401(k) · DOL Form 5500 · 2024

Invoca, Inc. 401(k) Plan

Data updated 2026-08-25

$48M
Total assets Below avg plan size
355
Participants Below avg headcount
84th
Percentile by assets National rank
$133,849
Avg per participant Near avg balance/head
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Official DOL plan name: Invoca, Inc. 401(k) Profit Sharing Plan & Trust · Sponsored by Invoca, Inc. · California · Professional & Technical Services

$48M in assets, 355 participants

Invoca, Inc.'s Invoca, Inc. 401(k) Profit Sharing Plan & Trust reported $48M in total assets and 355 participants in its 2024 DOL Form 5500 filing, ranking in the 84th 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.

  • #17,001 in Professional & Technical Services (20,173 peers)

Where Invoca, Inc. 401(k) Profit Sharing Plan & Trust sits by assets

Invoca, Inc. 401(k) Profit Sharing Plan & Trust sits in the top quartile of all filed plans by assets, $48M for 355 participants (~$133,849/participant), up 26.5% in 2024.

#17,001
in Professional & Technical Services (20,173 peers)
+26.5%
assets growth YoY
0.5×
vs typical plan assets (national mean)

Invoca, Inc. 401(k) Profit Sharing Plan & Trust's outsized position by total assets

Invoca, Inc. 401(k) Profit Sharing Plan & Trust vs every filed plan by assets

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

$47,516,542 Top 16% higher than 84% 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

Invoca, Inc. 401(k) Profit Sharing Plan & Trust 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. Invoca, Inc. 401(k) Profit Sharing Plan & Trust sits mid-pack in the medium band (355 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Invoca, Inc. 401(k) Profit Sharing Plan & Trust end-of-year assets rose from $38M in the plan year 2023 filing to $48M in the plan year 2024 filing.
  • Invoca, Inc. 401(k) Profit Sharing Plan & Trust reported participants fell from 401 in the plan year 2023 filing to 355 in the plan year 2024 filing.
  • Invoca, Inc. 401(k) Profit Sharing Plan & Trust reported net income fell from $11M in the plan year 2023 filing to $10M in the plan year 2024 filing.

See the national 2023→2024 release diff →

EBSA filing schedule strip

Filing strip 264390865 · Invoca, Inc. PY 2024 · 401(k)

Invoca, Inc. 401(k) Profit Sharing Plan & Trust · $48M · 355 · 84th

  • IND $48M
  • EOY 355
  • 5500 84th
  • ASSETS 401(k)
  • PCT near Cordell Law, LLP 401(k) Plan
  • EIN ind #17001

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 →

Invoca, Inc. 401(k) Profit Sharing Plan & Trust in the asset neighbourhood

Invoca, Inc. 401(k) Profit Sharing Plan & TrustInvoca, Inc. 401(k) Profit S…$48MCordell Law, LLP 401(k) Plan$48MDiamond Drugs, Inc. 401(k) PlanDiamond Drugs, Inc. 401(k) P…$48MLbb Specialties 401(k) Plan$48MGross Mendelsohn & Associates PA 401(k) Profit Sharing PlanGross Mendelsohn & Associate…$48M
End-of-year total assets ($M) among Invoca, Inc. 401(k) Profit Sharing Plan & Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Scale-class filing particulars (2024)

Total Assets (Beginning of Year)$38M
Net Assets (End of Year)$48M
Net Income$10M
Employer EIN264390865
Plan Effective Date2011-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Invoca, Inc.)

Sponsor-wide plan assets over time

All Invoca, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$48M 79.1145255752654% vs 2022
2024 filing year
$20M$30M$40M$50M 202220232024 $26.5M $47.5M ▲ +79.1%
Year Plans Participants Total Assets
2022 1 326 $27M
2023 1 401 $38M
2024 1 355 $48M

Nearby 401(k) Plans in California

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

Invoca, Inc. 401(k) Profit Sharing Plan & Trust vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -200204060 Total assets ($B) Participants Invoca, Inc. 401(k) Profit Sharing Plan & Trust, Total assets ($B): 0.047516542 · Participants: 355Invoca, Inc. 401(k) Profit Sharing Plan & TrustGoogle 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
Invoca, Inc. 401(k) Profit Sharing Plan & Trust vs. nearby 401(k) plans in California, assets vs. participants
Compare Invoca, Inc. 401(k) Profit Sharing Plan & Trust side-by-side with 3 peers →

Invoca, Inc. 401(k) Profit Sharing Plan & Trust's out-of-state 401(k) peers by assets and headcount

Outside California, the nearest 401(k) by assets is Cordell Law, LLP 401(k) Plan in MO ($48M); by covered participants it is Koroseal Interior Products Retirement Savings Plan and Trust in OH (355 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($48M here).

Similar participant headcount

Nearest other-state filings by covered participants (355 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 Invoca, Inc. 401(k) Profit Sharing Plan & Trust assets move in 2024? ▼
Invoca, Inc. 401(k) Profit Sharing Plan & Trust grew sharply - up 26.5% during 2024, from $38M to $48M. Reported net income was $10M.
How have Invoca, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Invoca, Inc.'s sponsor-wide assets grew 79.1%, from $27M to $48M.
Where does Invoca, Inc. 401(k) Profit Sharing Plan & Trust rank by assets among Form 5500 filers? ▼
Invoca, Inc. 401(k) Profit Sharing Plan & Trust ranks in the 84th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to Invoca, Inc. 401(k) Profit Sharing Plan & Trust? ▼
Among 401(k) plans in other states, the closest by assets is Cordell Law, LLP 401(k) Plan in MO ($48M, 517 participants).
Which 401(k) plans cover a similar participant headcount to Invoca, Inc. 401(k) Profit Sharing Plan & Trust? ▼
Among 401(k) plans in other states, the closest by covered participants is Koroseal Interior Products Retirement Savings Plan and Trust in OH (355 participants, $35M 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 264390865.

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.