Profit Sharing · DOL Form 5500 · 2022

Investwest Property Corp Profit Sharing Plan

Data updated 2026-08-25

$1M
Total assets Small plan by assets
2
Participants Small participant base
26th
Percentile by assets National rank
$539,219
Avg per participant High balance/head
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Official DOL plan name: Ee Profit Sharing Plan of Investwest Property Corp · Sponsored by Investwest Property Corp · Colorado · Real Estate

$1M in assets, 2 participants

Investwest Property Corp's Ee Profit Sharing Plan of Investwest Property Corp reported $1M in total assets and 2 participants in its 2022 DOL Form 5500 filing, ranking in the 26th 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.

  • #2,150 in Real Estate (5,057 peers)

Investwest Property Corp multi-year trail

Investwest Property Corp's plans moved -37.0% in assets from 2022 to 2024; this filing shows Ee Profit Sharing Plan of Investwest Property Corp at $1M / 2 participants.

#2,150
in Real Estate (5,057 peers)
-1.5%
assets change YoY

The plan reported a net loss of $17K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Ee Profit Sharing Plan of Investwest Property Corp among the smaller filed plans by assets

Ee Profit Sharing Plan of Investwest Property Corp vs every filed plan by assets

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

$1,078,438 26th percentile higher than 26% 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

Ee Profit Sharing Plan of Investwest Property Corp among micro filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Ee Profit Sharing Plan of Investwest Property Corp is a micro filing (2 participants), the leftmost band.

EBSA filing schedule strip

Filing strip 840900591 · Investwest Property Corp PY 2022 · Profit Sharing

Ee Profit Sharing Plan of Investwest Property Corp · $1M · 2 · 26th

  • PART $1M
  • PART 2
  • PART 26th
  • PART Profit Sharing
  • PART near Yuma Primary Care, PLLC Profit Sharing Plan
  • PART ind #2150

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 Real Estate retirement plans → · Plans in Colorado →

Ee Profit Sharing Plan of Investwest Property Corp in the asset neighbourhood

Ee Profit Sharing Plan of Investwest Property CorpEe Profit Sharing Plan of In…$1MYuma Primary Care, PLLC Profit Sharing PlanYuma Primary Care, PLLC Prof…$1MClearwater Orthopedic & Sports Medicine, Inc. PspClearwater Orthopedic & Spor…$1MJoseph M. Small, D.O., PC Profit Sharing PlanJoseph M. Small, D.O., PC Pr…$1MThrelkel & Company Profit Sharing PlanThrelkel & Company Profit Sh…$1M
End-of-year total assets ($M) among Ee Profit Sharing Plan of Investwest Property Corp and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2022.

Investwest Property Corp multi-year asset trail

Sponsor-wide plan assets over time

All Investwest Property Corp plans reported in each filing year

Latest sponsor-wide plan assets
$680K 36.9620692149201% vs 2022
2024 filing year
$0.6M$0.8M$1M$1.2M 202220232024 $1.08M $0.68M ▼ -37.0%
Year Plans Participants Total Assets
2022 1 2 $1M
2023 1 2 $1M
2024 1 2 $680K

Investwest Property Corp filing trail (2022)

Total Assets (Beginning of Year)$1M
Net Assets (End of Year)$1M
Net Income-$17K
Employer EIN840900591
Plan Effective Date1983-03-01
Filing StatusFILING RECEIVED

Nearby Profit Sharing Plans in Colorado

Peer Profit Sharing plans, same state, same plan type, ranked by total assets.

Ee Profit Sharing Plan of Investwest Property Corp vs. nearby Profit Sharing plans in Colorado, assets vs. participants Scatter plot of 6 data points. -500050010001500 -1001020304050 Total assets ($M) Participants Ee Profit Sharing Plan of Investwest Property Corp, Total assets ($M): 1.078438 · Participants: 2Ee Profit Sharing Plan of Investwest Property CorpHensel Phelps Hourly Retirement Plan, Total assets ($M): 38.311724 · Participants: 642Hensel Phelps Hourly Retirement PlanAmended & Restated Profit Sharing Plan of Midwest Pms, Total assets ($M): 31.655642 · Participants: 125Amended & Restated Profit Sharing Plan of Midwest PmsLiberty Pr Mobility 401(k) Savings Plans, Total assets ($M): 29.136775 · Participants: 1208Liberty Pr Mobility 401(k) Savings PlansRetirement Plan of Public Broadcasting of Colorado, Inc., Total assets ($M): 15.311581 · Participants: 177Retirement Plan of Public Broadcasting of Colorado, Inc.Peterson Company Profit-Sharing Plan, Total assets ($M): 11.848341 · Participants: 31Peterson Company Profit-Sharing Plan
Ee Profit Sharing Plan of Investwest Property Corp vs. nearby Profit Sharing plans in Colorado, assets vs. participants
Compare Ee Profit Sharing Plan of Investwest Property Corp side-by-side with 3 peers →

Ee Profit Sharing Plan of Investwest Property Corp's out-of-state Profit Sharing peers by assets and headcount

Outside Colorado, the nearest Profit Sharing by assets is Yuma Primary Care, PLLC Profit Sharing Plan in AZ ($1M); by covered participants it is Johnson Goldberg & Brown, Ltd Profit Sharing Plan in IL (2 participants). Same-state nearby plans are listed separately above.

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 Ee Profit Sharing Plan of Investwest Property Corp assets move in 2022? ▼
Ee Profit Sharing Plan of Investwest Property Corp edged down modestly - down 1.5% during 2022, from $1M to $1M. Reported net income was -$17K.
How have Investwest Property Corp plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Investwest Property Corp's sponsor-wide assets declined 37.0%, from $1M to $680K.
Which Profit Sharing plans are similar in size to Ee Profit Sharing Plan of Investwest Property Corp? ▼
Among Profit Sharing plans in other states, the closest by assets is Yuma Primary Care, PLLC Profit Sharing Plan in AZ ($1M, 6 participants).
Which Profit Sharing plans cover a similar participant headcount to Ee Profit Sharing Plan of Investwest Property Corp? ▼
Among Profit Sharing plans in other states, the closest by covered participants is Johnson Goldberg & Brown, Ltd Profit Sharing Plan in IL (2 participants, $4M 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 840900591.

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.