net Income-$198K
Employer EIN232176923
Plan Effective Date2005-01-01
Filing StatusFILING RECEIVED

Nearby ESOP Plans in Pennsylvania

Peer ESOP plans, same state, same plan type, ranked by total assets.

Icepts Technology Group, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Pennsylvania, assets vs. participants Scatter plot of 6 data points. -1000001000020000300004000050000 -20246 Total assets ($B) Participants Icepts Technology Group, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.000637325 · Participants: 18Icepts Technology Group, Inc. Employee Stock Ownership PlanWawa, Inc. Employee Stock Ownership Plan, Total assets ($B): 5.338226537 · Participants: 42695Wawa, Inc. Employee Stock Ownership PlanBradford White Corporation Employee Stock Ownership Plan and Trust Agreement, Total assets ($B): 1.558044827 · Participants: 342Bradford White Corporation Employee Stock Ownership Plan and Trust AgreementCentimark Corporation Employee Stock Ownership Plan and Trust, Total assets ($B): 0.686501046 · Participants: 2353Centimark Corporation Employee Stock Ownership Plan and TrustSheetz, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.686202616 · Participants: 13858Sheetz, Inc. Employee Stock Ownership PlanD & H Employee Stock Ownership Plan, Total assets ($B): 0.288933356 · Participants: 1461D & H Employee Stock Ownership Plan
Icepts Technology Group, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Pennsylvania, assets vs. participants
Compare Icepts Technology Group, Inc. Employee Stock Ownership Plan side-by-side with 3 peers →

Icepts Technology Group, Inc. Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount

Outside Pennsylvania, the nearest ESOP by assets is Netquest Corporation Employee Stock Ownership Plan in NJ ($639K); by covered participants it is Endpoint Solutions Corp. Employee Stock Ownership Plan in WI (18 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (18 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 Icepts Technology Group, Inc. Employee Stock Ownership Plan assets move in 2023? ▼
Icepts Technology Group, Inc. Employee Stock Ownership Plan declined sharply - down 20.0% during 2023, from $797K to $637K. Reported net income was -$198K.
How have Icepts Technology Group, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Icepts Technology Group, Inc.'s sponsor-wide assets declined 53.2%, from $797K to $373K.
Where does Icepts Technology Group, Inc. Employee Stock Ownership Plan rank by assets among Form 5500 filers? ▼
Icepts Technology Group, Inc. Employee Stock Ownership Plan ranks in the 20th 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 ESOP plans are similar in size to Icepts Technology Group, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Netquest Corporation Employee Stock Ownership Plan in NJ ($639K, 29 participants).
Which ESOP plans cover a similar participant headcount to Icepts Technology Group, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Endpoint Solutions Corp. Employee Stock Ownership Plan in WI (18 participants, $1M 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 232176923.

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.