401(k) · DOL Form 5500 · 2024

Icon Advisors, Inc. 401(k) Plan

Data updated 2026-08-25

$3M
Total assets Small plan by assets
14
Participants Small participant base
36th
Percentile by assets National rank
$240,719
Avg per participant Above avg balance/head
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Official DOL plan name: Icon Advisers, Inc. 401(k) Plan · Sponsored by Icon Advisors, Inc. · Colorado · Finance & Insurance

$3M in assets, 14 participants

Icon Advisors, Inc.'s Icon Advisers, Inc. 401(k) Plan reported $3M in total assets and 14 participants in its 2024 DOL Form 5500 filing, ranking in the 36th 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.

  • #2,016 in Finance & Insurance (8,549 peers)

Icon Advisors, Inc. multi-year trail

Icon Advisors, Inc.'s plans moved +25.4% in assets from 2022 to 2024; this filing shows Icon Advisers, Inc. 401(k) Plan at $3M / 14 participants.

#2,016
in Finance & Insurance (8,549 peers)
+11.3%
assets growth YoY

Icon Advisers, Inc. 401(k) Plan's mid-pack asset rank among Finance & Insurance and all filers

Icon Advisers, Inc. 401(k) Plan vs every filed plan by assets

End-of-year total assets · plan year 2024 · DOL Form 5500

$3,370,068 36th percentile higher than 36% of 123,620 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 2024

Icon Advisers, Inc. 401(k) Plan among smaller filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Icon Advisers, Inc. 401(k) Plan is a small filing (14 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Icon Advisers, Inc. 401(k) Plan reported participants fell from 17 in the plan year 2023 filing to 14 in the plan year 2024 filing.
  • Icon Advisers, Inc. 401(k) Plan end-of-year assets rose from $3M in the plan year 2023 filing to $3M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Plan-year Form 5500 strip

Filing strip 841166639 · Icon Advisors, Inc. PY 2024 · 401(k)

Icon Advisers, Inc. 401(k) Plan · $3M · 14 · 36th

  • ASSETS $3M
  • ASSETS 14
  • ASSETS 36th
  • ASSETS 401(k)
  • ASSETS near Textbook Warehouse 401(k) Plan
  • ASSETS ind #2016

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 Colorado →

Icon Advisers, Inc. 401(k) Plan in the asset neighbourhood

Icon Advisers, Inc. 401(k) PlanIcon Advisers, Inc. 401(k) P…$3MTextbook Warehouse 401(k) PlanTextbook Warehouse 401(k) Pl…$3MDelta Dallas 401(k) Plan$3MKrkln Inc. Retirement Plan$3MFrost & Conn, LLC Employees Profit Sharing and 401(k) PlanFrost & Conn, LLC Employees …$3M
End-of-year total assets ($M) among Icon Advisers, Inc. 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Icon Advisors, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Icon Advisors, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$3M 25.40207858123621% vs 2022
2024 filing year
$2.5M$3M$3.5M 202220232024 $2.69M $3.37M ▲ +25.3%
Year Plans Participants Total Assets
2022 1 17 $3M
2023 1 17 $3M
2024 1 14 $3M

Icon Advisors, Inc. filing trail (2024)

Total Assets (Beginning of Year)$3M
Net Assets (End of Year)$3M
Net Income$343K
Employer EIN841166639
Plan Effective Date1993-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Colorado

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

Icon Advisers, Inc. 401(k) Plan vs. nearby 401(k) plans in Colorado, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -1012345 Total assets ($B) Participants Icon Advisers, Inc. 401(k) Plan, Total assets ($B): 0.003370068 · Participants: 14Icon Advisers, Inc. 401(k) PlanDavita Retirement Savings Plan, Total assets ($B): 3.81412558 · Participants: 57900Davita Retirement Savings PlanBall Corporation 401(k) and Employee Stock Ownership Plan, Total assets ($B): 2.319532435 · Participants: 9935Ball Corporation 401(k) and Employee Stock Ownership PlanArcadis U.S., Inc. Retirement Savings Plan, Total assets ($B): 2.259964434 · Participants: 7607Arcadis U.S., Inc. Retirement Savings PlanEmpower Retirement, LLC 401(k) Savings Plan, Total assets ($B): 2.234179481 · Participants: 10185Empower Retirement, LLC 401(k) Savings PlanWoodward Retirement Savings Plan, Total assets ($B): 1.965265264 · Participants: 6210Woodward Retirement Savings Plan
Icon Advisers, Inc. 401(k) Plan vs. nearby 401(k) plans in Colorado, assets vs. participants
Compare Icon Advisers, Inc. 401(k) Plan side-by-side with 3 peers →

Icon Advisers, Inc. 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Colorado, the nearest 401(k) by assets is Textbook Warehouse 401(k) Plan in GA ($3M); by covered participants it is Layne Pumps, Inc. 401(k) Profit Sharing Plan in ID (14 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($3M here).

Similar participant headcount

Nearest other-state filings by covered participants (14 participants); asset peers above are excluded.

DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Icon Advisers, Inc. 401(k) Plan assets move in 2024? ▼
Icon Advisers, Inc. 401(k) Plan grew at a solid clip - up 11.3% during 2024, from $3M to $3M. Reported net income was $343K.
How have Icon Advisors, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Icon Advisors, Inc.'s sponsor-wide assets grew 25.4%, from $3M to $3M.
Which 401(k) plans are similar in size to Icon Advisers, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Textbook Warehouse 401(k) Plan in GA ($3M, 62 participants).
Which 401(k) plans cover a similar participant headcount to Icon Advisers, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Layne Pumps, Inc. 401(k) Profit Sharing Plan in ID (14 participants, $3M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2024.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 841166639.

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.