401(k) · DOL Form 5500 · 2024

Ickovic & Co. PC Profit Sharing Plan and Trust 401(k) Plan

Data updated 2026-08-25

$3M
Total assets Small plan by assets
4
Participants Small participant base
34th
Percentile by assets National rank
$738,792
Avg per participant High balance/head
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Official DOL plan name: Ickovic & Co. PC Profit Sharing Plan and Trust · Sponsored by Ickovic & Co. PC Profit Sharing Plan and Trust · Colorado · Professional & Technical Services

$3M in assets, 4 participants

Ickovic & Co. PC Profit Sharing Plan and Trust's Ickovic & Co. PC Profit Sharing Plan and Trust reported $3M in total assets and 4 participants in its 2024 DOL Form 5500 filing, ranking in the 34th 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.

  • #6,119 in Professional & Technical Services (20,173 peers)

Ickovic & Co. PC Profit Sharing Plan and Trust multi-year trail

Ickovic & Co. PC Profit Sharing Plan and Trust's plans moved +12.5% in assets from 2022 to 2024; this filing shows Ickovic & Co. PC Profit Sharing Plan and Trust at $3M / 4 participants.

#6,119
in Professional & Technical Services (20,173 peers)
-10.8%
assets change YoY

The plan reported a net loss of $356K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Ickovic & Co. PC Profit Sharing Plan and Trust's mid-pack asset rank among Professional & Technical Services and all filers

Ickovic & Co. PC Profit Sharing Plan and Trust vs every filed plan by assets

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

$2,955,168 34th percentile higher than 34% 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

Ickovic & Co. PC Profit Sharing Plan and Trust among micro filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Ickovic & Co. PC Profit Sharing Plan and Trust is a micro filing (4 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Ickovic & Co. PC Profit Sharing Plan and Trust reported net income fell from $685K in the plan year 2023 filing to -$356K in the plan year 2024 filing.
  • Ickovic & Co. PC Profit Sharing Plan and Trust end-of-year assets fell from $3M in the plan year 2023 filing to $3M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Plan-year Form 5500 strip

Filing strip 840863212 · Ickovic & Co. PC Profit Sharing Plan and Trust PY 2024 · 401(k)

Ickovic & Co. PC Profit Sharing Plan and Trust · $3M · 4 · 34th

  • 5500 $3M
  • 5500 4
  • 5500 34th
  • 5500 401(k)
  • 5500 near Academy for Classical Education, Inc. 401(k) Plan
  • 5500 ind #6119

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 Professional & Technical Services retirement plans → · Plans in Colorado →

Ickovic & Co. PC Profit Sharing Plan and Trust in the asset neighbourhood

Ickovic & Co. PC Profit Sharing Plan and TrustIckovic & Co. PC Profit Shar…$3MAcademy for Classical Education, Inc. 401(k) PlanAcademy for Classical Educat…$3MNormed Inc Savings Plan$3MBrainworks Software 401(k) Profit Sharing Plan & TrustBrainworks Software 401(k) P…$3MJds Associate Services Inc 401(k) Profit Sharing Plan & TrustJds Associate Services Inc 4…$3M
End-of-year total assets ($M) among Ickovic & Co. PC Profit Sharing Plan and Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Ickovic & Co. PC Profit Sharing Plan and Trust multi-year asset trail

Sponsor-wide plan assets over time

All Ickovic & Co. PC Profit Sharing Plan and Trust plans reported in each filing year

Latest sponsor-wide plan assets
$3M 12.514049178979686% vs 2022
2024 filing year
$2.5M$3M$3.5M 202220232024 $2.63M $2.96M ▲ +12.5%
Year Plans Participants Total Assets
2022 1 4 $3M
2023 1 4 $3M
2024 1 4 $3M

Ickovic & Co. PC Profit Sharing Plan and Trust filing trail (2024)

Total Assets (Beginning of Year)$3M
Net Assets (End of Year)$3M
Net Income-$356K
Employer EIN840863212
Plan Effective Date1989-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Colorado

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

Ickovic & Co. PC Profit Sharing Plan and Trust vs. nearby 401(k) plans in Colorado, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -1012345 Total assets ($B) Participants Ickovic & Co. PC Profit Sharing Plan and Trust, Total assets ($B): 0.002955168 · Participants: 4Ickovic & Co. PC Profit Sharing Plan and TrustDavita Retirement Savings Plan, Total assets ($B): 3.81412558 · Participants: 57900Davita Retirement Savings PlanBall Corporation 401(k) and Employee Stock Ownership Plan, Total assets ($B): 2.319532435 · Participants: 9935Ball Corporation 401(k) and Employee Stock Ownership PlanArcadis U.S., Inc. Retirement Savings Plan, Total assets ($B): 2.259964434 · Participants: 7607Arcadis U.S., Inc. Retirement Savings PlanEmpower Retirement, LLC 401(k) Savings Plan, Total assets ($B): 2.234179481 · Participants: 10185Empower Retirement, LLC 401(k) Savings PlanWoodward Retirement Savings Plan, Total assets ($B): 1.965265264 · Participants: 6210Woodward Retirement Savings Plan
Ickovic & Co. PC Profit Sharing Plan and Trust vs. nearby 401(k) plans in Colorado, assets vs. participants
Compare Ickovic & Co. PC Profit Sharing Plan and Trust side-by-side with 3 peers →

Ickovic & Co. PC Profit Sharing Plan and Trust's out-of-state 401(k) peers by assets and headcount

Outside Colorado, the nearest 401(k) by assets is Academy for Classical Education, Inc. 401(k) Plan in GA ($3M); by covered participants it is Jab Investments, Inc. 401(k) Plan in WI (4 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (4 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 Ickovic & Co. PC Profit Sharing Plan and Trust assets move in 2024? ▼
Ickovic & Co. PC Profit Sharing Plan and Trust pulled back noticeably - down 10.8% during 2024, from $3M to $3M. Reported net income was -$356K.
How have Ickovic & Co. PC Profit Sharing Plan and Trust plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Ickovic & Co. PC Profit Sharing Plan and Trust's sponsor-wide assets grew 12.5%, from $3M to $3M.
Which 401(k) plans are similar in size to Ickovic & Co. PC Profit Sharing Plan and Trust? ▼
Among 401(k) plans in other states, the closest by assets is Academy for Classical Education, Inc. 401(k) Plan in GA ($3M, 218 participants).
Which 401(k) plans cover a similar participant headcount to Ickovic & Co. PC Profit Sharing Plan and Trust? ▼
Among 401(k) plans in other states, the closest by covered participants is Jab Investments, Inc. 401(k) Plan in WI (4 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 840863212.

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.