401(k) · DOL Form 5500 · 2022

Innovative Funding Services Corporation 401(k) Plan

Data updated 2026-08-25

$1M
Total assets Small plan by assets
130
Participants Small participant base
27th
Percentile by assets National rank
$9,274
Avg per participant Low balance/head
PlainRetire home → About this data

Official DOL plan name: Innovative Funding Services Corporation 401(k) Plan · Sponsored by Innovative Funding Services Corporation · Texas · Finance & Insurance

$1M in assets, 130 participants

Innovative Funding Services Corporation's Innovative Funding Services Corporation 401(k) Plan reported $1M in total assets and 130 participants in its 2022 DOL Form 5500 filing, ranking in the 27th 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.

  • #1,665 in Finance & Insurance (9,261 peers)

Coverage in Texas

Innovative Funding Services Corporation 401(k) Plan covers 130 participants in Texas, about 19% of the average Texas filer (state average ~688 per filing). Assets: $1M.

#1,665
in Finance & Insurance (9,261 peers)
$124K
reported net income

Innovative Funding Services Corporation 401(k) Plan among the smaller filed plans by assets

Innovative Funding Services Corporation 401(k) Plan vs every filed plan by assets

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

$1,205,573 27th percentile higher than 27% 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 Funding Services Corporation 401(k) 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 Funding Services Corporation 401(k) Plan sits mid-pack in the medium band (130 participants).

EBSA filing schedule strip

Filing strip 820931205 · Innovative Funding Services Corporation PY 2022 · 401(k)

Innovative Funding Services Corporation 401(k) Plan · $1M · 130 · 27th

  • PCT $1M
  • EIN 130
  • RANK 27th
  • PHOTO 401(k)
  • IND near Bonneville Medical Consultants Employees 401(k) Plan
  • EOY ind #1665

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 Texas →

Innovative Funding Services Corporation 401(k) Plan in the asset neighbourhood

Innovative Funding Services Corporation 401(k) PlanInnovative Funding Services …$1MBonneville Medical Consultants Employees 401(k) PlanBonneville Medical Consultan…$1MNeozene 401(k) Plan$1MEmployee Benefit Plan of Plymouth Life, Incorporated Dba the Pride GroupEmployee Benefit Plan of Ply…$1MQuestica 401(k) Plan$1M
End-of-year total assets ($M) among Innovative Funding Services Corporation 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Texas filing particulars

Total Assets (Beginning of Year)N/A
Net Assets (End of Year)$1M
Net Income$124K
Employer EIN820931205
Plan Effective Date2022-07-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Texas

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

Innovative Funding Services Corporation 401(k) Plan vs. nearby 401(k) plans in Texas, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000 -10010203040 Total assets ($B) Participants Innovative Funding Services Corporation 401(k) Plan, Total assets ($B): 0.001205573 · Participants: 130Innovative Funding Services Corporation 401(k) PlanAT&T Retirement Savings Plan, Total assets ($B): 37.578871 · Participants: 144503AT&T Retirement Savings PlanExxonmobil Savings Plan, Total assets ($B): 21.266 · Participants: 23619Exxonmobil Savings PlanCaterpillar 401(k) Savings Plan, Total assets ($B): 13.794958016 · Participants: 38538Caterpillar 401(k) Savings PlanAmerican Airlines, Inc. 401(k) Plan, Total assets ($B): 12.806443202 · Participants: 85577American Airlines, Inc. 401(k) PlanDell Inc. 401(k) Plan, Total assets ($B): 11.969059 · Participants: 47532Dell Inc. 401(k) Plan
Innovative Funding Services Corporation 401(k) Plan vs. nearby 401(k) plans in Texas, assets vs. participants
Compare Innovative Funding Services Corporation 401(k) Plan side-by-side with 3 peers →

Innovative Funding Services Corporation 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Texas, the nearest 401(k) by assets is Bonneville Medical Consultants Employees 401(k) Plan in UT ($1M); by covered participants it is Dermarite Industries LLC 401(k) Plan in NJ (130 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (130 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

Which 401(k) plans are similar in size to Innovative Funding Services Corporation 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Bonneville Medical Consultants Employees 401(k) Plan in UT ($1M, 2 participants).
Which 401(k) plans cover a similar participant headcount to Innovative Funding Services Corporation 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Dermarite Industries LLC 401(k) Plan in NJ (130 participants, $938K 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 820931205.

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.