401(k) · DOL Form 5500 · 2022

Ivision Scale, LLC 401(k) Plan

Data updated 2026-08-25

$17M
Total assets Small plan by assets
232
Participants Below avg headcount
75th
Percentile by assets National rank
$74,034
Avg per participant Below avg balance/head
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Official DOL plan name: Ivision Scale, LLC 401(k) Profit Sharing Plan & Trust · Sponsored by Ivision Scale, LLC · Georgia · Professional & Technical Services

$17M in assets, 232 participants

Ivision Scale, LLC's Ivision Scale, LLC 401(k) Profit Sharing Plan & Trust reported $17M in total assets and 232 participants in its 2022 DOL Form 5500 filing, ranking in the 75th 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.

  • #16,122 in Professional & Technical Services (21,562 peers)

Coverage in Georgia

Ivision Scale, LLC 401(k) Profit Sharing Plan & Trust covers 232 participants in Georgia, about 21% of the average Georgia filer (state average ~1,096 per filing). Assets: $17M.

#16,122
in Professional & Technical Services (21,562 peers)
-10.5%
assets change YoY
0.2×
vs typical plan assets (national mean)

The plan reported a net loss of $2M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Ivision Scale, LLC 401(k) Profit Sharing Plan & Trust's outsized position by total assets

Ivision Scale, LLC 401(k) Profit Sharing Plan & Trust vs every filed plan by assets

End-of-year total assets · plan year 2022 · DOL Form 5500

$17,175,775 Top 25% higher than 75% of 139,123 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 2022

Ivision Scale, LLC 401(k) Profit Sharing Plan & Trust among mid-size filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Ivision Scale, LLC 401(k) Profit Sharing Plan & Trust sits mid-pack in the medium band (232 participants).

EBSA filing schedule strip

Filing strip 200732041 · Ivision Scale, LLC PY 2022 · 401(k)

Ivision Scale, LLC 401(k) Profit Sharing Plan & Trust · $17M · 232 · 75th

  • IND $17M
  • EOY 232
  • 5500 75th
  • ASSETS 401(k)
  • PCT near Commodore Homes, LLC 401(k) Retirement Plan and Trust
  • EIN ind #16122

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 Georgia →

Ivision Scale, LLC 401(k) Profit Sharing Plan & Trust in the asset neighbourhood

Ivision Scale, LLC 401(k) Profit Sharing Plan & TrustIvision Scale, LLC 401(k) Pr…$17MCommodore Homes, LLC 401(k) Retirement Plan and TrustCommodore Homes, LLC 401(k) …$17MPeruvian Connection, LLC 401(k) & Profit Sharing PlanPeruvian Connection, LLC 401…$17MPuma Energy Puerto Rico Retirement Savings PlanPuma Energy Puerto Rico Reti…$17MCommunity Hospital of Anaconda 401(k) Profit Sharing PlanCommunity Hospital of Anacon…$17M
End-of-year total assets ($M) among Ivision Scale, LLC 401(k) Profit Sharing Plan & Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Georgia filing particulars

Total Assets (Beginning of Year)$19M
Net Assets (End of Year)$17M
Net Income-$2M
Employer EIN200732041
Plan Effective Date2005-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Ivision Scale, LLC)

Sponsor-wide plan assets over time

All Ivision Scale, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$31M 79.24447659567035% vs 2022
2024 filing year
$15M$20M$25M$30M$35M 202220232024 $17.2M $30.8M ▲ +79.2%
Year Plans Participants Total Assets
2022 1 232 $17M
2023 1 284 $26M
2024 1 274 $31M

Nearby 401(k) Plans in Georgia

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

Ivision Scale, LLC 401(k) Profit Sharing Plan & Trust vs. nearby 401(k) plans in Georgia, assets vs. participants Scatter plot of 6 data points. -2000000200000400000600000 -505101520 Total assets ($B) Participants Ivision Scale, LLC 401(k) Profit Sharing Plan & Trust, Total assets ($B): 0.017175775 · Participants: 232Ivision Scale, LLC 401(k) Profit Sharing Plan & TrustThe Teamster-UPS National 401(k) Tax Deferred Savings Plan, Total assets ($B): 14.668727371 · Participants: 549610The Teamster-UPS National 401(k) Tax Deferred Savings PlanDelta 401(k) Retirement Plan, Total assets ($B): 13.242875281 · Participants: 72820Delta 401(k) Retirement PlanDelta 401(k) Retirement Plan for Pilots, Total assets ($B): 11.498981924 · Participants: 12193Delta 401(k) Retirement Plan for PilotsUPS 401 (K) Savings Plan, Total assets ($B): 11.31621995 · Participants: 107310UPS 401 (K) Savings PlanThe Home Depot Futurebuilder, Total assets ($B): 10.714648719 · Participants: 423174The Home Depot Futurebuilder
Ivision Scale, LLC 401(k) Profit Sharing Plan & Trust vs. nearby 401(k) plans in Georgia, assets vs. participants
Compare Ivision Scale, LLC 401(k) Profit Sharing Plan & Trust side-by-side with 3 peers →

Ivision Scale, LLC 401(k) Profit Sharing Plan & Trust's out-of-state 401(k) peers by assets and headcount

Outside Georgia, the nearest 401(k) by assets is Commodore Homes, LLC 401(k) Retirement Plan and Trust in IN ($17M); by covered participants it is Argo Data Resource Corporation 401(k) Plan in TX (232 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (232 participants); asset peers above are excluded.

DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Ivision Scale, LLC 401(k) Profit Sharing Plan & Trust assets move in 2022? ▼
Ivision Scale, LLC 401(k) Profit Sharing Plan & Trust pulled back noticeably - down 10.5% during 2022, from $19M to $17M. Reported net income was -$2M.
How have Ivision Scale, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Ivision Scale, LLC's sponsor-wide assets grew 79.2%, from $17M to $31M.
Where does Ivision Scale, LLC 401(k) Profit Sharing Plan & Trust rank by assets among Form 5500 filers? ▼
Ivision Scale, LLC 401(k) Profit Sharing Plan & Trust ranks in the 75th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to Ivision Scale, LLC 401(k) Profit Sharing Plan & Trust? ▼
Among 401(k) plans in other states, the closest by assets is Commodore Homes, LLC 401(k) Retirement Plan and Trust in IN ($17M, 515 participants).
Which 401(k) plans cover a similar participant headcount to Ivision Scale, LLC 401(k) Profit Sharing Plan & Trust? ▼
Among 401(k) plans in other states, the closest by covered participants is Argo Data Resource Corporation 401(k) Plan in TX (232 participants, $42M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2022.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 200732041.

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.