401(k) · DOL Form 5500 · 2022

Involta, LLC 401(k) Plan

Data updated 2026-08-25

$17M
Total assets Small plan by assets
230
Participants Below avg headcount
75th
Percentile by assets National rank
$75,075
Avg per participant Below avg balance/head
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Official DOL plan name: Involta, LLC 401(k) Retirement Plan · Sponsored by Involta, LLC · Iowa · Professional & Technical Services

$17M in assets, 230 participants

Involta, LLC's Involta, LLC 401(k) Retirement Plan reported $17M in total assets and 230 participants in its 2022 DOL Form 5500 filing, ranking in the 75th 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.

  • #16,143 in Professional & Technical Services (21,562 peers)

Coverage in Iowa

Involta, LLC 401(k) Retirement Plan covers 230 participants in Iowa, about 38% of the average Iowa filer (state average ~609 per filing). Assets: $17M.

#16,143
in Professional & Technical Services (21,562 peers)
-11.4%
assets change YoY
0.2×
vs typical plan assets (national mean)

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.

Involta, LLC 401(k) Retirement Plan's outsized position by total assets

Involta, LLC 401(k) Retirement Plan vs every filed plan by assets

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

$17,267,194 Top 25% higher than 75% 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

Involta, LLC 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. Involta, LLC 401(k) Retirement Plan sits mid-pack in the medium band (230 participants).

DOL schedule card

Filing strip 260610499 · Involta, LLC PY 2022 · 401(k)

Involta, LLC 401(k) Retirement Plan · $17M · 230 · 75th

  • BOY $17M
  • BOY 230
  • BOY 75th
  • BOY 401(k)
  • BOY near Broadbent and Associates, Inc. 401(k) Profit Sharing Plan
  • BOY ind #16143

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 Iowa →

Involta, LLC 401(k) Retirement Plan in the asset neighbourhood

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End-of-year total assets ($M) among Involta, LLC 401(k) Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Iowa filing particulars

Total Assets (Beginning of Year)$19M
Net Assets (End of Year)$17M
Net Income-$2M
Employer EIN260610499
Plan Effective Date1998-03-11
Filing StatusFILING RECEIVED

Sponsor Plan History (Involta, LLC)

Sponsor-wide plan assets over time

All Involta, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$23M 33.753359115557515% vs 2022
2024 filing year
$16M$18M$20M$22M$24M 202220232024 $17.3M $23.1M ▲ +33.8%
Year Plans Participants Total Assets
2022 1 230 $17M
2023 1 221 $22M
2024 1 242 $23M

Nearby 401(k) Plans in Iowa

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

Involta, LLC 401(k) Retirement Plan vs. nearby 401(k) plans in Iowa, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -101234 Total assets ($B) Participants Involta, LLC 401(k) Retirement Plan, Total assets ($B): 0.017267194 · Participants: 230Involta, LLC 401(k) Retirement PlanThe Principal Select Savings Plan, Total assets ($B): 3.613396259 · Participants: 12201The Principal Select Savings PlanIowa Health System Section 401(k) Retirement Savings Plan, Total assets ($B): 2.684422851 · Participants: 28603Iowa Health System Section 401(k) Retirement Savings PlanThe Hy-Vee and Affiliates 401(k) Plan, Total assets ($B): 2.447514997 · Participants: 59826The Hy-Vee and Affiliates 401(k) PlanThe Rsm US LLP Retirement Plan, Total assets ($B): 2.275604074 · Participants: 13793The Rsm US LLP Retirement PlanTransamerica 401(k) Retirement Savings Plan, Total assets ($B): 2.116061137 · Participants: 7262Transamerica 401(k) Retirement Savings Plan
Involta, LLC 401(k) Retirement Plan vs. nearby 401(k) plans in Iowa, assets vs. participants
Compare Involta, LLC 401(k) Retirement Plan side-by-side with 3 peers →

Involta, LLC 401(k) Retirement Plan's out-of-state 401(k) peers by assets and headcount

Outside Iowa, the nearest 401(k) by assets is Broadbent and Associates, Inc. 401(k) Profit Sharing Plan in NV ($17M); by covered participants it is Convercent 401(k) in CO (230 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (230 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 Involta, LLC 401(k) Retirement Plan assets move in 2022? ▼
Involta, LLC 401(k) Retirement Plan pulled back noticeably - down 11.4% during 2022, from $19M to $17M. Reported net income was -$2M.
How have Involta, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Involta, LLC's sponsor-wide assets grew 33.8%, from $17M to $23M.
Where does Involta, LLC 401(k) Retirement Plan rank by assets among Form 5500 filers? ▼
Involta, LLC 401(k) Retirement Plan ranks in the 75th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to Involta, LLC 401(k) Retirement Plan? ▼
Among 401(k) plans in other states, the closest by assets is Broadbent and Associates, Inc. 401(k) Profit Sharing Plan in NV ($17M, 108 participants).
Which 401(k) plans cover a similar participant headcount to Involta, LLC 401(k) Retirement Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Convercent 401(k) in CO (230 participants, N/A 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 260610499.

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.