401(k) · DOL Form 5500 · 2023

Invaluable LLC 401(k) Plan

Data updated 2026-08-25

$10M
Total assets Small plan by assets
66
Participants Small participant base
58th
Percentile by assets National rank
$146,924
Avg per participant Above avg balance/head
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Official DOL plan name: Invaluable LLC 401(k) Plan · Sponsored by Invaluable LLC · Massachusetts · Information & Media

$10M in assets, 66 participants

Invaluable LLC's Invaluable LLC 401(k) Plan reported $10M in total assets and 66 participants in its 2023 DOL Form 5500 filing, ranking in the 58th 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.

  • #1,267 in Information & Media (2,818 peers)

Invaluable LLC multi-year trail

Invaluable LLC's plans moved +34.3% in assets from 2022 to 2024; this filing shows Invaluable LLC 401(k) Plan at $10M / 66 participants.

#1,267
in Information & Media (2,818 peers)
+26.2%
assets growth YoY

Invaluable LLC 401(k) Plan's mid-pack asset rank among Information & Media and all filers

Invaluable LLC 401(k) Plan vs every filed plan by assets

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

$9,696,994 Top 42% higher than 58% 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

Invaluable LLC 401(k) 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. Invaluable LLC 401(k) Plan is a small filing (66 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Invaluable LLC 401(k) Plan reported net income rose from -$914K in the plan year 2022 filing to $2M in the plan year 2023 filing.
  • Invaluable LLC 401(k) Plan end-of-year assets rose from $8M in the plan year 2022 filing to $10M in the plan year 2023 filing.
  • Invaluable LLC 401(k) Plan reported participants rose from 61 in the plan year 2022 filing to 66 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 043583726 · Invaluable LLC PY 2023 · 401(k)

Invaluable LLC 401(k) Plan · $10M · 66 · 58th

  • VS-ST $10M
  • VS-ST 66
  • VS-ST 58th
  • VS-ST 401(k)
  • VS-ST near Whitefish Credit Union Association Employee 401(k) Plan
  • VS-ST ind #1267

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 Information & Media retirement plans → · Plans in Massachusetts →

Invaluable LLC 401(k) Plan in the asset neighbourhood

Invaluable LLC 401(k) Plan$10MWhitefish Credit Union Association Employee 401(k) PlanWhitefish Credit Union Assoc…$10MEastern Aviation Fuels, Inc. 401(k) Profit Sharing Plan and TrustEastern Aviation Fuels, Inc.…$10MNorthern Engraving Corporation Savings Plus PlanNorthern Engraving Corporati…$10MAlegacy Group Retirement Plan$10M
End-of-year total assets ($M) among Invaluable LLC 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Invaluable LLC multi-year asset trail

Sponsor-wide plan assets over time

All Invaluable LLC plans reported in each filing year

Latest sponsor-wide plan assets
$10M 34.34633692952277% vs 2022
2024 filing year
$7M$8M$9M$10M$11M 202220232024 $7.69M $10.3M ▲ +34.3%
Year Plans Participants Total Assets
2022 1 61 $8M
2023 1 66 $10M
2024 1 71 $10M

Invaluable LLC filing trail (2023)

Total Assets (Beginning of Year)$8M
Net Assets (End of Year)$10M
Net Income$2M
Employer EIN043583726
Plan Effective Date2002-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Massachusetts

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

Invaluable LLC 401(k) Plan vs. nearby 401(k) plans in Massachusetts, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -10010203040 Total assets ($B) Participants Invaluable LLC 401(k) Plan, Total assets ($B): 0.009696994 · Participants: 66Invaluable LLC 401(k) PlanFidelity Retirement Savings Plan, Total assets ($B): 28.649852331 · Participants: 62289Fidelity Retirement Savings PlanLiberty Mutual 401(k) Plan, Total assets ($B): 10.556596852 · Participants: 37052Liberty Mutual 401(k) PlanMassachusetts Institute of Technology Supplemental 401(k) Plan, Total assets ($B): 6.829912863 · Participants: 14094Massachusetts Institute of Technology Supplemental 401(k) PlanBoston Scientific Corporation 401(k) Retirement Savings Plan, Total assets ($B): 5.786107181 · Participants: 19881Boston Scientific Corporation 401(k) Retirement Savings PlanPhilips North America 401(k) Plan, Total assets ($B): 5.779286156 · Participants: 19120Philips North America 401(k) Plan
Invaluable LLC 401(k) Plan vs. nearby 401(k) plans in Massachusetts, assets vs. participants
Compare Invaluable LLC 401(k) Plan side-by-side with 3 peers →

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

Outside Massachusetts, the nearest 401(k) by assets is Whitefish Credit Union Association Employee 401(k) Plan in MT ($10M); by covered participants it is Cooperativa De Ahorro Y Credito De Camuy Salary Deferral Retirement Plan 1081. 01(D) in PR (66 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (66 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 Invaluable LLC 401(k) Plan assets move in 2023? ▼
Invaluable LLC 401(k) Plan grew sharply - up 26.2% during 2023, from $8M to $10M. Reported net income was $2M.
How have Invaluable LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Invaluable LLC's sponsor-wide assets grew 34.3%, from $8M to $10M.
Which 401(k) plans are similar in size to Invaluable LLC 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Whitefish Credit Union Association Employee 401(k) Plan in MT ($10M, 221 participants).
Which 401(k) plans cover a similar participant headcount to Invaluable LLC 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Cooperativa De Ahorro Y Credito De Camuy Salary Deferral Retirement Plan 1081. 01(D) in PR (66 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 043583726.

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.