401(k) · DOL Form 5500 · 2022

Index Fund Advisors, Inc. 401(k) Plan

Data updated 2026-08-25

$12M
Total assets Small plan by assets
47
Participants Small participant base
68th
Percentile by assets National rank
$245,975
Avg per participant Above avg balance/head
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Official DOL plan name: Index Fund Advisors, Inc. 401(k) Profit Sharing Plan · Sponsored by Index Fund Advisors, Inc. · California · Finance & Insurance

$12M in assets, 47 participants

Index Fund Advisors, Inc.'s Index Fund Advisors, Inc. 401(k) Profit Sharing Plan reported $12M in total assets and 47 participants in its 2022 DOL Form 5500 filing, ranking in the 68th 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.

  • #4,764 in Finance & Insurance (9,261 peers)

Index Fund Advisors, Inc. multi-year trail

Index Fund Advisors, Inc.'s plans moved +31.6% in assets from 2022 to 2023; this filing shows Index Fund Advisors, Inc. 401(k) Profit Sharing Plan at $12M / 47 participants.

#4,764
in Finance & Insurance (9,261 peers)
-5.9%
assets change YoY

The plan reported a net loss of $730K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Index Fund Advisors, Inc. 401(k) Profit Sharing Plan's outsized position by total assets

Index Fund Advisors, Inc. 401(k) Profit Sharing Plan vs every filed plan by assets

End-of-year total assets · plan year 2022 · DOL Form 5500

$11,560,826 Top 32% higher than 68% of 139,123 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 2022

Index Fund Advisors, Inc. 401(k) Profit Sharing Plan among smaller filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Index Fund Advisors, Inc. 401(k) Profit Sharing Plan is a small filing (47 participants) on this national headcount ladder.

Plan-year Form 5500 strip

Filing strip 463096907 · Index Fund Advisors, Inc. PY 2022 · 401(k)

Index Fund Advisors, Inc. 401(k) Profit Sharing Plan · $12M · 47 · 68th

  • PCT $12M
  • EIN 47
  • RANK 68th
  • PHOTO 401(k)
  • IND near Amur Equipment Finance Inc. 401(k) Plan
  • EOY ind #4764

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 →

Index Fund Advisors, Inc. 401(k) Profit Sharing Plan in the asset neighbourhood

Index Fund Advisors, Inc. 401(k) Profit Sharing PlanIndex Fund Advisors, Inc. 40…$12MAmur Equipment Finance Inc. 401(k) PlanAmur Equipment Finance Inc. …$12MTrc Worldwide Engineering 401(k) PlanTrc Worldwide Engineering 40…$12MPark Place Operations, Inc. 401(k) PlanPark Place Operations, Inc. …$12MPittman Construction Company Profit Sharing PlanPittman Construction Company…$12M
End-of-year total assets ($M) among Index Fund Advisors, Inc. 401(k) Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Index Fund Advisors, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Index Fund Advisors, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$15M 31.60043235664995% vs 2022
2023 filing year
$10M$12M$14M$16M 20222023 $11.6M $15.2M ▲ +31.6%
Year Plans Participants Total Assets
2022 1 47 $12M
2023 1 56 $15M

Index Fund Advisors, Inc. filing trail (2022)

Total Assets (Beginning of Year)$12M
Net Assets (End of Year)$12M
Net Income-$730K
Employer EIN463096907
Plan Effective Date2002-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in California

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

Index Fund Advisors, Inc. 401(k) Profit Sharing Plan vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000250000 -200204060 Total assets ($B) Participants Index Fund Advisors, Inc. 401(k) Profit Sharing Plan, Total assets ($B): 0.011560826 · Participants: 47Index Fund Advisors, Inc. 401(k) Profit Sharing PlanWells Fargo & Company 401(k) Plan, Total assets ($B): 45.765616608 · Participants: 205865Wells Fargo & Company 401(k) PlanGoogle LLC 401(k) Savings Plan, Total assets ($B): 28.89820221 · Participants: 102963Google LLC 401(k) Savings PlanOracle Corporation 401(k) Savings and Investment Plan, Total assets ($B): 21.851716605 · Participants: 46320Oracle Corporation 401(k) Savings and Investment PlanChevron Employee Savings Investment Plan, Total assets ($B): 18.60989746 · Participants: 19946Chevron Employee Savings Investment PlanIntel 401(k) Savings Plan, Total assets ($B): 18.361585903 · Participants: 54672Intel 401(k) Savings Plan
Index Fund Advisors, Inc. 401(k) Profit Sharing Plan vs. nearby 401(k) plans in California, assets vs. participants
Compare Index Fund Advisors, Inc. 401(k) Profit Sharing Plan side-by-side with 3 peers →

Index Fund Advisors, Inc. 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside California, the nearest 401(k) by assets is Amur Equipment Finance Inc. 401(k) Plan in NE ($12M); by covered participants it is Gpd Optoelectronics Corp. 401(k) Profit Sharing Plan in NH (47 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (47 participants); asset peers above are excluded.

DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Index Fund Advisors, Inc. 401(k) Profit Sharing Plan assets move in 2022? ▼
Index Fund Advisors, Inc. 401(k) Profit Sharing Plan pulled back noticeably - down 5.9% during 2022, from $12M to $12M. Reported net income was -$730K.
How have Index Fund Advisors, Inc. plan assets changed over time? ▼
Across 2 plan years on file (2022-2023), Index Fund Advisors, Inc.'s sponsor-wide assets grew 31.6%, from $12M to $15M.
Which 401(k) plans are similar in size to Index Fund Advisors, Inc. 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Amur Equipment Finance Inc. 401(k) Plan in NE ($12M, 258 participants).
Which 401(k) plans cover a similar participant headcount to Index Fund Advisors, Inc. 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Gpd Optoelectronics Corp. 401(k) Profit Sharing Plan in NH (47 participants, $5M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2022.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 463096907.

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.