401(k) · DOL Form 5500 · 2022

Industrial Valco Inc. 401(k) Plan

Data updated 2026-08-25

$6M
Total assets Small plan by assets
107
Participants Small participant base
56th
Percentile by assets National rank
$60,379
Avg per participant Low balance/head
PlainRetire home → About this data

Official DOL plan name: IV Retirement Plan · Sponsored by Industrial Valco Inc. · California · Wholesale Trade

$6M in assets, 107 participants

Industrial Valco Inc.'s IV Retirement Plan reported $6M in total assets and 107 participants in its 2022 DOL Form 5500 filing, ranking in the 56th 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.

  • #3,074 in Wholesale Trade (6,843 peers)

Coverage in California

IV Retirement Plan covers 107 participants in California, about 17% of the average California filer (state average ~630 per filing). Assets: $6M.

#3,074
in Wholesale Trade (6,843 peers)
-10.6%
assets change YoY

The plan reported a net loss of $766K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

IV Retirement Plan's mid-pack asset rank among Wholesale Trade and all filers

IV Retirement Plan vs every filed plan by assets

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

$6,460,540 Top 44% higher than 56% 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

IV Retirement 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. IV Retirement Plan sits mid-pack in the medium band (107 participants).

DOL schedule card

Filing strip 953872271 · Industrial Valco Inc. PY 2022 · 401(k)

IV Retirement Plan · $6M · 107 · 56th

  • NET $6M
  • NET 107
  • NET 56th
  • NET 401(k)
  • NET near Mueblerias Berrios Retirement Plan
  • NET ind #3074

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 →

IV Retirement Plan in the asset neighbourhood

IV Retirement Plan$6MMueblerias Berrios Retirement PlanMueblerias Berrios Retiremen…$6MVault Pressure Control 401(k) PlanVault Pressure Control 401(k…$6MThe Prestwick Group, Inc. 401(k) Savings PlanThe Prestwick Group, Inc. 40…$6MCerifi, LLC 401 (K) P/S Plan$6M
End-of-year total assets ($M) among IV Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

California filing particulars

Total Assets (Beginning of Year)$7M
Net Assets (End of Year)$6M
Net Income-$766K
Employer EIN953872271
Plan Effective Date2004-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in California

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

IV Retirement Plan vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000250000 -200204060 Total assets ($B) Participants IV Retirement Plan, Total assets ($B): 0.00646054 · Participants: 107IV Retirement 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
IV Retirement Plan vs. nearby 401(k) plans in California, assets vs. participants
Compare IV Retirement Plan side-by-side with 3 peers →

IV Retirement Plan's out-of-state 401(k) peers by assets and headcount

Outside California, the nearest 401(k) by assets is Mueblerias Berrios Retirement Plan in PR ($6M); by covered participants it is First National Bank in Howell 401 (K) Plan in MI (107 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($6M here).

Similar participant headcount

Nearest other-state filings by covered participants (107 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 IV Retirement Plan assets move in 2022? ▼
IV Retirement Plan pulled back noticeably - down 10.6% during 2022, from $7M to $6M. Reported net income was -$766K.
Which 401(k) plans are similar in size to IV Retirement Plan? ▼
Among 401(k) plans in other states, the closest by assets is Mueblerias Berrios Retirement Plan in PR ($6M, 602 participants).
Which 401(k) plans cover a similar participant headcount to IV Retirement Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is First National Bank in Howell 401 (K) Plan in MI (107 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 953872271.

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.