401(k) · DOL Form 5500 · 2024

I3 Group Inc. 401(k) Plan

Data updated 2026-08-25

$34M
Total assets Below avg plan size
342
Participants Below avg headcount
79th
Percentile by assets National rank
$99,637
Avg per participant Below avg balance/head
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Official DOL plan name: I3 Group, Inc. 401(k) Plan and Trust · Sponsored by I3 Group Inc. · Illinois · Retail Trade

$34M in assets, 342 participants

I3 Group Inc.'s I3 Group, Inc. 401(k) Plan and Trust reported $34M in total assets and 342 participants in its 2024 DOL Form 5500 filing, ranking in the 79th 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.

  • #7,052 in Retail Trade (8,048 peers)

Coverage in Illinois

I3 Group, Inc. 401(k) Plan and Trust covers 342 participants in Illinois, about 44% of the average Illinois filer (state average ~779 per filing). Assets: $34M.

#7,052
in Retail Trade (8,048 peers)
+31.7%
assets growth YoY
0.3×
vs typical plan assets (national mean)

I3 Group, Inc. 401(k) Plan and Trust's outsized position by total assets

I3 Group, Inc. 401(k) Plan and Trust vs every filed plan by assets

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

$34,075,829 Top 21% higher than 79% 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

I3 Group, Inc. 401(k) Plan and Trust 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. I3 Group, Inc. 401(k) Plan and Trust sits mid-pack in the medium band (342 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • I3 Group, Inc. 401(k) Plan and Trust reported participants rose from 143 in the plan year 2023 filing to 342 in the plan year 2024 filing.
  • I3 Group, Inc. 401(k) Plan and Trust reported net income rose from $6M in the plan year 2023 filing to $8M in the plan year 2024 filing.
  • I3 Group, Inc. 401(k) Plan and Trust end-of-year assets rose from $26M in the plan year 2023 filing to $34M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Published 5500 schedule card

Filing strip 363987876 · I3 Group Inc. PY 2024 · 401(k)

I3 Group, Inc. 401(k) Plan and Trust · $34M · 342 · 79th

  • ASSETS $34M
  • PCT 342
  • EIN 79th
  • RANK 401(k)
  • PHOTO near Planters Bank and Trust Company 401(k) Retirement Plan
  • IND ind #7052

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 Retail Trade retirement plans → · Plans in Illinois →

I3 Group, Inc. 401(k) Plan and Trust in the asset neighbourhood

I3 Group, Inc. 401(k) Plan and TrustI3 Group, Inc. 401(k) Plan a…$34MPlanters Bank and Trust Company 401(k) Retirement PlanPlanters Bank and Trust Comp…$34MLoral Savings Plan$34MMcbride & Son 401(k) Savings PlanMcbride & Son 401(k) Savings…$34MEmsl Analytical, Inc. 401(k) Retirement PlanEmsl Analytical, Inc. 401(k)…$34M
End-of-year total assets ($M) among I3 Group, Inc. 401(k) Plan and Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Illinois filing particulars

Total Assets (Beginning of Year)$26M
Net Assets (End of Year)$34M
Net Income$8M
Employer EIN363987876
Plan Effective Date1997-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (I3 Group Inc.)

Sponsor-wide plan assets over time

All I3 Group Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$34M 72.6319575192345% vs 2022
2024 filing year
$15M$20M$25M$30M$35M$40M 202220232024 $19.7M $34.1M ▲ +72.6%
Year Plans Participants Total Assets
2022 1 135 $20M
2023 1 143 $26M
2024 1 342 $34M

Nearby 401(k) Plans in Illinois

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

I3 Group, Inc. 401(k) Plan and Trust vs. nearby 401(k) plans in Illinois, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000 -50510152025 Total assets ($B) Participants I3 Group, Inc. 401(k) Plan and Trust, Total assets ($B): 0.034075829 · Participants: 342I3 Group, Inc. 401(k) Plan and TrustAccenture United States 401(k) Match and Savings Plan, Total assets ($B): 21.302643276 · Participants: 66965Accenture United States 401(k) Match and Savings PlanState Farm 401(k) Savings Plan, Total assets ($B): 19.010099056 · Participants: 63297State Farm 401(k) Savings PlanUnited Airlines Pilot Retirement Account Plan, Total assets ($B): 16.835964452 · Participants: 16659United Airlines Pilot Retirement Account PlanAbbott Laboratories Stock Retirement Plan, Total assets ($B): 15.755668 · Participants: 38229Abbott Laboratories Stock Retirement PlanWalgreens Retirement Savings Plan, Total assets ($B): 14.535873337 · Participants: 233635Walgreens Retirement Savings Plan
I3 Group, Inc. 401(k) Plan and Trust vs. nearby 401(k) plans in Illinois, assets vs. participants
Compare I3 Group, Inc. 401(k) Plan and Trust side-by-side with 3 peers →

I3 Group, Inc. 401(k) Plan and Trust's out-of-state 401(k) peers by assets and headcount

Outside Illinois, the nearest 401(k) by assets is Planters Bank and Trust Company 401(k) Retirement Plan in MS ($34M); by covered participants it is C. Stein, Inc. Retirement Plan in WA (342 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($34M here).

Similar participant headcount

Nearest other-state filings by covered participants (342 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 I3 Group, Inc. 401(k) Plan and Trust assets move in 2024? ▼
I3 Group, Inc. 401(k) Plan and Trust surged - up 31.7% during 2024, from $26M to $34M. Reported net income was $8M.
How have I3 Group Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), I3 Group Inc.'s sponsor-wide assets grew 72.6%, from $20M to $34M.
Where does I3 Group, Inc. 401(k) Plan and Trust rank by assets among Form 5500 filers? ▼
I3 Group, Inc. 401(k) Plan and Trust ranks in the 79th 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 I3 Group, Inc. 401(k) Plan and Trust? ▼
Among 401(k) plans in other states, the closest by assets is Planters Bank and Trust Company 401(k) Retirement Plan in MS ($34M, 256 participants).
Which 401(k) plans cover a similar participant headcount to I3 Group, Inc. 401(k) Plan and Trust? ▼
Among 401(k) plans in other states, the closest by covered participants is C. Stein, Inc. Retirement Plan in WA (342 participants, N/A 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 363987876.

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.