401(k) · DOL Form 5500 · 2022

Innovative Capital Management 401(k) Plan

Data updated 2026-08-25

$3M
Total assets Small plan by assets
305
Participants Below avg headcount
43rd
Percentile by assets National rank
$11,032
Avg per participant Low balance/head
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Official DOL plan name: Innovative Capital Management 401(k) Plans · Sponsored by Innovative Capital Management · Oklahoma · Finance & Insurance

$3M in assets, 305 participants

Innovative Capital Management's Innovative Capital Management 401(k) Plans reported $3M in total assets and 305 participants in its 2022 DOL Form 5500 filing, ranking in the 43rd 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.

  • #2,686 in Finance & Insurance (9,261 peers)

Coverage in Oklahoma

Innovative Capital Management 401(k) Plans covers 305 participants in Oklahoma, about 40% of the average Oklahoma filer (state average ~760 per filing). Assets: $3M.

#2,686
in Finance & Insurance (9,261 peers)
-12.1%
assets change YoY

The plan reported a net loss of $462K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Innovative Capital Management 401(k) Plans's mid-pack asset rank among Finance & Insurance and all filers

Innovative Capital Management 401(k) Plans vs every filed plan by assets

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

$3,364,882 43rd percentile higher than 43% 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

Innovative Capital Management 401(k) Plans 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 Capital Management 401(k) Plans sits mid-pack in the medium band (305 participants).

DOL schedule card

Filing strip 203889074 · Innovative Capital Management PY 2022 · 401(k)

Innovative Capital Management 401(k) Plans · $3M · 305 · 43rd

  • ASSETS $3M
  • PCT 305
  • EIN 43rd
  • RANK 401(k)
  • PHOTO near Global Access, LLC 401(k) Profit Sharing Plan
  • IND ind #2686

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 Finance & Insurance retirement plans → · Plans in Oklahoma →

Innovative Capital Management 401(k) Plans in the asset neighbourhood

Mohawk Metal Company 401(k) Ps PlanMohawk Metal Company 401(k) …$3MTrident Management, Inc. 401(k) Profit Sharing PlanTrident Management, Inc. 401…$3MQuality Energy Services, Inc. 401(k) PlanQuality Energy Services, Inc…$3MInnovative Capital Management 401(k) PlansInnovative Capital Managemen…$3MGlobal Access, LLC 401(k) Profit Sharing PlanGlobal Access, LLC 401(k) Pr…$3M
End-of-year total assets ($M) among Innovative Capital Management 401(k) Plans and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Oklahoma filing particulars

Total Assets (Beginning of Year)$4M
Net Assets (End of Year)$3M
Net Income-$462K
Employer EIN203889074
Plan Effective Date2006-09-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Innovative Capital Management)

Sponsor-wide plan assets over time

All Innovative Capital Management plans reported in each filing year

Latest sponsor-wide plan assets
$5M 39.34628316832507% vs 2022
2024 filing year
$3M$3.5M$4M$4.5M$5M 202220232024 $3.36M $4.69M ▲ +39.6%
Year Plans Participants Total Assets
2022 1 305 $3M
2023 1 327 $4M
2024 1 400 $5M

Nearby 401(k) Plans in Oklahoma

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

Innovative Capital Management 401(k) Plans vs. nearby 401(k) plans in Oklahoma, assets vs. participants Scatter plot of 6 data points. -5000050001000015000 -101234 Total assets ($B) Participants Innovative Capital Management 401(k) Plans, Total assets ($B): 0.003364882 · Participants: 305Innovative Capital Management 401(k) PlansQuiktrip Corporation Retirement Plan, Total assets ($B): 3.683382046 · Participants: 10862Quiktrip Corporation Retirement PlanThe Williams Investment Plus Plan, Total assets ($B): 1.385802682 · Participants: 4848The Williams Investment Plus PlanBok Financial 401(k) Plan, Total assets ($B): 0.917245856 · Participants: 4683Bok Financial 401(k) PlanDevon Energy Corporation Incentive Savings Plan, Total assets ($B): 0.791750265 · Participants: 1642Devon Energy Corporation Incentive Savings PlanOne Gas, Inc. 401(k) Plan, Total assets ($B): 0.774155 · Participants: 3586One Gas, Inc. 401(k) Plan
Innovative Capital Management 401(k) Plans vs. nearby 401(k) plans in Oklahoma, assets vs. participants
Compare Innovative Capital Management 401(k) Plans side-by-side with 3 peers →

Innovative Capital Management 401(k) Plans's out-of-state 401(k) peers by assets and headcount

Outside Oklahoma, the nearest 401(k) by assets is Global Access, LLC 401(k) Profit Sharing Plan in UT ($3M); by covered participants it is Unite Retirement Savings Plan in MO (305 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (305 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 Innovative Capital Management 401(k) Plans assets move in 2022? ▼
Innovative Capital Management 401(k) Plans pulled back noticeably - down 12.1% during 2022, from $4M to $3M. Reported net income was -$462K.
How have Innovative Capital Management plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Innovative Capital Management's sponsor-wide assets grew 39.3%, from $3M to $5M.
Which 401(k) plans are similar in size to Innovative Capital Management 401(k) Plans? ▼
Among 401(k) plans in other states, the closest by assets is Global Access, LLC 401(k) Profit Sharing Plan in UT ($3M, 102 participants).
Which 401(k) plans cover a similar participant headcount to Innovative Capital Management 401(k) Plans? ▼
Among 401(k) plans in other states, the closest by covered participants is Unite Retirement Savings Plan in MO (305 participants, $14M 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 203889074.

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.