401(k)
2022 plan-year 401(k) DOL Form 5500

Innovation Bakers, LLC 401(k) Plan

ERISA Form 5500 plan record drawn from DOL EBSA — verify with linked source filings below.

Sponsored by Innovation Bakers, LLC · California · Manufacturing

What the 2023 filing shows

Innovation Bakers, LLC 401(k) Plan holds $1M for 117 participants — about $12,033 per participant, down 3.3% over the 2022 plan year.

$1M
total plan assets (2022 EOY)
117
covered participants
$12,033
avg assets per participant
-3.3%
assets change YoY

The plan reported a net loss of $49K for the year — a single-year figure driven by markets and benefit payments, not a measure of plan health.

Total Assets (2023)
$1M
Participants
117
State
Industry
Manufacturing

What the Filing Says About Innovation Bakers, LLC 401(k) Plan

Innovation Bakers, LLC 401(k) Plan is a 401(k) retirement plan sponsored by Innovation Bakers, LLC, headquartered in California. As of the 2022 Form 5500 filing, the plan reports $1M in total end-of-year assets and covers 117 participants across the Manufacturing industry. The sponsor's EIN on file with the U.S. Department of Labor is 861468296, and the plan has been effective since 2003-01-01. Its filing status is currently FILING RECEIVED.

Year over year, total assets moved from $1M at the beginning of 2022 to $1M at year-end — a decline of 3.3%. Net assets (after liabilities) closed the year at $1M, with reported net income of $-48,510 driven by investment returns, contributions received, and benefit payments during the period. These figures reflect what the plan administrator certified on Schedule H or Schedule I of the Form 5500 annual return.

Asset totals and participant counts reflect a single plan year snapshot and can change materially with market conditions, plan mergers, or workforce changes. Fields such as "net income" include both realized investment performance and contribution/distribution flows — a single-year figure does not by itself indicate plan health or participant outcomes. This page summarizes public DOL disclosures for research and educational purposes only and is not retirement, tax, legal, or financial advice. Before making decisions about your own retirement benefits or evaluating an employer's plan, verify the underlying filing directly via the DOL EFAST2 system and consult a qualified professional.

Financial Summary (2023)

Total Assets (Beginning of Year)$1M
Total Assets (End of Year)$1M
Net Assets (End of Year)$1M
Net Income$-48,510
Plan Type401(k)
Employer EIN861468296
Plan Effective Date2003-01-01
Filing StatusFILING RECEIVED

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Frequently Asked Questions

How much money is in the Innovation Bakers, LLC 401(k) Plan?
As of the 2022 Form 5500 filing, Innovation Bakers, LLC 401(k) Plan holds $1M in total assets with 117 participants. It is sponsored by Innovation Bakers, LLC.
What type of plan is Innovation Bakers, LLC 401(k) Plan?
Innovation Bakers, LLC 401(k) Plan is a 401(k) plan. It has been effective since 2003-01-01. The plan is filed with the U.S. Department of Labor under EIN 861468296.
Who sponsors the Innovation Bakers, LLC 401(k) Plan?
Innovation Bakers, LLC 401(k) Plan is sponsored by Innovation Bakers, LLC, located in California. The sponsor's EIN is 861468296 and the plan operates in the Manufacturing industry.
How did Innovation Bakers, LLC 401(k) Plan perform in 2022?
Innovation Bakers, LLC 401(k) Plan declined by 3.3% during 2022, moving from $1M to $1M in total assets. Net income was $-48,510.
Where can I find official filings for Innovation Bakers, LLC 401(k) Plan?
Official Form 5500 filings for Innovation Bakers, LLC 401(k) Plan are available through the U.S. Department of Labor's EFAST2 system. Search by EIN 861468296 or plan name at efast.dol.gov.
How does Innovation Bakers, LLC 401(k) Plan compare to other plans?
You can compare Innovation Bakers, LLC 401(k) Plan against other 401(k) plans on the plan type page, or view plans in California on the state page. PlainRetire tracks the 5,000 largest retirement plans in the U.S. by total assets.

Explore PlainRetire

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 861468296.

Reference: IRS Publication 560 — Retirement Plans for Small Business, contribution-limit rules.

Reference: IRS Publication 590-B — Distributions from IRAs, RMD rules under SECURE Act 2.0.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.