401(k) · DOL Form 5500 · 2023

Innovative Financial Partners, LLC 401(k) Plan

Data updated 2026-08-25

$1M
Total assets Small plan by assets: 2
Participants Small participant base: 25th
Percentile by assets National rank: $588,323
Avg per participant High balance/head

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Official DOL plan name: Ifp, LLC 401(k) · Sponsored by Innovative Financial Partners, LLC · Colorado · Finance & Insurance

$1M in assets, 2 participants

Innovative Financial Partners, LLC's Ifp, LLC 401(k) reported $1M in total assets and 2 participants in its 2023 DOL Form 5500 filing, ranking in the 25th 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.

#1,444 in Finance & Insurance (8,869 peers)

Innovative Financial Partners, LLC multi-year trail

Innovative Financial Partners, LLC's plans moved +57.0% in assets from 2022 to 2024; this filing shows Ifp, LLC 401(k) at $1M / 2 participants.

#1,444
in Finance & Insurance (8,869 peers): +30.6%
assets growth YoY

Ifp, LLC 401(k) among the smaller filed plans by assets

Ifp, LLC 401(k) vs every filed plan by assets

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

$1,176,645 25th percentile higher than 25% of 127,068 filed plans

Dashed line + filled bar = this entry, among filed plans.

Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023

Ifp, LLC 401(k) among micro filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Ifp, LLC 401(k) is a micro filing (2 participants), the leftmost band.

Micro (1-10) 35,718 filings (27%) Small (11-100) 27,089 filings (21%) Medium (101-1,000) 55,445 filings (43%) Large (1,001-10,000) 10,273 filings (8%) Mega (10,000+) 1,374 filings (1%)

Ifp, LLC 401(k) reported net income rose from -$49K in the plan year 2022 filing to $276K in the plan year 2023 filing.
Ifp, LLC 401(k) end-of-year assets rose from $901K in the plan year 2022 filing to $1M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 010814272 · Innovative Financial Partners, LLC PY 2023 · 401(k)

Ifp, LLC 401(k) · $1M · 2 · 25th

BOY $1M
SCH 2
EBSA 25th
PART 401(k)
TYPE near Unicare Inc 401(k) Profit Sharing Plan & Trust
NET ind #1444

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 Colorado →

End-of-year total assets ($M) among Ifp, LLC 401(k) and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Innovative Financial Partners, LLC multi-year asset trail

Latest sponsor-wide plan assets: $1M 57.0464090986303% vs 2022; 2024 filing year

Year	Plans	Participants	Total Assets
2022	1	2	$901K
2023	1	2	$1M
2024	1	3	$1M

Innovative Financial Partners, LLC filing trail (2023)

Total Assets (Beginning of Year)	$901K
Net Assets (End of Year)	$1M
Net Income	$276K
Employer EIN	010814272
Plan Effective Date	2011-01-01
Filing Status	FILING RECEIVED

Nearby 401(k) Plans in Colorado

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

Ifp, LLC 401(k) vs. nearby 401(k) plans in Colorado, assets vs. participants

Davita Retirement Savings Plan $3.3B · 57,711
Ball Corporation 401(k) and Employee Stock Ownership Plan $2.8B · 10,349
Empower Retirement, LLC 401(k) Savings Plan $1.9B · 10,036
Woodward Retirement Savings Plan $1.8B · 5,847
Arcadis U.S., Inc. Retirement Savings Plan $1.7B · 5,491

Compare Ifp, LLC 401(k) side-by-side with 3 peers →

Ifp, LLC 401(k)'s out-of-state 401(k) peers by assets and headcount

Outside Colorado, the nearest 401(k) by assets is Unicare Inc 401(k) Profit Sharing Plan & Trust in CA ($1M); 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 ($1M here).

Unicare Inc 401(k) Profit Sharing Plan & Trust (CA) $1M · 174
US & S Inc 401(k) Profit Sharing Plan & Trust (SC) $1M · 344
World Pack USA 401(k) Profit Sharing Plan (NV) $1M · 107
D.J. Elliott, Inc. 401(k) Plan (FL) $1M · 7

Similar participant headcount

Nearest other-state filings by covered participants (2 participants); asset peers above are excluded.

Napa Bound Retirement Plan (FL) 2 · 0 off
Javier Beltran LLC 401(k) Plan (DE) 2 · 0 off
Ideal Financial Group, Inc. 401(k) Profit Sharing Plan (CT) 2 · 0 off
Dakota Slp of Sw Florida, Inc. 401(k) Profit Sharing Plan (FL) 2 · 0 off

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 Ifp, LLC 401(k) assets move in 2023? ▼

Ifp, LLC 401(k) surged - up 30.6% during 2023, from $901K to $1M. Reported net income was $276K.

How have Innovative Financial Partners, LLC plan assets changed over time? ▼

Across 3 plan years on file (2022-2024), Innovative Financial Partners, LLC's sponsor-wide assets grew 57.0%, from $901K to $1M.

Where does Ifp, LLC 401(k) rank by assets among Form 5500 filers? ▼

Ifp, LLC 401(k) ranks in the 25th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the lower half of filed plans by assets).

Which 401(k) plans are similar in size to Ifp, LLC 401(k)? ▼

Among 401(k) plans in other states, the closest by assets is Unicare Inc 401(k) Profit Sharing Plan & Trust in CA ($1M, 174 participants).

Which 401(k) plans cover a similar participant headcount to Ifp, LLC 401(k)? ▼

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 010814272.