401(k) · DOL Form 5500 · 2023

Irvine Management Company 401(k) Plan

Data updated 2026-08-25

$512M
Total assets Above avg plan size
3,422
Participants Above avg headcount
97th
Percentile by assets National rank
$149,484
Avg per participant Above avg balance/head
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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.

  • #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.

#4,707
in Real Estate (4,727 peers)
+19.9%
assets growth YoY
5.1×
vs typical plan assets (national mean)

Irvine Company Unified Savings Plan's outsized position by total assets

Irvine Company Unified Savings Plan vs every filed plan by assets

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

$511,533,248 Top 3% higher than 97% 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

Irvine Company Unified Savings Plan's large-plan peer group by participant headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Irvine Company Unified Savings Plan lands in the large band (3,422 participants).

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.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 821749352 · Irvine Management Company PY 2023 · 401(k)

Irvine Company Unified Savings Plan · $512M · 3,422 · 97th

  • PART $512M
  • PART 3,422
  • PART 97th
  • PART 401(k)
  • PART near Sound Physicians 401(k) Plan
  • PART ind #4707

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 Real Estate retirement plans → · Plans in California →

Irvine Company Unified Savings Plan in the asset neighbourhood

Kilpatrick Townsend & Stockton LLP Retirement Savings PlanKilpatrick Townsend & Stockt…$512MProcess Equipment Group 401(k) Savings PlanProcess Equipment Group 401(…$512MIrvine Company Unified Savings PlanIrvine Company Unified Savin…$512MSound Physicians 401(k) Plan$511MAaa Club Alliance Inc. 401(k) Retirement Savings PlanAaa Club Alliance Inc. 401(k…$511M
End-of-year total assets ($M) among Irvine Company Unified Savings Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

California filing particulars

Total Assets (Beginning of Year)$426M
Net Assets (End of Year)$512M
Net Income$85M
Employer EIN821749352
Plan Effective Date1967-05-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Irvine Management Company)

Sponsor-wide plan assets over time

All Irvine Management Company plans reported in each filing year

Latest sponsor-wide plan assets
$584M 37.03106544502735% vs 2022
2024 filing year
$400M$450M$500M$550M$600M$650M 202220232024 $426M $584M ▲ +37.0%
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 Scatter plot of 6 data points. -50000050000100000150000200000250000 -200204060 Total assets ($B) Participants Irvine Company Unified Savings Plan, Total assets ($B): 0.511533248 · Participants: 3422Irvine Company Unified Savings 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
Irvine Company Unified Savings Plan vs. nearby 401(k) plans in California, assets vs. participants
Compare Irvine Company Unified Savings Plan side-by-side with 3 peers →

Irvine Company Unified Savings Plan's out-of-state 401(k) peers by assets and headcount

Outside California, the nearest 401(k) by assets is Sound Physicians 401(k) Plan in WA ($511M); by covered participants it is Management Health Systems, LLC 401(k) Plan in FL (3,425 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (3,422 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 Irvine Company Unified Savings Plan assets move in 2023? ▼
Irvine Company Unified Savings Plan grew sharply - up 19.9% during 2023, from $426M to $512M. Reported net income was $85M.
How have Irvine Management Company plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Irvine Management Company's sponsor-wide assets grew 37.0%, from $426M to $584M.
Where does Irvine Company Unified Savings Plan rank by assets among Form 5500 filers? ▼
Irvine Company Unified Savings Plan ranks in the 97th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top 5% of all filed plans by assets).
Which 401(k) plans are similar in size to Irvine Company Unified Savings Plan? ▼
Among 401(k) plans in other states, the closest by assets is Sound Physicians 401(k) Plan in WA ($511M, 4,956 participants).
Which 401(k) plans cover a similar participant headcount to Irvine Company Unified Savings Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Management Health Systems, LLC 401(k) Plan in FL (3,425 participants, $16M 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 821749352.

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.