401(k) · DOL Form 5500 · 2023

Nvest, Inc. 401(k) Plan

Data updated 2026-08-25

$12M
Total assets Small plan by assets
136
Participants Small participant base
62nd
Percentile by assets National rank
$85,108
Avg per participant Below avg balance/head
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Official DOL plan name: Nvest, Inc. 401(k) Plan · Sponsored by Nvest, Inc. · California · Professional & Technical Services

$12M in assets, 136 participants

Nvest, Inc.'s Nvest, Inc. 401(k) Plan reported $12M in total assets and 136 participants in its 2023 DOL Form 5500 filing, ranking in the 62nd 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.

  • #12,332 in Professional & Technical Services (20,321 peers)

Coverage in California

Nvest, Inc. 401(k) Plan covers 136 participants in California, about 22% of the average California filer (state average ~630 per filing). Assets: $12M.

#12,332
in Professional & Technical Services (20,321 peers)
+9.6%
assets growth YoY

Nvest, Inc. 401(k) Plan's mid-pack asset rank among Professional & Technical Services and all filers

Nvest, Inc. 401(k) Plan vs every filed plan by assets

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

$11,574,729 Top 38% higher than 62% 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

Nvest, Inc. 401(k) Plan among mid-size filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Nvest, Inc. 401(k) Plan sits mid-pack in the medium band (136 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Nvest, Inc. 401(k) Plan reported net income rose from $359K in the plan year 2022 filing to $1M in the plan year 2023 filing.
  • Nvest, Inc. 401(k) Plan reported participants rose from 112 in the plan year 2022 filing to 136 in the plan year 2023 filing.
  • Nvest, Inc. 401(k) Plan end-of-year assets rose from $11M in the plan year 2022 filing to $12M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 205695125 · Nvest, Inc. PY 2023 · 401(k)

Nvest, Inc. 401(k) Plan · $12M · 136 · 62nd

  • RANK $12M
  • RANK 136
  • RANK 62nd
  • RANK 401(k)
  • RANK near Haci Mechanical Contractors, Inc. 401(k) Plan
  • RANK ind #12332

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 →

Nvest, Inc. 401(k) Plan in the asset neighbourhood

Christ Panos Food Corporation 401(k) and Profit Sharing PlanChrist Panos Food Corporatio…$12MNvest, Inc. 401(k) Plan$12MHaci Mechanical Contractors, Inc. 401(k) PlanHaci Mechanical Contractors,…$12MWalters Management Company, Inc. 401(k) PlanWalters Management Company, …$12MMike Anderson Chevrolet of Merrillville 401(k) PlanMike Anderson Chevrolet of M…$12M
End-of-year total assets ($M) among Nvest, Inc. 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

California filing particulars

Total Assets (Beginning of Year)$11M
Net Assets (End of Year)$12M
Net Income$1M
Employer EIN205695125
Plan Effective Date2013-11-25
Filing StatusFILING RECEIVED

Sponsor Plan History (Nvest, Inc.)

Sponsor-wide plan assets over time

All Nvest, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$13M 21.260285170631178% vs 2022
2024 filing year
$10M$11M$12M$13M$14M 202220232024 $10.6M $12.8M ▲ +21.3%
Year Plans Participants Total Assets
2022 1 112 $11M
2023 1 136 $12M
2024 1 61 $13M

Nearby 401(k) Plans in California

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

Nvest, Inc. 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000250000 -200204060 Total assets ($B) Participants Nvest, Inc. 401(k) Plan, Total assets ($B): 0.011574729 · Participants: 136Nvest, Inc. 401(k) 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
Nvest, Inc. 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants
Compare Nvest, Inc. 401(k) Plan side-by-side with 3 peers →

Nvest, Inc. 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside California, the nearest 401(k) by assets is Haci Mechanical Contractors, Inc. 401(k) Plan in AZ ($12M); by covered participants it is Testout Corporation Safe Harbor 401(k) Plan in UT (136 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (136 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 Nvest, Inc. 401(k) Plan assets move in 2023? ▼
Nvest, Inc. 401(k) Plan grew at a solid clip - up 9.6% during 2023, from $11M to $12M. Reported net income was $1M.
How have Nvest, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Nvest, Inc.'s sponsor-wide assets grew 21.3%, from $11M to $13M.
Which 401(k) plans are similar in size to Nvest, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Haci Mechanical Contractors, Inc. 401(k) Plan in AZ ($12M, 222 participants).
Which 401(k) plans cover a similar participant headcount to Nvest, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Testout Corporation Safe Harbor 401(k) Plan in UT (136 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 205695125.

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.