401(k) · DOL Form 5500 · 2024

Ibg LLC 401(k) Plan

Data updated 2026-08-25

$437M
Total assets Above avg plan size
1,302
Participants Near avg headcount
97th
Percentile by assets National rank
$335,639
Avg per participant High balance/head
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Official DOL plan name: Ibg LLC 401(k) Plan · Sponsored by Ibg LLC · Connecticut · Finance & Insurance

$437M in assets, 1,302 participants

Ibg LLC's Ibg LLC 401(k) Plan reported $437M in total assets and 1,302 participants in its 2024 DOL Form 5500 filing, ranking in the 97th 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.

  • #8,076 in Finance & Insurance (8,549 peers)

Where Ibg LLC 401(k) Plan sits by assets

Ibg LLC 401(k) Plan sits in the top 5% of all filed plans by assets, $437M for 1,302 participants (~$335,639/participant), up 21.4% in 2024.

#8,076
in Finance & Insurance (8,549 peers)
+21.4%
assets growth YoY
4.4×
vs typical plan assets (national mean)

Ibg LLC 401(k) Plan's outsized position by total assets

Ibg LLC 401(k) Plan vs every filed plan by assets

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

$437,002,006 Top 3% higher than 97% 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

Ibg LLC 401(k) Plan'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. Ibg LLC 401(k) Plan lands in the large band (1,302 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Ibg LLC 401(k) Plan end-of-year assets rose from $360M in the plan year 2023 filing to $437M in the plan year 2024 filing.
  • Ibg LLC 401(k) Plan reported net income fell from $85M in the plan year 2023 filing to $77M in the plan year 2024 filing.
  • Ibg LLC 401(k) Plan reported participants rose from 1,264 in the plan year 2023 filing to 1,302 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Published 5500 schedule card

Filing strip 133832398 · Ibg LLC PY 2024 · 401(k)

Ibg LLC 401(k) Plan · $437M · 1,302 · 97th

  • 5500 $437M
  • 5500 1,302
  • 5500 97th
  • 5500 401(k)
  • 5500 near Creative Artists Agency Retirement Plan
  • 5500 ind #8076

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 Connecticut →

Ibg LLC 401(k) Plan in the asset neighbourhood

Kingston Retirement Savings PlanKingston Retirement Savings …$438MHeico Holding, Inc. 401(k) PlanHeico Holding, Inc. 401(k) P…$437MIbg LLC 401(k) Plan$437MCreative Artists Agency Retirement PlanCreative Artists Agency Reti…$437MRadnet 401(k) Plan$437M
End-of-year total assets ($M) among Ibg LLC 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)$360M
Net Assets (End of Year)$437M
Net Income$77M
Employer EIN133832398
Plan Effective Date1994-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Ibg LLC)

Sponsor-wide plan assets over time

All Ibg LLC plans reported in each filing year

Latest sponsor-wide plan assets
$437M 58.73000985407359% vs 2022
2024 filing year
$250M$300M$350M$400M$450M$500M 202220232024 $275M $437M ▲ +58.7%
Year Plans Participants Total Assets
2022 1 1,165 $275M
2023 1 1,264 $360M
2024 1 1,302 $437M

Nearby 401(k) Plans in Connecticut

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

Ibg LLC 401(k) Plan vs. nearby 401(k) plans in Connecticut, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -20020406080 Total assets ($B) Participants Ibg LLC 401(k) Plan, Total assets ($B): 0.437002006 · Participants: 1302Ibg LLC 401(k) PlanRtx 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
Ibg LLC 401(k) Plan vs. nearby 401(k) plans in Connecticut, assets vs. participants
Compare Ibg LLC 401(k) Plan side-by-side with 3 peers →

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

Outside Connecticut, the nearest 401(k) by assets is Creative Artists Agency Retirement Plan in CA ($437M); by covered participants it is Polaris Pharmacy Services, LLC 401(k) Plan in FL (1,302 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($437M here).

Similar participant headcount

Nearest other-state filings by covered participants (1,302 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 Ibg LLC 401(k) Plan assets move in 2024? ▼
Ibg LLC 401(k) Plan grew sharply - up 21.4% during 2024, from $360M to $437M. Reported net income was $77M.
How have Ibg LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Ibg LLC's sponsor-wide assets grew 58.7%, from $275M to $437M.
Where does Ibg LLC 401(k) Plan rank by assets among Form 5500 filers? ▼
Ibg LLC 401(k) Plan ranks in the 97th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top 5% of all filed plans by assets).
Which 401(k) plans are similar in size to Ibg LLC 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Creative Artists Agency Retirement Plan in CA ($437M, 1,661 participants).
Which 401(k) plans cover a similar participant headcount to Ibg LLC 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Polaris Pharmacy Services, LLC 401(k) Plan in FL (1,302 participants, $13M 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 133832398.

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.