Profit Sharing · DOL Form 5500 · 2024

Interwest Venture Management Co. Profit Sharing Plan

Data updated 2026-08-25

$9M
Total assets Small plan by assets
9
Participants Small participant base
54th
Percentile by assets National rank
$1.0M
Avg per participant High balance/head
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Official DOL plan name: Interwest Venture Management Co. Profit Sharing Plan and Trust · Sponsored by Interwest Venture Management Co. · California · Professional & Technical Services

$9M in assets, 9 participants

Interwest Venture Management Co.'s Interwest Venture Management Co. Profit Sharing Plan and Trust reported $9M in total assets and 9 participants in its 2024 DOL Form 5500 filing, ranking in the 54th 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.

  • #10,524 in Professional & Technical Services (20,173 peers)

Interwest Venture Management Co. multi-year trail

Interwest Venture Management Co.'s plans moved +25.6% in assets from 2022 to 2024; this filing shows Interwest Venture Management Co. Profit Sharing Plan and Trust at $9M / 9 participants.

#10,524
in Professional & Technical Services (20,173 peers)
+13.6%
assets growth YoY

Interwest Venture Management Co. Profit Sharing Plan and Trust's mid-pack asset rank among Professional & Technical Services and all filers

Interwest Venture Management Co. Profit Sharing Plan and Trust vs every filed plan by assets

End-of-year total assets · plan year 2024 · DOL Form 5500

$9,201,208 Top 46% higher than 54% of 123,620 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 2024

Interwest Venture Management Co. Profit Sharing Plan and Trust among micro filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Interwest Venture Management Co. Profit Sharing Plan and Trust is a micro filing (9 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Interwest Venture Management Co. Profit Sharing Plan and Trust reported net income rose from $774K in the plan year 2023 filing to $1M in the plan year 2024 filing.
  • Interwest Venture Management Co. Profit Sharing Plan and Trust end-of-year assets rose from $8M in the plan year 2023 filing to $9M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Plan-year Form 5500 strip

Filing strip 942646039 · Interwest Venture Management Co. PY 2024 · Profit Sharing

Interwest Venture Management Co. Profit Sharing Plan and Trust · $9M · 9 · 54th

  • VS-ST $9M
  • BOY 9
  • SCH 54th
  • EBSA Profit Sharing
  • PART near The H. E. Butt Foundation 403(b) Savings Plan
  • TYPE ind #10524

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 Professional & Technical Services retirement plans → · Plans in California →

Interwest Venture Management Co. Profit Sharing Plan and Trust in the asset neighbourhood

American Funds Basic Profit SharingAmerican Funds Basic Profit …$9MInterwest Venture Management Co. Profit Sharing Plan and TrustInterwest Venture Management…$9MThe H. E. Butt Foundation 403(b) Savings PlanThe H. E. Butt Foundation 40…$9MSoldier on 403(b) Plan$9MVirginia Diodes 401(k) Plan$9M
End-of-year total assets ($M) among Interwest Venture Management Co. Profit Sharing Plan and Trust and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2024.

Interwest Venture Management Co. multi-year asset trail

Sponsor-wide plan assets over time

All Interwest Venture Management Co. plans reported in each filing year

Latest sponsor-wide plan assets
$9M 25.591437535608% vs 2022
2024 filing year
$7M$8M$9M$10M 202220232024 $7.33M $9.2M ▲ +25.5%
Year Plans Participants Total Assets
2022 1 10 $7M
2023 1 9 $8M
2024 1 9 $9M

Interwest Venture Management Co. filing trail (2024)

Total Assets (Beginning of Year)$8M
Net Assets (End of Year)$9M
Net Income$1M
Employer EIN942646039
Plan Effective Date1980-04-01
Filing StatusFILING RECEIVED

Nearby Profit Sharing Plans in California

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

Interwest Venture Management Co. Profit Sharing Plan and Trust vs. nearby Profit Sharing plans in California, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -20246810 Total assets ($B) Participants Interwest Venture Management Co. Profit Sharing Plan and Trust, Total assets ($B): 0.009201208 · Participants: 9Interwest Venture Management Co. Profit Sharing Plan and TrustScpmg Keogh Plan, Total assets ($B): 7.873239427 · Participants: 10749Scpmg Keogh PlanIntel Retirement Contribution Plan, Total assets ($B): 7.29473208 · Participants: 19044Intel Retirement Contribution PlanMotion Picture Industry Individual Account Plan, Total assets ($B): 6.232609737 · Participants: 67842Motion Picture Industry Individual Account PlanMemorialcare Retirement Plan, Total assets ($B): 1.429377 · Participants: 4491Memorialcare Retirement PlanDisney Retirement Savings Plan, Total assets ($B): 1.420512537 · Participants: 36338Disney Retirement Savings Plan
Interwest Venture Management Co. Profit Sharing Plan and Trust vs. nearby Profit Sharing plans in California, assets vs. participants
Compare Interwest Venture Management Co. Profit Sharing Plan and Trust side-by-side with 3 peers →

Interwest Venture Management Co. Profit Sharing Plan and Trust's out-of-state Profit Sharing peers by assets and headcount

Outside California, the nearest Profit Sharing by assets is The H. E. Butt Foundation 403(b) Savings Plan in TX ($9M); by covered participants it is Mab Financial Services, Inc. Retirement Plan in MD (9 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($9M here).

Similar participant headcount

Nearest other-state filings by covered participants (9 participants); asset peers above are excluded.

DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Interwest Venture Management Co. Profit Sharing Plan and Trust assets move in 2024? ▼
Interwest Venture Management Co. Profit Sharing Plan and Trust grew at a solid clip - up 13.6% during 2024, from $8M to $9M. Reported net income was $1M.
How have Interwest Venture Management Co. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Interwest Venture Management Co.'s sponsor-wide assets grew 25.6%, from $7M to $9M.
Which Profit Sharing plans are similar in size to Interwest Venture Management Co. Profit Sharing Plan and Trust? ▼
Among Profit Sharing plans in other states, the closest by assets is The H. E. Butt Foundation 403(b) Savings Plan in TX ($9M, 128 participants).
Which Profit Sharing plans cover a similar participant headcount to Interwest Venture Management Co. Profit Sharing Plan and Trust? ▼
Among Profit Sharing plans in other states, the closest by covered participants is Mab Financial Services, Inc. Retirement Plan in MD (9 participants, $3M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2024.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 942646039.

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.