401(k) · DOL Form 5500 · 2024

Ieq Capital, LLC 401(k) Plan

Data updated 2026-08-25

$21M
Total assets Small plan by assets
153
Participants Small participant base
71st
Percentile by assets National rank
$134,968
Avg per participant Near avg balance/head
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Official DOL plan name: Ieq Capital 401(k) Plan · Sponsored by Ieq Capital, LLC · California · Finance & Insurance

$21M in assets, 153 participants

Ieq Capital, LLC's Ieq Capital 401(k) Plan reported $21M in total assets and 153 participants in its 2024 DOL Form 5500 filing, ranking in the 71st 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.

  • #4,798 in Finance & Insurance (8,549 peers)

Coverage in California

Ieq Capital 401(k) Plan covers 153 participants in California, about 24% of the average California filer (state average ~630 per filing). Assets: $21M.

#4,798
in Finance & Insurance (8,549 peers)
+62.2%
assets growth YoY

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

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

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

$20,650,054 Top 29% higher than 71% 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

Ieq 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. Ieq Capital 401(k) Plan sits mid-pack in the medium band (153 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Ieq Capital 401(k) Plan end-of-year assets rose from $13M in the plan year 2023 filing to $21M in the plan year 2024 filing.
  • Ieq Capital 401(k) Plan reported net income rose from $6M in the plan year 2023 filing to $8M in the plan year 2024 filing.
  • Ieq Capital 401(k) Plan reported participants rose from 125 in the plan year 2023 filing to 153 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Published 5500 schedule card

Filing strip 833657996 · Ieq Capital, LLC PY 2024 · 401(k)

Ieq Capital 401(k) Plan · $21M · 153 · 71st

  • TYPE $21M
  • TYPE 153
  • TYPE 71st
  • TYPE 401(k)
  • TYPE near Idaho Steel Products, Inc. Profit Sharing 401(k) Retirement Savings Plan
  • TYPE ind #4798

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 →

Ieq Capital 401(k) Plan in the asset neighbourhood

Ieq Capital 401(k) Plan$21MIdaho Steel Products, Inc. Profit Sharing 401(k) Retirement Savings PlanIdaho Steel Products, Inc. P…$21MSigourney Tractor & Implement Co. L.C. Retirement Savings PlanSigourney Tractor & Implemen…$21MLatam Airlines Group, S. a. , Inc. 401(k) PlanLatam Airlines Group, S. a. …$21MTh Plastics 401(k) Profit Sharing PlanTh Plastics 401(k) Profit Sh…$21M
End-of-year total assets ($M) among Ieq Capital 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

California filing particulars

Total Assets (Beginning of Year)$13M
Net Assets (End of Year)$21M
Net Income$8M
Employer EIN833657996
Plan Effective Date2019-07-23
Filing StatusFILING RECEIVED

Sponsor Plan History (Ieq Capital, LLC)

Sponsor-wide plan assets over time

All Ieq Capital, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$21M 189.06170954427478% vs 2022
2024 filing year
$5M$10M$15M$20M$25M 202220232024 $7.14M $20.7M ▲ +189.2%
Year Plans Participants Total Assets
2022 1 87 $7M
2023 1 125 $13M
2024 1 153 $21M

Nearby 401(k) Plans in California

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

Ieq Capital 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -200204060 Total assets ($B) Participants Ieq Capital 401(k) Plan, Total assets ($B): 0.020650054 · Participants: 153Ieq 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
Ieq Capital 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants
Compare Ieq Capital 401(k) Plan side-by-side with 3 peers →

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

Outside California, the nearest 401(k) by assets is Idaho Steel Products, Inc. Profit Sharing 401(k) Retirement Savings Plan in ID ($21M); by covered participants it is American Guardian Warranty 401(k) Plan in IL (153 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (153 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 Ieq Capital 401(k) Plan assets move in 2024? ▼
Ieq Capital 401(k) Plan surged - up 62.2% during 2024, from $13M to $21M. Reported net income was $8M.
How have Ieq Capital, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Ieq Capital, LLC's sponsor-wide assets grew 189.1%, from $7M to $21M.
Which 401(k) plans are similar in size to Ieq Capital 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Idaho Steel Products, Inc. Profit Sharing 401(k) Retirement Savings Plan in ID ($21M, 163 participants).
Which 401(k) plans cover a similar participant headcount to Ieq Capital 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is American Guardian Warranty 401(k) Plan in IL (153 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 833657996.

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.