401(k) · DOL Form 5500 · 2023
Innovative Services, Inc. (Isi) 401(k) Plan
Data updated 2026-08-25
- $2M
- Total assets Small plan by assets
- 294
- Participants Below avg headcount
- 29th
- Percentile by assets National rank
- $6,242
- Avg per participant Low balance/head
Official DOL plan name: Innovative Services Retirement Plan · Sponsored by Innovative Services, Inc. (Isi) · Wisconsin · Other Services
$2M in assets, 294 participants
Innovative Services, Inc. (Isi)'s Innovative Services Retirement Plan reported $2M in total assets and 294 participants in its 2023 DOL Form 5500 filing, ranking in the 29th 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.
- #4,280 in Other Services (7,857 peers)
Other Services sector rank
Within Other Services, Innovative Services Retirement Plan ranks #4,280 of 7,857 2023 filers by assets (1094% of the sector average)-$2M for 294 participants.
- #4,280
- in Other Services (7,857 peers)
- +24.8%
- assets growth YoY
Innovative Services Retirement Plan among the smaller filed plans by assets
Innovative Services Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$1,835,138 29th percentile higher than 29% 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 Services 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. Innovative Services Retirement Plan sits mid-pack in the medium band (294 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Innovative Services Retirement Plan reported net income rose from -$379K in the plan year 2022 filing to $365K in the plan year 2023 filing.
- Innovative Services Retirement Plan end-of-year assets rose from $1M in the plan year 2022 filing to $2M in the plan year 2023 filing.
- Innovative Services Retirement Plan reported participants fell from 350 in the plan year 2022 filing to 294 in the plan year 2023 filing.
EBSA filing schedule strip
Filing strip 391969834 · Innovative Services, Inc. (Isi) PY 2023 · 401(k)
Innovative Services Retirement Plan · $2M · 294 · 29th
- EBSA $2M
- PART 294
- TYPE 29th
- NET 401(k)
- BOOK near Grayco Partners 401(k) Plan
- VS-ST ind #4280
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 Other Services retirement plans → · Plans in Wisconsin →
Innovative Services Retirement Plan in the asset neighbourhood
Other Services filing particulars
| Total Assets (Beginning of Year) | $1M |
|---|---|
| Net Assets (End of Year) | $2M |
| Net Income | $365K |
| Employer EIN | 391969834 |
| Plan Effective Date | 2013-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Innovative Services, Inc. (Isi))
Sponsor-wide plan assets over time
All Innovative Services, Inc. (Isi) plans reported in each filing year
- Latest sponsor-wide plan assets
- $2M 62.83181867653461% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 350 | $1M |
| 2023 | 1 | 294 | $2M |
| 2024 | 1 | 398 | $2M |
Nearby 401(k) Plans in Wisconsin
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Advocate Aurora Health 401(k) Plan $9.1B · 76,956
- Johnson Controls Retirement Savings and Investment Plan $6.2B · 28,904
- Fiserv 401(k) Savings Plan $4.8B · 25,280
- Kimberly-Clark Corporation 401(k) & Profit Sharing Plan $4.6B · 11,236
- Rockwell Automation Retirement Savings Plan $3.6B · 8,877
Innovative Services Retirement Plan's out-of-state 401(k) peers by assets and headcount
Outside Wisconsin, the nearest 401(k) by assets is Grayco Partners 401(k) Plan in TX ($2M); by covered participants it is University Cancer & Blood Center, LLC in GA (294 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($2M here).
- Grayco Partners 401(k) Plan (TX) $2M · 35
- Lancium 401(k) (TX) $2M · 69
- Calplant 1 LLC 401(k) Profit Sharing Plan (CA) $2M · 114
- Procare 401(k) Plan (FL) $2M · 187
Similar participant headcount
Nearest other-state filings by covered participants (294 participants); asset peers above are excluded.
- University Cancer & Blood Center, LLC (GA) 294 · 0 off
- Greenfield Industries, Inc. 401(k) Plan (SC) 294 · 0 off
- Allen Tate Companies Retirement Plan (NC) 294 · 0 off
- Philadelphia 76ers 401(k) Plan (NJ) 294 · 0 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.