401(k) · DOL Form 5500 · 2023

Innovative Health, LLC 401(k) Plan

Data updated 2026-08-25

$5M
Total assets Small plan by assets: 171
Participants Small participant base: 44th
Percentile by assets National rank: $29,385
Avg per participant Low balance/head

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Official DOL plan name: Innovative Health, LLC 401(k) · Sponsored by Innovative Health, LLC · Arizona · Manufacturing

$5M in assets, 171 participants

Innovative Health, LLC's Innovative Health, LLC 401(k) reported $5M in total assets and 171 participants in its 2023 DOL Form 5500 filing, ranking in the 44th 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.

#5,173 in Manufacturing (18,722 peers)

Coverage in Arizona

Innovative Health, LLC 401(k) covers 171 participants in Arizona, about 30% of the average Arizona filer (state average ~564 per filing). Assets: $5M.

#5,173
in Manufacturing (18,722 peers): +41.1%
assets growth YoY

Innovative Health, LLC 401(k)'s mid-pack asset rank among Manufacturing and all filers

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

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

$5,024,847 44th percentile higher than 44% 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

Innovative Health, LLC 401(k) 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. Innovative Health, LLC 401(k) sits mid-pack in the medium band (171 participants).

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%)

Innovative Health, LLC 401(k) reported net income rose from $169K in the plan year 2022 filing to $1M in the plan year 2023 filing.
Innovative Health, LLC 401(k) end-of-year assets rose from $4M in the plan year 2022 filing to $5M in the plan year 2023 filing.
Innovative Health, LLC 401(k) reported participants rose from 143 in the plan year 2022 filing to 171 in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 472158920 · Innovative Health, LLC PY 2023 · 401(k)

Innovative Health, LLC 401(k) · $5M · 171 · 44th

SCH $5M
EBSA 171
PART 44th
TYPE 401(k)
NET near Cda Dba Maxsent 401(k) Plan
BOOK ind #5173

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 Manufacturing retirement plans → · Plans in Arizona →

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

Arizona filing particulars

Total Assets (Beginning of Year)	$4M
Net Assets (End of Year)	$5M
Net Income	$1M
Employer EIN	472158920
Plan Effective Date	2014-05-01
Filing Status	FILING RECEIVED

Sponsor Plan History (Innovative Health, LLC)

Latest sponsor-wide plan assets: $6M 80.39710076579308% vs 2022; 2024 filing year

Year	Plans	Participants	Total Assets
2022	1	143	$4M
2023	1	171	$5M
2024	1	170	$6M

Nearby 401(k) Plans in Arizona

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

Innovative Health, LLC 401(k) vs. nearby 401(k) plans in Arizona, assets vs. participants

Bechtel Trust & Thrift Plan $5.7B · 7,448
Banner Health Employees 401(k) Plan $4.3B · 52,452
Republic Services, Inc. 401(k) Plan $2.4B · 28,131
Freeport-Mcmoran Inc. Employee Capital Accumulation Program $2.3B · 13,105
Stantec 401(k) Plan $2.0B · 10,719

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

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

Outside Arizona, the nearest 401(k) by assets is Cda Dba Maxsent 401(k) Plan in MD ($5M); by covered participants it is Anesthesiology Consultants Exchange, P.C. Profit Sharing Plan in TN (171 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($5M here).

Cda Dba Maxsent 401(k) Plan (MD) $5M · 804
York Properties, Inc. 401(k) Plan (NC) $5M · 186
American Hakko Products, Inc. 401(k) Profit Sharing Plan & Trust (CA) $5M · 38
Doc Maintenance, Inc. 401(k) Plan (SC) $5M · 298

Similar participant headcount

Nearest other-state filings by covered participants (171 participants); asset peers above are excluded.

Anesthesiology Consultants Exchange, P.C. Profit Sharing Plan (TN) 171 · 0 off
Wyndham Capital Mortgage, Inc 401(k) Plan (NC) 171 · 0 off
Meteorcomm 401(k) Plan (WA) 171 · 0 off
Admiral Glass & Mirror 401(k) Plan (TX) 171 · 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 Innovative Health, LLC 401(k) assets move in 2023? ▼

Innovative Health, LLC 401(k) surged - up 41.1% during 2023, from $4M to $5M. Reported net income was $1M.

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

Across 3 plan years on file (2022-2024), Innovative Health, LLC's sponsor-wide assets grew 80.4%, from $4M to $6M.

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

Among 401(k) plans in other states, the closest by assets is Cda Dba Maxsent 401(k) Plan in MD ($5M, 804 participants).

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

Among 401(k) plans in other states, the closest by covered participants is Anesthesiology Consultants Exchange, P.C. Profit Sharing Plan in TN (171 participants, $117M 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 472158920.