401(k) · DOL Form 5500 · 2023

Ironwood Capital Management 401(k) Plan

Data updated 2026-08-25

$14M
Total assets Small plan by assets
38
Participants Small participant base
66th
Percentile by assets National rank
$364,899
Avg per participant High balance/head
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Official DOL plan name: Ironwood Capital Management 401(k) Profit Sharing Plan · Sponsored by Ironwood Capital Management · California · Finance & Insurance

$14M in assets, 38 participants

Ironwood Capital Management's Ironwood Capital Management 401(k) Profit Sharing Plan reported $14M in total assets and 38 participants in its 2023 DOL Form 5500 filing, ranking in the 66th 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.

  • #4,497 in Finance & Insurance (8,869 peers)

Ironwood Capital Management multi-year trail

Ironwood Capital Management's plans moved +52.4% in assets from 2022 to 2024; this filing shows Ironwood Capital Management 401(k) Profit Sharing Plan at $14M / 38 participants.

#4,497
in Finance & Insurance (8,869 peers)
+24.8%
assets growth YoY

Ironwood Capital Management 401(k) Profit Sharing Plan's mid-pack asset rank among Finance & Insurance and all filers

Ironwood Capital Management 401(k) Profit Sharing Plan vs every filed plan by assets

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

$13,866,179 Top 34% higher than 66% 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

Ironwood Capital Management 401(k) Profit Sharing 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. Ironwood Capital Management 401(k) Profit Sharing Plan is a small filing (38 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Ironwood Capital Management 401(k) Profit Sharing Plan reported net income rose from -$3M in the plan year 2022 filing to $3M in the plan year 2023 filing.
  • Ironwood Capital Management 401(k) Profit Sharing Plan end-of-year assets rose from $11M in the plan year 2022 filing to $14M in the plan year 2023 filing.
  • Ironwood Capital Management 401(k) Profit Sharing Plan reported participants rose from 35 in the plan year 2022 filing to 38 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 911797297 · Ironwood Capital Management PY 2023 · 401(k)

Ironwood Capital Management 401(k) Profit Sharing Plan · $14M · 38 · 66th

  • PCT $14M
  • PCT 38
  • PCT 66th
  • PCT 401(k)
  • PCT near Zausmer, P.C. 401(k) Savings Plan
  • PCT ind #4497

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 Finance & Insurance retirement plans → · Plans in California →

Ironwood Capital Management 401(k) Profit Sharing Plan in the asset neighbourhood

Ironwood Capital Management 401(k) Profit Sharing PlanIronwood Capital Management …$14MZausmer, P.C. 401(k) Savings PlanZausmer, P.C. 401(k) Savings…$14MDermatology Associates of West Michigan, PLC Profit Sharing PlanDermatology Associates of We…$14MMitchell Auto Group, Inc. 401(k) PlanMitchell Auto Group, Inc. 40…$14MMacproducts, Inc. Employees' Profit-Sharing Plan and TrustMacproducts, Inc. Employees'…$14M
End-of-year total assets ($M) among Ironwood Capital Management 401(k) Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Ironwood Capital Management multi-year asset trail

Sponsor-wide plan assets over time

All Ironwood Capital Management plans reported in each filing year

Latest sponsor-wide plan assets
$17M 52.35863236133782% vs 2022
2024 filing year
$10M$12M$14M$16M$18M 202220232024 $11.1M $16.9M ▲ +52.4%
Year Plans Participants Total Assets
2022 1 35 $11M
2023 1 38 $14M
2024 1 40 $17M

Ironwood Capital Management filing trail (2023)

Total Assets (Beginning of Year)$11M
Net Assets (End of Year)$14M
Net Income$3M
Employer EIN911797297
Plan Effective Date2005-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in California

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

Ironwood Capital Management 401(k) Profit Sharing Plan vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000250000 -200204060 Total assets ($B) Participants Ironwood Capital Management 401(k) Profit Sharing Plan, Total assets ($B): 0.013866179 · Participants: 38Ironwood Capital Management 401(k) Profit Sharing 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
Ironwood Capital Management 401(k) Profit Sharing Plan vs. nearby 401(k) plans in California, assets vs. participants
Compare Ironwood Capital Management 401(k) Profit Sharing Plan side-by-side with 3 peers →

Ironwood Capital Management 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside California, the nearest 401(k) by assets is Zausmer, P.C. 401(k) Savings Plan in MI ($14M); by covered participants it is Coral Color Process, Ltd 401(k) Plan in NY (38 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (38 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 Ironwood Capital Management 401(k) Profit Sharing Plan assets move in 2023? ▼
Ironwood Capital Management 401(k) Profit Sharing Plan grew sharply - up 24.8% during 2023, from $11M to $14M. Reported net income was $3M.
How have Ironwood Capital Management plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Ironwood Capital Management's sponsor-wide assets grew 52.4%, from $11M to $17M.
Which 401(k) plans are similar in size to Ironwood Capital Management 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Zausmer, P.C. 401(k) Savings Plan in MI ($14M, 175 participants).
Which 401(k) plans cover a similar participant headcount to Ironwood Capital Management 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Coral Color Process, Ltd 401(k) Plan in NY (38 participants, $3M 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 911797297.

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.