401(k) · DOL Form 5500 · 2023

Index Fund Advisors, Inc. 401(k) Plan

Data updated 2026-08-25

$15M
Total assets Small plan by assets
56
Participants Small participant base
67th
Percentile by assets National rank
$271,680
Avg per participant High balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Index Fund Advisors, Inc. 401(k) Profit Sharing Plan · Sponsored by Index Fund Advisors, Inc. · California · Finance & Insurance

$15M in assets, 56 participants

Index Fund Advisors, Inc.'s Index Fund Advisors, Inc. 401(k) Profit Sharing Plan reported $15M in total assets and 56 participants in its 2023 DOL Form 5500 filing, ranking in the 67th 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.

  • #4,665 in Finance & Insurance (8,869 peers)

Index Fund Advisors, Inc. multi-year trail

Index Fund Advisors, Inc.'s plans moved +31.6% in assets from 2022 to 2023; this filing shows Index Fund Advisors, Inc. 401(k) Profit Sharing Plan at $15M / 56 participants.

#4,665
in Finance & Insurance (8,869 peers)
+31.6%
assets growth YoY

Index Fund Advisors, Inc. 401(k) Profit Sharing Plan's outsized position by total assets

Index Fund Advisors, Inc. 401(k) Profit Sharing Plan vs every filed plan by assets

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

$15,214,097 Top 33% higher than 67% 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

Index Fund Advisors, Inc. 401(k) Profit Sharing Plan among smaller filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Index Fund Advisors, Inc. 401(k) Profit Sharing Plan is a small filing (56 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Index Fund Advisors, Inc. 401(k) Profit Sharing Plan reported net income rose from -$730K in the plan year 2022 filing to $4M in the plan year 2023 filing.
  • Index Fund Advisors, Inc. 401(k) Profit Sharing Plan end-of-year assets rose from $12M in the plan year 2022 filing to $15M in the plan year 2023 filing.
  • Index Fund Advisors, Inc. 401(k) Profit Sharing Plan reported participants rose from 47 in the plan year 2022 filing to 56 in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 463096907 · Index Fund Advisors, Inc. PY 2023 · 401(k)

Index Fund Advisors, Inc. 401(k) Profit Sharing Plan · $15M · 56 · 67th

  • PHOTO $15M
  • IND 56
  • EOY 67th
  • 5500 401(k)
  • ASSETS near Ach Employment Services 401(k) Plan
  • PCT ind #4665

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 Finance & Insurance retirement plans → · Plans in California →

Index Fund Advisors, Inc. 401(k) Profit Sharing Plan in the asset neighbourhood

Index Fund Advisors, Inc. 401(k) Profit Sharing PlanIndex Fund Advisors, Inc. 40…$15MAch Employment Services 401(k) PlanAch Employment Services 401(…$15MAkzonobel Hourly Savings Plan$15MBudnick Converting, Inc. 401(k) PlanBudnick Converting, Inc. 401…$15MStereotaxis, Inc. Employees Savings TrustStereotaxis, Inc. Employees …$15M
End-of-year total assets ($M) among Index Fund Advisors, Inc. 401(k) Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Index Fund Advisors, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Index Fund Advisors, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$15M 31.60043235664995% vs 2022
2023 filing year
$10M$12M$14M$16M 20222023 $11.6M $15.2M ▲ +31.6%
Year Plans Participants Total Assets
2022 1 47 $12M
2023 1 56 $15M

Index Fund Advisors, Inc. filing trail (2023)

Total Assets (Beginning of Year)$12M
Net Assets (End of Year)$15M
Net Income$4M
Employer EIN463096907
Plan Effective Date2002-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in California

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

Index Fund Advisors, Inc. 401(k) Profit Sharing Plan vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000250000 -200204060 Total assets ($B) Participants Index Fund Advisors, Inc. 401(k) Profit Sharing Plan, Total assets ($B): 0.015214097 · Participants: 56Index Fund Advisors, Inc. 401(k) Profit Sharing PlanWells 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
Index Fund Advisors, Inc. 401(k) Profit Sharing Plan vs. nearby 401(k) plans in California, assets vs. participants
Compare Index Fund Advisors, Inc. 401(k) Profit Sharing Plan side-by-side with 3 peers →

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

Outside California, the nearest 401(k) by assets is Ach Employment Services 401(k) Plan in TX ($15M); by covered participants it is Specialty Steak Service Retirement Plan in PA (56 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($15M here).

Similar participant headcount

Nearest other-state filings by covered participants (56 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 Index Fund Advisors, Inc. 401(k) Profit Sharing Plan assets move in 2023? ▼
Index Fund Advisors, Inc. 401(k) Profit Sharing Plan surged - up 31.6% during 2023, from $12M to $15M. Reported net income was $4M.
How have Index Fund Advisors, Inc. plan assets changed over time? ▼
Across 2 plan years on file (2022-2023), Index Fund Advisors, Inc.'s sponsor-wide assets grew 31.6%, from $12M to $15M.
Which 401(k) plans are similar in size to Index Fund Advisors, Inc. 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Ach Employment Services 401(k) Plan in TX ($15M, 803 participants).
Which 401(k) plans cover a similar participant headcount to Index Fund Advisors, Inc. 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Specialty Steak Service Retirement Plan in PA (56 participants, N/A in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2023.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 463096907.

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.