401(k) · DOL Form 5500 · 2023

Invoca, Inc. 401(k) Plan

Data updated 2026-08-25

$38M
Total assets Below avg plan size
401
Participants Below avg headcount
82nd
Percentile by assets National rank
$93,684
Avg per participant Below avg balance/head
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Official DOL plan name: Invoca, Inc. 401(k) Profit Sharing Plan & Trust · Sponsored by Invoca, Inc. · California · Professional & Technical Services

$38M in assets, 401 participants

Invoca, Inc.'s Invoca, Inc. 401(k) Profit Sharing Plan & Trust reported $38M in total assets and 401 participants in its 2023 DOL Form 5500 filing, ranking in the 82nd 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.

  • #16,852 in Professional & Technical Services (20,321 peers)

Where Invoca, Inc. 401(k) Profit Sharing Plan & Trust sits by assets

Invoca, Inc. 401(k) Profit Sharing Plan & Trust sits in the top quartile of all filed plans by assets, $38M for 401 participants (~$93,684/participant), up 41.6% in 2023.

#16,852
in Professional & Technical Services (20,321 peers)
+41.6%
assets growth YoY
0.4×
vs typical plan assets (national mean)

Invoca, Inc. 401(k) Profit Sharing Plan & Trust's outsized position by total assets

Invoca, Inc. 401(k) Profit Sharing Plan & Trust vs every filed plan by assets

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

$37,567,108 Top 18% higher than 82% 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

Invoca, Inc. 401(k) Profit Sharing Plan & Trust 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. Invoca, Inc. 401(k) Profit Sharing Plan & Trust sits mid-pack in the medium band (401 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Invoca, Inc. 401(k) Profit Sharing Plan & Trust reported net income rose from $3M in the plan year 2022 filing to $11M in the plan year 2023 filing.
  • Invoca, Inc. 401(k) Profit Sharing Plan & Trust end-of-year assets rose from $27M in the plan year 2022 filing to $38M in the plan year 2023 filing.
  • Invoca, Inc. 401(k) Profit Sharing Plan & Trust reported participants rose from 326 in the plan year 2022 filing to 401 in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 264390865 · Invoca, Inc. PY 2023 · 401(k)

Invoca, Inc. 401(k) Profit Sharing Plan & Trust · $38M · 401 · 82nd

  • 5500 $38M
  • 5500 401
  • 5500 82nd
  • 5500 401(k)
  • 5500 near Travis Industries, Inc. 401(k) Plan
  • 5500 ind #16852

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 California →

Invoca, Inc. 401(k) Profit Sharing Plan & Trust in the asset neighbourhood

Invoca, Inc. 401(k) Profit Sharing Plan & TrustInvoca, Inc. 401(k) Profit S…$38MTravis Industries, Inc. 401(k) PlanTravis Industries, Inc. 401(…$38MMotors & Armatures, Inc. Retirement PlanMotors & Armatures, Inc. Ret…$38MAmerican Licorice Company Savings PlanAmerican Licorice Company Sa…$38MSomerset Trust Company 401(k) Profit Sharing PlanSomerset Trust Company 401(k…$38M
End-of-year total assets ($M) among Invoca, Inc. 401(k) Profit Sharing Plan & Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$27M
Net Assets (End of Year)$38M
Net Income$11M
Employer EIN264390865
Plan Effective Date2011-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Invoca, Inc.)

Sponsor-wide plan assets over time

All Invoca, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$48M 79.1145255752654% vs 2022
2024 filing year
$20M$30M$40M$50M 202220232024 $26.5M $47.5M ▲ +79.1%
Year Plans Participants Total Assets
2022 1 326 $27M
2023 1 401 $38M
2024 1 355 $48M

Nearby 401(k) Plans in California

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

Invoca, Inc. 401(k) Profit Sharing Plan & Trust vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000250000 -200204060 Total assets ($B) Participants Invoca, Inc. 401(k) Profit Sharing Plan & Trust, Total assets ($B): 0.037567108 · Participants: 401Invoca, Inc. 401(k) Profit Sharing Plan & TrustWells 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
Invoca, Inc. 401(k) Profit Sharing Plan & Trust vs. nearby 401(k) plans in California, assets vs. participants
Compare Invoca, Inc. 401(k) Profit Sharing Plan & Trust side-by-side with 3 peers →

Invoca, Inc. 401(k) Profit Sharing Plan & Trust's out-of-state 401(k) peers by assets and headcount

Outside California, the nearest 401(k) by assets is Travis Industries, Inc. 401(k) Plan in WA ($38M); by covered participants it is Aquafil USA, Inc. 401(k) Plan in GA (401 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($38M here).

Similar participant headcount

Nearest other-state filings by covered participants (401 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 Invoca, Inc. 401(k) Profit Sharing Plan & Trust assets move in 2023? ▼
Invoca, Inc. 401(k) Profit Sharing Plan & Trust surged - up 41.6% during 2023, from $27M to $38M. Reported net income was $11M.
How have Invoca, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Invoca, Inc.'s sponsor-wide assets grew 79.1%, from $27M to $48M.
Where does Invoca, Inc. 401(k) Profit Sharing Plan & Trust rank by assets among Form 5500 filers? ▼
Invoca, Inc. 401(k) Profit Sharing Plan & Trust ranks in the 82nd percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to Invoca, Inc. 401(k) Profit Sharing Plan & Trust? ▼
Among 401(k) plans in other states, the closest by assets is Travis Industries, Inc. 401(k) Plan in WA ($38M, 449 participants).
Which 401(k) plans cover a similar participant headcount to Invoca, Inc. 401(k) Profit Sharing Plan & Trust? ▼
Among 401(k) plans in other states, the closest by covered participants is Aquafil USA, Inc. 401(k) Plan in GA (401 participants, $5M 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 264390865.

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.