401(k) · DOL Form 5500 · 2022

Inception Fertility Corporate Services, LLC 401(k) Plan

Data updated 2026-08-11

$63M
Total assets
1,248
Participants
90th
Percentile by assets
$50,679
Avg per participant
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Official DOL plan name: Inception Fertility 401(k) Plan · Sponsored by Inception Fertility Corporate Services, LLC · Texas · Healthcare & Social Assistance

$63M in assets, 1,248 participants

Inception Fertility Corporate Services, LLC's Inception Fertility 401(k) Plan reported $63M in total assets and 1,248 participants in its 2022 DOL Form 5500 filing, ranking in the 90th 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.

  • 90th percentile by assets (of 139,126 plans)
  • #18,319 in Healthcare & Social Assistance (20,060 peers)

Where Inception Fertility 401(k) Plan sits by assets

Inception Fertility 401(k) Plan sits in the top 10% of all filed plans by assets, $63M for 1,248 participants (~$50,679/participant), up 39.1% in 2022.

$63M
total plan assets (2022 EOY)
1,248
covered participants
90th
percentile by assets (of 139,126 plans)
$50,679
avg assets per participant

The plan reported a net loss of $4M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Where Inception Fertility 401(k) Plan sits by total assets

Inception Fertility 401(k) Plan vs every filed plan by assets

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

$63,247,959 Top 10% higher than 90% of 139,123 filed plans

This plan $0 $2,010,000,000 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

State
Texas
Industry
Healthcare & Social Assistance

Inception Fertility 401(k) Plan vs the 2022 asset distribution

By assets, Inception Fertility 401(k) Plan outranks 90% of the 139,126 plans that filed a Form 5500 for the 2022 plan year, and holds roughly 0.6x the national average plan size of $100M (721 average participants).

Scale-class filing particulars (2022)

Total Assets (Beginning of Year)$45M
Net Assets (End of Year)$63M
Net Income-$4M
Employer EIN843102651
Plan Effective Date2016-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Inception Fertility Corporate Services, LLC)

$60M$70M$80M$90M$100M 202220232024 $63.3M $90.8M ▲ +43.5%
Total plan assets by year, all Inception Fertility Corporate Services, LLC plans on file
Year Plans Participants Total Assets
2022 1 1,248 $63M
2023 1 1,307 $76M
2024 1 1,413 $91M

Nearby 401(k) Plans in Texas

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

Inception Fertility 401(k) Plan vs. nearby 401(k) plans in Texas, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000 -10010203040 Total assets ($B) Participants Inception Fertility …, Total assets ($B): 0.063247959 · Participants: 1248Inception Fertility …AT&T Retirement Savi…, Total assets ($B): 37.578871 · Participants: 144503AT&T Retirement Savi…Exxonmobil Savings P…, Total assets ($B): 21.266 · Participants: 23619Exxonmobil Savings P…Caterpillar 401(k) S…, Total assets ($B): 13.794958016 · Participants: 38538Caterpillar 401(k) S…American Airlines, I…, Total assets ($B): 12.806443202 · Participants: 85577American Airlines, I…Dell Inc. 401(k) Plan, Total assets ($B): 11.969059 · Participants: 47532Dell Inc. 401(k) Plan
Inception Fertility 401(k) Plan vs. nearby 401(k) plans in Texas, assets vs. participants
Compare Inception Fertility 401(k) Plan side-by-side with 3 peers →

Similar-Sized 401(k) Plans Nationally

401(k) plans in other states closest to Inception Fertility 401(k) Plan by total assets, not by location.

Frequently Asked Questions

How did Inception Fertility 401(k) Plan assets move in 2022? ▼
Inception Fertility 401(k) Plan surged - up 39.1% during 2022, from $45M to $63M. Reported net income was -$4M.
How have Inception Fertility Corporate Services, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Inception Fertility Corporate Services, LLC's sponsor-wide assets grew 43.5%, from $63M to $91M.
Where does Inception Fertility 401(k) Plan rank by assets among Form 5500 filers? ▼
Inception Fertility 401(k) Plan ranks in the 90th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top 10% of all filed plans by assets).
Which 401(k) plans are similar in size to Inception Fertility 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Fuss & O'neill Profit Sharing & Employee Savings Plan in CT ($63M, 304 participants).

Next read for Inception Fertility 401(k) Plan

Scale reading

Ways to act on Inception Fertility 401(k) Plan's numbers.

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 843102651.

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.