401(k) · DOL Form 5500 · 2022

Investcloud, Inc. 401(k) Plan

Data updated 2026-08-25

$113M
Total assets Near avg plan size
373
Participants Below avg headcount
93rd
Percentile by assets National rank
$303,906
Avg per participant High balance/head
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Official DOL plan name: Investcloud, Inc 401(k) Plan · Sponsored by Investcloud, Inc. · Florida · Professional & Technical Services

$113M in assets, 373 participants

Investcloud, Inc.'s Investcloud, Inc 401(k) Plan reported $113M in total assets and 373 participants in its 2022 DOL Form 5500 filing, ranking in the 93rd 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.

  • #20,383 in Professional & Technical Services (21,562 peers)

Where Investcloud, Inc 401(k) Plan sits by assets

Investcloud, Inc 401(k) Plan sits in the top 10% of all filed plans by assets, $113M for 373 participants (~$303,906/participant), up 747.7% in 2022.

#20,383
in Professional & Technical Services (21,562 peers)
+747.7%
assets growth YoY
1.1×
vs typical plan assets (national mean)

The plan reported a net loss of $7M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Investcloud, Inc 401(k) Plan's outsized position by total assets

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

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

$113,356,962 Top 7% higher than 93% 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

Investcloud, Inc 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. Investcloud, Inc 401(k) Plan sits mid-pack in the medium band (373 participants).

EBSA filing schedule strip

Filing strip 320412640 · Investcloud, Inc. PY 2022 · 401(k)

Investcloud, Inc 401(k) Plan · $113M · 373 · 93rd

  • SCH $113M
  • SCH 373
  • SCH 93rd
  • SCH 401(k)
  • SCH near Delicato Vineyards Employee Retirement Plan
  • SCH ind #20383

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 Florida →

Investcloud, Inc 401(k) Plan in the asset neighbourhood

Hathaway Dinwiddie Construction Company 401(k) PlanHathaway Dinwiddie Construct…$113MInvestcloud, Inc 401(k) Plan$113MDelicato Vineyards Employee Retirement PlanDelicato Vineyards Employee …$113MCambria Holdings 401(k) Profit Sharing PlanCambria Holdings 401(k) Prof…$113MCba Retirement Savings Plan$113M
End-of-year total assets ($M) among Investcloud, Inc 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Scale-class filing particulars (2022)

Total Assets (Beginning of Year)$13M
Net Assets (End of Year)$113M
Net Income-$7M
Employer EIN320412640
Plan Effective Date2000-03-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Investcloud, Inc.)

Sponsor-wide plan assets over time

All Investcloud, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$152M 34.46151812007806% vs 2022
2024 filing year
$100M$120M$140M$160M 202220232024 $113M $152M ▲ +34.5%
Year Plans Participants Total Assets
2022 1 373 $113M
2023 1 838 $140M
2024 1 714 $152M

Nearby 401(k) Plans in Florida

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

Investcloud, Inc 401(k) Plan vs. nearby 401(k) plans in Florida, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000400000 -5051015 Total assets ($B) Participants Investcloud, Inc 401(k) Plan, Total assets ($B): 0.113356962 · Participants: 373Investcloud, Inc 401(k) PlanL3harris Retirement Savings Plan, Total assets ($B): 12.863481581 · Participants: 41096L3harris Retirement Savings PlanSavings Plan for Employees and Partners of Pricewatercoopers LLP, Total assets ($B): 9.121428518 · Participants: 50354Savings Plan for Employees and Partners of Pricewatercoopers LLPAdp Totalsource Retirement Savings Plan, Total assets ($B): 6.687694478 · Participants: 287453Adp Totalsource Retirement Savings PlanPublix Super Markets, Inc. 401(k) Smart Plan, Total assets ($B): 6.05990007 · Participants: 176752Publix Super Markets, Inc. 401(k) Smart PlanNextera Energy, Inc. Employee Retirement Savings Plan, Total assets ($B): 5.44531949 · Participants: 14889Nextera Energy, Inc. Employee Retirement Savings Plan
Investcloud, Inc 401(k) Plan vs. nearby 401(k) plans in Florida, assets vs. participants
Compare Investcloud, Inc 401(k) Plan side-by-side with 3 peers →

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

Outside Florida, the nearest 401(k) by assets is Delicato Vineyards Employee Retirement Plan in CA ($113M); by covered participants it is Bsc Acquisition Sub, LLC 401(k) Savings Plan in VA (373 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($113M here).

Similar participant headcount

Nearest other-state filings by covered participants (373 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 Investcloud, Inc 401(k) Plan assets move in 2022? ▼
Investcloud, Inc 401(k) Plan surged - up 747.7% during 2022, from $13M to $113M. Reported net income was -$7M.
How have Investcloud, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Investcloud, Inc.'s sponsor-wide assets grew 34.5%, from $113M to $152M.
Where does Investcloud, Inc 401(k) Plan rank by assets among Form 5500 filers? ▼
Investcloud, Inc 401(k) Plan ranks in the 93rd percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top 10% of all filed plans by assets).
Which 401(k) plans are similar in size to Investcloud, Inc 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Delicato Vineyards Employee Retirement Plan in CA ($113M, 1,131 participants).
Which 401(k) plans cover a similar participant headcount to Investcloud, Inc 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Bsc Acquisition Sub, LLC 401(k) Savings Plan in VA (373 participants, $22M 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 320412640.

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.