401(k) · DOL Form 5500 · 2022

Integrated Wealth Counsel, Inc. 401(k) Plan

Data updated 2026-08-25

$37K
Total assets Small plan by assets
1
Participants Small participant base
3rd
Percentile by assets National rank
$37,292
Avg per participant Low balance/head
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Official DOL plan name: Integrated Wealth Counsel, Inc. 401(k) Plan · Sponsored by Integrated Wealth Counsel, Inc. · California · Finance & Insurance

$37K in assets, 1 participants

Integrated Wealth Counsel, Inc.'s Integrated Wealth Counsel, Inc. 401(k) Plan reported $37K in total assets and 1 participant in its 2022 DOL Form 5500 filing, ranking in the 3rd 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.

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

Integrated Wealth Counsel, Inc. multi-year trail

Integrated Wealth Counsel, Inc.'s plans moved +745.5% in assets from 2022 to 2024; this filing shows Integrated Wealth Counsel, Inc. 401(k) Plan at $37K / 1 participant.

#180
in Finance & Insurance (9,261 peers)
-5.6%
assets change YoY

The plan reported a net loss of $2K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Integrated Wealth Counsel, Inc. 401(k) Plan among the smaller filed plans by assets

Integrated Wealth Counsel, Inc. 401(k) Plan vs every filed plan by assets

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

$37,292 3rd percentile higher than 3% 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

Integrated Wealth Counsel, Inc. 401(k) Plan among micro filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Integrated Wealth Counsel, Inc. 401(k) Plan is a micro filing (1 participant), the leftmost band.

DOL schedule card

Filing strip 844251060 · Integrated Wealth Counsel, Inc. PY 2022 · 401(k)

Integrated Wealth Counsel, Inc. 401(k) Plan · $37K · 1 · 3rd

  • SCH $37K
  • SCH 1
  • SCH 3rd
  • SCH 401(k)
  • SCH near Atd Business Consulting Inc 401(k) Plan
  • SCH ind #180

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 →

Integrated Wealth Counsel, Inc. 401(k) Plan in the asset neighbourhood

Integrated Wealth Counsel, Inc. 401(k) PlanIntegrated Wealth Counsel, I…$37KAtd Business Consulting Inc 401(k) PlanAtd Business Consulting Inc …$37KSouth Coast Properties, Inc. 401(k) Profit Sharing PlanSouth Coast Properties, Inc.…$37KKamm Associates, Inc. 401(k) PlanKamm Associates, Inc. 401(k)…$37KThree Rivers Investments Retirement PlanThree Rivers Investments Ret…$37K
End-of-year total assets ($M) among Integrated Wealth Counsel, Inc. 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Integrated Wealth Counsel, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Integrated Wealth Counsel, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$315K 745.4923307948086% vs 2022
2024 filing year
$0M$0.1M$0.2M$0.3M$0.4M 202220232024 $0.04M $0.32M ▲ +700.0%
Year Plans Participants Total Assets
2022 1 1 $37K
2023 1 1 $75K
2024 1 1 $315K

Integrated Wealth Counsel, Inc. filing trail (2022)

Total Assets (Beginning of Year)$39K
Net Assets (End of Year)$37K
Net Income-$2K
Employer EIN844251060
Plan Effective Date2020-01-09
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in California

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

Integrated Wealth Counsel, Inc. 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000250000 -200204060 Total assets ($B) Participants Integrated Wealth Counsel, Inc. 401(k) Plan, Total assets ($B): 0.000037292 · Participants: 1Integrated Wealth Counsel, Inc. 401(k) 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
Integrated Wealth Counsel, Inc. 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants
Compare Integrated Wealth Counsel, Inc. 401(k) Plan side-by-side with 3 peers →

Integrated Wealth Counsel, Inc. 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside California, the nearest 401(k) by assets is Atd Business Consulting Inc 401(k) Plan in OH ($37K); by covered participants it is Kellow Corporation 401(k) Profit Sharing Plan in WI (1 participant). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (1 participant); 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 Integrated Wealth Counsel, Inc. 401(k) Plan assets move in 2022? ▼
Integrated Wealth Counsel, Inc. 401(k) Plan pulled back noticeably - down 5.6% during 2022, from $39K to $37K. Reported net income was -$2K.
How have Integrated Wealth Counsel, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Integrated Wealth Counsel, Inc.'s sponsor-wide assets grew 745.5%, from $37K to $315K.
Where does Integrated Wealth Counsel, Inc. 401(k) Plan rank by assets among Form 5500 filers? ▼
Integrated Wealth Counsel, Inc. 401(k) Plan ranks in the 3rd percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (among the smaller plans by assets on file).
Which 401(k) plans are similar in size to Integrated Wealth Counsel, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Atd Business Consulting Inc 401(k) Plan in OH ($37K, 1 participant).
Which 401(k) plans cover a similar participant headcount to Integrated Wealth Counsel, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Kellow Corporation 401(k) Profit Sharing Plan in WI (1 participant, N/A 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 844251060.

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.