ESOP · DOL Form 5500 · 2024

Investment Retrievers, Inc. ESOP

Data updated 2026-08-25

$62
Total assets Small plan by assets
N/A
Participants Small participant base
0th
Percentile by assets National rank
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Official DOL plan name: Investment Retrievers, Inc. Employee Stock Ownership Plan · Sponsored by Investment Retrievers, Inc. · California · Finance & Insurance

$62 in assets, N/A participants

Investment Retrievers, Inc.'s Investment Retrievers, Inc. Employee Stock Ownership Plan reported $62 in total assets and N/A participants in its 2024 DOL Form 5500 filing, ranking in the 0th 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.

  • #9 in Finance & Insurance (8,549 peers)

What the 2024 filing shows

Investment Retrievers, Inc. Employee Stock Ownership Plan holds $62 for N/A participants, among the smaller plans by assets on file.

#9
in Finance & Insurance (8,549 peers)
+0.0%
assets growth YoY

Investment Retrievers, Inc. Employee Stock Ownership Plan among the smaller filed plans by assets

Investment Retrievers, Inc. Employee Stock Ownership Plan vs every filed plan by assets

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

$62 0th percentile higher than 0% 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

Filed plans by participant headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets.

Published 5500 schedule card

Filing strip 680482885 · Investment Retrievers, Inc. PY 2024 · ESOP

Investment Retrievers, Inc. Employee Stock Ownership Plan · $62 · N/A · 0th

  • BOOK $62
  • VS-ST N/A
  • BOY 0th
  • SCH ESOP
  • EBSA near Tri-Wire Employee Stock Ownership Plan
  • PART ind #9

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 What is an ESOP? → · Plans in California →

Investment Retrievers, Inc. Employee Stock Ownership Plan in the asset neighbourhood

Investment Retrievers, Inc. Employee Stock Ownership PlanInvestment Retrievers, Inc. …$62Tri-Wire Employee Stock Ownership PlanTri-Wire Employee Stock Owne…$62Tepcon Construction Employee Stock Ownership PlanTepcon Construction Employee…$100Micro Craft ESOP$108Imaging Office Systems, Inc. Employee Stock Ownership PlanImaging Office Systems, Inc.…$5
End-of-year total assets ($M) among Investment Retrievers, Inc. Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2024.

Filing particulars (2024)

Total Assets (Beginning of Year)$62
Net Assets (End of Year)$62
Employer EIN680482885
Plan Effective Date2012-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Investment Retrievers, Inc.)

Sponsor-wide plan assets over time

All Investment Retrievers, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$62 0% vs 2022
2024 filing year
$0M 202220232024 $0M $0M ▲ +0.0%
Year Plans Participants Total Assets
2022 1 N/A $62
2023 1 N/A $62
2024 1 N/A $62

Nearby ESOP Plans in California

Peer ESOP plans, same state, same plan type, ranked by total assets.

Investment Retrievers, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in California, assets vs. participants Scatter plot of 6 data points. -20000200040006000800010000 -20246 Total assets ($B) Participants Investment Retrievers, Inc. Employee Stock Ownership Plan, Total assets ($B): 6.2e-8 · Participants: 0Investment Retrievers, Inc. Employee Stock Ownership PlanParsons Employee Stock Ownership Plan, Total assets ($B): 4.994512995 · Participants: 8040Parsons Employee Stock Ownership PlanAcco Employee Stock Ownership Plan, Total assets ($B): 1.694943363 · Participants: 1499Acco Employee Stock Ownership PlanRosendin Electric, Inc. Employee Stock Ownership Plan, Total assets ($B): 1.538046697 · Participants: 1998Rosendin Electric, Inc. Employee Stock Ownership PlanEcc Employee Stock Ownership Plan, Total assets ($B): 0.632082376 · Participants: 317Ecc Employee Stock Ownership PlanAgron, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.596115632 · Participants: 68Agron, Inc. Employee Stock Ownership Plan
Investment Retrievers, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in California, assets vs. participants
Compare Investment Retrievers, Inc. Employee Stock Ownership Plan side-by-side with 3 peers →

Investment Retrievers, Inc. Employee Stock Ownership Plan's closest out-of-state ESOP peers by assets

Outside California, the nearest ESOP by end-of-year assets is Tri-Wire Employee Stock Ownership Plan in MA at $62 (this filing: $62).

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 Investment Retrievers, Inc. Employee Stock Ownership Plan assets move in 2024? ▼
Investment Retrievers, Inc. Employee Stock Ownership Plan held essentially flat - up 0.0% during 2024, from $62 to $62.
How have Investment Retrievers, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Investment Retrievers, Inc.'s sponsor-wide assets grew 0.0%, from $62 to $62.
Where does Investment Retrievers, Inc. Employee Stock Ownership Plan rank by assets among Form 5500 filers? ▼
Investment Retrievers, Inc. Employee Stock Ownership Plan ranks in the 0th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (among the smaller plans by assets on file).
Which ESOP plans are similar in size to Investment Retrievers, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Tri-Wire Employee Stock Ownership Plan in MA ($62, N/A participants).

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 680482885.

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.