401(k) · DOL Form 5500 · 2023
Interwest Insurance Services, LLC 401(k) Plan
Data updated 2026-08-25
- $63M
- Total assets Below avg plan size
- 378
- Participants Below avg headcount
- 88th
- Percentile by assets National rank
- $167,508
- Avg per participant Above avg balance/head
Official DOL plan name: Interwest Insurance Services, LLC 401(k) Profit Sharing Plan · Sponsored by Interwest Insurance Services, LLC · California · Finance & Insurance
$63M in assets, 378 participants
Interwest Insurance Services, LLC's Interwest Insurance Services, LLC 401(k) Profit Sharing Plan reported $63M in total assets and 378 participants in its 2023 DOL Form 5500 filing, ranking in the 88th 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.
- #7,196 in Finance & Insurance (8,869 peers)
Where Interwest Insurance Services, LLC 401(k) Profit Sharing Plan sits by assets
Interwest Insurance Services, LLC 401(k) Profit Sharing Plan sits in the top quartile of all filed plans by assets, $63M for 378 participants (~$167,508/participant), up 10.7% in 2023.
- #7,196
- in Finance & Insurance (8,869 peers)
- +10.7%
- assets growth YoY
- 0.6×
- vs typical plan assets (national mean)
Interwest Insurance Services, LLC 401(k) Profit Sharing Plan's outsized position by total assets
Interwest Insurance Services, LLC 401(k) Profit Sharing Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$63,317,838 Top 12% higher than 88% of 127,068 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023
Interwest Insurance Services, LLC 401(k) Profit Sharing 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. Interwest Insurance Services, LLC 401(k) Profit Sharing Plan sits mid-pack in the medium band (378 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Interwest Insurance Services, LLC 401(k) Profit Sharing Plan reported net income rose from -$14M in the plan year 2022 filing to $6M in the plan year 2023 filing.
- Interwest Insurance Services, LLC 401(k) Profit Sharing Plan end-of-year assets rose from $57M in the plan year 2022 filing to $63M in the plan year 2023 filing.
- Interwest Insurance Services, LLC 401(k) Profit Sharing Plan reported participants rose from 371 in the plan year 2022 filing to 378 in the plan year 2023 filing.
EBSA filing schedule strip
Filing strip 680266090 · Interwest Insurance Services, LLC PY 2023 · 401(k)
Interwest Insurance Services, LLC 401(k) Profit Sharing Plan · $63M · 378 · 88th
- VS-ST $63M
- BOY 378
- SCH 88th
- EBSA 401(k)
- PART near New Era Cap, LLC Savings & Retirement Plan for Management and Administrative Employees
- TYPE ind #7196
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 →
Interwest Insurance Services, LLC 401(k) Profit Sharing Plan in the asset neighbourhood
Scale-class filing particulars (2023)
| Total Assets (Beginning of Year) | $57M |
|---|---|
| Net Assets (End of Year) | $63M |
| Net Income | $6M |
| Employer EIN | 680266090 |
| Plan Effective Date | 1992-10-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Interwest Insurance Services, LLC)
Sponsor-wide plan assets over time
All Interwest Insurance Services, LLC plans reported in each filing year
- Latest sponsor-wide plan assets
- $71M 24.623638226737935% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 371 | $57M |
| 2023 | 1 | 378 | $63M |
| 2024 | 1 | 360 | $71M |
Nearby 401(k) Plans in California
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Wells Fargo & Company 401(k) Plan $51.8B · 193,919
- Google LLC 401(k) Savings Plan $39.0B · 122,867
- Oracle Corporation 401(k) Savings and Investment Plan $26.3B · 63,105
- Intel 401(k) Savings Plan $22.2B · 59,863
- Apple 401(k) Plan $19.8B · 106,111
Interwest Insurance Services, LLC 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 New Era Cap, LLC Savings & Retirement Plan for Management and Administrative Employees in NY ($63M); by covered participants it is Sdl Inc. 401(k) Plan in MA (378 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($63M here).
Similar participant headcount
Nearest other-state filings by covered participants (378 participants); asset peers above are excluded.
- Sdl Inc. 401(k) Plan (MA) 378 · 0 off
- 80/20, LLC Retirement Readiness 401(k) Plan (IN) 378 · 0 off
- Napa Transportation, Inc. Retirement Plan (PA) 378 · 0 off
- I.G. Burton and Co., Inc. Salary Deferral 401(k) Ps Plan (DE) 378 · 0 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.