401(k) · DOL Form 5500 · 2022
Investortools, Inc. 401(k) Plan
Data updated 2026-08-25
- $13M
- Total assets Small plan by assets
- 126
- Participants Small participant base
- 70th
- Percentile by assets National rank
- $105,857
- Avg per participant Below avg balance/head
Official DOL plan name: Investortools, Inc. 401(k) Plan · Sponsored by Investortools, Inc. · Colorado · Professional & Technical Services
$13M in assets, 126 participants
Investortools, Inc.'s Investortools, Inc. 401(k) Plan reported $13M in total assets and 126 participants in its 2022 DOL Form 5500 filing, ranking in the 70th 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.
- #15,056 in Professional & Technical Services (21,562 peers)
Coverage in Colorado
Investortools, Inc. 401(k) Plan covers 126 participants in Colorado, about 34% of the average Colorado filer (state average ~376 per filing). Assets: $13M.
- #15,056
- in Professional & Technical Services (21,562 peers)
- -4.5%
- assets change YoY
The plan reported a net loss of $632K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Investortools, Inc. 401(k) Plan's outsized position by total assets
Investortools, Inc. 401(k) Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$13,337,930 Top 30% higher than 70% of 139,123 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022
Investortools, Inc. 401(k) 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. Investortools, Inc. 401(k) Plan sits mid-pack in the medium band (126 participants).
Plan-year Form 5500 strip
Filing strip 222648492 · Investortools, Inc. PY 2022 · 401(k)
Investortools, Inc. 401(k) Plan · $13M · 126 · 70th
- EBSA $13M
- PART 126
- TYPE 70th
- NET 401(k)
- BOOK near Crown Motors, Ltd. 401(k) Plan
- VS-ST ind #15056
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 →
Investortools, Inc. 401(k) Plan in the asset neighbourhood
Colorado filing particulars
| Total Assets (Beginning of Year) | $14M |
|---|---|
| Net Assets (End of Year) | $13M |
| Net Income | -$632K |
| Employer EIN | 222648492 |
| Plan Effective Date | 2015-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Investortools, Inc.)
Sponsor-wide plan assets over time
All Investortools, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $22M 65.03382458897295% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 126 | $13M |
| 2023 | 1 | 129 | $18M |
| 2024 | 1 | 130 | $22M |
Nearby 401(k) Plans in Colorado
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Davita Retirement Savings Plan $2.8B · 57,172
- Ball Corporation 401(k) and Employee Stock Ownership Plan $2.5B · 10,671
- Scl Health 401(k) Retirement Savings Plan $1.5B · 12,642
- Woodward Retirement Savings Plan $1.5B · 5,046
- Empower Retirement, LLC 401(k) Savings Plan $1.5B · 7,741
Investortools, Inc. 401(k) Plan's out-of-state 401(k) peers by assets and headcount
Outside Colorado, the nearest 401(k) by assets is Crown Motors, Ltd. 401(k) Plan in MI ($13M); by covered participants it is Texas Citizens Bank, N. a. 401(k) Plan in TX (126 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($13M here).
- Crown Motors, Ltd. 401(k) Plan (MI) $13M · 197
- Clay Ingels Co., LLC Retirement Savings Plan (KY) $13M · 140
- Pgp International, Inc. 401(k) Plan (CA) $13M · 205
- Indigital Telecom 401(k) Profit Sharing Plan (IN) $13M · 118
Similar participant headcount
Nearest other-state filings by covered participants (126 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.