401(k) · DOL Form 5500 · 2023

Inwesco, Inc. 401(k) Plan

Data updated 2026-08-25

$1M
Total assets Small plan by assets: N/A
Participants Small participant base: 27th
Percentile by assets National rank

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Official DOL plan name: Inwesco Incorporated 401(k) Employee Savings Plan and Trust · Sponsored by Inwesco, Inc. · California · Other Services

$1M in assets, N/A participants

Inwesco, Inc.'s Inwesco Incorporated 401(k) Employee Savings Plan and Trust reported $1M in total assets and N/A participants in its 2023 DOL Form 5500 filing, ranking in the 27th 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.

#4,093 in Other Services (7,857 peers)

Other Services sector rank

Within Other Services, Inwesco Incorporated 401(k) Employee Savings Plan and Trust ranks #4,093 of 7,857 2023 filers by assets (1372% of the sector average)-$1M for N/A participants.

#4,093
in Other Services (7,857 peers): -9.4%
assets change YoY

The plan reported a net loss of $152K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Inwesco Incorporated 401(k) Employee Savings Plan and Trust among the smaller filed plans by assets

Inwesco Incorporated 401(k) Employee Savings Plan and Trust vs every filed plan by assets

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

$1,462,881 27th percentile higher than 27% of 127,068 filed plans

Dashed line + filled bar = this entry, among filed plans.

Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023

Filed plans by participant headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets.

Micro (1-10) 35,718 filings (27%) Small (11-100) 27,089 filings (21%) Medium (101-1,000) 55,445 filings (43%) Large (1,001-10,000) 10,273 filings (8%) Mega (10,000+) 1,374 filings (1%)

Inwesco Incorporated 401(k) Employee Savings Plan and Trust reported participants fell from 85 in the plan year 2022 filing to N/A in the plan year 2023 filing.
Inwesco Incorporated 401(k) Employee Savings Plan and Trust reported net income rose from -$186K in the plan year 2022 filing to -$152K in the plan year 2023 filing.
Inwesco Incorporated 401(k) Employee Savings Plan and Trust end-of-year assets fell from $2M 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 953319063 · Inwesco, Inc. PY 2023 · 401(k)

Inwesco Incorporated 401(k) Employee Savings Plan and Trust · $1M · N/A · 27th

IND $1M
IND N/A
IND 27th
IND 401(k)
IND near Rainmaker Hospitality 401(k) Savings Plan
IND ind #4093

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 →

End-of-year total assets ($M) among Inwesco Incorporated 401(k) Employee Savings Plan and Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Other Services filing particulars

Total Assets (Beginning of Year)	$2M
Net Assets (End of Year)	$1M
Net Income	-$152K
Employer EIN	953319063
Plan Effective Date	1997-01-01
Filing Status	FILING RECEIVED

Sponsor Plan History (Inwesco, Inc.)

Latest sponsor-wide plan assets: $1M 9.436516829586889% vs 2022; 2023 filing year

Year	Plans	Participants	Total Assets
2022	1	85	$2M
2023	1	N/A	$1M

Nearby 401(k) Plans in California

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

Inwesco Incorporated 401(k) Employee Savings Plan and Trust 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

Compare Inwesco Incorporated 401(k) Employee Savings Plan and Trust side-by-side with 3 peers →

Inwesco Incorporated 401(k) Employee Savings Plan and Trust's closest out-of-state 401(k) peers by assets

Outside California, the nearest 401(k) by end-of-year assets is Rainmaker Hospitality 401(k) Savings Plan in KY at $1M (this filing: $1M).

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($1M here).

Rainmaker Hospitality 401(k) Savings Plan (KY) $1M · 29
Paramark Corp. 401(k) Plan (MN) $1M · 133
Titanliner, Inc. 401(k) Plan (TX) $1M · 57
J. Derek Tieken, D.D.S., P.a. 401(k) Profit Sharing Plan (TX) $1M · 14

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 Inwesco Incorporated 401(k) Employee Savings Plan and Trust assets move in 2023? ▼

Inwesco Incorporated 401(k) Employee Savings Plan and Trust pulled back noticeably - down 9.4% during 2023, from $2M to $1M. Reported net income was -$152K.

How have Inwesco, Inc. plan assets changed over time? ▼

Across 2 plan years on file (2022-2023), Inwesco, Inc.'s sponsor-wide assets declined 9.4%, from $2M to $1M.

Which 401(k) plans are similar in size to Inwesco Incorporated 401(k) Employee Savings Plan and Trust? ▼

Among 401(k) plans in other states, the closest by assets is Rainmaker Hospitality 401(k) Savings Plan in KY ($1M, 29 participants).

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 953319063.