401(k) · DOL Form 5500 · 2024

Maven Investments, Inc. 401(k) Plan

Data updated 2026-08-25

$1M
Total assets Small plan by assets
2
Participants Small participant base
25th
Percentile by assets National rank
$628,932
Avg per participant High balance/head
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Official DOL plan name: Maven Investments, Inc. 401(k) Plan · Sponsored by Maven Investments, Inc. · California · Real Estate

$1M in assets, 2 participants

Maven Investments, Inc.'s Maven Investments, Inc. 401(k) Plan reported $1M in total assets and 2 participants in its 2024 DOL Form 5500 filing, ranking in the 25th 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.

  • #1,960 in Real Estate (4,605 peers)

What the 2024 filing shows

Maven Investments, Inc. 401(k) Plan holds $1M for 2 participants - about $628,932 per participant, in the lower half of filed plans by assets.

#1,960
in Real Estate (4,605 peers)
+2.6%
assets growth YoY

Maven Investments, Inc. 401(k) Plan among the smaller filed plans by assets

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

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

$1,257,864 25th percentile higher than 25% 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

Maven Investments, Inc. 401(k) Plan among micro filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Maven Investments, Inc. 401(k) Plan is a micro filing (2 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Maven Investments, Inc. 401(k) Plan reported net income rose from -$11K in the plan year 2023 filing to $32K in the plan year 2024 filing.
  • Maven Investments, Inc. 401(k) Plan end-of-year assets rose from $1M in the plan year 2023 filing to $1M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Plan-year Form 5500 strip

Filing strip 800894966 · Maven Investments, Inc. PY 2024 · 401(k)

Maven Investments, Inc. 401(k) Plan · $1M · 2 · 25th

  • BOOK $1M
  • BOOK 2
  • BOOK 25th
  • BOOK 401(k)
  • BOOK near Galbraith Ventures 401(k)
  • BOOK ind #1960

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 California →

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

Maven Investments, Inc. 401(k) PlanMaven Investments, Inc. 401(…$1MGalbraith Ventures 401(k)$1MRamona Arias, M.D., P.a. Profit Sharing PlanRamona Arias, M.D., P.a. Pro…$1MWerco Manufacturing, Inc. 401(k) Profit Sharing PlanWerco Manufacturing, Inc. 40…$1MFrederick Pathology Consultants 401 (K) Profit Sharing PlanFrederick Pathology Consulta…$1M
End-of-year total assets ($M) among Maven Investments, Inc. 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Filing particulars (2024)

Total Assets (Beginning of Year)$1M
Net Assets (End of Year)$1M
Net Income$32K
Employer EIN800894966
Plan Effective Date2013-02-08
Filing StatusFILING RECEIVED

Sponsor Plan History (Maven Investments, Inc.)

Sponsor-wide plan assets over time

All Maven Investments, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$1M 1.6368698923566949% vs 2022
2024 filing year
$1.22M$1.23M$1.24M$1.25M$1.26M$1.27M 202220232024 $1.24M $1.26M ▲ +1.6%
Year Plans Participants Total Assets
2022 1 2 $1M
2023 1 2 $1M
2024 1 2 $1M

Nearby 401(k) Plans in California

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

Maven Investments, Inc. 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -200204060 Total assets ($B) Participants Maven Investments, Inc. 401(k) Plan, Total assets ($B): 0.001257864 · Participants: 2Maven Investments, 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
Maven Investments, Inc. 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants
Compare Maven Investments, Inc. 401(k) Plan side-by-side with 3 peers →

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

Outside California, the nearest 401(k) by assets is Galbraith Ventures 401(k) in FL ($1M); by covered participants it is Per Mgmt, Inc. 401(k) Plan in MA (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 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Maven Investments, Inc. 401(k) Plan assets move in 2024? ▼
Maven Investments, Inc. 401(k) Plan edged up modestly - up 2.6% during 2024, from $1M to $1M. Reported net income was $32K.
How have Maven Investments, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Maven Investments, Inc.'s sponsor-wide assets grew 1.6%, from $1M to $1M.
Where does Maven Investments, Inc. 401(k) Plan rank by assets among Form 5500 filers? ▼
Maven Investments, Inc. 401(k) Plan ranks in the 25th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the lower half of filed plans by assets).
Which 401(k) plans are similar in size to Maven Investments, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Galbraith Ventures 401(k) in FL ($1M, 1 participant).
Which 401(k) plans cover a similar participant headcount to Maven Investments, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Per Mgmt, Inc. 401(k) Plan in MA (2 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 800894966.

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.