401(k) · DOL Form 5500 · 2023

Imuna Incorporated 401(k) Plan

Data updated 2026-08-25

$434K
Total assets Small plan by assets
2
Participants Small participant base
17th
Percentile by assets National rank
$217,193
Avg per participant Above avg balance/head
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Official DOL plan name: Imuna Incorporated Self-Employed Plan · Sponsored by Imuna Incorporated · Virginia · Professional & Technical Services

$434K in assets, 2 participants

Imuna Incorporated's Imuna Incorporated Self-Employed Plan reported $434K in total assets and 2 participants in its 2023 DOL Form 5500 filing, ranking in the 17th 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.

  • #2,566 in Professional & Technical Services (20,321 peers)

Imuna Incorporated multi-year trail

Imuna Incorporated's plans moved +109.3% in assets from 2022 to 2024; this filing shows Imuna Incorporated Self-Employed Plan at $434K / 2 participants.

#2,566
in Professional & Technical Services (20,321 peers)
+58.9%
assets growth YoY

Imuna Incorporated Self-Employed Plan among the smaller filed plans by assets

Imuna Incorporated Self-Employed Plan vs every filed plan by assets

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

$434,386 17th percentile higher than 17% 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

Imuna Incorporated Self-Employed 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. Imuna Incorporated Self-Employed Plan is a micro filing (2 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Imuna Incorporated Self-Employed Plan reported net income rose from -$15K in the plan year 2022 filing to $161K in the plan year 2023 filing.
  • Imuna Incorporated Self-Employed Plan end-of-year assets rose from $273K in the plan year 2022 filing to $434K in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 541977195 · Imuna Incorporated PY 2023 · 401(k)

Imuna Incorporated Self-Employed Plan · $434K · 2 · 17th

  • TYPE $434K
  • TYPE 2
  • TYPE 17th
  • TYPE 401(k)
  • TYPE near Drinks by the Case 401(k) Profit Sharing Plan & Trust
  • TYPE ind #2566

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 Virginia →

Imuna Incorporated Self-Employed Plan in the asset neighbourhood

Imuna Incorporated Self-Employed PlanImuna Incorporated Self-Empl…$434KDrinks by the Case 401(k) Profit Sharing Plan & TrustDrinks by the Case 401(k) Pr…$434KHope Lending, Inc. 401(k)/Psp & TrustHope Lending, Inc. 401(k)/Ps…$434KKams Custom Classics Inc. 401(k) PlanKams Custom Classics Inc. 40…$434KGrad Cincinnati 401(k) Retirement PlanGrad Cincinnati 401(k) Retir…$435K
End-of-year total assets ($M) among Imuna Incorporated Self-Employed Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Imuna Incorporated multi-year asset trail

Sponsor-wide plan assets over time

All Imuna Incorporated plans reported in each filing year

Latest sponsor-wide plan assets
$4M 109.28433749209606% vs 2022
2024 filing year
$1M$2M$3M$4M$5M 202220232024 $2.09M $4.38M ▲ +109.6%
Year Plans Participants Total Assets
2022 2 4 $2M
2023 2 4 $3M
2024 2 4 $4M

Imuna Incorporated filing trail (2023)

Total Assets (Beginning of Year)$273K
Net Assets (End of Year)$434K
Net Income$161K
Employer EIN541977195
Plan Effective Date2023-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Virginia

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

Imuna Incorporated Self-Employed Plan vs. nearby 401(k) plans in Virginia, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -10010203040 Total assets ($B) Participants Imuna Incorporated Self-Employed Plan, Total assets ($B): 0.000434386 · Participants: 2Imuna Incorporated Self-Employed PlanNorthrop Grumman Savings Plan, Total assets ($B): 36.173098625 · Participants: 97987Northrop Grumman Savings Plan401(k) Pension Plan, Total assets ($B): 14.97867624 · Participants: 62467401(k) Pension PlanGeneral Dynamics Corporation 401(k) Plan 6.0, Total assets ($B): 11.167449098 · Participants: 48860General Dynamics Corporation 401(k) Plan 6.0Leidos, Inc. Retirement Plan, Total assets ($B): 10.583898778 · Participants: 27043Leidos, Inc. Retirement PlanBae Systems Employees' Savings and Investment Plan, Total assets ($B): 9.406287325 · Participants: 31681Bae Systems Employees' Savings and Investment Plan
Imuna Incorporated Self-Employed Plan vs. nearby 401(k) plans in Virginia, assets vs. participants
Compare Imuna Incorporated Self-Employed Plan side-by-side with 3 peers →

Imuna Incorporated Self-Employed Plan's out-of-state 401(k) peers by assets and headcount

Outside Virginia, the nearest 401(k) by assets is Drinks by the Case 401(k) Profit Sharing Plan & Trust in TX ($434K); by covered participants it is Napa Bound Retirement Plan in FL (2 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($434K here).

Similar participant headcount

Nearest other-state filings by covered participants (2 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 Imuna Incorporated Self-Employed Plan assets move in 2023? ▼
Imuna Incorporated Self-Employed Plan surged - up 58.9% during 2023, from $273K to $434K. Reported net income was $161K.
How have Imuna Incorporated plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Imuna Incorporated's sponsor-wide assets grew 109.3%, from $2M to $4M.
Where does Imuna Incorporated Self-Employed Plan rank by assets among Form 5500 filers? ▼
Imuna Incorporated Self-Employed Plan ranks in the 17th 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 Imuna Incorporated Self-Employed Plan? ▼
Among 401(k) plans in other states, the closest by assets is Drinks by the Case 401(k) Profit Sharing Plan & Trust in TX ($434K, 3 participants).
Which 401(k) plans cover a similar participant headcount to Imuna Incorporated Self-Employed Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Napa Bound Retirement Plan in FL (2 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 541977195.

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.