401(k) · DOL Form 5500 · 2024

Investcloud, Inc. 401(k) Plan

Data updated 2026-08-11

$152M
Total assets
714
Participants
93rd
Percentile by assets
$213,475
Avg per participant
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Official DOL plan name: Investcloud, Inc 401(k) Plan · Sponsored by Investcloud, Inc. · California · Professional & Technical Services

$152M in assets, 714 participants

Investcloud, Inc.'s Investcloud, Inc 401(k) Plan reported $152M in total assets and 714 participants in its 2024 DOL Form 5500 filing, ranking in the 93rd 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.

  • 93rd percentile by assets (of 123,622 plans)
  • #19,001 in Professional & Technical Services (20,173 peers)

Where Investcloud, Inc 401(k) Plan sits by assets

Investcloud, Inc 401(k) Plan sits in the top 10% of all filed plans by assets, $152M for 714 participants (~$213,475/participant), up 9.0% in 2024.

$152M
total plan assets (2024 EOY)
714
covered participants
93rd
percentile by assets (of 123,622 plans)
$213,475
avg assets per participant

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Investcloud, Inc 401(k) Plan reported net income fell from $27M in the plan year 2023 filing to $13M in the plan year 2024 filing.
  • Investcloud, Inc 401(k) Plan reported participants fell from 838 in the plan year 2023 filing to 714 in the plan year 2024 filing.
  • Investcloud, Inc 401(k) Plan end-of-year assets rose from $140M in the plan year 2023 filing to $152M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Investcloud, Inc 401(k) Plan vs the 2024 asset distribution

By assets, Investcloud, Inc 401(k) Plan outranks 93% of the 123,622 plans that filed a Form 5500 for the 2024 plan year, and holds roughly 1.5x the national average plan size of $100M (721 average participants).

Scale-class filing particulars (2024)

Total Assets (Beginning of Year)$140M
Net Assets (End of Year)$152M
Net Income$13M
Employer EIN320412640
Plan Effective Date2000-03-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Investcloud, Inc.)

$100M$120M$140M$160M 202220232024 $113M $152M ▲ +34.5%
Total plan assets by year, all Investcloud, Inc. plans on file
Year Plans Participants Total Assets
2022 1 373 $113M
2023 1 838 $140M
2024 1 714 $152M

Nearby 401(k) Plans in California

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

Investcloud, Inc 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants

Investcloud, 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 Investcloud, Inc 401…Google LLC 401(k) Sa…Oracle Corporation 4…Intel 401(k) Savings…Apple 401(k) PlanCisco Systems,Inc. 4…
Investcloud, Inc 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants

Similar-Sized 401(k) Plans Nationally

401(k) plans in other states closest to Investcloud, Inc 401(k) Plan by total assets, not by location.

Frequently Asked Questions

How did Investcloud, Inc 401(k) Plan assets move in 2024?
Investcloud, Inc 401(k) Plan grew at a solid clip - up 9.0% during 2024, from $140M to $152M. Reported net income was $13M.
How have Investcloud, Inc. plan assets changed over time?
Across 3 plan years on file (2022-2024), Investcloud, Inc.'s sponsor-wide assets grew 34.5%, from $113M to $152M.
Where does Investcloud, Inc 401(k) Plan rank by assets among Form 5500 filers?
Investcloud, Inc 401(k) Plan ranks in the 93rd percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top 10% of all filed plans by assets).
Which 401(k) plans are similar in size to Investcloud, Inc 401(k) Plan?
Among 401(k) plans in other states, the closest by assets is Exyte Americas 401(k) Retirement Savings Plan in TX ($152M, 1,889 participants).

Scale reading

Ways to act on Investcloud, Inc 401(k) Plan's numbers.