401(k) · DOL Form 5500 · 2022

Invoca, Inc. 401(k) Plan

Data updated 2026-08-25

$27M
Total assets Below avg plan size
326
Participants Below avg headcount
81st
Percentile by assets National rank
$81,376
Avg per participant Below avg balance/head
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Official DOL plan name: Invoca, Inc. 401(k) Profit Sharing Plan & Trust · Sponsored by Invoca, Inc. · California · Professional & Technical Services

$27M in assets, 326 participants

Invoca, Inc.'s Invoca, Inc. 401(k) Profit Sharing Plan & Trust reported $27M in total assets and 326 participants in its 2022 DOL Form 5500 filing, ranking in the 81st 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.

  • #17,646 in Professional & Technical Services (21,562 peers)

Where Invoca, Inc. 401(k) Profit Sharing Plan & Trust sits by assets

Invoca, Inc. 401(k) Profit Sharing Plan & Trust sits in the top quartile of all filed plans by assets, $27M for 326 participants (~$81,376/participant), up 13.5% in 2022.

#17,646
in Professional & Technical Services (21,562 peers)
+13.5%
assets growth YoY
0.3×
vs typical plan assets (national mean)

Invoca, Inc. 401(k) Profit Sharing Plan & Trust's outsized position by total assets

Invoca, Inc. 401(k) Profit Sharing Plan & Trust vs every filed plan by assets

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

$26,528,581 Top 19% higher than 81% 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

Invoca, Inc. 401(k) Profit Sharing Plan & Trust 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. Invoca, Inc. 401(k) Profit Sharing Plan & Trust sits mid-pack in the medium band (326 participants).

EBSA filing schedule strip

Filing strip 264390865 · Invoca, Inc. PY 2022 · 401(k)

Invoca, Inc. 401(k) Profit Sharing Plan & Trust · $27M · 326 · 81st

  • TYPE $27M
  • TYPE 326
  • TYPE 81st
  • TYPE 401(k)
  • TYPE near Lone Rock Resources 401(k) and Profit Sharing Plan
  • TYPE ind #17646

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 California →

Invoca, Inc. 401(k) Profit Sharing Plan & Trust in the asset neighbourhood

Invoca, Inc. 401(k) Profit Sharing Plan & TrustInvoca, Inc. 401(k) Profit S…$27MLone Rock Resources 401(k) and Profit Sharing PlanLone Rock Resources 401(k) a…$27MU.S. Tool Grinding Inc Employees Profit Sharing PlanU.S. Tool Grinding Inc Emplo…$27MCore Electric Cooperative 401(k) PlanCore Electric Cooperative 40…$27MNavmar Applied Sciences Corporation 401(k) Profit Sharing PlanNavmar Applied Sciences Corp…$27M
End-of-year total assets ($M) among Invoca, Inc. 401(k) Profit Sharing Plan & Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Scale-class filing particulars (2022)

Total Assets (Beginning of Year)$23M
Net Assets (End of Year)$27M
Net Income$3M
Employer EIN264390865
Plan Effective Date2011-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Invoca, Inc.)

Sponsor-wide plan assets over time

All Invoca, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$48M 79.1145255752654% vs 2022
2024 filing year
$20M$30M$40M$50M 202220232024 $26.5M $47.5M ▲ +79.1%
Year Plans Participants Total Assets
2022 1 326 $27M
2023 1 401 $38M
2024 1 355 $48M

Nearby 401(k) Plans in California

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

Invoca, Inc. 401(k) Profit Sharing Plan & Trust vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000250000 -200204060 Total assets ($B) Participants Invoca, Inc. 401(k) Profit Sharing Plan & Trust, Total assets ($B): 0.026528581 · Participants: 326Invoca, Inc. 401(k) Profit Sharing Plan & TrustWells 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
Invoca, Inc. 401(k) Profit Sharing Plan & Trust vs. nearby 401(k) plans in California, assets vs. participants
Compare Invoca, Inc. 401(k) Profit Sharing Plan & Trust side-by-side with 3 peers →

Invoca, Inc. 401(k) Profit Sharing Plan & Trust's out-of-state 401(k) peers by assets and headcount

Outside California, the nearest 401(k) by assets is Lone Rock Resources 401(k) and Profit Sharing Plan in OR ($27M); by covered participants it is Raining Rose, Inc. 401(k) Plan in IA (326 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (326 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 Invoca, Inc. 401(k) Profit Sharing Plan & Trust assets move in 2022? ▼
Invoca, Inc. 401(k) Profit Sharing Plan & Trust grew at a solid clip - up 13.5% during 2022, from $23M to $27M. Reported net income was $3M.
How have Invoca, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Invoca, Inc.'s sponsor-wide assets grew 79.1%, from $27M to $48M.
Where does Invoca, Inc. 401(k) Profit Sharing Plan & Trust rank by assets among Form 5500 filers? ▼
Invoca, Inc. 401(k) Profit Sharing Plan & Trust ranks in the 81st 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 Invoca, Inc. 401(k) Profit Sharing Plan & Trust? ▼
Among 401(k) plans in other states, the closest by assets is Lone Rock Resources 401(k) and Profit Sharing Plan in OR ($27M, 103 participants).
Which 401(k) plans cover a similar participant headcount to Invoca, Inc. 401(k) Profit Sharing Plan & Trust? ▼
Among 401(k) plans in other states, the closest by covered participants is Raining Rose, Inc. 401(k) Plan in IA (326 participants, $11M 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 264390865.

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.