401(k) · DOL Form 5500 · 2022

INFOVERITY 401(k) Plan

Data updated 2026-08-25

$11M
Total assets Small plan by assets
125
Participants Small participant base
66th
Percentile by assets National rank
$84,965
Avg per participant Below avg balance/head
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Official DOL plan name: Infoverity Retirement Trust · Sponsored by INFOVERITY · Ohio · Professional & Technical Services

$11M in assets, 125 participants

INFOVERITY's Infoverity Retirement Trust reported $11M in total assets and 125 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.

  • #14,013 in Professional & Technical Services (21,562 peers)

Coverage in Ohio

Infoverity Retirement Trust covers 125 participants in Ohio, about 16% of the average Ohio filer (state average ~765 per filing). Assets: $11M.

#14,013
in Professional & Technical Services (21,562 peers)
+0.9%
assets growth YoY

Infoverity Retirement Trust's mid-pack asset rank among Professional & Technical Services and all filers

Infoverity Retirement Trust vs every filed plan by assets

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

$10,620,583 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

Infoverity Retirement 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. Infoverity Retirement Trust sits mid-pack in the medium band (125 participants).

Published 5500 schedule card

Filing strip 452428631 · INFOVERITY PY 2022 · 401(k)

Infoverity Retirement Trust · $11M · 125 · 66th

  • PART $11M
  • PART 125
  • PART 66th
  • PART 401(k)
  • PART near Freenome Holdings Inc. 401(k) Plan
  • PART ind #14013

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 Ohio →

Infoverity Retirement Trust in the asset neighbourhood

Infoverity Retirement Trust$11MFreenome Holdings Inc. 401(k) PlanFreenome Holdings Inc. 401(k…$11MMelanson, P.C. 401(k) Plan$11MFlanigan's 401(k) Plan$11MEmployee Benefit Plan of Fearless Solutions, LLCEmployee Benefit Plan of Fea…$11M
End-of-year total assets ($M) among Infoverity Retirement Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Ohio filing particulars

Total Assets (Beginning of Year)$11M
Net Assets (End of Year)$11M
Net Income$92K
Employer EIN452428631
Plan Effective Date2011-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (INFOVERITY)

Sponsor-wide plan assets over time

All INFOVERITY plans reported in each filing year

Latest sponsor-wide plan assets
$20M 63.830080651590336% vs 2022
2024 filing year
$0M$20M$40M$60M 202220232024 $55.2M $20M ▼ -63.8%
Year Plans Participants Total Assets
2022 2 246 $55M
2023 1 156 $15M
2024 1 182 $20M

Nearby 401(k) Plans in Ohio

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

Infoverity Retirement Trust vs. nearby 401(k) plans in Ohio, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -20246810 Total assets ($B) Participants Infoverity Retirement Trust, Total assets ($B): 0.010620583 · Participants: 125Infoverity Retirement TrustThe Sherwin-Williams Company 401(k) Plan, Total assets ($B): 8.343834208 · Participants: 44890The Sherwin-Williams Company 401(k) PlanThe Progressive 401(k) Plan, Total assets ($B): 7.60950811 · Participants: 50299The Progressive 401(k) PlanThe Kroger Co. 401(k) Retirement Savings Account Plan, Total assets ($B): 7.311555 · Participants: 116133The Kroger Co. 401(k) Retirement Savings Account PlanNationwide Savings Plan, Total assets ($B): 6.73672335 · Participants: 24278Nationwide Savings PlanMarathon Petroleum Thrift Plan, Total assets ($B): 6.371480588 · Participants: 17666Marathon Petroleum Thrift Plan
Infoverity Retirement Trust vs. nearby 401(k) plans in Ohio, assets vs. participants
Compare Infoverity Retirement Trust side-by-side with 3 peers →

Infoverity Retirement Trust's out-of-state 401(k) peers by assets and headcount

Outside Ohio, the nearest 401(k) by assets is Freenome Holdings Inc. 401(k) Plan in CA ($11M); by covered participants it is Media Iq Digital N.a. 401(k) Plan in NY (125 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($11M here).

Similar participant headcount

Nearest other-state filings by covered participants (125 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 Infoverity Retirement Trust assets move in 2022? ▼
Infoverity Retirement Trust held essentially flat - up 0.9% during 2022, from $11M to $11M. Reported net income was $92K.
How have INFOVERITY plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), INFOVERITY's sponsor-wide assets declined 63.8%, from $55M to $20M.
Which 401(k) plans are similar in size to Infoverity Retirement Trust? ▼
Among 401(k) plans in other states, the closest by assets is Freenome Holdings Inc. 401(k) Plan in CA ($11M, 319 participants).
Which 401(k) plans cover a similar participant headcount to Infoverity Retirement Trust? ▼
Among 401(k) plans in other states, the closest by covered participants is Media Iq Digital N.a. 401(k) Plan in NY (125 participants, $2M 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 452428631.

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.