401(k) · DOL Form 5500 · 2023

Incast Asset Management, Inc. 401(k) Plan

Data updated 2026-08-25

$8M
Total assets Small plan by assets
187
Participants Below avg headcount
55th
Percentile by assets National rank
$44,582
Avg per participant Low balance/head
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Official DOL plan name: Iam 401(k) Retirement Plan · Sponsored by Incast Asset Management, Inc. · California · Manufacturing

$8M in assets, 187 participants

Incast Asset Management, Inc.'s Iam 401(k) Retirement Plan reported $8M in total assets and 187 participants in its 2023 DOL Form 5500 filing, ranking in the 55th 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.

  • #7,492 in Manufacturing (18,722 peers)

Coverage in California

Iam 401(k) Retirement Plan covers 187 participants in California, about 30% of the average California filer (state average ~630 per filing). Assets: $8M.

#7,492
in Manufacturing (18,722 peers)
+27.5%
assets growth YoY

Iam 401(k) Retirement Plan's mid-pack asset rank among Manufacturing and all filers

Iam 401(k) Retirement Plan vs every filed plan by assets

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

$8,336,763 Top 45% higher than 55% 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

Iam 401(k) Retirement Plan 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. Iam 401(k) Retirement Plan sits mid-pack in the medium band (187 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Iam 401(k) Retirement Plan reported net income rose from -$232K in the plan year 2022 filing to $2M in the plan year 2023 filing.
  • Iam 401(k) Retirement Plan end-of-year assets rose from $7M in the plan year 2022 filing to $8M in the plan year 2023 filing.
  • Iam 401(k) Retirement Plan reported participants rose from 170 in the plan year 2022 filing to 187 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 262429216 · Incast Asset Management, Inc. PY 2023 · 401(k)

Iam 401(k) Retirement Plan · $8M · 187 · 55th

  • SCH $8M
  • EBSA 187
  • PART 55th
  • TYPE 401(k)
  • NET near Salon Service Group 401(k) Retirement Plan
  • BOOK ind #7492

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 Manufacturing retirement plans → · Plans in California →

Iam 401(k) Retirement Plan in the asset neighbourhood

Iam 401(k) Retirement Plan$8MSalon Service Group 401(k) Retirement PlanSalon Service Group 401(k) R…$8MDown-Lite International, Inc. Profit Sharing PlanDown-Lite International, Inc…$8MUS Magnesium LLC Hourly 401(k) PlanUS Magnesium LLC Hourly 401(…$8MThornton & Summers Profit Sharing PlanThornton & Summers Profit Sh…$8M
End-of-year total assets ($M) among Iam 401(k) Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

California filing particulars

Total Assets (Beginning of Year)$7M
Net Assets (End of Year)$8M
Net Income$2M
Employer EIN262429216
Plan Effective Date1994-05-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Incast Asset Management, Inc.)

Sponsor-wide plan assets over time

All Incast Asset Management, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$10M 55.03555092114939% vs 2022
2024 filing year
$6M$8M$10M$12M 202220232024 $6.54M $10.1M ▲ +55.0%
Year Plans Participants Total Assets
2022 1 170 $7M
2023 1 187 $8M
2024 1 178 $10M

Nearby 401(k) Plans in California

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

Iam 401(k) Retirement Plan vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000250000 -200204060 Total assets ($B) Participants Iam 401(k) Retirement Plan, Total assets ($B): 0.008336763 · Participants: 187Iam 401(k) 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
Iam 401(k) Retirement Plan vs. nearby 401(k) plans in California, assets vs. participants
Compare Iam 401(k) Retirement Plan side-by-side with 3 peers →

Iam 401(k) Retirement Plan's out-of-state 401(k) peers by assets and headcount

Outside California, the nearest 401(k) by assets is Salon Service Group 401(k) Retirement Plan in MO ($8M); by covered participants it is The Infosoft Group Retirement Plan in WI (187 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (187 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 Iam 401(k) Retirement Plan assets move in 2023? ▼
Iam 401(k) Retirement Plan grew sharply - up 27.5% during 2023, from $7M to $8M. Reported net income was $2M.
How have Incast Asset Management, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Incast Asset Management, Inc.'s sponsor-wide assets grew 55.0%, from $7M to $10M.
Which 401(k) plans are similar in size to Iam 401(k) Retirement Plan? ▼
Among 401(k) plans in other states, the closest by assets is Salon Service Group 401(k) Retirement Plan in MO ($8M, 245 participants).
Which 401(k) plans cover a similar participant headcount to Iam 401(k) Retirement Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is The Infosoft Group Retirement Plan in WI (187 participants, N/A 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 262429216.

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.