401(k) · DOL Form 5500 · 2023

Ivy Hill Asset Management L.P. 401(k) Plan

Data updated 2026-08-25

$10M
Total assets Small plan by assets
17
Participants Small participant base
59th
Percentile by assets National rank
$596,082
Avg per participant High balance/head
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Official DOL plan name: Ivy Hill Retirement Savings Plan · Sponsored by Ivy Hill Asset Management L.P. · California · Finance & Insurance

$10M in assets, 17 participants

Ivy Hill Asset Management L.P.'s Ivy Hill Retirement Savings Plan reported $10M in total assets and 17 participants in its 2023 DOL Form 5500 filing, ranking in the 59th 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.

  • #3,870 in Finance & Insurance (8,869 peers)

Ivy Hill Asset Management L.P. multi-year trail

Ivy Hill Asset Management L.P.'s plans moved +32.3% in assets from 2022 to 2024; this filing shows Ivy Hill Retirement Savings Plan at $10M / 17 participants.

#3,870
in Finance & Insurance (8,869 peers)
+25.3%
assets growth YoY

Ivy Hill Retirement Savings Plan's mid-pack asset rank among Finance & Insurance and all filers

Ivy Hill Retirement Savings Plan vs every filed plan by assets

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

$10,133,396 Top 41% higher than 59% 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

Ivy Hill Retirement Savings Plan among smaller filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Ivy Hill Retirement Savings Plan is a small filing (17 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Ivy Hill Retirement Savings Plan reported net income rose from -$2M in the plan year 2022 filing to $3M in the plan year 2023 filing.
  • Ivy Hill Retirement Savings Plan end-of-year assets rose from $8M in the plan year 2022 filing to $10M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 261468377 · Ivy Hill Asset Management L.P. PY 2023 · 401(k)

Ivy Hill Retirement Savings Plan · $10M · 17 · 59th

  • TYPE $10M
  • NET 17
  • BOOK 59th
  • VS-ST 401(k)
  • BOY near Lumio Hx, Inc. 401(k) Retirement Plan
  • SCH ind #3870

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 California →

Ivy Hill Retirement Savings Plan in the asset neighbourhood

Ivy Hill Retirement Savings PlanIvy Hill Retirement Savings …$10MLumio Hx, Inc. 401(k) Retirement PlanLumio Hx, Inc. 401(k) Retire…$10MAndersen Interior Contracting, Inc. 401(k) PlanAndersen Interior Contractin…$10MAccelerate Diagnostics, Inc. 401(k) PlanAccelerate Diagnostics, Inc.…$10MHf Group LLC 401(k) Plan$10M
End-of-year total assets ($M) among Ivy Hill Retirement Savings Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Ivy Hill Asset Management L.P. multi-year asset trail

Sponsor-wide plan assets over time

All Ivy Hill Asset Management L.P. plans reported in each filing year

Latest sponsor-wide plan assets
$11M 32.34823499040828% vs 2022
2024 filing year
$7M$8M$9M$10M$11M 202220232024 $8.09M $10.7M ▲ +32.3%
Year Plans Participants Total Assets
2022 1 17 $8M
2023 1 17 $10M
2024 1 15 $11M

Ivy Hill Asset Management L.P. filing trail (2023)

Total Assets (Beginning of Year)$8M
Net Assets (End of Year)$10M
Net Income$3M
Employer EIN261468377
Plan Effective Date2010-02-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in California

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

Ivy Hill Retirement Savings Plan vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000250000 -200204060 Total assets ($B) Participants Ivy Hill Retirement Savings Plan, Total assets ($B): 0.010133396 · Participants: 17Ivy Hill Retirement Savings PlanWells Fargo & Company 401(k) Plan, Total assets ($B): 51.831350351 · Participants: 193919Wells Fargo & Company 401(k) PlanGoogle LLC 401(k) Savings Plan, Total assets ($B): 39.047152408 · Participants: 122867Google LLC 401(k) Savings PlanOracle Corporation 401(k) Savings and Investment Plan, Total assets ($B): 26.320437734 · Participants: 63105Oracle Corporation 401(k) Savings and Investment PlanIntel 401(k) Savings Plan, Total assets ($B): 22.17918189 · Participants: 59863Intel 401(k) Savings PlanApple 401(k) Plan, Total assets ($B): 19.779511539 · Participants: 106111Apple 401(k) Plan
Ivy Hill Retirement Savings Plan vs. nearby 401(k) plans in California, assets vs. participants
Compare Ivy Hill Retirement Savings Plan side-by-side with 3 peers →

Ivy Hill Retirement Savings Plan's out-of-state 401(k) peers by assets and headcount

Outside California, the nearest 401(k) by assets is Lumio Hx, Inc. 401(k) Retirement Plan in UT ($10M); by covered participants it is Cjp Encore, Inc. 401(k) Profit Sharing Plan in TX (17 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($10M here).

Similar participant headcount

Nearest other-state filings by covered participants (17 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 Ivy Hill Retirement Savings Plan assets move in 2023? ▼
Ivy Hill Retirement Savings Plan grew sharply - up 25.3% during 2023, from $8M to $10M. Reported net income was $3M.
How have Ivy Hill Asset Management L.P. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Ivy Hill Asset Management L.P.'s sponsor-wide assets grew 32.3%, from $8M to $11M.
Which 401(k) plans are similar in size to Ivy Hill Retirement Savings Plan? ▼
Among 401(k) plans in other states, the closest by assets is Lumio Hx, Inc. 401(k) Retirement Plan in UT ($10M, 1,416 participants).
Which 401(k) plans cover a similar participant headcount to Ivy Hill Retirement Savings Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Cjp Encore, Inc. 401(k) Profit Sharing Plan in TX (17 participants, $48K 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 261468377.

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.