Profit Sharing · DOL Form 5500 · 2023

Innoveo, Inc. Profit Sharing Plan

Data updated 2026-08-25

$77K
Total assets Small plan by assets
12
Participants Small participant base
5th
Percentile by assets National rank
$6,447
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Innoveo Puerto Rico Savings & Retirement Plan · Sponsored by Innoveo, Inc. · Puerto Rico · Professional & Technical Services

$77K in assets, 12 participants

Innoveo, Inc.'s Innoveo Puerto Rico Savings & Retirement Plan reported $77K in total assets and 12 participants in its 2023 DOL Form 5500 filing, ranking in the 5th 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.

  • #921 in Professional & Technical Services (20,321 peers)

Innoveo, Inc. multi-year trail

Innoveo, Inc.'s plans moved -98.1% in assets from 2022 to 2024; this filing shows Innoveo Puerto Rico Savings & Retirement Plan at $77K / 12 participants.

#921
in Professional & Technical Services (20,321 peers)
+148.7%
assets growth YoY

Innoveo Puerto Rico Savings & Retirement Plan among the smaller filed plans by assets

Innoveo Puerto Rico Savings & Retirement Plan vs every filed plan by assets

End-of-year total assets · plan year 2023 · DOL Form 5500

$77,360 5th percentile higher than 5% of 127,068 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 2023

Innoveo Puerto Rico Savings & Retirement Plan among smaller filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Innoveo Puerto Rico Savings & Retirement Plan is a small filing (12 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Innoveo Puerto Rico Savings & Retirement Plan end-of-year assets rose from $31K in the plan year 2022 filing to $77K in the plan year 2023 filing.
  • Innoveo Puerto Rico Savings & Retirement Plan reported net income rose from $31K in the plan year 2022 filing to $46K in the plan year 2023 filing.
  • Innoveo Puerto Rico Savings & Retirement Plan reported participants rose from N/A in the plan year 2022 filing to 12 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 872308121 · Innoveo, Inc. PY 2023 · Profit Sharing

Innoveo Puerto Rico Savings & Retirement Plan · $77K · 12 · 5th

  • VS-ST $77K
  • BOY 12
  • SCH 5th
  • EBSA Profit Sharing
  • PART near Cipbest Enterprises, Inc. Retirement Plan
  • TYPE ind #921

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 Puerto Rico →

Innoveo Puerto Rico Savings & Retirement Plan in the asset neighbourhood

Innoveo Puerto Rico Savings & Retirement PlanInnoveo Puerto Rico Savings …$77KCipbest Enterprises, Inc. Retirement PlanCipbest Enterprises, Inc. Re…$77KKeepers Corporation Retirement PlanKeepers Corporation Retireme…$77KW. Scott Supplee, M.D., PA Profit Sharing PlanW. Scott Supplee, M.D., PA P…$77KS&s Cpa's Va Inc. Retirement PlanS&s Cpa's Va Inc. Retirement…$77K
End-of-year total assets ($M) among Innoveo Puerto Rico Savings & Retirement Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2023.

Innoveo, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Innoveo, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$580 98.13540795987913% vs 2022
2024 filing year
$0M$0.05M$0.1M 202220232024 $0.03M $0M ▼ -100.0%
Year Plans Participants Total Assets
2022 1 N/A $31K
2023 1 12 $77K
2024 1 12 $580

Innoveo, Inc. filing trail (2023)

Total Assets (Beginning of Year)$31K
Net Assets (End of Year)$77K
Net Income$46K
Employer EIN872308121
Plan Effective Date2022-01-01
Filing StatusFILING RECEIVED

Nearby Profit Sharing Plans in Puerto Rico

Peer Profit Sharing plans, same state, same plan type, ranked by total assets.

Innoveo Puerto Rico Savings & Retirement Plan vs. nearby Profit Sharing plans in Puerto Rico, assets vs. participants Scatter plot of 6 data points. -20000200040006000800010000 -2000200400600800 Total assets ($M) Participants Innoveo Puerto Rico Savings & Retirement Plan, Total assets ($M): 0.07736 · Participants: 12Innoveo Puerto Rico Savings & Retirement PlanThe Retirement and Savings Plan for Amgen Manufacturing Limited LLC, Total assets ($M): 719.343985 · Participants: 2713The Retirement and Savings Plan for Amgen Manufacturing Limited LLCPopular, Inc. Pr Savings and Investment Plan, Total assets ($M): 700.721578 · Participants: 8134Popular, Inc. Pr Savings and Investment PlanThe Savings Plan for Lilly Affiliate Employees in Puerto Rico, Total assets ($M): 441.870695 · Participants: 1114The Savings Plan for Lilly Affiliate Employees in Puerto RicoHewlett Packard Enterprise Puerto Rico Tax Saving Capital Accumulation Plan, Total assets ($M): 195.772357 · Participants: 751Hewlett Packard Enterprise Puerto Rico Tax Saving Capital Accumulation PlanThe Oriental Bank Coda Profit Sharing Plan, Total assets ($M): 134.602051 · Participants: 2096The Oriental Bank Coda Profit Sharing Plan
Innoveo Puerto Rico Savings & Retirement Plan vs. nearby Profit Sharing plans in Puerto Rico, assets vs. participants
Compare Innoveo Puerto Rico Savings & Retirement Plan side-by-side with 3 peers →

Innoveo Puerto Rico Savings & Retirement Plan's out-of-state Profit Sharing peers by assets and headcount

Outside Puerto Rico, the nearest Profit Sharing by assets is Cipbest Enterprises, Inc. Retirement Plan in MI ($77K); by covered participants it is Watering Lane Ventures, Inc. Profit Sharing Plan in NH (12 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (12 participants); asset peers above are excluded.

DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Innoveo Puerto Rico Savings & Retirement Plan assets move in 2023? ▼
Innoveo Puerto Rico Savings & Retirement Plan surged - up 148.7% during 2023, from $31K to $77K. Reported net income was $46K.
How have Innoveo, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Innoveo, Inc.'s sponsor-wide assets declined 98.1%, from $31K to $580.
Where does Innoveo Puerto Rico Savings & Retirement Plan rank by assets among Form 5500 filers? ▼
Innoveo Puerto Rico Savings & Retirement Plan ranks in the 5th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (among the smaller plans by assets on file).
Which Profit Sharing plans are similar in size to Innoveo Puerto Rico Savings & Retirement Plan? ▼
Among Profit Sharing plans in other states, the closest by assets is Cipbest Enterprises, Inc. Retirement Plan in MI ($77K, 1 participant).
Which Profit Sharing plans cover a similar participant headcount to Innoveo Puerto Rico Savings & Retirement Plan? ▼
Among Profit Sharing plans in other states, the closest by covered participants is Watering Lane Ventures, Inc. Profit Sharing Plan in NH (12 participants, $389K in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2023.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 872308121.

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.