401(k) · DOL Form 5500 · 2022

Independent Options, Inc. 401(k) Plan

Data updated 2026-08-25

$6M
Total assets Small plan by assets
359
Participants Below avg headcount
54th
Percentile by assets National rank
$16,455
Avg per participant Low balance/head
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Official DOL plan name: Independent Options, Inc. Profit Sharing 401(k) Plan · Sponsored by Independent Options, Inc. · California · Healthcare & Social Assistance

$6M in assets, 359 participants

Independent Options, Inc.'s Independent Options, Inc. Profit Sharing 401(k) Plan reported $6M in total assets and 359 participants in its 2022 DOL Form 5500 filing, ranking in the 54th 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.

  • #11,998 in Healthcare & Social Assistance (20,060 peers)

Independent Options, Inc. multi-year trail

Independent Options, Inc.'s plans moved +35.7% in assets from 2022 to 2024; this filing shows Independent Options, Inc. Profit Sharing 401(k) Plan at $6M / 359 participants.

#11,998
in Healthcare & Social Assistance (20,060 peers)
+22.5%
assets growth YoY

Independent Options, Inc. Profit Sharing 401(k) Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers

Independent Options, Inc. Profit Sharing 401(k) Plan vs every filed plan by assets

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

$5,907,352 Top 46% higher than 54% 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

Independent Options, Inc. Profit Sharing 401(k) 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. Independent Options, Inc. Profit Sharing 401(k) Plan sits mid-pack in the medium band (359 participants).

EBSA filing schedule strip

Filing strip 330048519 · Independent Options, Inc. PY 2022 · 401(k)

Independent Options, Inc. Profit Sharing 401(k) Plan · $6M · 359 · 54th

  • PHOTO $6M
  • PHOTO 359
  • PHOTO 54th
  • PHOTO 401(k)
  • PHOTO near Anamet Electrical, Inc. Savings Plan
  • PHOTO ind #11998

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 Healthcare & Social Assistance retirement plans → · Plans in California →

Independent Options, Inc. Profit Sharing 401(k) Plan in the asset neighbourhood

Independent Options, Inc. Profit Sharing 401(k) PlanIndependent Options, Inc. Pr…$6MAnamet Electrical, Inc. Savings PlanAnamet Electrical, Inc. Savi…$6MArts & Letters Creative Co. , LLC 401(k) PlanArts & Letters Creative Co. …$6ML.W. Schneider Inc 401(k) & Profit Sharing PlanL.W. Schneider Inc 401(k) & …$6MAtec Steel, LLC 401(k) Plan$6M
End-of-year total assets ($M) among Independent Options, Inc. Profit Sharing 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Independent Options, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Independent Options, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$8M 35.65385980046559% vs 2022
2024 filing year
$5M$6M$7M$8M$9M 202220232024 $5.91M $8.01M ▲ +35.5%
Year Plans Participants Total Assets
2022 1 359 $6M
2023 1 360 $7M
2024 1 374 $8M

Independent Options, Inc. filing trail (2022)

Total Assets (Beginning of Year)$5M
Net Assets (End of Year)$6M
Net Income$1M
Employer EIN330048519
Plan Effective Date1990-07-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in California

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

Independent Options, Inc. Profit Sharing 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000250000 -200204060 Total assets ($B) Participants Independent Options, Inc. Profit Sharing 401(k) Plan, Total assets ($B): 0.005907352 · Participants: 359Independent Options, Inc. Profit Sharing 401(k) 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
Independent Options, Inc. Profit Sharing 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants
Compare Independent Options, Inc. Profit Sharing 401(k) Plan side-by-side with 3 peers →

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

Outside California, the nearest 401(k) by assets is Anamet Electrical, Inc. Savings Plan in IL ($6M); by covered participants it is Atlantic Diving Supply 401(k) Profit Sharing Plan & Trust in VA (359 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (359 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 Independent Options, Inc. Profit Sharing 401(k) Plan assets move in 2022? ▼
Independent Options, Inc. Profit Sharing 401(k) Plan grew sharply - up 22.5% during 2022, from $5M to $6M. Reported net income was $1M.
How have Independent Options, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Independent Options, Inc.'s sponsor-wide assets grew 35.7%, from $6M to $8M.
Which 401(k) plans are similar in size to Independent Options, Inc. Profit Sharing 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Anamet Electrical, Inc. Savings Plan in IL ($6M, 104 participants).
Which 401(k) plans cover a similar participant headcount to Independent Options, Inc. Profit Sharing 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Atlantic Diving Supply 401(k) Profit Sharing Plan & Trust in VA (359 participants, $36M 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 330048519.

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.