401(k) · DOL Form 5500 · 2024

Investcorp International, Inc. 401(k) Plan

Data updated 2026-08-25

$52M
Total assets Below avg plan size
149
Participants Small participant base
85th
Percentile by assets National rank
$351,873
Avg per participant High balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Investcorp International, Inc. Retirement Savings Plan · Sponsored by Investcorp International, Inc. · New York · Finance & Insurance

$52M in assets, 149 participants

Investcorp International, Inc.'s Investcorp International, Inc. Retirement Savings Plan reported $52M in total assets and 149 participants in its 2024 DOL Form 5500 filing, ranking in the 85th 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.

  • #6,524 in Finance & Insurance (8,549 peers)

Coverage in New York

Investcorp International, Inc. Retirement Savings Plan covers 149 participants in New York, about 19% of the average New York filer (state average ~798 per filing). Assets: $52M.

#6,524
in Finance & Insurance (8,549 peers)
+14.4%
assets growth YoY
0.5×
vs typical plan assets (national mean)

Investcorp International, Inc. Retirement Savings Plan's outsized position by total assets

Investcorp International, Inc. Retirement Savings Plan vs every filed plan by assets

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

$52,429,113 Top 15% higher than 85% 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

Investcorp International, Inc. Retirement Savings 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. Investcorp International, Inc. Retirement Savings Plan sits mid-pack in the medium band (149 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Investcorp International, Inc. Retirement Savings Plan reported net income fell from $10M in the plan year 2023 filing to $7M in the plan year 2024 filing.
  • Investcorp International, Inc. Retirement Savings Plan end-of-year assets rose from $46M in the plan year 2023 filing to $52M in the plan year 2024 filing.
  • Investcorp International, Inc. Retirement Savings Plan reported participants rose from 132 in the plan year 2023 filing to 149 in the plan year 2024 filing.

See the national 2023→2024 release diff →

DOL schedule card

Filing strip 133394604 · Investcorp International, Inc. PY 2024 · 401(k)

Investcorp International, Inc. Retirement Savings Plan · $52M · 149 · 85th

  • NET $52M
  • BOOK 149
  • VS-ST 85th
  • BOY 401(k)
  • SCH near Olsson Industrial Electric, Inc. Profit Sharing and 401(k) Plan
  • EBSA ind #6524

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 New York →

Investcorp International, Inc. Retirement Savings Plan in the asset neighbourhood

Resonac Graphite America, Inc. 401(k) PlanResonac Graphite America, In…$52MInvestcorp International, Inc. Retirement Savings PlanInvestcorp International, In…$52MOlsson Industrial Electric, Inc. Profit Sharing and 401(k) PlanOlsson Industrial Electric, …$52MMission Support and Test Services LLC (Msts) Represented Employee 401(k) PlanMission Support and Test Ser…$52MUnited Electric Supply Co., Inc. 401(k) PlanUnited Electric Supply Co., …$52M
End-of-year total assets ($M) among Investcorp International, Inc. Retirement Savings Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

New York filing particulars

Total Assets (Beginning of Year)$46M
Net Assets (End of Year)$52M
Net Income$7M
Employer EIN133394604
Plan Effective Date1990-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Investcorp International, Inc.)

Sponsor-wide plan assets over time

All Investcorp International, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$52M 47.502138578057576% vs 2022
2024 filing year
$30M$40M$50M$60M 202220232024 $35.5M $52.4M ▲ +47.5%
Year Plans Participants Total Assets
2022 1 126 $36M
2023 1 132 $46M
2024 1 149 $52M

Nearby 401(k) Plans in New York

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

Investcorp International, Inc. Retirement Savings Plan vs. nearby 401(k) plans in New York, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -20020406080 Total assets ($B) Participants Investcorp International, Inc. Retirement Savings Plan, Total assets ($B): 0.052429113 · Participants: 149Investcorp International, Inc. Retirement Savings PlanIBM 401(k) Plan, Total assets ($B): 60.39355615 · Participants: 52674IBM 401(k) PlanMorgan Stanley 401(k) Plan, Total assets ($B): 22.180692974 · Participants: 53860Morgan Stanley 401(k) PlanPfizer Savings Plan, Total assets ($B): 21.9871528 · Participants: 33309Pfizer Savings PlanThe Pepsico Savings Plan, Total assets ($B): 14.9369507 · Participants: 137398The Pepsico Savings PlanThe Goldman Sachs 401(k) Plan, Total assets ($B): 12.807939404 · Participants: 23227The Goldman Sachs 401(k) Plan
Investcorp International, Inc. Retirement Savings Plan vs. nearby 401(k) plans in New York, assets vs. participants
Compare Investcorp International, Inc. Retirement Savings Plan side-by-side with 3 peers →

Investcorp International, Inc. Retirement Savings Plan's out-of-state 401(k) peers by assets and headcount

Outside New York, the nearest 401(k) by assets is Olsson Industrial Electric, Inc. Profit Sharing and 401(k) Plan in OR ($52M); by covered participants it is Tier1 Integrity, LLC 401(k) Plan in TX (149 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (149 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 Investcorp International, Inc. Retirement Savings Plan assets move in 2024? ▼
Investcorp International, Inc. Retirement Savings Plan grew at a solid clip - up 14.4% during 2024, from $46M to $52M. Reported net income was $7M.
How have Investcorp International, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Investcorp International, Inc.'s sponsor-wide assets grew 47.5%, from $36M to $52M.
Where does Investcorp International, Inc. Retirement Savings Plan rank by assets among Form 5500 filers? ▼
Investcorp International, Inc. Retirement Savings Plan ranks in the 85th 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 Investcorp International, Inc. Retirement Savings Plan? ▼
Among 401(k) plans in other states, the closest by assets is Olsson Industrial Electric, Inc. Profit Sharing and 401(k) Plan in OR ($52M, 351 participants).
Which 401(k) plans cover a similar participant headcount to Investcorp International, Inc. Retirement Savings Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Tier1 Integrity, LLC 401(k) Plan in TX (149 participants, $646K 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 133394604.

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.