401(k) · DOL Form 5500 · 2024
Investment Company Institute 401(k) Plan
Data updated 2026-08-25
- $165M
- Total assets Near avg plan size
- 163
- Participants Small participant base
- 93rd
- Percentile by assets National rank
- $1.0M
- Avg per participant High balance/head
Official DOL plan name: Investment Company Institute Section 401(k) Plan · Sponsored by Investment Company Institute · District of Columbia · Other Services
$165M in assets, 163 participants
Investment Company Institute's Investment Company Institute Section 401(k) Plan reported $165M in total assets and 163 participants in its 2024 DOL Form 5500 filing, ranking in the 93rd 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.
- #7,560 in Other Services (7,719 peers)
Coverage in District of Columbia
Investment Company Institute Section 401(k) Plan covers 163 participants in District of Columbia, about 11% of the average District of Columbia filer (state average ~1,456 per filing). Assets: $165M.
- #7,560
- in Other Services (7,719 peers)
- +14.0%
- assets growth YoY
- 1.7×
- vs typical plan assets (national mean)
Investment Company Institute Section 401(k) Plan's outsized position by total assets
Investment Company Institute Section 401(k) Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$165,196,307 Top 7% higher than 93% 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
Investment Company Institute Section 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. Investment Company Institute Section 401(k) Plan sits mid-pack in the medium band (163 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Investment Company Institute Section 401(k) Plan reported net income fell from $24M in the plan year 2023 filing to $20M in the plan year 2024 filing.
- Investment Company Institute Section 401(k) Plan end-of-year assets rose from $145M in the plan year 2023 filing to $165M in the plan year 2024 filing.
- Investment Company Institute Section 401(k) Plan reported participants rose from 154 in the plan year 2023 filing to 163 in the plan year 2024 filing.
DOL schedule card
Filing strip 135266605 · Investment Company Institute PY 2024 · 401(k)
Investment Company Institute Section 401(k) Plan · $165M · 163 · 93rd
- VS-ST $165M
- VS-ST 163
- VS-ST 93rd
- VS-ST 401(k)
- VS-ST near Church Mutual Salary Savings Plan and Trust (401(k) Plan)
- VS-ST ind #7560
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 Other Services retirement plans → · Plans in District of Columbia →
Investment Company Institute Section 401(k) Plan in the asset neighbourhood
District of Columbia filing particulars
| Total Assets (Beginning of Year) | $145M |
|---|---|
| Net Assets (End of Year) | $165M |
| Net Income | $20M |
| Employer EIN | 135266605 |
| Plan Effective Date | 1976-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Investment Company Institute)
Sponsor-wide plan assets over time
All Investment Company Institute plans reported in each filing year
- Latest sponsor-wide plan assets
- $165M 36.28611698931463% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 160 | $121M |
| 2023 | 1 | 154 | $145M |
| 2024 | 1 | 163 | $165M |
Nearby 401(k) Plans in District of Columbia
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Danaher Corporation & Subsidiaries Savings Plan $6.5B · 23,090
- Geico 401(k) Savings Plan $6.2B · 30,641
- Federal National Mortgage Association Retirement Savings Plan for Employees $4.6B · 8,108
- Finra Savings Plus Plan $2.5B · 4,201
- Hogan Lovells US LLP Retirement Savings Plan $1.9B · 1,973
Investment Company Institute Section 401(k) Plan's out-of-state 401(k) peers by assets and headcount
Outside District of Columbia, the nearest 401(k) by assets is Church Mutual Salary Savings Plan and Trust (401(k) Plan) in WI ($165M); by covered participants it is Kessler's, Inc. 401(k) Retirement Plan in SD (163 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($165M here).
- Church Mutual Salary Savings Plan and Trust (401(k) Plan) (WI) $165M · 1,183
- Henniges Automotive Retirement Savings Plan (MI) $165M · 1,383
- Tricorbraun 401(k) Plan (MO) $165M · 1,090
- Regency Centers 401(k) Profit Sharing Plan (FL) $165M · 503
Similar participant headcount
Nearest other-state filings by covered participants (163 participants); asset peers above are excluded.
- Kessler's, Inc. 401(k) Retirement Plan (SD) 163 · 0 off
- Rfi Enterprises Savings and Retirement Plan (CA) 163 · 0 off
- The Arthur Companies, Inc. 401(k) Profit Sharing Plan (ND) 163 · 0 off
- Insite Capital LLC 401(k) Profit Sharing Plan (FL) 163 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.