401(k) · DOL Form 5500 · 2022
Ieq Capital, LLC 401(k) Plan
Data updated 2026-08-25
- $7M
- Total assets Small plan by assets
- 87
- Participants Small participant base
- 58th
- Percentile by assets National rank
- $82,113
- Avg per participant Below avg balance/head
Official DOL plan name: Ieq Capital 401(k) Plan · Sponsored by Ieq Capital, LLC · California · Finance & Insurance
$7M in assets, 87 participants
Ieq Capital, LLC's Ieq Capital 401(k) Plan reported $7M in total assets and 87 participants in its 2022 DOL Form 5500 filing, ranking in the 58th 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.
- #3,839 in Finance & Insurance (9,261 peers)
Ieq Capital, LLC multi-year trail
Ieq Capital, LLC's plans moved +189.1% in assets from 2022 to 2024; this filing shows Ieq Capital 401(k) Plan at $7M / 87 participants.
- #3,839
- in Finance & Insurance (9,261 peers)
- +9.8%
- assets growth YoY
Ieq Capital 401(k) Plan's mid-pack asset rank among Finance & Insurance and all filers
Ieq Capital 401(k) Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$7,143,822 Top 42% higher than 58% 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
Ieq Capital 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. Ieq Capital 401(k) Plan is a small filing (87 participants) on this national headcount ladder.
Plan-year Form 5500 strip
Filing strip 833657996 · Ieq Capital, LLC PY 2022 · 401(k)
Ieq Capital 401(k) Plan · $7M · 87 · 58th
- PHOTO $7M
- IND 87
- EOY 58th
- 5500 401(k)
- ASSETS near R.L. Morrissey & Associates, Inc. Fourth Amended and Restated 401(k) Profit-Sharing Plan and Trust
- PCT ind #3839
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 →
Ieq Capital 401(k) Plan in the asset neighbourhood
Ieq Capital, LLC multi-year asset trail
Sponsor-wide plan assets over time
All Ieq Capital, LLC plans reported in each filing year
- Latest sponsor-wide plan assets
- $21M 189.06170954427478% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 87 | $7M |
| 2023 | 1 | 125 | $13M |
| 2024 | 1 | 153 | $21M |
Ieq Capital, LLC filing trail (2022)
| Total Assets (Beginning of Year) | $7M |
|---|---|
| Net Assets (End of Year) | $7M |
| Net Income | $639K |
| Employer EIN | 833657996 |
| Plan Effective Date | 2019-07-23 |
| Filing Status | FILING RECEIVED |
Nearby 401(k) Plans in California
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Wells Fargo & Company 401(k) Plan $45.8B · 205,865
- Google LLC 401(k) Savings Plan $28.9B · 102,963
- Oracle Corporation 401(k) Savings and Investment Plan $21.9B · 46,320
- Chevron Employee Savings Investment Plan $18.6B · 19,946
- Intel 401(k) Savings Plan $18.4B · 54,672
Ieq Capital 401(k) Plan's out-of-state 401(k) peers by assets and headcount
Outside California, the nearest 401(k) by assets is R.L. Morrissey & Associates, Inc. Fourth Amended and Restated 401(k) Profit-Sharing Plan and Trust in OH ($7M); by covered participants it is Environmental Standards, Inc. Profit Sharing Plan in PA (87 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($7M here).
Similar participant headcount
Nearest other-state filings by covered participants (87 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.