401(k) · DOL Form 5500 · 2024

Icare Management, LLC 401(k) Plan

Data updated 2026-08-25

$24M
Total assets Small plan by assets
1,721
Participants Near avg headcount
73rd
Percentile by assets National rank
$13,789
Avg per participant Low balance/head
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Official DOL plan name: Icare 401(k) Plan and Trust Agreement · Sponsored by Icare Management, LLC · Connecticut · Healthcare & Social Assistance

$24M in assets, 1,721 participants

Icare Management, LLC's Icare 401(k) Plan and Trust Agreement reported $24M in total assets and 1,721 participants in its 2024 DOL Form 5500 filing, ranking in the 73rd 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.

  • #13,101 in Healthcare & Social Assistance (16,916 peers)

Coverage in Connecticut

Icare 401(k) Plan and Trust Agreement covers 1,721 participants in Connecticut, 2.4x the typical Connecticut plan (state average ~718 per filing). Assets: $24M.

#13,101
in Healthcare & Social Assistance (16,916 peers)
+17.2%
assets growth YoY

Icare 401(k) Plan and Trust Agreement's outsized position by total assets

Icare 401(k) Plan and Trust Agreement vs every filed plan by assets

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

$23,731,649 Top 27% higher than 73% 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

Icare 401(k) Plan and Trust Agreement's large-plan peer group by participant headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Icare 401(k) Plan and Trust Agreement lands in the large band (1,721 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Icare 401(k) Plan and Trust Agreement end-of-year assets rose from $20M in the plan year 2023 filing to $24M in the plan year 2024 filing.
  • Icare 401(k) Plan and Trust Agreement reported net income fell from $4M in the plan year 2023 filing to $3M in the plan year 2024 filing.
  • Icare 401(k) Plan and Trust Agreement reported participants fell from 1,756 in the plan year 2023 filing to 1,721 in the plan year 2024 filing.

See the national 2023→2024 release diff →

DOL schedule card

Filing strip 912089152 · Icare Management, LLC PY 2024 · 401(k)

Icare 401(k) Plan and Trust Agreement · $24M · 1,721 · 73rd

  • ASSETS $24M
  • PCT 1,721
  • EIN 73rd
  • RANK 401(k)
  • PHOTO near Distek Integration, Inc. 401(k) Profit Sharing Plan
  • IND ind #13101

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 Healthcare & Social Assistance retirement plans → · Plans in Connecticut →

Icare 401(k) Plan and Trust Agreement in the asset neighbourhood

Icare 401(k) Plan and Trust AgreementIcare 401(k) Plan and Trust …$24MDistek Integration, Inc. 401(k) Profit Sharing PlanDistek Integration, Inc. 401…$24MFarm Bureau Insurance Company of Idaho Voluntary Employee Savings PlanFarm Bureau Insurance Compan…$24MCapital Region Gaming, LLC PlanCapital Region Gaming, LLC P…$24MProfile Products LLC Employees' Savings & Retirement PlanProfile Products LLC Employe…$24M
End-of-year total assets ($M) among Icare 401(k) Plan and Trust Agreement and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Connecticut filing particulars

Total Assets (Beginning of Year)$20M
Net Assets (End of Year)$24M
Net Income$3M
Employer EIN912089152
Plan Effective Date2007-03-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Icare Management, LLC)

Sponsor-wide plan assets over time

All Icare Management, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$24M 42.629654449128985% vs 2022
2024 filing year
$15M$20M$25M 202220232024 $16.6M $23.7M ▲ +42.6%
Year Plans Participants Total Assets
2022 1 1,703 $17M
2023 1 1,756 $20M
2024 1 1,721 $24M

Nearby 401(k) Plans in Connecticut

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

Icare 401(k) Plan and Trust Agreement vs. nearby 401(k) plans in Connecticut, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -20020406080 Total assets ($B) Participants Icare 401(k) Plan and Trust Agreement, Total assets ($B): 0.023731649 · Participants: 1721Icare 401(k) Plan and Trust AgreementRtx Savings Plan, Total assets ($B): 58.647425 · Participants: 124876Rtx Savings PlanCiti Retirement Savings Plan, Total assets ($B): 23.241033081 · Participants: 78741Citi Retirement Savings PlanThe Hartford Investment and Savings Plan, Total assets ($B): 7.183243 · Participants: 18614The Hartford Investment and Savings PlanEversource 401(k) Plan, Total assets ($B): 4.046347175 · Participants: 10041Eversource 401(k) PlanXerox Corporation Savings Plan, Total assets ($B): 3.976943 · Participants: 9876Xerox Corporation Savings Plan
Icare 401(k) Plan and Trust Agreement vs. nearby 401(k) plans in Connecticut, assets vs. participants
Compare Icare 401(k) Plan and Trust Agreement side-by-side with 3 peers →

Icare 401(k) Plan and Trust Agreement's out-of-state 401(k) peers by assets and headcount

Outside Connecticut, the nearest 401(k) by assets is Distek Integration, Inc. 401(k) Profit Sharing Plan in IA ($24M); by covered participants it is Jadex Inc. Employee Savings Plan in SC (1,721 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (1,721 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 Icare 401(k) Plan and Trust Agreement assets move in 2024? ▼
Icare 401(k) Plan and Trust Agreement grew sharply - up 17.2% during 2024, from $20M to $24M. Reported net income was $3M.
How have Icare Management, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Icare Management, LLC's sponsor-wide assets grew 42.6%, from $17M to $24M.
Which 401(k) plans are similar in size to Icare 401(k) Plan and Trust Agreement? ▼
Among 401(k) plans in other states, the closest by assets is Distek Integration, Inc. 401(k) Profit Sharing Plan in IA ($24M, 149 participants).
Which 401(k) plans cover a similar participant headcount to Icare 401(k) Plan and Trust Agreement? ▼
Among 401(k) plans in other states, the closest by covered participants is Jadex Inc. Employee Savings Plan in SC (1,721 participants, $86M 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 912089152.

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.