401(k) · DOL Form 5500 · 2023
The Innovation Institute, LLC 401(k) Plan
Data updated 2026-08-25
- $23M
- Total assets Small plan by assets
- 358
- Participants Below avg headcount
- 75th
- Percentile by assets National rank
- $64,427
- Avg per participant Low balance/head
Official DOL plan name: The Innovation Institute, LLC 401(k) Profit Sharing Plan · Sponsored by The Innovation Institute, LLC · California · Professional & Technical Services
$23M in assets, 358 participants
The Innovation Institute, LLC's The Innovation Institute, LLC 401(k) Profit Sharing Plan reported $23M in total assets and 358 participants in its 2023 DOL Form 5500 filing, ranking in the 75th 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.
- #15,312 in Professional & Technical Services (20,321 peers)
Where The Innovation Institute, LLC 401(k) Profit Sharing Plan sits by assets
The Innovation Institute, LLC 401(k) Profit Sharing Plan sits in the top quartile of all filed plans by assets, $23M for 358 participants (~$64,427/participant), down 21.0% in 2023.
- #15,312
- in Professional & Technical Services (20,321 peers)
- -21.0%
- assets change YoY
- 0.2×
- vs typical plan assets (national mean)
The plan reported a net loss of $6M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
The Innovation Institute, LLC 401(k) Profit Sharing Plan's outsized position by total assets
The Innovation Institute, LLC 401(k) Profit Sharing Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$23,064,969 Top 25% higher than 75% 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
The Innovation Institute, LLC 401(k) Profit Sharing 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. The Innovation Institute, LLC 401(k) Profit Sharing Plan sits mid-pack in the medium band (358 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- The Innovation Institute, LLC 401(k) Profit Sharing Plan reported net income rose from -$10M in the plan year 2022 filing to -$6M in the plan year 2023 filing.
- The Innovation Institute, LLC 401(k) Profit Sharing Plan end-of-year assets fell from $29M in the plan year 2022 filing to $23M in the plan year 2023 filing.
- The Innovation Institute, LLC 401(k) Profit Sharing Plan reported participants fell from 364 in the plan year 2022 filing to 358 in the plan year 2023 filing.
Plan-year Form 5500 strip
Filing strip 900745066 · The Innovation Institute, LLC PY 2023 · 401(k)
The Innovation Institute, LLC 401(k) Profit Sharing Plan · $23M · 358 · 75th
- NET $23M
- NET 358
- NET 75th
- NET 401(k)
- NET near Excel Orthopaedic Specialists 401(k) Profit Sharing Plan
- NET ind #15312
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 California →
The Innovation Institute, LLC 401(k) Profit Sharing Plan in the asset neighbourhood
Scale-class filing particulars (2023)
| Total Assets (Beginning of Year) | $29M |
|---|---|
| Net Assets (End of Year) | $23M |
| Net Income | -$6M |
| Employer EIN | 900745066 |
| Plan Effective Date | 2012-02-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (The Innovation Institute, LLC)
Sponsor-wide plan assets over time
All The Innovation Institute, LLC plans reported in each filing year
- Latest sponsor-wide plan assets
- $25M 15.673938993169617% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 364 | $29M |
| 2023 | 1 | 358 | $23M |
| 2024 | 1 | 133 | $25M |
Nearby 401(k) Plans in California
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Wells Fargo & Company 401(k) Plan $51.8B · 193,919
- Google LLC 401(k) Savings Plan $39.0B · 122,867
- Oracle Corporation 401(k) Savings and Investment Plan $26.3B · 63,105
- Intel 401(k) Savings Plan $22.2B · 59,863
- Apple 401(k) Plan $19.8B · 106,111
The Innovation Institute, LLC 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount
Outside California, the nearest 401(k) by assets is Excel Orthopaedic Specialists 401(k) Profit Sharing Plan in MA ($23M); by covered participants it is Clark Hill Non-Member Attorneys 401(k) Savings Plan in MI (358 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($23M here).
- Excel Orthopaedic Specialists 401(k) Profit Sharing Plan (MA) $23M · 92
- Pushpay Retirement Plan (WA) $23M · 478
- Tsp, Inc. 401(k) Plan (TX) $23M · 327
- Burness Communications 401(k) Plan (MD) $23M · 67
Similar participant headcount
Nearest other-state filings by covered participants (358 participants); asset peers above are excluded.
- Clark Hill Non-Member Attorneys 401(k) Savings Plan (MI) 358 · 0 off
- Eglin Federal Credit Union 401(k) Retirement Plan (FL) 358 · 0 off
- Ubg 401(k) - Cpi (NE) 358 · 0 off
- Homeowners Financial Group 401(k) Plan (AZ) 358 · 0 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.