401(k) · DOL Form 5500 · 2023

Iona, Inc. 401(k) Plan

Data updated 2026-08-25

$175K
Total assets Small plan by assets
7
Participants Small participant base
10th
Percentile by assets National rank
$25,023
Avg per participant Low balance/head
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Official DOL plan name: Iona, Inc. 401(k) Plan · Sponsored by Iona, Inc. · Maryland · Administrative & Support Services

$175K in assets, 7 participants

Iona, Inc.'s Iona, Inc. 401(k) Plan reported $175K in total assets and 7 participants in its 2023 DOL Form 5500 filing, ranking in the 10th 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.

  • #990 in Administrative & Support Services (4,372 peers)

Iona, Inc. multi-year trail

Iona, Inc.'s plans moved -67.9% in assets from 2022 to 2024; this filing shows Iona, Inc. 401(k) Plan at $175K / 7 participants.

#990
in Administrative & Support Services (4,372 peers)
+7.8%
assets growth YoY

Iona, Inc. 401(k) Plan among the smaller filed plans by assets

Iona, Inc. 401(k) Plan vs every filed plan by assets

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

$175,164 10th percentile higher than 10% 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

Iona, Inc. 401(k) Plan among micro filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Iona, Inc. 401(k) Plan is a micro filing (7 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Iona, Inc. 401(k) Plan reported net income rose from -$106K in the plan year 2022 filing to $13K in the plan year 2023 filing.
  • Iona, Inc. 401(k) Plan reported participants fell from 8 in the plan year 2022 filing to 7 in the plan year 2023 filing.
  • Iona, Inc. 401(k) Plan end-of-year assets rose from $163K in the plan year 2022 filing to $175K in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 208294898 · Iona, Inc. PY 2023 · 401(k)

Iona, Inc. 401(k) Plan · $175K · 7 · 10th

  • RANK $175K
  • RANK 7
  • RANK 10th
  • RANK 401(k)
  • RANK near Innofit, Inc. 401(k) Profit Sharing Plan
  • RANK ind #990

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 Administrative & Support Services retirement plans → · Plans in Maryland →

Iona, Inc. 401(k) Plan in the asset neighbourhood

Iona, Inc. 401(k) Plan$175KInnofit, Inc. 401(k) Profit Sharing PlanInnofit, Inc. 401(k) Profit …$175KOrange County Solar 401(k) PlanOrange County Solar 401(k) P…$175KKijung Hospitality Group 401(k) PlanKijung Hospitality Group 401…$175KExpressive Escapades Inc. 401(k) PlanExpressive Escapades Inc. 40…$175K
End-of-year total assets ($M) among Iona, Inc. 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Iona, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Iona, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$52K 67.94880472571762% vs 2022
2024 filing year
$0M$0.05M$0.1M$0.15M$0.2M 202220232024 $0.16M $0.05M ▼ -68.8%
Year Plans Participants Total Assets
2022 1 8 $163K
2023 1 7 $175K
2024 1 6 $52K

Iona, Inc. filing trail (2023)

Total Assets (Beginning of Year)$163K
Net Assets (End of Year)$175K
Net Income$13K
Employer EIN208294898
Plan Effective Date2007-01-13
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Maryland

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

Iona, Inc. 401(k) Plan vs. nearby 401(k) plans in Maryland, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -200204060 Total assets ($B) Participants Iona, Inc. 401(k) Plan, Total assets ($B): 0.000175164 · Participants: 7Iona, Inc. 401(k) PlanLockheed Martin Corporation Salaried Savings Plan, Total assets ($B): 47.273019756 · Participants: 91511Lockheed Martin Corporation Salaried Savings PlanMarriott Retirement Savings Plan, Total assets ($B): 10.20606962 · Participants: 96415Marriott Retirement Savings PlanT. Rowe Price U.S. Retirement Program, Total assets ($B): 4.357344903 · Participants: 6292T. Rowe Price U.S. Retirement ProgramNfl Player Second Career Savings Plan, Total assets ($B): 3.951576315 · Participants: 2767Nfl Player Second Career Savings PlanSodexo 401 (K) Employees' Retirement Savings Plan and Trust, Total assets ($B): 2.217483854 · Participants: 80121Sodexo 401 (K) Employees' Retirement Savings Plan and Trust
Iona, Inc. 401(k) Plan vs. nearby 401(k) plans in Maryland, assets vs. participants
Compare Iona, Inc. 401(k) Plan side-by-side with 3 peers →

Iona, Inc. 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Maryland, the nearest 401(k) by assets is Innofit, Inc. 401(k) Profit Sharing Plan in TX ($175K); by covered participants it is Asana Biosciences, LLC 401(k) Plan in NJ (7 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($175K here).

Similar participant headcount

Nearest other-state filings by covered participants (7 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 Iona, Inc. 401(k) Plan assets move in 2023? ▼
Iona, Inc. 401(k) Plan grew at a solid clip - up 7.8% during 2023, from $163K to $175K. Reported net income was $13K.
How have Iona, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Iona, Inc.'s sponsor-wide assets declined 67.9%, from $163K to $52K.
Where does Iona, Inc. 401(k) Plan rank by assets among Form 5500 filers? ▼
Iona, Inc. 401(k) Plan ranks in the 10th 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 401(k) plans are similar in size to Iona, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Innofit, Inc. 401(k) Profit Sharing Plan in TX ($175K, 2 participants).
Which 401(k) plans cover a similar participant headcount to Iona, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Asana Biosciences, LLC 401(k) Plan in NJ (7 participants, N/A 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 208294898.

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.