401(k) · DOL Form 5500 · 2022

Ironwood Capital Management 401(k) Plan

Data updated 2026-08-25

$11M
Total assets Small plan by assets
35
Participants Small participant base
67th
Percentile by assets National rank
$317,454
Avg per participant High balance/head
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Official DOL plan name: Ironwood Capital Management 401(k) Profit Sharing Plan · Sponsored by Ironwood Capital Management · California · Finance & Insurance

$11M in assets, 35 participants

Ironwood Capital Management's Ironwood Capital Management 401(k) Profit Sharing Plan reported $11M in total assets and 35 participants in its 2022 DOL Form 5500 filing, ranking in the 67th 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.

  • #4,680 in Finance & Insurance (9,261 peers)

Ironwood Capital Management multi-year trail

Ironwood Capital Management's plans moved +52.4% in assets from 2022 to 2024; this filing shows Ironwood Capital Management 401(k) Profit Sharing Plan at $11M / 35 participants.

#4,680
in Finance & Insurance (9,261 peers)
-19.3%
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.

Ironwood Capital Management 401(k) Profit Sharing Plan's outsized position by total assets

Ironwood Capital Management 401(k) Profit Sharing Plan vs every filed plan by assets

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

$11,110,888 Top 33% higher than 67% 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

Ironwood Capital Management 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. Ironwood Capital Management 401(k) Profit Sharing Plan is a small filing (35 participants) on this national headcount ladder.

EBSA filing schedule strip

Filing strip 911797297 · Ironwood Capital Management PY 2022 · 401(k)

Ironwood Capital Management 401(k) Profit Sharing Plan · $11M · 35 · 67th

  • PART $11M
  • TYPE 35
  • NET 67th
  • BOOK 401(k)
  • VS-ST near American Contract Bridge League 401(k) Retirement Plan
  • BOY ind #4680

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 →

Ironwood Capital Management 401(k) Profit Sharing Plan in the asset neighbourhood

Ironwood Capital Management 401(k) Profit Sharing PlanIronwood Capital Management …$11MAmerican Contract Bridge League 401(k) Retirement PlanAmerican Contract Bridge Lea…$11MDetex Corporation 401(k) & Profit Sharing PlanDetex Corporation 401(k) & P…$11MBay View Industries, Inc. 401(k) Profit Sharing PlanBay View Industries, Inc. 40…$11MIrco Profit Sharing Plan & TrustIrco Profit Sharing Plan & T…$11M
End-of-year total assets ($M) among Ironwood Capital Management 401(k) Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Ironwood Capital Management multi-year asset trail

Sponsor-wide plan assets over time

All Ironwood Capital Management plans reported in each filing year

Latest sponsor-wide plan assets
$17M 52.35863236133782% vs 2022
2024 filing year
$10M$12M$14M$16M$18M 202220232024 $11.1M $16.9M ▲ +52.4%
Year Plans Participants Total Assets
2022 1 35 $11M
2023 1 38 $14M
2024 1 40 $17M

Ironwood Capital Management filing trail (2022)

Total Assets (Beginning of Year)$14M
Net Assets (End of Year)$11M
Net Income-$3M
Employer EIN911797297
Plan Effective Date2005-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in California

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

Ironwood Capital Management 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 ($B) Participants Ironwood Capital Management 401(k) Profit Sharing Plan, Total assets ($B): 0.011110888 · Participants: 35Ironwood Capital Management 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
Ironwood Capital Management 401(k) Profit Sharing Plan vs. nearby 401(k) plans in California, assets vs. participants
Compare Ironwood Capital Management 401(k) Profit Sharing Plan side-by-side with 3 peers →

Ironwood Capital Management 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 American Contract Bridge League 401(k) Retirement Plan in MS ($11M); by covered participants it is Toms Offroad 401(k) Plan in OR (35 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (35 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 Ironwood Capital Management 401(k) Profit Sharing Plan assets move in 2022? ▼
Ironwood Capital Management 401(k) Profit Sharing Plan declined sharply - down 19.3% during 2022, from $14M to $11M. Reported net income was -$3M.
How have Ironwood Capital Management plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Ironwood Capital Management's sponsor-wide assets grew 52.4%, from $11M to $17M.
Which 401(k) plans are similar in size to Ironwood Capital Management 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is American Contract Bridge League 401(k) Retirement Plan in MS ($11M, 90 participants).
Which 401(k) plans cover a similar participant headcount to Ironwood Capital Management 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Toms Offroad 401(k) Plan in OR (35 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 911797297.

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.