401(k) · DOL Form 5500 · 2022

Ivy Libelle Incorporated 401(k) Plan

Data updated 2026-08-25

$66K
Total assets Small plan by assets
1
Participants Small participant base
4th
Percentile by assets National rank
$66,201
Avg per participant Below avg balance/head
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Official DOL plan name: Ivy Libelle Retirement Plan · Sponsored by Ivy Libelle Incorporated · Missouri · Finance & Insurance

$66K in assets, 1 participants

Ivy Libelle Incorporated's Ivy Libelle Retirement Plan reported $66K in total assets and 1 participant in its 2022 DOL Form 5500 filing, ranking in the 4th 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.

  • #257 in Finance & Insurance (9,261 peers)

Ivy Libelle Incorporated multi-year trail

Ivy Libelle Incorporated's plans moved -11.3% in assets from 2022 to 2023; this filing shows Ivy Libelle Retirement Plan at $66K / 1 participant.

#257
in Finance & Insurance (9,261 peers)
-18.5%
assets change YoY

The plan reported a net loss of $15K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Ivy Libelle Retirement Plan among the smaller filed plans by assets

Ivy Libelle Retirement Plan vs every filed plan by assets

End-of-year total assets · plan year 2022 · DOL Form 5500

$66,201 4th percentile higher than 4% of 139,123 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 2022

Ivy Libelle Retirement Plan among micro filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Ivy Libelle Retirement Plan is a micro filing (1 participant), the leftmost band.

Form 5500 schedule snapshot

Filing strip 824573840 · Ivy Libelle Incorporated PY 2022 · 401(k)

Ivy Libelle Retirement Plan · $66K · 1 · 4th

  • PCT $66K
  • PCT 1
  • PCT 4th
  • PCT 401(k)
  • PCT near W2 Ventures Inc. 401(k) Plan
  • PCT ind #257

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 Finance & Insurance retirement plans → · Plans in Missouri →

Ivy Libelle Retirement Plan in the asset neighbourhood

Ivy Libelle Retirement Plan$66KW2 Ventures Inc. 401(k) Plan$66KTreme Corporation 401(k) Profit Sharing PlanTreme Corporation 401(k) Pro…$66KDma Corporation 401(k) Plan$66KLaford & Laford, Inc. 401(k) Profit Sharing PlanLaford & Laford, Inc. 401(k)…$66K
End-of-year total assets ($M) among Ivy Libelle Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Ivy Libelle Incorporated multi-year asset trail

Sponsor-wide plan assets over time

All Ivy Libelle Incorporated plans reported in each filing year

Latest sponsor-wide plan assets
$59K 11.329134000996964% vs 2022
2023 filing year
$0.06M$0.06M$0.07M$0.07M$0.08M 20222023 $0.07M $0.06M ▼ -14.3%
Year Plans Participants Total Assets
2022 1 1 $66K
2023 1 2 $59K

Ivy Libelle Incorporated filing trail (2022)

Total Assets (Beginning of Year)$81K
Net Assets (End of Year)$66K
Net Income-$15K
Employer EIN824573840
Plan Effective Date2018-02-27
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Missouri

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

Ivy Libelle Retirement Plan vs. nearby 401(k) plans in Missouri, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -50510 Total assets ($B) Participants Ivy Libelle Retirement Plan, Total assets ($B): 0.000066201 · Participants: 1Ivy Libelle Retirement PlanBayer Corporation Savings and Retirement Plan, Total assets ($B): 9.183956862 · Participants: 18917Bayer Corporation Savings and Retirement PlanEdward D. Jones & Co. Profit Sharing and 401(k) Plan, Total assets ($B): 8.685677709 · Participants: 47923Edward D. Jones & Co. Profit Sharing and 401(k) PlanEnterprise Holdings Retirement Savings Plan, Total assets ($B): 4.500937056 · Participants: 59568Enterprise Holdings Retirement Savings PlanCentene Management Corporation Retirement Plan, Total assets ($B): 3.239485944 · Participants: 49060Centene Management Corporation Retirement PlanAnheuser-Busch 401(k) Savings and Retirement Plan, Total assets ($B): 3.061778 · Participants: 14556Anheuser-Busch 401(k) Savings and Retirement Plan
Ivy Libelle Retirement Plan vs. nearby 401(k) plans in Missouri, assets vs. participants
Compare Ivy Libelle Retirement Plan side-by-side with 3 peers →

Ivy Libelle Retirement Plan's out-of-state 401(k) peers by assets and headcount

Outside Missouri, the nearest 401(k) by assets is W2 Ventures Inc. 401(k) Plan in NC ($66K); by covered participants it is Kellow Corporation 401(k) Profit Sharing Plan in WI (1 participant). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($66K here).

Similar participant headcount

Nearest other-state filings by covered participants (1 participant); asset peers above are excluded.

DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Ivy Libelle Retirement Plan assets move in 2022? ▼
Ivy Libelle Retirement Plan declined sharply - down 18.5% during 2022, from $81K to $66K. Reported net income was -$15K.
How have Ivy Libelle Incorporated plan assets changed over time? ▼
Across 2 plan years on file (2022-2023), Ivy Libelle Incorporated's sponsor-wide assets declined 11.3%, from $66K to $59K.
Where does Ivy Libelle Retirement Plan rank by assets among Form 5500 filers? ▼
Ivy Libelle Retirement Plan ranks in the 4th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (among the smaller plans by assets on file).
Which 401(k) plans are similar in size to Ivy Libelle Retirement Plan? ▼
Among 401(k) plans in other states, the closest by assets is W2 Ventures Inc. 401(k) Plan in NC ($66K, 2 participants).
Which 401(k) plans cover a similar participant headcount to Ivy Libelle Retirement Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Kellow Corporation 401(k) Profit Sharing Plan in WI (1 participant, N/A in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2022.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 824573840.

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.