401(k) · DOL Form 5500 · 2022

Interwest Insurance Services, LLC 401(k) Plan

Data updated 2026-08-25

$57M
Total assets Below avg plan size
371
Participants Below avg headcount
89th
Percentile by assets National rank
$154,196
Avg per participant Above avg balance/head
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Official DOL plan name: Interwest Insurance Services, LLC 401(k) Profit Sharing Plan · Sponsored by Interwest Insurance Services, LLC · California · Finance & Insurance

$57M in assets, 371 participants

Interwest Insurance Services, LLC's Interwest Insurance Services, LLC 401(k) Profit Sharing Plan reported $57M in total assets and 371 participants in its 2022 DOL Form 5500 filing, ranking in the 89th 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.

  • #7,635 in Finance & Insurance (9,261 peers)

Where Interwest Insurance Services, LLC 401(k) Profit Sharing Plan sits by assets

Interwest Insurance Services, LLC 401(k) Profit Sharing Plan sits in the top quartile of all filed plans by assets, $57M for 371 participants (~$154,196/participant), down 19.7% in 2022.

#7,635
in Finance & Insurance (9,261 peers)
-19.7%
assets change YoY
0.6×
vs typical plan assets (national mean)

The plan reported a net loss of $14M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Interwest Insurance Services, LLC 401(k) Profit Sharing Plan's outsized position by total assets

Interwest Insurance Services, LLC 401(k) Profit Sharing Plan vs every filed plan by assets

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

$57,206,660 Top 11% higher than 89% 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

Interwest Insurance Services, LLC 401(k) Profit Sharing Plan among mid-size filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Interwest Insurance Services, LLC 401(k) Profit Sharing Plan sits mid-pack in the medium band (371 participants).

Plan-year Form 5500 strip

Filing strip 680266090 · Interwest Insurance Services, LLC PY 2022 · 401(k)

Interwest Insurance Services, LLC 401(k) Profit Sharing Plan · $57M · 371 · 89th

  • TYPE $57M
  • TYPE 371
  • TYPE 89th
  • TYPE 401(k)
  • TYPE near Shift4 401(k) Plan
  • TYPE ind #7635

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 →

Interwest Insurance Services, LLC 401(k) Profit Sharing Plan in the asset neighbourhood

Interwest Insurance Services, LLC 401(k) Profit Sharing PlanInterwest Insurance Services…$57MShift4 401(k) Plan$57MBrooks Save Happy 401(k) Plan$57MCooper Investors, Inc. 401(k) PlanCooper Investors, Inc. 401(k…$57MThe National Football League Capital Accumulation PlanThe National Football League…$57M
End-of-year total assets ($M) among Interwest Insurance Services, LLC 401(k) Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Scale-class filing particulars (2022)

Total Assets (Beginning of Year)$71M
Net Assets (End of Year)$57M
Net Income-$14M
Employer EIN680266090
Plan Effective Date1992-10-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Interwest Insurance Services, LLC)

Sponsor-wide plan assets over time

All Interwest Insurance Services, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$71M 24.623638226737935% vs 2022
2024 filing year
$55M$60M$65M$70M$75M 202220232024 $57.2M $71.3M ▲ +24.6%
Year Plans Participants Total Assets
2022 1 371 $57M
2023 1 378 $63M
2024 1 360 $71M

Nearby 401(k) Plans in California

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

Interwest Insurance Services, LLC 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 ($B) Participants Interwest Insurance Services, LLC 401(k) Profit Sharing Plan, Total assets ($B): 0.05720666 · Participants: 371Interwest Insurance Services, LLC 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
Interwest Insurance Services, LLC 401(k) Profit Sharing Plan vs. nearby 401(k) plans in California, assets vs. participants
Compare Interwest Insurance Services, LLC 401(k) Profit Sharing Plan side-by-side with 3 peers →

Interwest Insurance Services, LLC 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 Shift4 401(k) Plan in PA ($57M); by covered participants it is Principle 401(k) Plan in TX (371 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($57M here).

Similar participant headcount

Nearest other-state filings by covered participants (371 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 Interwest Insurance Services, LLC 401(k) Profit Sharing Plan assets move in 2022? ▼
Interwest Insurance Services, LLC 401(k) Profit Sharing Plan declined sharply - down 19.7% during 2022, from $71M to $57M. Reported net income was -$14M.
How have Interwest Insurance Services, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Interwest Insurance Services, LLC's sponsor-wide assets grew 24.6%, from $57M to $71M.
Where does Interwest Insurance Services, LLC 401(k) Profit Sharing Plan rank by assets among Form 5500 filers? ▼
Interwest Insurance Services, LLC 401(k) Profit Sharing Plan ranks in the 89th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to Interwest Insurance Services, LLC 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Shift4 401(k) Plan in PA ($57M, 1,473 participants).
Which 401(k) plans cover a similar participant headcount to Interwest Insurance Services, LLC 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Principle 401(k) Plan in TX (371 participants, $8M 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 680266090.

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.