401(k) · DOL Form 5500 · 2022

Inwesco, Inc. 401(k) Plan

Data updated 2026-08-25

$2M
Total assets Small plan by assets
85
Participants Small participant base
31st
Percentile by assets National rank
$19,004
Avg per participant Low balance/head
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Official DOL plan name: Inwesco Incorporated 401(k) Employee Savings Plan and Trust · Sponsored by Inwesco, Inc. · California · Other Services

$2M in assets, 85 participants

Inwesco, Inc.'s Inwesco Incorporated 401(k) Employee Savings Plan and Trust reported $2M in total assets and 85 participants in its 2022 DOL Form 5500 filing, ranking in the 31st 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.

  • #4,559 in Other Services (8,398 peers)

Other Services sector rank

Within Other Services, Inwesco Incorporated 401(k) Employee Savings Plan and Trust ranks #4,559 of 8,398 2022 filers by assets (1243% of the sector average)-$2M for 85 participants.

#4,559
in Other Services (8,398 peers)
-10.3%
assets change YoY

The plan reported a net loss of $186K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Inwesco Incorporated 401(k) Employee Savings Plan and Trust among the smaller filed plans by assets

Inwesco Incorporated 401(k) Employee Savings Plan and Trust vs every filed plan by assets

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

$1,615,310 31st percentile higher than 31% 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

Inwesco Incorporated 401(k) Employee Savings Plan and Trust among smaller filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Inwesco Incorporated 401(k) Employee Savings Plan and Trust is a small filing (85 participants) on this national headcount ladder.

Plan-year Form 5500 strip

Filing strip 953319063 · Inwesco, Inc. PY 2022 · 401(k)

Inwesco Incorporated 401(k) Employee Savings Plan and Trust · $2M · 85 · 31st

  • PHOTO $2M
  • PHOTO 85
  • PHOTO 31st
  • PHOTO 401(k)
  • PHOTO near Oakland Infectious Disease Associates 401(k) Profit Sharing Plan
  • PHOTO ind #4559

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 Other Services retirement plans → · Plans in California →

Inwesco Incorporated 401(k) Employee Savings Plan and Trust in the asset neighbourhood

Inwesco Incorporated 401(k) Employee Savings Plan and TrustInwesco Incorporated 401(k) …$2MOakland Infectious Disease Associates 401(k) Profit Sharing PlanOakland Infectious Disease A…$2MBoston Pie, Inc. 401(k) Plan$2MCrescent Constructors 401(k) PlanCrescent Constructors 401(k)…$2MContractors Service Co., Profit Sharing PlanContractors Service Co., Pro…$2M
End-of-year total assets ($M) among Inwesco Incorporated 401(k) Employee Savings Plan and Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Other Services filing particulars

Total Assets (Beginning of Year)$2M
Net Assets (End of Year)$2M
Net Income-$186K
Employer EIN953319063
Plan Effective Date1997-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Inwesco, Inc.)

Sponsor-wide plan assets over time

All Inwesco, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$1M 9.436516829586889% vs 2022
2023 filing year
$1.4M$1.45M$1.5M$1.55M$1.6M$1.65M 20222023 $1.62M $1.46M ▼ -9.9%
Year Plans Participants Total Assets
2022 1 85 $2M
2023 1 N/A $1M

Nearby 401(k) Plans in California

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

Inwesco Incorporated 401(k) Employee Savings Plan and Trust vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000250000 -200204060 Total assets ($B) Participants Inwesco Incorporated 401(k) Employee Savings Plan and Trust, Total assets ($B): 0.00161531 · Participants: 85Inwesco Incorporated 401(k) Employee Savings Plan and TrustWells Fargo & Company 401(k) Plan, Total assets ($B): 45.765616608 · Participants: 205865Wells Fargo & Company 401(k) PlanGoogle LLC 401(k) Savings Plan, Total assets ($B): 28.89820221 · Participants: 102963Google LLC 401(k) Savings PlanOracle Corporation 401(k) Savings and Investment Plan, Total assets ($B): 21.851716605 · Participants: 46320Oracle Corporation 401(k) Savings and Investment PlanChevron Employee Savings Investment Plan, Total assets ($B): 18.60989746 · Participants: 19946Chevron Employee Savings Investment PlanIntel 401(k) Savings Plan, Total assets ($B): 18.361585903 · Participants: 54672Intel 401(k) Savings Plan
Inwesco Incorporated 401(k) Employee Savings Plan and Trust vs. nearby 401(k) plans in California, assets vs. participants
Compare Inwesco Incorporated 401(k) Employee Savings Plan and Trust side-by-side with 3 peers →

Inwesco Incorporated 401(k) Employee Savings Plan and Trust's out-of-state 401(k) peers by assets and headcount

Outside California, the nearest 401(k) by assets is Oakland Infectious Disease Associates 401(k) Profit Sharing Plan in MI ($2M); by covered participants it is Dwight W. Andrus Insurance, Inc. 401(k) Plan in LA (85 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (85 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 Inwesco Incorporated 401(k) Employee Savings Plan and Trust assets move in 2022? ▼
Inwesco Incorporated 401(k) Employee Savings Plan and Trust pulled back noticeably - down 10.3% during 2022, from $2M to $2M. Reported net income was -$186K.
How have Inwesco, Inc. plan assets changed over time? ▼
Across 2 plan years on file (2022-2023), Inwesco, Inc.'s sponsor-wide assets declined 9.4%, from $2M to $1M.
Which 401(k) plans are similar in size to Inwesco Incorporated 401(k) Employee Savings Plan and Trust? ▼
Among 401(k) plans in other states, the closest by assets is Oakland Infectious Disease Associates 401(k) Profit Sharing Plan in MI ($2M, 8 participants).
Which 401(k) plans cover a similar participant headcount to Inwesco Incorporated 401(k) Employee Savings Plan and Trust? ▼
Among 401(k) plans in other states, the closest by covered participants is Dwight W. Andrus Insurance, Inc. 401(k) Plan in LA (85 participants, $7M 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 953319063.

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.