401(k) · DOL Form 5500 · 2024
Interwest Insurance Services, LLC 401(k) Plan
Data updated 2026-08-25
- $71M
- Total assets Below avg plan size
- 360
- Participants Below avg headcount
- 88th
- Percentile by assets National rank
- $198,036
- Avg per participant Above avg balance/head
Official DOL plan name: Interwest Insurance Services, LLC 401(k) Profit Sharing Plan · Sponsored by Interwest Insurance Services, LLC · California · Finance & Insurance
$71M in assets, 360 participants
Interwest Insurance Services, LLC's Interwest Insurance Services, LLC 401(k) Profit Sharing Plan reported $71M in total assets and 360 participants in its 2024 DOL Form 5500 filing, ranking in the 88th 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.
- #6,925 in Finance & Insurance (8,549 peers)
Where Interwest Insurance Services, LLC 401(k) Profit Sharing Plan sits by assets
Interwest Insurance Services, LLC 401(k) Profit Sharing Plan sits in the top quartile of all filed plans by assets, $71M for 360 participants (~$198,036/participant), up 12.6% in 2024.
- #6,925
- in Finance & Insurance (8,549 peers)
- +12.6%
- assets growth YoY
- 0.7×
- vs typical plan assets (national mean)
Interwest Insurance Services, LLC 401(k) Profit Sharing Plan's outsized position by total assets
Interwest Insurance Services, LLC 401(k) Profit Sharing Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$71,293,021 Top 12% higher than 88% of 123,620 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2024
Interwest Insurance Services, LLC 401(k) Profit Sharing Plan among mid-size filed plans by headcount
Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Interwest Insurance Services, LLC 401(k) Profit Sharing Plan sits mid-pack in the medium band (360 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Interwest Insurance Services, LLC 401(k) Profit Sharing Plan reported net income rose from $6M in the plan year 2023 filing to $8M in the plan year 2024 filing.
- Interwest Insurance Services, LLC 401(k) Profit Sharing Plan end-of-year assets rose from $63M in the plan year 2023 filing to $71M in the plan year 2024 filing.
- Interwest Insurance Services, LLC 401(k) Profit Sharing Plan reported participants fell from 378 in the plan year 2023 filing to 360 in the plan year 2024 filing.
DOL schedule card
Filing strip 680266090 · Interwest Insurance Services, LLC PY 2024 · 401(k)
Interwest Insurance Services, LLC 401(k) Profit Sharing Plan · $71M · 360 · 88th
- SCH $71M
- EBSA 360
- PART 88th
- TYPE 401(k)
- NET near Amsted Retirement Savings Plan for Bargaining Employees
- BOOK ind #6925
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 Finance & Insurance retirement plans → · Plans in California →
Interwest Insurance Services, LLC 401(k) Profit Sharing Plan in the asset neighbourhood
Scale-class filing particulars (2024)
| Total Assets (Beginning of Year) | $63M |
|---|---|
| Net Assets (End of Year) | $71M |
| Net Income | $8M |
| Employer EIN | 680266090 |
| Plan Effective Date | 1992-10-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Interwest Insurance Services, LLC)
Sponsor-wide plan assets over time
All Interwest Insurance Services, LLC plans reported in each filing year
- Latest sponsor-wide plan assets
- $71M 24.623638226737935% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 371 | $57M |
| 2023 | 1 | 378 | $63M |
| 2024 | 1 | 360 | $71M |
Nearby 401(k) Plans in California
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Google LLC 401(k) Savings Plan $48.7B · 116,712
- Oracle Corporation 401(k) Savings and Investment Plan $31.0B · 58,962
- Intel 401(k) Savings Plan $24.9B · 55,298
- Apple 401(k) Plan $24.7B · 101,450
- Cisco Systems,Inc. 401(k) Plan $22.7B · 40,452
Interwest Insurance Services, LLC 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount
Outside California, the nearest 401(k) by assets is Amsted Retirement Savings Plan for Bargaining Employees in IL ($71M); by covered participants it is Pipefitters Lu No. 195 Defined Contribution Plan in TX (360 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($71M here).
Similar participant headcount
Nearest other-state filings by covered participants (360 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.