401(k) · DOL Form 5500 · 2024
Investcloud, Inc. 401(k) Plan
Data updated 2026-08-25
- $152M
- Total assets Near avg plan size
- 714
- Participants Below avg headcount
- 93rd
- Percentile by assets National rank
- $213,475
- Avg per participant Above avg balance/head
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.
- #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.
- #19,001
- in Professional & Technical Services (20,173 peers)
- +9.0%
- assets growth YoY
- 1.5×
- vs typical plan assets (national mean)
Investcloud, Inc 401(k) Plan's outsized position by total assets
Investcloud, Inc 401(k) Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$152,421,492 Top 7% higher than 93% 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
Investcloud, Inc 401(k) 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. Investcloud, Inc 401(k) Plan sits mid-pack in the medium band (714 participants).
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.
EBSA filing schedule strip
Filing strip 320412640 · Investcloud, Inc. PY 2024 · 401(k)
Investcloud, Inc 401(k) Plan · $152M · 714 · 93rd
- EIN $152M
- RANK 714
- PHOTO 93rd
- IND 401(k)
- EOY near Exyte Americas 401(k) Retirement Savings Plan
- 5500 ind #19001
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 →
Investcloud, Inc 401(k) Plan in the asset neighbourhood
Scale-class filing particulars (2024)
| Total Assets (Beginning of Year) | $140M |
|---|---|
| Net Assets (End of Year) | $152M |
| Net Income | $13M |
| Employer EIN | 320412640 |
| Plan Effective Date | 2000-03-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Investcloud, Inc.)
Sponsor-wide plan assets over time
All Investcloud, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $152M 34.46151812007806% vs 2022
- 2024 filing year
| 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.
- 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
Investcloud, Inc 401(k) Plan's out-of-state 401(k) peers by assets and headcount
Outside California, the nearest 401(k) by assets is Exyte Americas 401(k) Retirement Savings Plan in TX ($152M); by covered participants it is The Scott Fetzer Retirement Savings Plan in OH (714 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($152M here).
- Exyte Americas 401(k) Retirement Savings Plan (TX) $152M · 1,889
- Kubota Manufacturing of America Corporation 401(k) Plan & Trust (GA) $152M · 3,551
- Transdev North America, Inc. 401(k) Plan for Non-Collectively Bargained Employees (IL) $152M · 6,931
- Willow Bridge 401(k) Plan (TX) $152M · 4,990
Similar participant headcount
Nearest other-state filings by covered participants (714 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.