401(k) · DOL Form 5500 · 2024

Island Capital Group LLC 401(k) Plan

Data updated 2026-08-25

$72M
Total assets Below avg plan size
106
Participants Small participant base
88th
Percentile by assets National rank
$675,036
Avg per participant High balance/head
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Official DOL plan name: Island Capital Group LLC 401(k) Plan · Sponsored by Island Capital Group LLC · South Carolina · Finance & Insurance

$72M in assets, 106 participants

Island Capital Group LLC's Island Capital Group LLC 401(k) Plan reported $72M in total assets and 106 participants in its 2024 DOL Form 5500 filing, ranking in the 88th 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.

  • #6,930 in Finance & Insurance (8,549 peers)

Coverage in South Carolina

Island Capital Group LLC 401(k) Plan covers 106 participants in South Carolina, about 29% of the average South Carolina filer (state average ~369 per filing). Assets: $72M.

#6,930
in Finance & Insurance (8,549 peers)
+8.6%
assets growth YoY
0.7×
vs typical plan assets (national mean)

Island Capital Group LLC 401(k) Plan's outsized position by total assets

Island Capital Group LLC 401(k) Plan vs every filed plan by assets

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

$71,553,839 Top 12% higher than 88% 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

Island Capital Group LLC 401(k) Plan among mid-size filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Island Capital Group LLC 401(k) Plan sits mid-pack in the medium band (106 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Island Capital Group LLC 401(k) Plan reported net income fell from $7M in the plan year 2023 filing to $6M in the plan year 2024 filing.
  • Island Capital Group LLC 401(k) Plan end-of-year assets rose from $66M in the plan year 2023 filing to $72M in the plan year 2024 filing.
  • Island Capital Group LLC 401(k) Plan reported participants fell from 109 in the plan year 2023 filing to 106 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Form 5500 schedule snapshot

Filing strip 364525612 · Island Capital Group LLC PY 2024 · 401(k)

Island Capital Group LLC 401(k) Plan · $72M · 106 · 88th

  • PART $72M
  • PART 106
  • PART 88th
  • PART 401(k)
  • PART near Pioneer Employees 401 (K) Plan
  • PART ind #6930

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 South Carolina →

Island Capital Group LLC 401(k) Plan in the asset neighbourhood

American Vision Partners 401(k) PlanAmerican Vision Partners 401…$72MIsland Capital Group LLC 401(k) PlanIsland Capital Group LLC 401…$72MPioneer Employees 401 (K) PlanPioneer Employees 401 (K) Pl…$72MCentral City Concern Retirement PlanCentral City Concern Retirem…$72MNewman Technology, Inc. 401(k) Savings & Retirement PlanNewman Technology, Inc. 401(…$72M
End-of-year total assets ($M) among Island Capital Group LLC 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

South Carolina filing particulars

Total Assets (Beginning of Year)$66M
Net Assets (End of Year)$72M
Net Income$6M
Employer EIN364525612
Plan Effective Date2007-03-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Island Capital Group LLC)

Sponsor-wide plan assets over time

All Island Capital Group LLC plans reported in each filing year

Latest sponsor-wide plan assets
$72M 8.577711628760689% vs 2023
2024 filing year
$64M$66M$68M$70M$72M$74M 20232024 $65.9M $71.6M ▲ +8.6%
Year Plans Participants Total Assets
2023 1 109 $66M
2024 1 106 $72M

Nearby 401(k) Plans in South Carolina

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

Island Capital Group LLC 401(k) Plan vs. nearby 401(k) plans in South Carolina, assets vs. participants Scatter plot of 6 data points. -500005000100001500020000 -1012345 Total assets ($B) Participants Island Capital Group LLC 401(k) Plan, Total assets ($B): 0.071553839 · Participants: 106Island Capital Group LLC 401(k) PlanMichelin 401(k) Savings Plan, Total assets ($B): 4.477517422 · Participants: 15095Michelin 401(k) Savings PlanThe Savannah River Nuclear Solutions, LLC Defined Contribution Plan, Total assets ($B): 2.829914985 · Participants: 9296The Savannah River Nuclear Solutions, LLC Defined Contribution PlanSonoco Retirement & Savings Plan, Total assets ($B): 1.663698617 · Participants: 11813Sonoco Retirement & Savings PlanBlue Cross Blue Shield of Sc Employee Savings and Salary Reduction Plan, Total assets ($B): 1.460862801 · Participants: 11878Blue Cross Blue Shield of Sc Employee Savings and Salary Reduction PlanThe Milliken Retirement Plan, Total assets ($B): 1.350798497 · Participants: 5733The Milliken Retirement Plan
Island Capital Group LLC 401(k) Plan vs. nearby 401(k) plans in South Carolina, assets vs. participants
Compare Island Capital Group LLC 401(k) Plan side-by-side with 3 peers →

Island Capital Group LLC 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside South Carolina, the nearest 401(k) by assets is Pioneer Employees 401 (K) Plan in CA ($72M); by covered participants it is The Architect 401(k) Plan - Radiant Complexions Dermatology Clinic, Inc. in IA (106 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($72M here).

Similar participant headcount

Nearest other-state filings by covered participants (106 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 Island Capital Group LLC 401(k) Plan assets move in 2024? ▼
Island Capital Group LLC 401(k) Plan grew at a solid clip - up 8.6% during 2024, from $66M to $72M. Reported net income was $6M.
How have Island Capital Group LLC plan assets changed over time? ▼
Across 2 plan years on file (2023-2024), Island Capital Group LLC's sponsor-wide assets grew 8.6%, from $66M to $72M.
Where does Island Capital Group LLC 401(k) Plan rank by assets among Form 5500 filers? ▼
Island Capital Group LLC 401(k) Plan ranks in the 88th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to Island Capital Group LLC 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Pioneer Employees 401 (K) Plan in CA ($72M, 83 participants).
Which 401(k) plans cover a similar participant headcount to Island Capital Group LLC 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is The Architect 401(k) Plan - Radiant Complexions Dermatology Clinic, Inc. in IA (106 participants, N/A 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 364525612.

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.