401(k) · DOL Form 5500 · 2022

Ivy Technology, LLC 401(k) Plan

Data updated 2026-08-25

$8M
Total assets Small plan by assets
311
Participants Below avg headcount
61st
Percentile by assets National rank
$26,738
Avg per participant Low balance/head
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Official DOL plan name: Ivy Technology 401(k) Retirement Savings Plan · Sponsored by Ivy Technology, LLC · Kentucky · Other Services

$8M in assets, 311 participants

Ivy Technology, LLC's Ivy Technology 401(k) Retirement Savings Plan reported $8M in total assets and 311 participants in its 2022 DOL Form 5500 filing, ranking in the 61st 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.

  • #6,480 in Other Services (8,398 peers)

Coverage in Kentucky

Ivy Technology 401(k) Retirement Savings Plan covers 311 participants in Kentucky, about 48% of the average Kentucky filer (state average ~647 per filing). Assets: $8M.

#6,480
in Other Services (8,398 peers)
-13.5%
assets change YoY

The plan reported a net loss of $1M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Ivy Technology 401(k) Retirement Savings Plan's mid-pack asset rank among Other Services and all filers

Ivy Technology 401(k) Retirement Savings Plan vs every filed plan by assets

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

$8,315,423 Top 39% higher than 61% 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 Technology 401(k) Retirement Savings 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 Technology 401(k) Retirement Savings Plan sits mid-pack in the medium band (311 participants).

EBSA filing schedule strip

Filing strip 832258671 · Ivy Technology, LLC PY 2022 · 401(k)

Ivy Technology 401(k) Retirement Savings Plan · $8M · 311 · 61st

  • SCH $8M
  • EBSA 311
  • PART 61st
  • TYPE 401(k)
  • NET near Laurin Publishing Co., Inc. 401(k) Plan
  • BOOK ind #6480

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 Other Services retirement plans → · Plans in Kentucky →

Ivy Technology 401(k) Retirement Savings Plan in the asset neighbourhood

Ivy Technology 401(k) Retirement Savings PlanIvy Technology 401(k) Retire…$8MLaurin Publishing Co., Inc. 401(k) PlanLaurin Publishing Co., Inc. …$8MUbg 401(k) - Garden City (Sh Plan)Ubg 401(k) - Garden City (Sh…$8MMatherly Mechanical Contractors, LLC 401(k) PlanMatherly Mechanical Contract…$8MGem Equipment of Oregon, Inc Employees' 401(k) Salary Reduction PlanGem Equipment of Oregon, Inc…$8M
End-of-year total assets ($M) among Ivy Technology 401(k) Retirement Savings Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Kentucky filing particulars

Total Assets (Beginning of Year)$10M
Net Assets (End of Year)$8M
Net Income-$1M
Employer EIN832258671
Plan Effective Date2019-08-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Ivy Technology, LLC)

Sponsor-wide plan assets over time

All Ivy Technology, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$10M 25.833021362833858% vs 2022
2024 filing year
$8M$9M$10M$11M 202220232024 $8.32M $10.5M ▲ +25.7%
Year Plans Participants Total Assets
2022 1 311 $8M
2023 1 470 $9M
2024 1 372 $10M

Nearby 401(k) Plans in Kentucky

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

Ivy Technology 401(k) Retirement Savings Plan vs. nearby 401(k) plans in Kentucky, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000100000 -202468 Total assets ($B) Participants Ivy Technology 401(k) Retirement Savings Plan, Total assets ($B): 0.008315423 · Participants: 311Ivy Technology 401(k) Retirement Savings PlanHumana Retirement Savings Plan, Total assets ($B): 6.44425797 · Participants: 44930Humana Retirement Savings PlanCommonspirit Health 401(k) Retirement Savings Plan, Total assets ($B): 6.066519058 · Participants: 85671Commonspirit Health 401(k) Retirement Savings PlanUPS/Ipa 401 (K) Savings Plan, Total assets ($B): 1.16367227 · Participants: 2992UPS/Ipa 401 (K) Savings PlanLexmark Savings Plan, Total assets ($B): 1.059618486 · Participants: 1811Lexmark Savings PlanKindred 401 (K) Plan, Total assets ($B): 0.969290029 · Participants: 22132Kindred 401 (K) Plan
Ivy Technology 401(k) Retirement Savings Plan vs. nearby 401(k) plans in Kentucky, assets vs. participants
Compare Ivy Technology 401(k) Retirement Savings Plan side-by-side with 3 peers →

Ivy Technology 401(k) Retirement Savings Plan's out-of-state 401(k) peers by assets and headcount

Outside Kentucky, the nearest 401(k) by assets is Laurin Publishing Co., Inc. 401(k) Plan in MA ($8M); by covered participants it is Brightwheel 401(k) Plan in CA (311 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (311 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 Technology 401(k) Retirement Savings Plan assets move in 2022? ▼
Ivy Technology 401(k) Retirement Savings Plan pulled back noticeably - down 13.5% during 2022, from $10M to $8M. Reported net income was -$1M.
How have Ivy Technology, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Ivy Technology, LLC's sponsor-wide assets grew 25.8%, from $8M to $10M.
Which 401(k) plans are similar in size to Ivy Technology 401(k) Retirement Savings Plan? ▼
Among 401(k) plans in other states, the closest by assets is Laurin Publishing Co., Inc. 401(k) Plan in MA ($8M, 39 participants).
Which 401(k) plans cover a similar participant headcount to Ivy Technology 401(k) Retirement Savings Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Brightwheel 401(k) Plan in CA (311 participants, $6M 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 832258671.

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.