401(k) · DOL Form 5500 · 2023

Innoviva, Inc. 401(k) Plan

Data updated 2026-08-25

$4M
Total assets Small plan by assets
8
Participants Small participant base
42nd
Percentile by assets National rank
$542,936
Avg per participant High balance/head
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Official DOL plan name: Innoviva, Inc. Retirement Plan · Sponsored by Innoviva, Inc. · California · Professional & Technical Services

$4M in assets, 8 participants

Innoviva, Inc.'s Innoviva, Inc. Retirement Plan reported $4M in total assets and 8 participants in its 2023 DOL Form 5500 filing, ranking in the 42nd 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.

  • #7,973 in Professional & Technical Services (20,321 peers)

Innoviva, Inc. multi-year trail

Innoviva, Inc.'s plans moved +73.6% in assets from 2022 to 2024; this filing shows Innoviva, Inc. Retirement Plan at $4M / 8 participants.

#7,973
in Professional & Technical Services (20,321 peers)
+35.3%
assets growth YoY

Innoviva, Inc. Retirement Plan's mid-pack asset rank among Professional & Technical Services and all filers

Innoviva, Inc. Retirement Plan vs every filed plan by assets

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

$4,343,489 42nd percentile higher than 42% 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

Innoviva, Inc. Retirement Plan among micro filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Innoviva, Inc. Retirement Plan is a micro filing (8 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Innoviva, Inc. Retirement Plan reported net income rose from -$467K in the plan year 2022 filing to $1M in the plan year 2023 filing.
  • Innoviva, Inc. Retirement Plan reported participants rose from 5 in the plan year 2022 filing to 8 in the plan year 2023 filing.
  • Innoviva, Inc. Retirement Plan end-of-year assets rose from $3M in the plan year 2022 filing to $4M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 943265960 · Innoviva, Inc. PY 2023 · 401(k)

Innoviva, Inc. Retirement Plan · $4M · 8 · 42nd

  • IND $4M
  • IND 8
  • IND 42nd
  • IND 401(k)
  • IND near Carrington, Coleman, Sloman & Blumenthal, LLP Associates 401(k) Savings & Retirement Plan and Trust
  • IND ind #7973

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 →

Innoviva, Inc. Retirement Plan in the asset neighbourhood

Innoviva, Inc. Retirement PlanInnoviva, Inc. Retirement Pl…$4MCarrington, Coleman, Sloman & Blumenthal, LLP Associates 401(k) Savings & Retirement Plan and TrustCarrington, Coleman, Sloman …$4MChildrens Services of Roxbury 401(k) PlanChildrens Services of Roxbur…$4MBeacon Hill at Eastgate Retirement Savings PlanBeacon Hill at Eastgate Reti…$4MIdeatek Telcom, LLC 401(k) PlanIdeatek Telcom, LLC 401(k) P…$4M
End-of-year total assets ($M) among Innoviva, Inc. Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Innoviva, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Innoviva, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$6M 73.60138814469602% vs 2022
2024 filing year
$2M$3M$4M$5M$6M 202220232024 $3.21M $5.57M ▲ +73.5%
Year Plans Participants Total Assets
2022 1 5 $3M
2023 1 8 $4M
2024 1 10 $6M

Innoviva, Inc. filing trail (2023)

Total Assets (Beginning of Year)$3M
Net Assets (End of Year)$4M
Net Income$1M
Employer EIN943265960
Plan Effective Date2015-11-16
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in California

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

Innoviva, Inc. Retirement Plan vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000250000 -200204060 Total assets ($B) Participants Innoviva, Inc. Retirement Plan, Total assets ($B): 0.004343489 · Participants: 8Innoviva, Inc. Retirement PlanWells Fargo & Company 401(k) Plan, Total assets ($B): 51.831350351 · Participants: 193919Wells Fargo & Company 401(k) PlanGoogle LLC 401(k) Savings Plan, Total assets ($B): 39.047152408 · Participants: 122867Google LLC 401(k) Savings PlanOracle Corporation 401(k) Savings and Investment Plan, Total assets ($B): 26.320437734 · Participants: 63105Oracle Corporation 401(k) Savings and Investment PlanIntel 401(k) Savings Plan, Total assets ($B): 22.17918189 · Participants: 59863Intel 401(k) Savings PlanApple 401(k) Plan, Total assets ($B): 19.779511539 · Participants: 106111Apple 401(k) Plan
Innoviva, Inc. Retirement Plan vs. nearby 401(k) plans in California, assets vs. participants
Compare Innoviva, Inc. Retirement Plan side-by-side with 3 peers →

Innoviva, Inc. Retirement Plan's out-of-state 401(k) peers by assets and headcount

Outside California, the nearest 401(k) by assets is Carrington, Coleman, Sloman & Blumenthal, LLP Associates 401(k) Savings & Retirement Plan and Trust in TX ($4M); by covered participants it is Culshaw & Company LLC Employee Savings Plan in OR (8 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (8 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 Innoviva, Inc. Retirement Plan assets move in 2023? ▼
Innoviva, Inc. Retirement Plan surged - up 35.3% during 2023, from $3M to $4M. Reported net income was $1M.
How have Innoviva, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Innoviva, Inc.'s sponsor-wide assets grew 73.6%, from $3M to $6M.
Which 401(k) plans are similar in size to Innoviva, Inc. Retirement Plan? ▼
Among 401(k) plans in other states, the closest by assets is Carrington, Coleman, Sloman & Blumenthal, LLP Associates 401(k) Savings & Retirement Plan and Trust in TX ($4M, 33 participants).
Which 401(k) plans cover a similar participant headcount to Innoviva, Inc. Retirement Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Culshaw & Company LLC Employee Savings Plan in OR (8 participants, $2M 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 943265960.

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.