401(k) · DOL Form 5500 · 2023

Innovative Reasoning LLC 401(k) Plan

Data updated 2026-08-25

$8M
Total assets Small plan by assets
101
Participants Small participant base
53rd
Percentile by assets National rank
$77,360
Avg per participant Below avg balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Innovative Reasoning LLC 401(k) Plan · Sponsored by Innovative Reasoning LLC · Florida · Professional & Technical Services

$8M in assets, 101 participants

Innovative Reasoning LLC's Innovative Reasoning LLC 401(k) Plan reported $8M in total assets and 101 participants in its 2023 DOL Form 5500 filing, ranking in the 53rd 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.

  • #10,506 in Professional & Technical Services (20,321 peers)

Coverage in Florida

Innovative Reasoning LLC 401(k) Plan covers 101 participants in Florida, about 16% of the average Florida filer (state average ~628 per filing). Assets: $8M.

#10,506
in Professional & Technical Services (20,321 peers)
-0.9%
assets change YoY

The plan reported a net loss of $73K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Innovative Reasoning LLC 401(k) Plan's mid-pack asset rank among Professional & Technical Services and all filers

Innovative Reasoning LLC 401(k) Plan vs every filed plan by assets

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

$7,813,378 Top 47% higher than 53% 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

Innovative Reasoning LLC 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. Innovative Reasoning LLC 401(k) Plan sits mid-pack in the medium band (101 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Innovative Reasoning LLC 401(k) Plan reported net income rose from -$3M in the plan year 2022 filing to -$73K in the plan year 2023 filing.
  • Innovative Reasoning LLC 401(k) Plan reported participants fell from 111 in the plan year 2022 filing to 101 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 202539270 · Innovative Reasoning LLC PY 2023 · 401(k)

Innovative Reasoning LLC 401(k) Plan · $8M · 101 · 53rd

  • BOY $8M
  • BOY 101
  • BOY 53rd
  • BOY 401(k)
  • BOY near Strata Pathology Services, Inc. 401(k) Plan
  • BOY ind #10506

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 Florida →

Innovative Reasoning LLC 401(k) Plan in the asset neighbourhood

Innovative Reasoning LLC 401(k) PlanInnovative Reasoning LLC 401…$8MStrata Pathology Services, Inc. 401(k) PlanStrata Pathology Services, I…$8MTender Corporation 401(k) Profit Sharing PlanTender Corporation 401(k) Pr…$8MWinzer Corporation 401(k) PlanWinzer Corporation 401(k) Pl…$8MTri City Glass & Door, Inc. 401(k) Profit Sharing PlanTri City Glass & Door, Inc. …$8M
End-of-year total assets ($M) among Innovative Reasoning LLC 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Florida filing particulars

Total Assets (Beginning of Year)$8M
Net Assets (End of Year)$8M
Net Income-$73K
Employer EIN202539270
Plan Effective Date2009-07-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Innovative Reasoning LLC)

Sponsor-wide plan assets over time

All Innovative Reasoning LLC plans reported in each filing year

Latest sponsor-wide plan assets
$9M 17.55825339609114% vs 2022
2024 filing year
$7.5M$8M$8.5M$9M$9.5M 202220232024 $7.89M $9.27M ▲ +17.5%
Year Plans Participants Total Assets
2022 1 111 $8M
2023 1 101 $8M
2024 1 114 $9M

Nearby 401(k) Plans in Florida

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

Innovative Reasoning LLC 401(k) Plan vs. nearby 401(k) plans in Florida, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000400000 -505101520 Total assets ($B) Participants Innovative Reasoning LLC 401(k) Plan, Total assets ($B): 0.007813378 · Participants: 101Innovative Reasoning LLC 401(k) PlanL3harris Retirement Savings Plan, Total assets ($B): 15.384363901 · Participants: 40665L3harris Retirement Savings PlanSavings Plan for Employees and Partners of Pwc, Total assets ($B): 11.333196569 · Participants: 50817Savings Plan for Employees and Partners of PwcAdp Totalsource Retirement Savings Plan, Total assets ($B): 8.025816173 · Participants: 308867Adp Totalsource Retirement Savings PlanTrinet 401(k) Plan, Total assets ($B): 7.029692551 · Participants: 157945Trinet 401(k) PlanPublix Super Markets, Inc. 401(k) Smart Plan, Total assets ($B): 6.572590596 · Participants: 184674Publix Super Markets, Inc. 401(k) Smart Plan
Innovative Reasoning LLC 401(k) Plan vs. nearby 401(k) plans in Florida, assets vs. participants
Compare Innovative Reasoning LLC 401(k) Plan side-by-side with 3 peers →

Innovative Reasoning LLC 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Florida, the nearest 401(k) by assets is Strata Pathology Services, Inc. 401(k) Plan in MA ($8M); by covered participants it is Biocept, Inc. 401(k) Plan in NJ (101 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (101 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 Innovative Reasoning LLC 401(k) Plan assets move in 2023? ▼
Innovative Reasoning LLC 401(k) Plan held essentially flat - down 0.9% during 2023, from $8M to $8M. Reported net income was -$73K.
How have Innovative Reasoning LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Innovative Reasoning LLC's sponsor-wide assets grew 17.6%, from $8M to $9M.
Which 401(k) plans are similar in size to Innovative Reasoning LLC 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Strata Pathology Services, Inc. 401(k) Plan in MA ($8M, 81 participants).
Which 401(k) plans cover a similar participant headcount to Innovative Reasoning LLC 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Biocept, Inc. 401(k) Plan in NJ (101 participants, N/A 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 202539270.

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.