401(k) · DOL Form 5500 · 2023
Innovation First International, Inc. 401(k) Plan
Data updated 2026-08-25
- $21M
- Total assets Small plan by assets
- 192
- Participants Below avg headcount
- 73rd
- Percentile by assets National rank
- $108,591
- Avg per participant Below avg balance/head
Official DOL plan name: Innovation First International 401(k) Profit Sharing Plan and Trust · Sponsored by Innovation First International, Inc. · Texas · Professional & Technical Services
$21M in assets, 192 participants
Innovation First International, Inc.'s Innovation First International 401(k) Profit Sharing Plan and Trust reported $21M in total assets and 192 participants in its 2023 DOL Form 5500 filing, ranking in the 73rd 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.
- #14,897 in Professional & Technical Services (20,321 peers)
Coverage in Texas
Innovation First International 401(k) Profit Sharing Plan and Trust covers 192 participants in Texas, about 28% of the average Texas filer (state average ~688 per filing). Assets: $21M.
- #14,897
- in Professional & Technical Services (20,321 peers)
- +20.5%
- assets growth YoY
Innovation First International 401(k) Profit Sharing Plan and Trust's outsized position by total assets
Innovation First International 401(k) Profit Sharing Plan and Trust vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$20,849,556 Top 27% higher than 73% 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
Innovation First International 401(k) Profit Sharing Plan and Trust among mid-size filed plans by headcount
Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Innovation First International 401(k) Profit Sharing Plan and Trust sits mid-pack in the medium band (192 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Innovation First International 401(k) Profit Sharing Plan and Trust reported net income rose from -$2M in the plan year 2022 filing to $4M in the plan year 2023 filing.
- Innovation First International 401(k) Profit Sharing Plan and Trust end-of-year assets rose from $17M in the plan year 2022 filing to $21M in the plan year 2023 filing.
- Innovation First International 401(k) Profit Sharing Plan and Trust reported participants rose from 178 in the plan year 2022 filing to 192 in the plan year 2023 filing.
Form 5500 schedule snapshot
Filing strip 271530354 · Innovation First International, Inc. PY 2023 · 401(k)
Innovation First International 401(k) Profit Sharing Plan and Trust · $21M · 192 · 73rd
- BOY $21M
- SCH 192
- EBSA 73rd
- PART 401(k)
- TYPE near Mro Corporation 401(k) Plan
- NET ind #14897
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 Texas →
Innovation First International 401(k) Profit Sharing Plan and Trust in the asset neighbourhood
Texas filing particulars
| Total Assets (Beginning of Year) | $17M |
|---|---|
| Net Assets (End of Year) | $21M |
| Net Income | $4M |
| Employer EIN | 271530354 |
| Plan Effective Date | 2012-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Innovation First International, Inc.)
Sponsor-wide plan assets over time
All Innovation First International, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $25M 45.91592650302153% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 178 | $17M |
| 2023 | 1 | 192 | $21M |
| 2024 | 1 | 156 | $25M |
Nearby 401(k) Plans in Texas
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- AT&T Retirement Savings Plan $40.0B · 119,854
- Exxonmobil Savings Plan $21.9B · 23,477
- Caterpillar 401(k) Savings Plan $16.5B · 41,679
- American Airlines, Inc. 401(k) Plan $14.7B · 88,792
- Dell Inc. 401(k) Plan $13.5B · 45,686
Innovation First International 401(k) Profit Sharing Plan and Trust's out-of-state 401(k) peers by assets and headcount
Outside Texas, the nearest 401(k) by assets is Mro Corporation 401(k) Plan in PA ($21M); by covered participants it is T Enterprises 401(k) Plan in MS (192 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($21M here).
- Mro Corporation 401(k) Plan (PA) $21M · 2,215
- Kirkwood Holdings, Inc. 401(k) Plan (MA) $21M · 175
- Ty, Inc. Employees 401(k) Profit Sharing Plan & Trust (IL) $21M · 220
- Consolidated Personnel Services 401(k) Profit Sharing Plan (AZ) $21M · 1,999
Similar participant headcount
Nearest other-state filings by covered participants (192 participants); asset peers above are excluded.
- T Enterprises 401(k) Plan (MS) 192 · 0 off
- Frontida Biopharm 401(k) Plan (PA) 192 · 0 off
- Ingardia Bros. Produce, Inc. Savings and Retirement Plan (CA) 192 · 0 off
- Ainsworth Game Technology Inc. Retirement Plan & Trust (NV) 192 · 0 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.