401(k) · DOL Form 5500 · 2022

Inverness Counsel LLC 401(k) Plan

Data updated 2026-08-25

$13M
Total assets Small plan by assets
31
Participants Small participant base
69th
Percentile by assets National rank
$408,322
Avg per participant High balance/head
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Official DOL plan name: Inverness Counsel 401(k) Plan · Sponsored by Inverness Counsel LLC · New York · Finance & Insurance

$13M in assets, 31 participants

Inverness Counsel LLC's Inverness Counsel 401(k) Plan reported $13M in total assets and 31 participants in its 2022 DOL Form 5500 filing, ranking in the 69th 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.

  • #4,954 in Finance & Insurance (9,261 peers)

Inverness Counsel LLC multi-year trail

Inverness Counsel LLC's plans moved -99.9% in assets from 2022 to 2024; this filing shows Inverness Counsel 401(k) Plan at $13M / 31 participants.

#4,954
in Finance & Insurance (9,261 peers)
-17.6%
assets change YoY

The plan reported a net loss of $3M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Inverness Counsel 401(k) Plan's outsized position by total assets

Inverness Counsel 401(k) Plan vs every filed plan by assets

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

$12,657,985 Top 31% higher than 69% 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

Inverness Counsel 401(k) 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. Inverness Counsel 401(k) Plan is a small filing (31 participants) on this national headcount ladder.

DOL schedule card

Filing strip 300655125 · Inverness Counsel LLC PY 2022 · 401(k)

Inverness Counsel 401(k) Plan · $13M · 31 · 69th

  • IND $13M
  • EOY 31
  • 5500 69th
  • ASSETS 401(k)
  • PCT near Wrh Realty Services, Inc.401(k) Plan
  • EIN ind #4954

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 New York →

Inverness Counsel 401(k) Plan in the asset neighbourhood

Inverness Counsel 401(k) Plan$13MWrh Realty Services, Inc.401(k) PlanWrh Realty Services, Inc.401…$13MMed-El Corporation 401(k) Profit Sharing Plan and TrustMed-El Corporation 401(k) Pr…$13MNaik Consulting Group, P.C. 401(k) PlanNaik Consulting Group, P.C. …$13MRemote Technology 401(k) Plan$13M
End-of-year total assets ($M) among Inverness Counsel 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Inverness Counsel LLC multi-year asset trail

Sponsor-wide plan assets over time

All Inverness Counsel LLC plans reported in each filing year

Latest sponsor-wide plan assets
$11K 99.90917985761557% vs 2022
2024 filing year
$0M$5M$10M$15M 202220232024 $12.7M $0.01M ▼ -99.9%
Year Plans Participants Total Assets
2022 1 31 $13M
2023 1 28 $525K
2024 1 4 $11K

Inverness Counsel LLC filing trail (2022)

Total Assets (Beginning of Year)$15M
Net Assets (End of Year)$13M
Net Income-$3M
Employer EIN300655125
Plan Effective Date2000-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in New York

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

Inverness Counsel 401(k) Plan vs. nearby 401(k) plans in New York, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -200204060 Total assets ($B) Participants Inverness Counsel 401(k) Plan, Total assets ($B): 0.012657985 · Participants: 31Inverness Counsel 401(k) PlanIBM 401 (K) Plus Plan, Total assets ($B): 53.363875208 · Participants: 56376IBM 401 (K) Plus PlanMorgan Stanley 401(k) Plan, Total assets ($B): 16.415517176 · Participants: 42924Morgan Stanley 401(k) PlanThe Pepsico Savings Plan, Total assets ($B): 12.067222 · Participants: 129846The Pepsico Savings PlanDeloitte 401(k) Plan, Total assets ($B): 10.966899716 · Participants: 74687Deloitte 401(k) PlanThe Goldman Sachs 401(k) Plan, Total assets ($B): 9.681988279 · Participants: 22650The Goldman Sachs 401(k) Plan
Inverness Counsel 401(k) Plan vs. nearby 401(k) plans in New York, assets vs. participants
Compare Inverness Counsel 401(k) Plan side-by-side with 3 peers →

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

Outside New York, the nearest 401(k) by assets is Wrh Realty Services, Inc.401(k) Plan in FL ($13M); by covered participants it is Doty Pruett Wilson, PC 401(k) Profit Sharing Plan in OR (31 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($13M here).

Similar participant headcount

Nearest other-state filings by covered participants (31 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 Inverness Counsel 401(k) Plan assets move in 2022? ▼
Inverness Counsel 401(k) Plan declined sharply - down 17.6% during 2022, from $15M to $13M. Reported net income was -$3M.
How have Inverness Counsel LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Inverness Counsel LLC's sponsor-wide assets declined 99.9%, from $13M to $11K.
Which 401(k) plans are similar in size to Inverness Counsel 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Wrh Realty Services, Inc.401(k) Plan in FL ($13M, 272 participants).
Which 401(k) plans cover a similar participant headcount to Inverness Counsel 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Doty Pruett Wilson, PC 401(k) Profit Sharing Plan in OR (31 participants, $2M 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 300655125.

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.