401(k) · DOL Form 5500 · 2023

Intellectual Ventures Management, LLC 401(k) Plan

Data updated 2026-08-25

$94M
Total assets Below avg plan size
143
Participants Small participant base
91st
Percentile by assets National rank
$656,013
Avg per participant High balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Intellectual Ventures Management 401(k) Plan · Sponsored by Intellectual Ventures Management, LLC · Washington · Professional & Technical Services

$94M in assets, 143 participants

Intellectual Ventures Management, LLC's Intellectual Ventures Management 401(k) Plan reported $94M in total assets and 143 participants in its 2023 DOL Form 5500 filing, ranking in the 91st 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.

  • #18,707 in Professional & Technical Services (20,321 peers)

Coverage in Washington

Intellectual Ventures Management 401(k) Plan covers 143 participants in Washington, about 10% of the average Washington filer (state average ~1,476 per filing). Assets: $94M.

#18,707
in Professional & Technical Services (20,321 peers)
+13.0%
assets growth YoY
0.9×
vs typical plan assets (national mean)

Intellectual Ventures Management 401(k) Plan's outsized position by total assets

Intellectual Ventures Management 401(k) Plan vs every filed plan by assets

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

$93,809,870 Top 9% higher than 91% 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

Intellectual Ventures Management 401(k) 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. Intellectual Ventures Management 401(k) Plan sits mid-pack in the medium band (143 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Intellectual Ventures Management 401(k) Plan reported net income rose from -$31M in the plan year 2022 filing to $11M in the plan year 2023 filing.
  • Intellectual Ventures Management 401(k) Plan reported participants fell from 181 in the plan year 2022 filing to 143 in the plan year 2023 filing.
  • Intellectual Ventures Management 401(k) Plan end-of-year assets rose from $83M in the plan year 2022 filing to $94M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 912090408 · Intellectual Ventures Management, LLC PY 2023 · 401(k)

Intellectual Ventures Management 401(k) Plan · $94M · 143 · 91st

  • PCT $94M
  • PCT 143
  • PCT 91st
  • PCT 401(k)
  • PCT near Kentucky Farm Bureau Mutual Insurance Company 401(k) Plan
  • PCT ind #18707

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 Washington →

Intellectual Ventures Management 401(k) Plan in the asset neighbourhood

Bethpage Federal Credit Union 401(k) Thrift PlanBethpage Federal Credit Unio…$94MIntellectual Ventures Management 401(k) PlanIntellectual Ventures Manage…$94MKentucky Farm Bureau Mutual Insurance Company 401(k) PlanKentucky Farm Bureau Mutual …$94MDayton Progress/Pcs Employee Retirement PlanDayton Progress/Pcs Employee…$94MTory Burch, LLC 401(k) Plan$94M
End-of-year total assets ($M) among Intellectual Ventures Management 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Washington filing particulars

Total Assets (Beginning of Year)$83M
Net Assets (End of Year)$94M
Net Income$11M
Employer EIN912090408
Plan Effective Date2010-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Intellectual Ventures Management, LLC)

Sponsor-wide plan assets over time

All Intellectual Ventures Management, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$99M 18.836002927270894% vs 2022
2024 filing year
$80M$85M$90M$95M$100M$105M 202220232024 $83M $98.7M ▲ +18.8%
Year Plans Participants Total Assets
2022 1 181 $83M
2023 1 143 $94M
2024 1 129 $99M

Nearby 401(k) Plans in Washington

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

Intellectual Ventures Management 401(k) Plan vs. nearby 401(k) plans in Washington, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000250000 -20020406080 Total assets ($B) Participants Intellectual Ventures Management 401(k) Plan, Total assets ($B): 0.09380987 · Participants: 143Intellectual Ventures Management 401(k) PlanThe Boeing Company 401(k) Retirement Plan, Total assets ($B): 72.246135158 · Participants: 128910The Boeing Company 401(k) Retirement PlanMicrosoft Corporation Savings Plus 401(k) Plan, Total assets ($B): 53.225853429 · Participants: 123296Microsoft Corporation Savings Plus 401(k) PlanCostco 401(k) Retirement Plan, Total assets ($B): 33.384845813 · Participants: 192744Costco 401(k) Retirement PlanT-Mobile USA, Inc. 401(k) Retirement Savings Plan & Trust, Total assets ($B): 8.338937292 · Participants: 71538T-Mobile USA, Inc. 401(k) Retirement Savings Plan & Trust401(k) Savings Plan, Total assets ($B): 8.118808679 · Participants: 87590401(k) Savings Plan
Intellectual Ventures Management 401(k) Plan vs. nearby 401(k) plans in Washington, assets vs. participants
Compare Intellectual Ventures Management 401(k) Plan side-by-side with 3 peers →

Intellectual Ventures Management 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Washington, the nearest 401(k) by assets is Kentucky Farm Bureau Mutual Insurance Company 401(k) Plan in KY ($94M); by covered participants it is Precision International Automotive Products Inc. 401 (K) Plan in NY (143 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (143 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 Intellectual Ventures Management 401(k) Plan assets move in 2023? ▼
Intellectual Ventures Management 401(k) Plan grew at a solid clip - up 13.0% during 2023, from $83M to $94M. Reported net income was $11M.
How have Intellectual Ventures Management, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Intellectual Ventures Management, LLC's sponsor-wide assets grew 18.8%, from $83M to $99M.
Where does Intellectual Ventures Management 401(k) Plan rank by assets among Form 5500 filers? ▼
Intellectual Ventures Management 401(k) Plan ranks in the 91st percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top 10% of all filed plans by assets).
Which 401(k) plans are similar in size to Intellectual Ventures Management 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Kentucky Farm Bureau Mutual Insurance Company 401(k) Plan in KY ($94M, 636 participants).
Which 401(k) plans cover a similar participant headcount to Intellectual Ventures Management 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Precision International Automotive Products Inc. 401 (K) Plan in NY (143 participants, $27M 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 912090408.

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.