401(k) · DOL Form 5500 · 2023

Ivci, LLC 401(k) Plan

Data updated 2026-08-25

$13M
Total assets Small plan by assets
109
Participants Small participant base
64th
Percentile by assets National rank
$115,862
Avg per participant Below avg balance/head
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Official DOL plan name: Ivci, LLC 401(k) Profit Sharing Plan & Trust · Sponsored by Ivci, LLC · New York · Professional & Technical Services

$13M in assets, 109 participants

Ivci, LLC's Ivci, LLC 401(k) Profit Sharing Plan & Trust reported $13M in total assets and 109 participants in its 2023 DOL Form 5500 filing, ranking in the 64th 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.

  • #12,751 in Professional & Technical Services (20,321 peers)

Coverage in New York

Ivci, LLC 401(k) Profit Sharing Plan & Trust covers 109 participants in New York, about 14% of the average New York filer (state average ~798 per filing). Assets: $13M.

#12,751
in Professional & Technical Services (20,321 peers)
+15.7%
assets growth YoY

Ivci, LLC 401(k) Profit Sharing Plan & Trust's mid-pack asset rank among Professional & Technical Services and all filers

Ivci, LLC 401(k) Profit Sharing Plan & Trust vs every filed plan by assets

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

$12,629,000 Top 36% higher than 64% 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

Ivci, LLC 401(k) Profit Sharing Plan & Trust 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. Ivci, LLC 401(k) Profit Sharing Plan & Trust sits mid-pack in the medium band (109 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Ivci, LLC 401(k) Profit Sharing Plan & Trust reported net income rose from -$2M in the plan year 2022 filing to $2M in the plan year 2023 filing.
  • Ivci, LLC 401(k) Profit Sharing Plan & Trust end-of-year assets rose from $11M in the plan year 2022 filing to $13M in the plan year 2023 filing.
  • Ivci, LLC 401(k) Profit Sharing Plan & Trust reported participants rose from 102 in the plan year 2022 filing to 109 in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 200399584 · Ivci, LLC PY 2023 · 401(k)

Ivci, LLC 401(k) Profit Sharing Plan & Trust · $13M · 109 · 64th

  • EOY $13M
  • EOY 109
  • EOY 64th
  • EOY 401(k)
  • EOY near Air & Space Forces Association 401(k) Retirement Plan
  • EOY ind #12751

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 New York →

Ivci, LLC 401(k) Profit Sharing Plan & Trust in the asset neighbourhood

Ivci, LLC 401(k) Profit Sharing Plan & TrustIvci, LLC 401(k) Profit Shar…$13MAir & Space Forces Association 401(k) Retirement PlanAir & Space Forces Associati…$13MRochester Auto Group 401(k) Profit Sharing PlanRochester Auto Group 401(k) …$13MScott Bancshares Inc Employees' 401(k) Profit Sharing Plan and TrustScott Bancshares Inc Employe…$13MCommunity First Bank 401(k) Profit Sharing PlanCommunity First Bank 401(k) …$13M
End-of-year total assets ($M) among Ivci, LLC 401(k) Profit Sharing Plan & Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

New York filing particulars

Total Assets (Beginning of Year)$11M
Net Assets (End of Year)$13M
Net Income$2M
Employer EIN200399584
Plan Effective Date2001-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Ivci, LLC)

Sponsor-wide plan assets over time

All Ivci, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$12M 13.885481524286872% vs 2022
2024 filing year
$10M$11M$12M$13M 202220232024 $10.9M $12.4M ▲ +13.8%
Year Plans Participants Total Assets
2022 1 102 $11M
2023 1 109 $13M
2024 1 89 $12M

Nearby 401(k) Plans in New York

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

Ivci, LLC 401(k) Profit Sharing Plan & Trust vs. nearby 401(k) plans in New York, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -20020406080 Total assets ($B) Participants Ivci, LLC 401(k) Profit Sharing Plan & Trust, Total assets ($B): 0.012629 · Participants: 109Ivci, LLC 401(k) Profit Sharing Plan & TrustIBM 401 (K) Plus Plan, Total assets ($B): 57.428456306 · Participants: 54912IBM 401 (K) Plus PlanPfizer Savings Plan, Total assets ($B): 19.56134085 · Participants: 30033Pfizer Savings PlanMorgan Stanley 401(k) Plan, Total assets ($B): 19.235068266 · Participants: 55363Morgan Stanley 401(k) PlanThe Pepsico Savings Plan, Total assets ($B): 13.651296 · Participants: 133597The Pepsico Savings PlanThe Goldman Sachs 401(k) Plan, Total assets ($B): 11.428659742 · Participants: 24866The Goldman Sachs 401(k) Plan
Ivci, LLC 401(k) Profit Sharing Plan & Trust vs. nearby 401(k) plans in New York, assets vs. participants
Compare Ivci, LLC 401(k) Profit Sharing Plan & Trust side-by-side with 3 peers →

Ivci, LLC 401(k) Profit Sharing Plan & Trust's out-of-state 401(k) peers by assets and headcount

Outside New York, the nearest 401(k) by assets is Air & Space Forces Association 401(k) Retirement Plan in VA ($13M); by covered participants it is Mcmanis & Monsalve Associates Profit Sharing Plan in MD (109 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (109 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 Ivci, LLC 401(k) Profit Sharing Plan & Trust assets move in 2023? ▼
Ivci, LLC 401(k) Profit Sharing Plan & Trust grew sharply - up 15.7% during 2023, from $11M to $13M. Reported net income was $2M.
How have Ivci, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Ivci, LLC's sponsor-wide assets grew 13.9%, from $11M to $12M.
Which 401(k) plans are similar in size to Ivci, LLC 401(k) Profit Sharing Plan & Trust? ▼
Among 401(k) plans in other states, the closest by assets is Air & Space Forces Association 401(k) Retirement Plan in VA ($13M, 71 participants).
Which 401(k) plans cover a similar participant headcount to Ivci, LLC 401(k) Profit Sharing Plan & Trust? ▼
Among 401(k) plans in other states, the closest by covered participants is Mcmanis & Monsalve Associates Profit Sharing Plan in MD (109 participants, $7M 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 200399584.

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.