401(k) · DOL Form 5500 · 2024

Independent Options, Inc. 401(k) Plan

Data updated 2026-08-25

$8M
Total assets Small plan by assets
374
Participants Below avg headcount
51st
Percentile by assets National rank
$21,427
Avg per participant Low balance/head
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Official DOL plan name: Independent Options, Inc. Profit Sharing 401(k) Plan · Sponsored by Independent Options, Inc. · California · Healthcare & Social Assistance

$8M in assets, 374 participants

Independent Options, Inc.'s Independent Options, Inc. Profit Sharing 401(k) Plan reported $8M in total assets and 374 participants in its 2024 DOL Form 5500 filing, ranking in the 51st 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.

  • #9,482 in Healthcare & Social Assistance (16,916 peers)

Independent Options, Inc. multi-year trail

Independent Options, Inc.'s plans moved +35.7% in assets from 2022 to 2024; this filing shows Independent Options, Inc. Profit Sharing 401(k) Plan at $8M / 374 participants.

#9,482
in Healthcare & Social Assistance (16,916 peers)
+11.9%
assets growth YoY

Independent Options, Inc. Profit Sharing 401(k) Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers

Independent Options, Inc. Profit Sharing 401(k) Plan vs every filed plan by assets

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

$8,013,551 Top 49% higher than 51% 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

Independent Options, Inc. Profit Sharing 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. Independent Options, Inc. Profit Sharing 401(k) Plan sits mid-pack in the medium band (374 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Independent Options, Inc. Profit Sharing 401(k) Plan reported net income fell from $1M in the plan year 2023 filing to $852K in the plan year 2024 filing.
  • Independent Options, Inc. Profit Sharing 401(k) Plan end-of-year assets rose from $7M in the plan year 2023 filing to $8M in the plan year 2024 filing.
  • Independent Options, Inc. Profit Sharing 401(k) Plan reported participants rose from 360 in the plan year 2023 filing to 374 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Plan-year Form 5500 strip

Filing strip 330048519 · Independent Options, Inc. PY 2024 · 401(k)

Independent Options, Inc. Profit Sharing 401(k) Plan · $8M · 374 · 51st

  • EOY $8M
  • EOY 374
  • EOY 51st
  • EOY 401(k)
  • EOY near Starline USA Inc. 401(k) Profit Sharing Plan and Trust
  • EOY ind #9482

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 Healthcare & Social Assistance retirement plans → · Plans in California →

Independent Options, Inc. Profit Sharing 401(k) Plan in the asset neighbourhood

Independent Options, Inc. Profit Sharing 401(k) PlanIndependent Options, Inc. Pr…$8MStarline USA Inc. 401(k) Profit Sharing Plan and TrustStarline USA Inc. 401(k) Pro…$8MNwestco Retirement Savings PlanNwestco Retirement Savings P…$8MVme Services, LLC 401(k) Plan$8MFireplace Stone & Patio 401(k) PlanFireplace Stone & Patio 401(…$8M
End-of-year total assets ($M) among Independent Options, Inc. Profit Sharing 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Independent Options, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Independent Options, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$8M 35.65385980046559% vs 2022
2024 filing year
$5M$6M$7M$8M$9M 202220232024 $5.91M $8.01M ▲ +35.5%
Year Plans Participants Total Assets
2022 1 359 $6M
2023 1 360 $7M
2024 1 374 $8M

Independent Options, Inc. filing trail (2024)

Total Assets (Beginning of Year)$7M
Net Assets (End of Year)$8M
Net Income$852K
Employer EIN330048519
Plan Effective Date1990-07-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in California

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

Independent Options, Inc. Profit Sharing 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -200204060 Total assets ($B) Participants Independent Options, Inc. Profit Sharing 401(k) Plan, Total assets ($B): 0.008013551 · Participants: 374Independent Options, Inc. Profit Sharing 401(k) PlanGoogle 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
Independent Options, Inc. Profit Sharing 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants
Compare Independent Options, Inc. Profit Sharing 401(k) Plan side-by-side with 3 peers →

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

Outside California, the nearest 401(k) by assets is Starline USA Inc. 401(k) Profit Sharing Plan and Trust in NY ($8M); by covered participants it is Aquafil USA, Inc. 401(k) Plan in GA (374 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($8M here).

Similar participant headcount

Nearest other-state filings by covered participants (374 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 Independent Options, Inc. Profit Sharing 401(k) Plan assets move in 2024? ▼
Independent Options, Inc. Profit Sharing 401(k) Plan grew at a solid clip - up 11.9% during 2024, from $7M to $8M. Reported net income was $852K.
How have Independent Options, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Independent Options, Inc.'s sponsor-wide assets grew 35.7%, from $6M to $8M.
Which 401(k) plans are similar in size to Independent Options, Inc. Profit Sharing 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Starline USA Inc. 401(k) Profit Sharing Plan and Trust in NY ($8M, 122 participants).
Which 401(k) plans cover a similar participant headcount to Independent Options, Inc. Profit Sharing 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Aquafil USA, Inc. 401(k) Plan in GA (374 participants, $6M 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 330048519.

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.