401(k) · DOL Form 5500 · 2024

Nvest, Inc. 401(k) Plan

Data updated 2026-08-25

$13M
Total assets Small plan by assets
61
Participants Small participant base
61st
Percentile by assets National rank
$210,009
Avg per participant Above avg balance/head
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Official DOL plan name: Nvest, Inc. 401(k) Plan · Sponsored by Nvest, Inc. · California · Professional & Technical Services

$13M in assets, 61 participants

Nvest, Inc.'s Nvest, Inc. 401(k) Plan reported $13M in total assets and 61 participants in its 2024 DOL Form 5500 filing, ranking in the 61st 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.

  • #12,082 in Professional & Technical Services (20,173 peers)

Nvest, Inc. multi-year trail

Nvest, Inc.'s plans moved +21.3% in assets from 2022 to 2024; this filing shows Nvest, Inc. 401(k) Plan at $13M / 61 participants.

#12,082
in Professional & Technical Services (20,173 peers)
+10.7%
assets growth YoY

Nvest, Inc. 401(k) Plan's mid-pack asset rank among Professional & Technical Services and all filers

Nvest, Inc. 401(k) Plan vs every filed plan by assets

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

$12,810,521 Top 39% higher than 61% 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

Nvest, Inc. 401(k) Plan among smaller filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Nvest, Inc. 401(k) Plan is a small filing (61 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Nvest, Inc. 401(k) Plan reported participants fell from 136 in the plan year 2023 filing to 61 in the plan year 2024 filing.
  • Nvest, Inc. 401(k) Plan reported net income rose from $1M in the plan year 2023 filing to $1M in the plan year 2024 filing.
  • Nvest, Inc. 401(k) Plan end-of-year assets rose from $12M in the plan year 2023 filing to $13M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Published 5500 schedule card

Filing strip 205695125 · Nvest, Inc. PY 2024 · 401(k)

Nvest, Inc. 401(k) Plan · $13M · 61 · 61st

  • EOY $13M
  • 5500 61
  • ASSETS 61st
  • PCT 401(k)
  • EIN near F.B.T. 401(k) Plan
  • RANK ind #12082

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 →

Nvest, Inc. 401(k) Plan in the asset neighbourhood

Nvest, Inc. 401(k) Plan$13MF.B.T. 401(k) Plan$13MReading Pediatrics, Inc. Profit Sharing 401(k) PlanReading Pediatrics, Inc. Pro…$13MDysart Taylor Mcmonigle Brumitt & Wilcox, Profit Sharing 401(k) PlanDysart Taylor Mcmonigle Brum…$13MRivervest Venture Management, LLC Profit Sharing PlanRivervest Venture Management…$13M
End-of-year total assets ($M) among Nvest, Inc. 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Nvest, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Nvest, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$13M 21.260285170631178% vs 2022
2024 filing year
$10M$11M$12M$13M$14M 202220232024 $10.6M $12.8M ▲ +21.3%
Year Plans Participants Total Assets
2022 1 112 $11M
2023 1 136 $12M
2024 1 61 $13M

Nvest, Inc. filing trail (2024)

Total Assets (Beginning of Year)$12M
Net Assets (End of Year)$13M
Net Income$1M
Employer EIN205695125
Plan Effective Date2013-11-25
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in California

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

Nvest, Inc. 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -200204060 Total assets ($B) Participants Nvest, Inc. 401(k) Plan, Total assets ($B): 0.012810521 · Participants: 61Nvest, Inc. 401(k) PlanGoogle LLC 401(k) Savings Plan, Total assets ($B): 48.738057415 · Participants: 116712Google LLC 401(k) Savings PlanOracle Corporation 401(k) Savings and Investment Plan, Total assets ($B): 31.02646504 · Participants: 58962Oracle Corporation 401(k) Savings and Investment PlanIntel 401(k) Savings Plan, Total assets ($B): 24.850880304 · Participants: 55298Intel 401(k) Savings PlanApple 401(k) Plan, Total assets ($B): 24.714519387 · Participants: 101450Apple 401(k) PlanCisco Systems,Inc. 401(k) Plan, Total assets ($B): 22.728425546 · Participants: 40452Cisco Systems,Inc. 401(k) Plan
Nvest, Inc. 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants
Compare Nvest, Inc. 401(k) Plan side-by-side with 3 peers →

Nvest, Inc. 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside California, the nearest 401(k) by assets is F.B.T. 401(k) Plan in NM ($13M); by covered participants it is Dynamic Design Solutions 401(k) Plan in NC (61 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (61 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 Nvest, Inc. 401(k) Plan assets move in 2024? ▼
Nvest, Inc. 401(k) Plan grew at a solid clip - up 10.7% during 2024, from $12M to $13M. Reported net income was $1M.
How have Nvest, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Nvest, Inc.'s sponsor-wide assets grew 21.3%, from $11M to $13M.
Which 401(k) plans are similar in size to Nvest, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is F.B.T. 401(k) Plan in NM ($13M, 47 participants).
Which 401(k) plans cover a similar participant headcount to Nvest, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Dynamic Design Solutions 401(k) Plan in NC (61 participants, N/A 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 205695125.

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.