401(k) · DOL Form 5500 · 2023

The James Irvine Foundation 401(k) Plan

Data updated 2026-08-25

$34M
Total assets Below avg plan size
80
Participants Small participant base
81st
Percentile by assets National rank
$421,392
Avg per participant High balance/head
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Official DOL plan name: The James Irvine Foundation Retirement Plan · Sponsored by The James Irvine Foundation · California · Other Services

$34M in assets, 80 participants

The James Irvine Foundation's The James Irvine Foundation Retirement Plan reported $34M in total assets and 80 participants in its 2023 DOL Form 5500 filing, ranking in the 81st 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.

  • #7,121 in Other Services (7,857 peers)

Where The James Irvine Foundation Retirement Plan sits by assets

The James Irvine Foundation Retirement Plan sits in the top quartile of all filed plans by assets, $34M for 80 participants (~$421,392/participant), up 26.7% in 2023.

#7,121
in Other Services (7,857 peers)
+26.7%
assets growth YoY
0.3×
vs typical plan assets (national mean)

The James Irvine Foundation Retirement Plan's outsized position by total assets

The James Irvine Foundation Retirement Plan vs every filed plan by assets

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

$33,711,360 Top 19% higher than 81% 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

The James Irvine Foundation Retirement Plan among smaller filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. The James Irvine Foundation Retirement Plan is a small filing (80 participants) on this national headcount ladder.

EBSA filing schedule strip

Filing strip 941236937 · The James Irvine Foundation PY 2023 · 401(k)

The James Irvine Foundation Retirement Plan · $34M · 80 · 81st

  • RANK $34M
  • PHOTO 80
  • IND 81st
  • EOY 401(k)
  • 5500 near Community Choice Credit Union 401(k) Savings Plan
  • ASSETS ind #7121

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 →

The James Irvine Foundation Retirement Plan in the asset neighbourhood

Manley Deas & Kochalski LLC 401(k) Profit Sharing PlanManley Deas & Kochalski LLC …$34MThe James Irvine Foundation Retirement PlanThe James Irvine Foundation …$34MCommunity Choice Credit Union 401(k) Savings PlanCommunity Choice Credit Unio…$34MFirst Financial Resources, Inc. Profit Sharing Plan and TrustFirst Financial Resources, I…$34MSignature Bancorp, Inc. Retirement Savings PlanSignature Bancorp, Inc. Reti…$34M
End-of-year total assets ($M) among The James Irvine Foundation Retirement Plan 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)$34M
Net Income$7M
Employer EIN941236937
Plan Effective Date1988-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (The James Irvine Foundation)

Sponsor-wide plan assets over time

All The James Irvine Foundation plans reported in each filing year

Latest sponsor-wide plan assets
$40M 19.655309070888862% vs 2023
2024 filing year
$32M$34M$36M$38M$40M$42M 20232024 $33.7M $40.3M ▲ +19.7%
Year Plans Participants Total Assets
2023 1 80 $34M
2024 1 82 $40M

Nearby 401(k) Plans in California

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

The James Irvine Foundation Retirement Plan vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000250000 -200204060 Total assets ($B) Participants The James Irvine Foundation Retirement Plan, Total assets ($B): 0.03371136 · Participants: 80The James Irvine Foundation Retirement 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
The James Irvine Foundation Retirement Plan vs. nearby 401(k) plans in California, assets vs. participants
Compare The James Irvine Foundation Retirement Plan side-by-side with 3 peers →

The James Irvine Foundation Retirement Plan's out-of-state 401(k) peers by assets and headcount

Outside California, the nearest 401(k) by assets is Community Choice Credit Union 401(k) Savings Plan in MI ($34M); by covered participants it is Lex Brodie's Tire Co. 401(k) Plan in HI (80 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (80 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 The James Irvine Foundation Retirement Plan assets move in 2023? ▼
The James Irvine Foundation Retirement Plan grew sharply - up 26.7% during 2023, from $27M to $34M. Reported net income was $7M.
How have The James Irvine Foundation plan assets changed over time? ▼
Across 2 plan years on file (2023-2024), The James Irvine Foundation's sponsor-wide assets grew 19.7%, from $34M to $40M.
Where does The James Irvine Foundation Retirement Plan rank by assets among Form 5500 filers? ▼
The James Irvine Foundation Retirement Plan ranks in the 81st 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 The James Irvine Foundation Retirement Plan? ▼
Among 401(k) plans in other states, the closest by assets is Community Choice Credit Union 401(k) Savings Plan in MI ($34M, 391 participants).
Which 401(k) plans cover a similar participant headcount to The James Irvine Foundation Retirement Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Lex Brodie's Tire Co. 401(k) Plan in HI (80 participants, $8M 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 941236937.

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.