401(k) · DOL Form 5500 · 2022

Innovation Specialties 401(k) Plan

Data updated 2026-08-25

$5M
Total assets Small plan by assets
171
Participants Small participant base
49th
Percentile by assets National rank
$27,368
Avg per participant Low balance/head
PlainRetire home → About this data

Official DOL plan name: Innovation Specialties 401(k) Profit Sharing Plan · Sponsored by Innovation Specialties · California · Wholesale Trade

$5M in assets, 171 participants

Innovation Specialties's Innovation Specialties 401(k) Profit Sharing Plan reported $5M in total assets and 171 participants in its 2022 DOL Form 5500 filing, ranking in the 49th 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.

  • #2,535 in Wholesale Trade (6,843 peers)

Coverage in California

Innovation Specialties 401(k) Profit Sharing Plan covers 171 participants in California, about 27% of the average California filer (state average ~630 per filing). Assets: $5M.

#2,535
in Wholesale Trade (6,843 peers)
-13.0%
assets change YoY

The plan reported a net loss of $697K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Innovation Specialties 401(k) Profit Sharing Plan's mid-pack asset rank among Wholesale Trade and all filers

Innovation Specialties 401(k) Profit Sharing Plan vs every filed plan by assets

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

$4,679,927 49th percentile higher than 49% 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

Innovation Specialties 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. Innovation Specialties 401(k) Profit Sharing Plan sits mid-pack in the medium band (171 participants).

Published 5500 schedule card

Filing strip 953345974 · Innovation Specialties PY 2022 · 401(k)

Innovation Specialties 401(k) Profit Sharing Plan · $5M · 171 · 49th

  • BOOK $5M
  • BOOK 171
  • BOOK 49th
  • BOOK 401(k)
  • BOOK near Proletariat 401(k) Plan
  • BOOK ind #2535

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 Wholesale Trade retirement plans → · Plans in California →

Innovation Specialties 401(k) Profit Sharing Plan in the asset neighbourhood

Innovation Specialties 401(k) Profit Sharing PlanInnovation Specialties 401(k…$5MProletariat 401(k) Plan$5MPal Management, Inc. Employee Savings PlanPal Management, Inc. Employe…$5MShamrock Cabinet and Fixture Corporation 401(k) Profit Sharing PlanShamrock Cabinet and Fixture…$5MEpic Aircraft LLC 401(k) Plan$5M
End-of-year total assets ($M) among Innovation Specialties 401(k) Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

California filing particulars

Total Assets (Beginning of Year)$5M
Net Assets (End of Year)$5M
Net Income-$697K
Employer EIN953345974
Plan Effective Date1980-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in California

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

Innovation Specialties 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 ($B) Participants Innovation Specialties 401(k) Profit Sharing Plan, Total assets ($B): 0.004679927 · Participants: 171Innovation Specialties 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
Innovation Specialties 401(k) Profit Sharing Plan vs. nearby 401(k) plans in California, assets vs. participants
Compare Innovation Specialties 401(k) Profit Sharing Plan side-by-side with 3 peers →

Innovation Specialties 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 Proletariat 401(k) Plan in MA ($5M); by covered participants it is The Dorschel Group Retirement Plan in NY (171 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (171 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 Innovation Specialties 401(k) Profit Sharing Plan assets move in 2022? ▼
Innovation Specialties 401(k) Profit Sharing Plan pulled back noticeably - down 13.0% during 2022, from $5M to $5M. Reported net income was -$697K.
Which 401(k) plans are similar in size to Innovation Specialties 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Proletariat 401(k) Plan in MA ($5M, 107 participants).
Which 401(k) plans cover a similar participant headcount to Innovation Specialties 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is The Dorschel Group Retirement Plan in NY (171 participants, N/A 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 953345974.

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.