401(k) · DOL Form 5500 · 2023

Involta, LLC 401(k) Plan

Data updated 2026-08-25

$22M
Total assets Small plan by assets
221
Participants Below avg headcount
74th
Percentile by assets National rank
$97,379
Avg per participant Below avg balance/head
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Official DOL plan name: Involta, LLC 401(k) Retirement Plan · Sponsored by Involta, LLC · Iowa · Professional & Technical Services

$22M in assets, 221 participants

Involta, LLC's Involta, LLC 401(k) Retirement Plan reported $22M in total assets and 221 participants in its 2023 DOL Form 5500 filing, ranking in the 74th 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.

  • #15,030 in Professional & Technical Services (20,321 peers)

Coverage in Iowa

Involta, LLC 401(k) Retirement Plan covers 221 participants in Iowa, about 36% of the average Iowa filer (state average ~609 per filing). Assets: $22M.

#15,030
in Professional & Technical Services (20,321 peers)
+24.6%
assets growth YoY

Involta, LLC 401(k) Retirement Plan's outsized position by total assets

Involta, LLC 401(k) Retirement Plan vs every filed plan by assets

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

$21,520,678 Top 26% higher than 74% 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

Involta, LLC 401(k) Retirement Plan 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. Involta, LLC 401(k) Retirement Plan sits mid-pack in the medium band (221 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Involta, LLC 401(k) Retirement Plan reported net income rose from -$2M in the plan year 2022 filing to $4M in the plan year 2023 filing.
  • Involta, LLC 401(k) Retirement Plan end-of-year assets rose from $17M in the plan year 2022 filing to $22M in the plan year 2023 filing.
  • Involta, LLC 401(k) Retirement Plan reported participants fell from 230 in the plan year 2022 filing to 221 in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 260610499 · Involta, LLC PY 2023 · 401(k)

Involta, LLC 401(k) Retirement Plan · $22M · 221 · 74th

  • SCH $22M
  • SCH 221
  • SCH 74th
  • SCH 401(k)
  • SCH near Ashley Industrial Molding, Inc. 401(k) Plan
  • SCH ind #15030

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 Iowa →

Involta, LLC 401(k) Retirement Plan in the asset neighbourhood

Involta, LLC 401(k) Retirement PlanInvolta, LLC 401(k) Retireme…$22MAshley Industrial Molding, Inc. 401(k) PlanAshley Industrial Molding, I…$22MSouth Atlantic, LLC 401(k) Retirement PlanSouth Atlantic, LLC 401(k) R…$22MOpportune LLP 401(k) Plan$22MOec Freight New York Inc. 401(k) Profit Sharing Plan & TrustOec Freight New York Inc. 40…$22M
End-of-year total assets ($M) among Involta, LLC 401(k) Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Iowa filing particulars

Total Assets (Beginning of Year)$17M
Net Assets (End of Year)$22M
Net Income$4M
Employer EIN260610499
Plan Effective Date1998-03-11
Filing StatusFILING RECEIVED

Sponsor Plan History (Involta, LLC)

Sponsor-wide plan assets over time

All Involta, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$23M 33.753359115557515% vs 2022
2024 filing year
$16M$18M$20M$22M$24M 202220232024 $17.3M $23.1M ▲ +33.8%
Year Plans Participants Total Assets
2022 1 230 $17M
2023 1 221 $22M
2024 1 242 $23M

Nearby 401(k) Plans in Iowa

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

Involta, LLC 401(k) Retirement Plan vs. nearby 401(k) plans in Iowa, assets vs. participants Scatter plot of 6 data points. -200000200004000060000 -1012345 Total assets ($B) Participants Involta, LLC 401(k) Retirement Plan, Total assets ($B): 0.021520678 · Participants: 221Involta, LLC 401(k) Retirement PlanThe Principal Select Savings Plan, Total assets ($B): 4.134174305 · Participants: 12827The Principal Select Savings PlanIowa Health System Section 401(k) Retirement Savings Plan, Total assets ($B): 2.955731563 · Participants: 28959Iowa Health System Section 401(k) Retirement Savings PlanThe Hy-Vee and Affiliates 401(k) Plan, Total assets ($B): 2.941182172 · Participants: 56181The Hy-Vee and Affiliates 401(k) PlanThe Rsm US LLP Retirement Plan, Total assets ($B): 2.890404508 · Participants: 14720The Rsm US LLP Retirement PlanTransamerica 401(k) Retirement Savings Plan, Total assets ($B): 2.425600114 · Participants: 6999Transamerica 401(k) Retirement Savings Plan
Involta, LLC 401(k) Retirement Plan vs. nearby 401(k) plans in Iowa, assets vs. participants
Compare Involta, LLC 401(k) Retirement Plan side-by-side with 3 peers →

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

Outside Iowa, the nearest 401(k) by assets is Ashley Industrial Molding, Inc. 401(k) Plan in IN ($22M); by covered participants it is Skin Cancer and Cosmetic Dermatology 401(k) Plan a in GA (221 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (221 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 Involta, LLC 401(k) Retirement Plan assets move in 2023? ▼
Involta, LLC 401(k) Retirement Plan grew sharply - up 24.6% during 2023, from $17M to $22M. Reported net income was $4M.
How have Involta, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Involta, LLC's sponsor-wide assets grew 33.8%, from $17M to $23M.
Which 401(k) plans are similar in size to Involta, LLC 401(k) Retirement Plan? ▼
Among 401(k) plans in other states, the closest by assets is Ashley Industrial Molding, Inc. 401(k) Plan in IN ($22M, 468 participants).
Which 401(k) plans cover a similar participant headcount to Involta, LLC 401(k) Retirement Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Skin Cancer and Cosmetic Dermatology 401(k) Plan a in GA (221 participants, $3M 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 260610499.

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.