401(k) · DOL Form 5500 · 2023
Investcloud, Inc. 401(k) Plan
Data updated 2026-08-11
- $140M
- Total assets
- 838
- Participants
- 93rd
- Percentile by assets
- $166,934
- Avg per participant
Official DOL plan name: Investcloud, Inc 401(k) Plan · Sponsored by Investcloud, Inc. · California · Professional & Technical Services
$140M in assets, 838 participants
Investcloud, Inc.'s Investcloud, Inc 401(k) Plan reported $140M in total assets and 838 participants in its 2023 DOL Form 5500 filing, ranking in the 93rd 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.
- 93rd percentile by assets (of 127,072 plans)
- #19,188 in Professional & Technical Services (20,321 peers)
Where Investcloud, Inc 401(k) Plan sits by assets
Investcloud, Inc 401(k) Plan sits in the top 10% of all filed plans by assets, $140M for 838 participants (~$166,934/participant), up 23.4% in 2023.
- $140M
- total plan assets (2023 EOY)
- 838
- covered participants
- 93rd
- percentile by assets (of 127,072 plans)
- $166,934
- avg assets per participant
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Investcloud, Inc 401(k) Plan reported net income rose from -$7M in the plan year 2022 filing to $27M in the plan year 2023 filing.
- Investcloud, Inc 401(k) Plan reported participants rose from 373 in the plan year 2022 filing to 838 in the plan year 2023 filing.
- Investcloud, Inc 401(k) Plan end-of-year assets rose from $113M in the plan year 2022 filing to $140M in the plan year 2023 filing.
Investcloud, Inc 401(k) Plan vs the 2023 asset distribution
By assets, Investcloud, Inc 401(k) Plan outranks 93% of the 127,072 plans that filed a Form 5500 for the 2023 plan year, and holds roughly 1.4x the national average plan size of $100M (721 average participants).
Scale-class filing particulars (2023)
| Total Assets (Beginning of Year) | $113M |
|---|---|
| Net Assets (End of Year) | $140M |
| Net Income | $27M |
| Employer EIN | 320412640 |
| Plan Effective Date | 2000-03-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Investcloud, Inc.)
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 373 | $113M |
| 2023 | 1 | 838 | $140M |
| 2024 | 1 | 714 | $152M |
Nearby 401(k) Plans in California
Peer 401(k) plans, same state, same plan type, ranked by total assets.
Investcloud, Inc 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants
- Wells Fargo & Company 401(k) Plan $51.8B · 193,919
- Google LLC 401(k) Savings Plan $39.0B · 122,867
- Oracle Corporation 401(k) Savings and Investment Plan $26.3B · 63,105
- Intel 401(k) Savings Plan $22.2B · 59,863
- Apple 401(k) Plan $19.8B · 106,111
Similar-Sized 401(k) Plans Nationally
401(k) plans in other states closest to Investcloud, Inc 401(k) Plan by total assets, not by location.
- Room & Board 401(k) Plan (MN) $140M · 1,126
- Plaskolite, LLC. & Subsidiaries Amended and Restated Profit Sharing Plan (OH) $140M · 1,019
- Avl North America, Inc. 401(k) Plan (MI) $140M · 583
- Tpc Group Retirement Savings Plan (TX) $140M · 468
Frequently Asked Questions
How did Investcloud, Inc 401(k) Plan assets move in 2023? ▼
How have Investcloud, Inc. plan assets changed over time? ▼
Where does Investcloud, Inc 401(k) Plan rank by assets among Form 5500 filers? ▼
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Next read for Investcloud, Inc 401(k) Plan
Scale reading
Ways to act on Investcloud, Inc 401(k) Plan's numbers.
- By total assets, Investcloud, Inc 401(k) Plan ranks in the top 10% of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar 401(k) plans in California. Compare plans
- Investcloud, Inc.'s sponsor-wide assets have grown 34.5% since 2022 across 3 plan years on file. More Professional & Technical Services plans