401(k) · DOL Form 5500 · 2024
Investor Group Services, LLC 401(k) Plan
Data updated 2026-08-25
- $15M
- Total assets Small plan by assets
- 67
- Participants Small participant base
- 65th
- Percentile by assets National rank
- $227,048
- Avg per participant Above avg balance/head
Official DOL plan name: Investor Group Services, LLC 401(k) Plan · Sponsored by Investor Group Services, LLC · Massachusetts · Professional & Technical Services
$15M in assets, 67 participants
Investor Group Services, LLC's Investor Group Services, LLC 401(k) Plan reported $15M in total assets and 67 participants in its 2024 DOL Form 5500 filing, ranking in the 65th 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.
- #12,881 in Professional & Technical Services (20,173 peers)
2024 asset change
Investor Group Services, LLC 401(k) Plan grew sharply 24.3% in 2024 ($12M → $15M) for 67 participants.
- #12,881
- in Professional & Technical Services (20,173 peers)
- +24.3%
- assets growth YoY
Investor Group Services, LLC 401(k) Plan's mid-pack asset rank among Professional & Technical Services and all filers
Investor Group Services, LLC 401(k) Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$15,212,244 Top 35% higher than 65% of 123,620 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2024
Investor Group Services, LLC 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. Investor Group Services, LLC 401(k) Plan is a small filing (67 participants) on this national headcount ladder.
Plan-year Form 5500 strip
Filing strip 204754463 · Investor Group Services, LLC PY 2024 · 401(k)
Investor Group Services, LLC 401(k) Plan · $15M · 67 · 65th
- SCH $15M
- SCH 67
- SCH 65th
- SCH 401(k)
- SCH near Associated General Contractors of Maine 401(k) Profit Sharing Plan and Trust
- SCH ind #12881
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 Professional & Technical Services retirement plans → · Plans in Massachusetts →
Investor Group Services, LLC 401(k) Plan in the asset neighbourhood
2024 asset-move particulars
| Total Assets (Beginning of Year) | $12M |
|---|---|
| Net Assets (End of Year) | $15M |
| Net Income | $3M |
| Employer EIN | 204754463 |
| Plan Effective Date | 2006-01-01 |
| Filing Status | FILING RECEIVED |
Nearby 401(k) Plans in Massachusetts
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Fidelity Retirement Savings Plan $34.2B · 66,907
- Liberty Mutual 401(k) Plan $11.4B · 34,618
- Massachusetts Institute of Technology Supplemental 401(k) Plan $7.7B · 14,762
- Boston Scientific Corporation 401(k) Retirement Savings Plan $6.8B · 20,639
- State Street Salary Savings Program $6.5B · 12,777
Investor Group Services, LLC 401(k) Plan's out-of-state 401(k) peers by assets and headcount
Outside Massachusetts, the nearest 401(k) by assets is Associated General Contractors of Maine 401(k) Profit Sharing Plan and Trust in ME ($15M); by covered participants it is Heidler Roofing Services, Inc 401(k) Profit Sharing Plan in PA (67 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($15M here).
Similar participant headcount
Nearest other-state filings by covered participants (67 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.