401(k) · DOL Form 5500 · 2022

Ivy Healthcare Group, LLC 401(k) Plan

Data updated 2026-08-25

$282K
Total assets Small plan by assets
433
Participants Below avg headcount
13th
Percentile by assets National rank
$650
Avg per participant Low balance/head
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Official DOL plan name: Ivy Healthcare LLC 401(k) Plan · Sponsored by Ivy Healthcare Group, LLC · Florida · Healthcare & Social Assistance

$282K in assets, 433 participants

Ivy Healthcare Group, LLC's Ivy Healthcare LLC 401(k) Plan reported $282K in total assets and 433 participants in its 2022 DOL Form 5500 filing, ranking in the 13th 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.

  • #1,886 in Healthcare & Social Assistance (20,060 peers)

2022 asset change

Ivy Healthcare LLC 401(k) Plan grew sharply 22.8% in 2022 ($229K → $282K) for 433 participants.

#1,886
in Healthcare & Social Assistance (20,060 peers)
+22.8%
assets growth YoY

Ivy Healthcare LLC 401(k) Plan among the smaller filed plans by assets

Ivy Healthcare LLC 401(k) Plan vs every filed plan by assets

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

$281,559 13th percentile higher than 13% 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

Ivy Healthcare LLC 401(k) Plan 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. Ivy Healthcare LLC 401(k) Plan sits mid-pack in the medium band (433 participants).

Form 5500 schedule snapshot

Filing strip 832201080 · Ivy Healthcare Group, LLC PY 2022 · 401(k)

Ivy Healthcare LLC 401(k) Plan · $282K · 433 · 13th

  • EOY $282K
  • EOY 433
  • EOY 13th
  • EOY 401(k)
  • EOY near Integrity Financial Planning I 401(k) Profit Sharing Plan & Trust
  • EOY ind #1886

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 Florida →

Ivy Healthcare LLC 401(k) Plan in the asset neighbourhood

Ivy Healthcare LLC 401(k) PlanIvy Healthcare LLC 401(k) Pl…$282KIntegrity Financial Planning I 401(k) Profit Sharing Plan & TrustIntegrity Financial Planning…$282KDaniell J. Buse, Dds, LLC 401(k) PlanDaniell J. Buse, Dds, LLC 40…$282KVaute Enterprise, Inc. 401(k) Profit Sharing PlanVaute Enterprise, Inc. 401(k…$282KStringtown, Inc. 401(k) Profit Sharing PlanStringtown, Inc. 401(k) Prof…$282K
End-of-year total assets ($M) among Ivy Healthcare LLC 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

2022 asset-move particulars

Total Assets (Beginning of Year)$229K
Net Assets (End of Year)$282K
Net Income$52K
Employer EIN832201080
Plan Effective Date2020-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Florida

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

Ivy Healthcare LLC 401(k) Plan vs. nearby 401(k) plans in Florida, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000400000 -5051015 Total assets ($B) Participants Ivy Healthcare LLC 401(k) Plan, Total assets ($B): 0.000281559 · Participants: 433Ivy Healthcare LLC 401(k) PlanL3harris Retirement Savings Plan, Total assets ($B): 12.863481581 · Participants: 41096L3harris Retirement Savings PlanSavings Plan for Employees and Partners of Pricewatercoopers LLP, Total assets ($B): 9.121428518 · Participants: 50354Savings Plan for Employees and Partners of Pricewatercoopers LLPAdp Totalsource Retirement Savings Plan, Total assets ($B): 6.687694478 · Participants: 287453Adp Totalsource Retirement Savings PlanPublix Super Markets, Inc. 401(k) Smart Plan, Total assets ($B): 6.05990007 · Participants: 176752Publix Super Markets, Inc. 401(k) Smart PlanNextera Energy, Inc. Employee Retirement Savings Plan, Total assets ($B): 5.44531949 · Participants: 14889Nextera Energy, Inc. Employee Retirement Savings Plan
Ivy Healthcare LLC 401(k) Plan vs. nearby 401(k) plans in Florida, assets vs. participants

Ivy Healthcare LLC 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Florida, the nearest 401(k) by assets is Integrity Financial Planning I 401(k) Profit Sharing Plan & Trust in VA ($282K); by covered participants it is Genon Energy Employee Savings Plan in TX (433 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (433 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 Ivy Healthcare LLC 401(k) Plan assets move in 2022?
Ivy Healthcare LLC 401(k) Plan grew sharply - up 22.8% during 2022, from $229K to $282K. Reported net income was $52K.
Where does Ivy Healthcare LLC 401(k) Plan rank by assets among Form 5500 filers?
Ivy Healthcare LLC 401(k) Plan ranks in the 13th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (among the smaller plans by assets on file).
Which 401(k) plans are similar in size to Ivy Healthcare LLC 401(k) Plan?
Among 401(k) plans in other states, the closest by assets is Integrity Financial Planning I 401(k) Profit Sharing Plan & Trust in VA ($282K, 11 participants).
Which 401(k) plans cover a similar participant headcount to Ivy Healthcare LLC 401(k) Plan?
Among 401(k) plans in other states, the closest by covered participants is Genon Energy Employee Savings Plan in TX (433 participants, $200M in assets).