401(k) · DOL Form 5500 · 2022

Innventures Ivi LP 401(k) Plan

Data updated 2026-08-25

$11M
Total assets Small plan by assets
1,253
Participants Near avg headcount
66th
Percentile by assets National rank
$8,519
Avg per participant Low balance/head
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Official DOL plan name: Innventures Ivi LP 401(k) Profit Sharing Plan and Trust · Sponsored by Innventures Ivi LP · Washington · Management of Enterprises

$11M in assets, 1,253 participants

Innventures Ivi LP's Innventures Ivi LP 401(k) Profit Sharing Plan and Trust reported $11M in total assets and 1,253 participants in its 2022 DOL Form 5500 filing, ranking in the 66th 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.

  • #528 in Management of Enterprises (1,193 peers)

Management of Enterprises sector rank

Within Management of Enterprises, Innventures Ivi LP 401(k) Profit Sharing Plan and Trust ranks #528 of 1,193 2022 filers by assets (3331% of the sector average)-$11M for 1,253 participants.

#528
in Management of Enterprises (1,193 peers)
-7.3%
assets change YoY

The plan reported a net loss of $841K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Innventures Ivi LP 401(k) Profit Sharing Plan and Trust's mid-pack asset rank among Management of Enterprises and all filers

Innventures Ivi LP 401(k) Profit Sharing Plan and Trust vs every filed plan by assets

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

$10,674,843 Top 34% higher than 66% 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

Innventures Ivi LP 401(k) Profit Sharing Plan and Trust's large-plan peer group by participant headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Innventures Ivi LP 401(k) Profit Sharing Plan and Trust lands in the large band (1,253 participants).

EBSA filing schedule strip

Filing strip 822983870 · Innventures Ivi LP PY 2022 · 401(k)

Innventures Ivi LP 401(k) Profit Sharing Plan and Trust · $11M · 1,253 · 66th

  • BOOK $11M
  • BOOK 1,253
  • BOOK 66th
  • BOOK 401(k)
  • BOOK near Phoseon Technology Inc. 401(k) Profit Sharing Plan & Trust
  • BOOK ind #528

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 Management of Enterprises retirement plans → · Plans in Washington →

Innventures Ivi LP 401(k) Profit Sharing Plan and Trust in the asset neighbourhood

Innventures Ivi LP 401(k) Profit Sharing Plan and TrustInnventures Ivi LP 401(k) Pr…$11MPhoseon Technology Inc. 401(k) Profit Sharing Plan & TrustPhoseon Technology Inc. 401(…$11MPettit Kohn Ingrassia Lutz & Dolin PC 401(k) PlanPettit Kohn Ingrassia Lutz &…$11MErie and Niagara Insurance Association Savings PlanErie and Niagara Insurance A…$11MInalfa Roof Systems, Inc. Union 401(k) PlanInalfa Roof Systems, Inc. Un…$11M
End-of-year total assets ($M) among Innventures Ivi LP 401(k) Profit Sharing Plan and Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Management of Enterprises filing particulars

Total Assets (Beginning of Year)$12M
Net Assets (End of Year)$11M
Net Income-$841K
Employer EIN822983870
Plan Effective Date1995-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Innventures Ivi LP)

Sponsor-wide plan assets over time

All Innventures Ivi LP plans reported in each filing year

Latest sponsor-wide plan assets
$14M 34.742262719929464% vs 2022
2024 filing year
$10M$12M$14M$16M 202220232024 $10.7M $14.4M ▲ +34.8%
Year Plans Participants Total Assets
2022 1 1,253 $11M
2023 1 2,165 $13M
2024 1 2,228 $14M

Nearby 401(k) Plans in Washington

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

Innventures Ivi LP 401(k) Profit Sharing Plan and Trust vs. nearby 401(k) plans in Washington, assets vs. participants Scatter plot of 6 data points. -500000050000010000001500000 -20020406080 Total assets ($B) Participants Innventures Ivi LP 401(k) Profit Sharing Plan and Trust, Total assets ($B): 0.010674843 · Participants: 1253Innventures Ivi LP 401(k) Profit Sharing Plan and TrustThe Boeing Company 401(k) Retirement Plan, Total assets ($B): 63.503643295 · Participants: 118434The Boeing Company 401(k) Retirement PlanMicrosoft Corporation Savings Plus 401(k) Plan, Total assets ($B): 39.602667639 · Participants: 109797Microsoft Corporation Savings Plus 401(k) PlanCostco 401(k) Retirement Plan, Total assets ($B): 25.912962472 · Participants: 181505Costco 401(k) Retirement PlanAmazon 401(k) Plan, Total assets ($B): 17.732345025 · Participants: 1230308Amazon 401(k) PlanT-Mobile USA, Inc. 401(k) Retirement Savings Plan & Trust, Total assets ($B): 7.280031396 · Participants: 75797T-Mobile USA, Inc. 401(k) Retirement Savings Plan & Trust
Innventures Ivi LP 401(k) Profit Sharing Plan and Trust vs. nearby 401(k) plans in Washington, assets vs. participants
Compare Innventures Ivi LP 401(k) Profit Sharing Plan and Trust side-by-side with 3 peers →

Innventures Ivi LP 401(k) Profit Sharing Plan and Trust's out-of-state 401(k) peers by assets and headcount

Outside Washington, the nearest 401(k) by assets is Phoseon Technology Inc. 401(k) Profit Sharing Plan & Trust in OR ($11M); by covered participants it is Community Services Group 401(k) Retirement Plan in PA (1,253 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (1,253 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 Innventures Ivi LP 401(k) Profit Sharing Plan and Trust assets move in 2022? ▼
Innventures Ivi LP 401(k) Profit Sharing Plan and Trust pulled back noticeably - down 7.3% during 2022, from $12M to $11M. Reported net income was -$841K.
How have Innventures Ivi LP plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Innventures Ivi LP's sponsor-wide assets grew 34.7%, from $11M to $14M.
Which 401(k) plans are similar in size to Innventures Ivi LP 401(k) Profit Sharing Plan and Trust? ▼
Among 401(k) plans in other states, the closest by assets is Phoseon Technology Inc. 401(k) Profit Sharing Plan & Trust in OR ($11M, 124 participants).
Which 401(k) plans cover a similar participant headcount to Innventures Ivi LP 401(k) Profit Sharing Plan and Trust? ▼
Among 401(k) plans in other states, the closest by covered participants is Community Services Group 401(k) Retirement Plan in PA (1,253 participants, $43M 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 822983870.

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.