401(k) · DOL Form 5500 · 2023

Iron Horse Ventures LLC 401(k) Plan

Data updated 2026-08-25

$3M
Total assets Small plan by assets
43
Participants Small participant base
36th
Percentile by assets National rank
$70,677
Avg per participant Below avg balance/head
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Official DOL plan name: Iron Horse Ventures LLC 401(k) Profit Sharing Plan & Trust · Sponsored by Iron Horse Ventures LLC · California · Professional & Technical Services

$3M in assets, 43 participants

Iron Horse Ventures LLC's Iron Horse Ventures LLC 401(k) Profit Sharing Plan & Trust reported $3M in total assets and 43 participants in its 2023 DOL Form 5500 filing, ranking in the 36th 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.

  • #6,647 in Professional & Technical Services (20,321 peers)

Iron Horse Ventures LLC multi-year trail

Iron Horse Ventures LLC's plans moved +95.8% in assets from 2022 to 2024; this filing shows Iron Horse Ventures LLC 401(k) Profit Sharing Plan & Trust at $3M / 43 participants.

#6,647
in Professional & Technical Services (20,321 peers)
+40.8%
assets growth YoY

Iron Horse Ventures LLC 401(k) Profit Sharing Plan & Trust's mid-pack asset rank among Professional & Technical Services and all filers

Iron Horse Ventures LLC 401(k) Profit Sharing Plan & Trust vs every filed plan by assets

End-of-year total assets · plan year 2023 · DOL Form 5500

$3,039,114 36th percentile higher than 36% of 127,068 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 2023

Iron Horse Ventures LLC 401(k) Profit Sharing Plan & Trust among smaller filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Iron Horse Ventures LLC 401(k) Profit Sharing Plan & Trust is a small filing (43 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Iron Horse Ventures LLC 401(k) Profit Sharing Plan & Trust reported net income rose from -$583K in the plan year 2022 filing to $880K in the plan year 2023 filing.
  • Iron Horse Ventures LLC 401(k) Profit Sharing Plan & Trust end-of-year assets rose from $2M in the plan year 2022 filing to $3M in the plan year 2023 filing.
  • Iron Horse Ventures LLC 401(k) Profit Sharing Plan & Trust reported participants rose from 31 in the plan year 2022 filing to 43 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 680465982 · Iron Horse Ventures LLC PY 2023 · 401(k)

Iron Horse Ventures LLC 401(k) Profit Sharing Plan & Trust · $3M · 43 · 36th

  • PART $3M
  • PART 43
  • PART 36th
  • PART 401(k)
  • PART near Secure Choice 401(k) Plan
  • PART ind #6647

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 →

Iron Horse Ventures LLC 401(k) Profit Sharing Plan & Trust in the asset neighbourhood

Iron Horse Ventures LLC 401(k) Profit Sharing Plan & TrustIron Horse Ventures LLC 401(…$3MSecure Choice 401(k) Plan$3MConstellations Behavioral Holdings, Inc. Employee Stock Ownership 401(k) PlanConstellations Behavioral Ho…$3MHvi Inc. Retirement Plan$3MCommunities in Schools of Brazoria County, Inc. 401(k) PlanCommunities in Schools of Br…$3M
End-of-year total assets ($M) among Iron Horse Ventures LLC 401(k) Profit Sharing Plan & Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Iron Horse Ventures LLC multi-year asset trail

Sponsor-wide plan assets over time

All Iron Horse Ventures LLC plans reported in each filing year

Latest sponsor-wide plan assets
$4M 95.78602322761375% vs 2022
2024 filing year
$1M$2M$3M$4M$5M 202220232024 $2.16M $4.23M ▲ +95.8%
Year Plans Participants Total Assets
2022 1 31 $2M
2023 1 43 $3M
2024 1 38 $4M

Iron Horse Ventures LLC filing trail (2023)

Total Assets (Beginning of Year)$2M
Net Assets (End of Year)$3M
Net Income$880K
Employer EIN680465982
Plan Effective Date2008-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in California

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

Iron Horse Ventures LLC 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 ($B) Participants Iron Horse Ventures LLC 401(k) Profit Sharing Plan & Trust, Total assets ($B): 0.003039114 · Participants: 43Iron Horse Ventures LLC 401(k) Profit Sharing Plan & TrustWells Fargo & Company 401(k) Plan, Total assets ($B): 51.831350351 · Participants: 193919Wells Fargo & Company 401(k) PlanGoogle LLC 401(k) Savings Plan, Total assets ($B): 39.047152408 · Participants: 122867Google LLC 401(k) Savings PlanOracle Corporation 401(k) Savings and Investment Plan, Total assets ($B): 26.320437734 · Participants: 63105Oracle Corporation 401(k) Savings and Investment PlanIntel 401(k) Savings Plan, Total assets ($B): 22.17918189 · Participants: 59863Intel 401(k) Savings PlanApple 401(k) Plan, Total assets ($B): 19.779511539 · Participants: 106111Apple 401(k) Plan
Iron Horse Ventures LLC 401(k) Profit Sharing Plan & Trust vs. nearby 401(k) plans in California, assets vs. participants

Iron Horse Ventures LLC 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 Secure Choice 401(k) Plan in FL ($3M); by covered participants it is Texas Shafts, Inc. Profit Sharing Plan in TX (43 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (43 participants); asset peers above are excluded.

DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Iron Horse Ventures LLC 401(k) Profit Sharing Plan & Trust assets move in 2023?
Iron Horse Ventures LLC 401(k) Profit Sharing Plan & Trust surged - up 40.8% during 2023, from $2M to $3M. Reported net income was $880K.
How have Iron Horse Ventures LLC plan assets changed over time?
Across 3 plan years on file (2022-2024), Iron Horse Ventures LLC's sponsor-wide assets grew 95.8%, from $2M to $4M.
Which 401(k) plans are similar in size to Iron Horse Ventures LLC 401(k) Profit Sharing Plan & Trust?
Among 401(k) plans in other states, the closest by assets is Secure Choice 401(k) Plan in FL ($3M, 569 participants).
Which 401(k) plans cover a similar participant headcount to Iron Horse Ventures LLC 401(k) Profit Sharing Plan & Trust?
Among 401(k) plans in other states, the closest by covered participants is Texas Shafts, Inc. Profit Sharing Plan in TX (43 participants, $3M in assets).