401(k) · DOL Form 5500 · 2022
Innovative Solutions Unlimited LLC 401(k) Plan
Data updated 2026-08-25
- $7M
- Total assets Small plan by assets
- 273
- Participants Below avg headcount
- 58th
- Percentile by assets National rank
- $25,990
- Avg per participant Low balance/head
Official DOL plan name: Innovative Solutions Unlimited 401(k) Retirement Plan · Sponsored by Innovative Solutions Unlimited LLC · Ohio · Administrative & Support Services
$7M in assets, 273 participants
Innovative Solutions Unlimited LLC's Innovative Solutions Unlimited 401(k) Retirement Plan reported $7M in total assets and 273 participants in its 2022 DOL Form 5500 filing, ranking in the 58th 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.
- #3,850 in Administrative & Support Services (4,927 peers)
Coverage in Ohio
Innovative Solutions Unlimited 401(k) Retirement Plan covers 273 participants in Ohio, about 36% of the average Ohio filer (state average ~765 per filing). Assets: $7M.
- #3,850
- in Administrative & Support Services (4,927 peers)
- -18.7%
- assets change YoY
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.
Innovative Solutions Unlimited 401(k) Retirement Plan's mid-pack asset rank among Administrative & Support Services and all filers
Innovative Solutions Unlimited 401(k) Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$7,095,393 Top 42% higher than 58% of 139,123 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022
Innovative Solutions Unlimited 401(k) Retirement 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. Innovative Solutions Unlimited 401(k) Retirement Plan sits mid-pack in the medium band (273 participants).
Plan-year Form 5500 strip
Filing strip 061668377 · Innovative Solutions Unlimited LLC PY 2022 · 401(k)
Innovative Solutions Unlimited 401(k) Retirement Plan · $7M · 273 · 58th
- BOY $7M
- BOY 273
- BOY 58th
- BOY 401(k)
- BOY near Prime Wheel 401(k) Plan
- BOY ind #3850
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 Administrative & Support Services retirement plans → · Plans in Ohio →
Innovative Solutions Unlimited 401(k) Retirement Plan in the asset neighbourhood
Ohio filing particulars
| Total Assets (Beginning of Year) | $9M |
|---|---|
| Net Assets (End of Year) | $7M |
| Net Income | -$2M |
| Employer EIN | 061668377 |
| Plan Effective Date | 2012-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Innovative Solutions Unlimited LLC)
Sponsor-wide plan assets over time
All Innovative Solutions Unlimited LLC plans reported in each filing year
- Latest sponsor-wide plan assets
- $8M 11.432770531526582% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 273 | $7M |
| 2023 | 1 | 180 | $7M |
| 2024 | 1 | 156 | $8M |
Nearby 401(k) Plans in Ohio
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- The Sherwin-Williams Company 401(k) Plan $8.3B · 44,890
- The Progressive 401(k) Plan $7.6B · 50,299
- The Kroger Co. 401(k) Retirement Savings Account Plan $7.3B · 116,133
- Nationwide Savings Plan $6.7B · 24,278
- Marathon Petroleum Thrift Plan $6.4B · 17,666
Innovative Solutions Unlimited 401(k) Retirement Plan's out-of-state 401(k) peers by assets and headcount
Outside Ohio, the nearest 401(k) by assets is Prime Wheel 401(k) Plan in CA ($7M); by covered participants it is Medata, Inc 401(k) Savings and Retirement Plan and Trust in CA (273 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($7M here).
Similar participant headcount
Nearest other-state filings by covered participants (273 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.