401(k) · DOL Form 5500 · 2023
Irvine Management Company 401(k) Plan
Data updated 2026-08-11
- $512M
- Total assets
- 3,422
- Participants
- 97th
- Percentile by assets
- $149,484
- Avg per participant
Official DOL plan name: Irvine Company Unified Savings Plan · Sponsored by Irvine Management Company · California · Real Estate
$512M in assets, 3,422 participants
Irvine Management Company's Irvine Company Unified Savings Plan reported $512M in total assets and 3,422 participants in its 2023 DOL Form 5500 filing, ranking in the 97th 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.
- 97th percentile by assets (of 127,072 plans)
- #4,707 in Real Estate (4,727 peers)
Coverage in California
Irvine Company Unified Savings Plan covers 3,422 participants in California, 5.4x the typical California plan (state average ~630 per filing). Assets: $512M.
- $512M
- total plan assets (2023 EOY)
- 3,422
- covered participants
- 97th
- percentile by assets (of 127,072 plans)
- $149,484
- avg assets per participant
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Irvine Company Unified Savings Plan reported net income rose from -$71M in the plan year 2022 filing to $85M in the plan year 2023 filing.
- Irvine Company Unified Savings Plan end-of-year assets rose from $426M in the plan year 2022 filing to $512M in the plan year 2023 filing.
- Irvine Company Unified Savings Plan reported participants rose from 3,272 in the plan year 2022 filing to 3,422 in the plan year 2023 filing.
Participants vs California filers
In California, the average filing covers about 630 participants across 15,291 plans. Irvine Company Unified Savings Plan reports 3,422 participants - 5.4x that state average ($512M EOY assets).
California filing particulars
| Total Assets (Beginning of Year) | $426M |
|---|---|
| Net Assets (End of Year) | $512M |
| Net Income | $85M |
| Employer EIN | 821749352 |
| Plan Effective Date | 1967-05-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Irvine Management Company)
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 3,272 | $426M |
| 2023 | 1 | 3,422 | $512M |
| 2024 | 1 | 3,305 | $584M |
Nearby 401(k) Plans in California
Peer 401(k) plans, same state, same plan type, ranked by total assets.
Irvine Company Unified Savings Plan vs. nearby 401(k) plans in California, assets vs. participants
- 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
Similar-Sized 401(k) Plans Nationally
401(k) plans in other states closest to Irvine Company Unified Savings Plan by total assets, not by location.
- Sound Physicians 401(k) Plan (WA) $511M · 4,956
- Process Equipment Group 401(k) Savings Plan (IN) $512M · 3,008
- Kilpatrick Townsend & Stockton LLP Retirement Savings Plan (GA) $512M · 806
- Aaa Club Alliance Inc. 401(k) Retirement Savings Plan (DE) $511M · 4,756
Frequently Asked Questions
How did Irvine Company Unified Savings Plan assets move in 2023? ▼
How have Irvine Management Company plan assets changed over time? ▼
Where does Irvine Company Unified Savings Plan rank by assets among Form 5500 filers? ▼
Which 401(k) plans are similar in size to Irvine Company Unified Savings Plan? ▼
Next read for Irvine Company Unified Savings Plan
Filing takeaways
Ways to act on Irvine Company Unified Savings Plan's numbers.
- By total assets, Irvine Company Unified Savings Plan ranks in the top 5% of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar 401(k) plans in California. Compare plans
- Irvine Management Company's sponsor-wide assets have grown 37.0% since 2022 across 3 plan years on file. More Real Estate plans