401(k) · DOL Form 5500 · 2024

Iconiq Capital, LLC 401(k) Plan

Data updated 2026-08-25

$86M
Total assets Below avg plan size
445
Participants Below avg headcount
89th
Percentile by assets National rank
$192,355
Avg per participant Above avg balance/head
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Official DOL plan name: Iconiq Capital 401(k) Plan · Sponsored by Iconiq Capital, LLC · California · Finance & Insurance

$86M in assets, 445 participants

Iconiq Capital, LLC's Iconiq Capital 401(k) Plan reported $86M in total assets and 445 participants in its 2024 DOL Form 5500 filing, ranking in the 89th 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.

  • #7,129 in Finance & Insurance (8,549 peers)

Where Iconiq Capital 401(k) Plan sits by assets

Iconiq Capital 401(k) Plan sits in the top quartile of all filed plans by assets, $86M for 445 participants (~$192,355/participant), up 33.0% in 2024.

#7,129
in Finance & Insurance (8,549 peers)
+33.0%
assets growth YoY
0.9×
vs typical plan assets (national mean)

Iconiq Capital 401(k) Plan's outsized position by total assets

Iconiq Capital 401(k) Plan vs every filed plan by assets

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

$85,597,871 Top 11% higher than 89% 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

Iconiq Capital 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. Iconiq Capital 401(k) Plan sits mid-pack in the medium band (445 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Iconiq Capital 401(k) Plan end-of-year assets rose from $64M in the plan year 2023 filing to $86M in the plan year 2024 filing.
  • Iconiq Capital 401(k) Plan reported participants rose from 416 in the plan year 2023 filing to 445 in the plan year 2024 filing.
  • Iconiq Capital 401(k) Plan reported net income rose from $21M in the plan year 2023 filing to $21M in the plan year 2024 filing.

See the national 2023→2024 release diff →

DOL schedule card

Filing strip 453711766 · Iconiq Capital, LLC PY 2024 · 401(k)

Iconiq Capital 401(k) Plan · $86M · 445 · 89th

  • EIN $86M
  • RANK 445
  • PHOTO 89th
  • IND 401(k)
  • EOY near Dental Associates 401(k) Plan
  • 5500 ind #7129

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 California →

Iconiq Capital 401(k) Plan in the asset neighbourhood

Aunt Millie's Bakeries 401(k) Savings PlanAunt Millie's Bakeries 401(k…$86MTaconic Biosciences, Inc. 401(k) Profit Sharing Plan & TrustTaconic Biosciences, Inc. 40…$86MDental Associates 401(k) Plan$86MIconiq Capital 401(k) Plan$86MJh Kelly Holdings LLC Non-Union 401(k) and Profit Sharing PlanJh Kelly Holdings LLC Non-Un…$86M
End-of-year total assets ($M) among Iconiq Capital 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Scale-class filing particulars (2024)

Total Assets (Beginning of Year)$64M
Net Assets (End of Year)$86M
Net Income$21M
Employer EIN453711766
Plan Effective Date2012-03-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Iconiq Capital, LLC)

Sponsor-wide plan assets over time

All Iconiq Capital, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$86M 96.21037512001566% vs 2022
2024 filing year
$20M$40M$60M$80M$100M 202220232024 $43.6M $85.6M ▲ +96.2%
Year Plans Participants Total Assets
2022 1 349 $44M
2023 1 416 $64M
2024 1 445 $86M

Nearby 401(k) Plans in California

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

Iconiq Capital 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -200204060 Total assets ($B) Participants Iconiq Capital 401(k) Plan, Total assets ($B): 0.085597871 · Participants: 445Iconiq Capital 401(k) PlanGoogle LLC 401(k) Savings Plan, Total assets ($B): 48.738057415 · Participants: 116712Google LLC 401(k) Savings PlanOracle Corporation 401(k) Savings and Investment Plan, Total assets ($B): 31.02646504 · Participants: 58962Oracle Corporation 401(k) Savings and Investment PlanIntel 401(k) Savings Plan, Total assets ($B): 24.850880304 · Participants: 55298Intel 401(k) Savings PlanApple 401(k) Plan, Total assets ($B): 24.714519387 · Participants: 101450Apple 401(k) PlanCisco Systems,Inc. 401(k) Plan, Total assets ($B): 22.728425546 · Participants: 40452Cisco Systems,Inc. 401(k) Plan
Iconiq Capital 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants
Compare Iconiq Capital 401(k) Plan side-by-side with 3 peers →

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

Outside California, the nearest 401(k) by assets is Dental Associates 401(k) Plan in WI ($86M); by covered participants it is First Bank and Trust Company Employee Stock Ownership and Savings Plan in VA (445 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (445 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 Iconiq Capital 401(k) Plan assets move in 2024? ▼
Iconiq Capital 401(k) Plan surged - up 33.0% during 2024, from $64M to $86M. Reported net income was $21M.
How have Iconiq Capital, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Iconiq Capital, LLC's sponsor-wide assets grew 96.2%, from $44M to $86M.
Where does Iconiq Capital 401(k) Plan rank by assets among Form 5500 filers? ▼
Iconiq Capital 401(k) Plan ranks in the 89th 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 Iconiq Capital 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Dental Associates 401(k) Plan in WI ($86M, 775 participants).
Which 401(k) plans cover a similar participant headcount to Iconiq Capital 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is First Bank and Trust Company Employee Stock Ownership and Savings Plan in VA (445 participants, $44M 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 453711766.

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.