401(k) · DOL Form 5500 · 2023

Identity Automation LP 401(k) Plan

Data updated 2026-08-25

$7M
Total assets Small plan by assets: 105
Participants Small participant base: 50th
Percentile by assets National rank: $64,525
Avg per participant Low balance/head

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Official DOL plan name: Identity Automation, LP 401(k) Plan · Sponsored by Identity Automation LP · Texas · Information & Media

$7M in assets, 105 participants

Identity Automation LP's Identity Automation, LP 401(k) Plan reported $7M in total assets and 105 participants in its 2023 DOL Form 5500 filing, ranking in the 50th 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.

#1,004 in Information & Media (2,818 peers)

Coverage in Texas

Identity Automation, LP 401(k) Plan covers 105 participants in Texas, about 15% of the average Texas filer (state average ~688 per filing). Assets: $7M.

#1,004
in Information & Media (2,818 peers): +17.9%
assets growth YoY

Identity Automation, LP 401(k) Plan's mid-pack asset rank among Information & Media and all filers

Identity Automation, LP 401(k) Plan vs every filed plan by assets

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

$6,775,133 Top 50% higher than 50% of 127,068 filed plans

Dashed line + filled bar = this entry, among filed plans.

Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023

Identity Automation, LP 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. Identity Automation, LP 401(k) Plan sits mid-pack in the medium band (105 participants).

Micro (1-10) 35,718 filings (27%) Small (11-100) 27,089 filings (21%) Medium (101-1,000) 55,445 filings (43%) Large (1,001-10,000) 10,273 filings (8%) Mega (10,000+) 1,374 filings (1%)

Identity Automation, LP 401(k) Plan reported net income rose from $84K in the plan year 2022 filing to $1M in the plan year 2023 filing.
Identity Automation, LP 401(k) Plan end-of-year assets rose from $6M in the plan year 2022 filing to $7M in the plan year 2023 filing.
Identity Automation, LP 401(k) Plan reported participants fell from 121 in the plan year 2022 filing to 105 in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 202010272 · Identity Automation LP PY 2023 · 401(k)

Identity Automation, LP 401(k) Plan · $7M · 105 · 50th

NET $7M
BOOK 105
VS-ST 50th
BOY 401(k)
SCH near Adena Commercial LLC 401-K Savings Plan
EBSA ind #1004

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 Information & Media retirement plans → · Plans in Texas →

End-of-year total assets ($M) among Identity Automation, LP 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Texas filing particulars

Total Assets (Beginning of Year)	$6M
Net Assets (End of Year)	$7M
Net Income	$1M
Employer EIN	202010272
Plan Effective Date	2015-01-01
Filing Status	FILING RECEIVED

Sponsor Plan History (Identity Automation LP)

Latest sponsor-wide plan assets: N/A; 2024 filing year

Year	Plans	Participants	Total Assets
2022	1	121	$6M
2023	1	105	$7M
2024	1	80	N/A

Nearby 401(k) Plans in Texas

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

Identity Automation, LP 401(k) Plan vs. nearby 401(k) plans in Texas, assets vs. participants

AT&T Retirement Savings Plan $40.0B · 119,854
Exxonmobil Savings Plan $21.9B · 23,477
Caterpillar 401(k) Savings Plan $16.5B · 41,679
American Airlines, Inc. 401(k) Plan $14.7B · 88,792
Dell Inc. 401(k) Plan $13.5B · 45,686

Compare Identity Automation, LP 401(k) Plan side-by-side with 3 peers →

Identity Automation, LP 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Texas, the nearest 401(k) by assets is Adena Commercial LLC 401-K Savings Plan in OH ($7M); by covered participants it is Associated Retina Consultants 401(k) Profit Sharing Plan & Trust in AZ (105 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($7M here).

Adena Commercial LLC 401-K Savings Plan (OH) $7M · 106
Mcguires Management Group 401(k) Plan (FL) $7M · 560
Tracegains Inc 401(k) Ps Plan and Trust (CO) $7M · 117
Eastern Smiles 401(k) Plan (NJ) $7M · 427

Similar participant headcount

Nearest other-state filings by covered participants (105 participants); asset peers above are excluded.

Associated Retina Consultants 401(k) Profit Sharing Plan & Trust (AZ) 105 · 0 off
Bmw Fresno 401(k) Plan (CA) 105 · 0 off
Dynalec Corporation Profit Sharing 401(k) Plan (NY) 105 · 0 off
Machine Concepts, Inc. Profit Sharing Plan (OH) 105 · 0 off

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 Identity Automation, LP 401(k) Plan assets move in 2023? ▼

Identity Automation, LP 401(k) Plan grew sharply - up 17.9% during 2023, from $6M to $7M. Reported net income was $1M.

Which 401(k) plans are similar in size to Identity Automation, LP 401(k) Plan? ▼

Among 401(k) plans in other states, the closest by assets is Adena Commercial LLC 401-K Savings Plan in OH ($7M, 106 participants).

Which 401(k) plans cover a similar participant headcount to Identity Automation, LP 401(k) Plan? ▼

Among 401(k) plans in other states, the closest by covered participants is Associated Retina Consultants 401(k) Profit Sharing Plan & Trust in AZ (105 participants, $6M 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 202010272.