Profit Sharing · DOL Form 5500 · 2023

Investwest Property Corp Profit Sharing Plan

Data updated 2026-08-25

$1M
Total assets Small plan by assets
2
Participants Small participant base
24th
Percentile by assets National rank
$546,544
Avg per participant High balance/head
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Official DOL plan name: Ee Profit Sharing Plan of Investwest Property Corp · Sponsored by Investwest Property Corp · Colorado · Real Estate

$1M in assets, 2 participants

Investwest Property Corp's Ee Profit Sharing Plan of Investwest Property Corp reported $1M in total assets and 2 participants in its 2023 DOL Form 5500 filing, ranking in the 24th 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.

  • #1,982 in Real Estate (4,727 peers)

Investwest Property Corp multi-year trail

Investwest Property Corp's plans moved -37.0% in assets from 2022 to 2024; this filing shows Ee Profit Sharing Plan of Investwest Property Corp at $1M / 2 participants.

#1,982
in Real Estate (4,727 peers)
+1.4%
assets growth YoY

Ee Profit Sharing Plan of Investwest Property Corp among the smaller filed plans by assets

Ee Profit Sharing Plan of Investwest Property Corp vs every filed plan by assets

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

$1,093,087 24th percentile higher than 24% 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

Ee Profit Sharing Plan of Investwest Property Corp among micro filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Ee Profit Sharing Plan of Investwest Property Corp is a micro filing (2 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Ee Profit Sharing Plan of Investwest Property Corp reported net income rose from -$17K in the plan year 2022 filing to $15K in the plan year 2023 filing.
  • Ee Profit Sharing Plan of Investwest Property Corp end-of-year assets rose from $1M in the plan year 2022 filing to $1M in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 840900591 · Investwest Property Corp PY 2023 · Profit Sharing

Ee Profit Sharing Plan of Investwest Property Corp · $1M · 2 · 24th

  • VS-ST $1M
  • BOY 2
  • SCH 24th
  • EBSA Profit Sharing
  • PART near Ccam Engineering Inc. Retirement Plan
  • TYPE ind #1982

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 Real Estate retirement plans → · Plans in Colorado →

Ee Profit Sharing Plan of Investwest Property Corp in the asset neighbourhood

Ee Profit Sharing Plan of Investwest Property CorpEe Profit Sharing Plan of In…$1MCcam Engineering Inc. Retirement PlanCcam Engineering Inc. Retire…$1MBooker, Arceneaux & Laskowski LLP Retirement PlanBooker, Arceneaux & Laskowsk…$1MManning Farms Inc Employees' Profit Sharing PlanManning Farms Inc Employees'…$1MTaylor Oil Co., Inc. Employees Profit Sharing PlanTaylor Oil Co., Inc. Employe…$1M
End-of-year total assets ($M) among Ee Profit Sharing Plan of Investwest Property Corp and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2023.

Investwest Property Corp multi-year asset trail

Sponsor-wide plan assets over time

All Investwest Property Corp plans reported in each filing year

Latest sponsor-wide plan assets
$680K 36.9620692149201% vs 2022
2024 filing year
$0.6M$0.8M$1M$1.2M 202220232024 $1.08M $0.68M ▼ -37.0%
Year Plans Participants Total Assets
2022 1 2 $1M
2023 1 2 $1M
2024 1 2 $680K

Investwest Property Corp filing trail (2023)

Total Assets (Beginning of Year)$1M
Net Assets (End of Year)$1M
Net Income$15K
Employer EIN840900591
Plan Effective Date1983-03-01
Filing StatusFILING RECEIVED

Nearby Profit Sharing Plans in Colorado

Peer Profit Sharing plans, same state, same plan type, ranked by total assets.

Ee Profit Sharing Plan of Investwest Property Corp vs. nearby Profit Sharing plans in Colorado, assets vs. participants Scatter plot of 6 data points. -500050010001500 -20020406080 Total assets ($M) Participants Ee Profit Sharing Plan of Investwest Property Corp, Total assets ($M): 1.093087 · Participants: 2Ee Profit Sharing Plan of Investwest Property CorpHensel Phelps Hourly Retirement Plan, Total assets ($M): 58.660079 · Participants: 695Hensel Phelps Hourly Retirement PlanLiberty Pr Mobility 401(k) Savings Plans, Total assets ($M): 43.07945 · Participants: 1212Liberty Pr Mobility 401(k) Savings PlansAmended & Restated Profit Sharing Plan of Midwest Pms, Total assets ($M): 38.087891 · Participants: 133Amended & Restated Profit Sharing Plan of Midwest PmsPeterson Company Profit-Sharing Plan, Total assets ($M): 18.249977 · Participants: 26Peterson Company Profit-Sharing PlanRetirement Plan of Public Broadcasting of Colorado, Inc., Total assets ($M): 16.472083 · Participants: 182Retirement Plan of Public Broadcasting of Colorado, Inc.
Ee Profit Sharing Plan of Investwest Property Corp vs. nearby Profit Sharing plans in Colorado, assets vs. participants
Compare Ee Profit Sharing Plan of Investwest Property Corp side-by-side with 3 peers →

Ee Profit Sharing Plan of Investwest Property Corp's out-of-state Profit Sharing peers by assets and headcount

Outside Colorado, the nearest Profit Sharing by assets is Ccam Engineering Inc. Retirement Plan in NJ ($1M); by covered participants it is Johnson Goldberg & Brown, Ltd Profit Sharing Plan in IL (2 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (2 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 Ee Profit Sharing Plan of Investwest Property Corp assets move in 2023? ▼
Ee Profit Sharing Plan of Investwest Property Corp edged up modestly - up 1.4% during 2023, from $1M to $1M. Reported net income was $15K.
How have Investwest Property Corp plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Investwest Property Corp's sponsor-wide assets declined 37.0%, from $1M to $680K.
Where does Ee Profit Sharing Plan of Investwest Property Corp rank by assets among Form 5500 filers? ▼
Ee Profit Sharing Plan of Investwest Property Corp ranks in the 24th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (among the smaller plans by assets on file).
Which Profit Sharing plans are similar in size to Ee Profit Sharing Plan of Investwest Property Corp? ▼
Among Profit Sharing plans in other states, the closest by assets is Ccam Engineering Inc. Retirement Plan in NJ ($1M, 1 participant).
Which Profit Sharing plans cover a similar participant headcount to Ee Profit Sharing Plan of Investwest Property Corp? ▼
Among Profit Sharing plans in other states, the closest by covered participants is Johnson Goldberg & Brown, Ltd Profit Sharing Plan in IL (2 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 840900591.

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.