401(k) · DOL Form 5500 · 2024

Investortools, Inc. 401(k) Plan

Data updated 2026-08-25

$22M
Total assets Small plan by assets
130
Participants Small participant base
72nd
Percentile by assets National rank
$169,324
Avg per participant Above avg balance/head
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Official DOL plan name: Investortools, Inc. 401(k) Retirement Plan · Sponsored by Investortools, Inc. · Colorado · Professional & Technical Services

$22M in assets, 130 participants

Investortools, Inc.'s Investortools, Inc. 401(k) Retirement Plan reported $22M in total assets and 130 participants in its 2024 DOL Form 5500 filing, ranking in the 72nd 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.

  • #14,440 in Professional & Technical Services (20,173 peers)

Coverage in Colorado

Investortools, Inc. 401(k) Retirement Plan covers 130 participants in Colorado, about 35% of the average Colorado filer (state average ~376 per filing). Assets: $22M.

#14,440
in Professional & Technical Services (20,173 peers)
+21.9%
assets growth YoY

Investortools, Inc. 401(k) Retirement Plan's outsized position by total assets

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

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

$22,012,096 Top 28% higher than 72% 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

Investortools, Inc. 401(k) Retirement 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. Investortools, Inc. 401(k) Retirement Plan sits mid-pack in the medium band (130 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Investortools, Inc. 401(k) Retirement Plan end-of-year assets rose from $18M in the plan year 2023 filing to $22M in the plan year 2024 filing.
  • Investortools, Inc. 401(k) Retirement Plan reported net income fell from $5M in the plan year 2023 filing to $4M in the plan year 2024 filing.

See the national 2023→2024 release diff →

EBSA filing schedule strip

Filing strip 222648492 · Investortools, Inc. PY 2024 · 401(k)

Investortools, Inc. 401(k) Retirement Plan · $22M · 130 · 72nd

  • TYPE $22M
  • NET 130
  • BOOK 72nd
  • VS-ST 401(k)
  • BOY near The International Coffee Corporation Retirement Savings Plan
  • SCH ind #14440

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 Colorado →

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

Investortools, Inc. 401(k) Retirement PlanInvestortools, Inc. 401(k) R…$22MThe International Coffee Corporation Retirement Savings PlanThe International Coffee Cor…$22MKhor Buyer 401(k) Profit Sharing Plan & TrustKhor Buyer 401(k) Profit Sha…$22MBingham Companies Profit Sharing and 401(k) PlanBingham Companies Profit Sha…$22MEssex Manufacturing, Inc. 401(k) PlanEssex Manufacturing, Inc. 40…$22M
End-of-year total assets ($M) among Investortools, Inc. 401(k) Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Colorado filing particulars

Total Assets (Beginning of Year)$18M
Net Assets (End of Year)$22M
Net Income$4M
Employer EIN222648492
Plan Effective Date2015-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Investortools, Inc.)

Sponsor-wide plan assets over time

All Investortools, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$22M 65.03382458897295% vs 2022
2024 filing year
$10M$15M$20M$25M 202220232024 $13.3M $22M ▲ +65.0%
Year Plans Participants Total Assets
2022 1 126 $13M
2023 1 129 $18M
2024 1 130 $22M

Nearby 401(k) Plans in Colorado

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

Investortools, Inc. 401(k) Retirement Plan vs. nearby 401(k) plans in Colorado, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -1012345 Total assets ($B) Participants Investortools, Inc. 401(k) Retirement Plan, Total assets ($B): 0.022012096 · Participants: 130Investortools, Inc. 401(k) Retirement PlanDavita Retirement Savings Plan, Total assets ($B): 3.81412558 · Participants: 57900Davita Retirement Savings PlanBall Corporation 401(k) and Employee Stock Ownership Plan, Total assets ($B): 2.319532435 · Participants: 9935Ball Corporation 401(k) and Employee Stock Ownership PlanArcadis U.S., Inc. Retirement Savings Plan, Total assets ($B): 2.259964434 · Participants: 7607Arcadis U.S., Inc. Retirement Savings PlanEmpower Retirement, LLC 401(k) Savings Plan, Total assets ($B): 2.234179481 · Participants: 10185Empower Retirement, LLC 401(k) Savings PlanWoodward Retirement Savings Plan, Total assets ($B): 1.965265264 · Participants: 6210Woodward Retirement Savings Plan
Investortools, Inc. 401(k) Retirement Plan vs. nearby 401(k) plans in Colorado, assets vs. participants
Compare Investortools, Inc. 401(k) Retirement Plan side-by-side with 3 peers →

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

Outside Colorado, the nearest 401(k) by assets is The International Coffee Corporation Retirement Savings Plan in LA ($22M); by covered participants it is Ameristar Home Care Services L 401(k) Profit Sharing Plan & Trust in NY (130 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (130 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 Investortools, Inc. 401(k) Retirement Plan assets move in 2024? ▼
Investortools, Inc. 401(k) Retirement Plan grew sharply - up 21.9% during 2024, from $18M to $22M. Reported net income was $4M.
How have Investortools, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Investortools, Inc.'s sponsor-wide assets grew 65.0%, from $13M to $22M.
Which 401(k) plans are similar in size to Investortools, Inc. 401(k) Retirement Plan? ▼
Among 401(k) plans in other states, the closest by assets is The International Coffee Corporation Retirement Savings Plan in LA ($22M, 11 participants).
Which 401(k) plans cover a similar participant headcount to Investortools, Inc. 401(k) Retirement Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Ameristar Home Care Services L 401(k) Profit Sharing Plan & Trust in NY (130 participants, $21K 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 222648492.

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.