401(k) · DOL Form 5500 · 2023

Infoverity U.S., Inc. 401(k) Plan

Data updated 2026-08-25

$15M
Total assets Small plan by assets
156
Participants Small participant base
67th
Percentile by assets National rank
$97,395
Avg per participant Below avg balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Infoverity Retirement Trust · Sponsored by Infoverity U.S., Inc. · Ohio · Professional & Technical Services

$15M in assets, 156 participants

Infoverity U.S., Inc.'s Infoverity Retirement Trust reported $15M in total assets and 156 participants in its 2023 DOL Form 5500 filing, ranking in the 67th 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.

  • #13,574 in Professional & Technical Services (20,321 peers)

Coverage in Ohio

Infoverity Retirement Trust covers 156 participants in Ohio, about 20% of the average Ohio filer (state average ~765 per filing). Assets: $15M.

#13,574
in Professional & Technical Services (20,321 peers)
+43.1%
assets growth YoY

Infoverity Retirement Trust's outsized position by total assets

Infoverity Retirement Trust vs every filed plan by assets

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

$15,193,567 Top 33% higher than 67% 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

Infoverity Retirement 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. Infoverity Retirement Trust sits mid-pack in the medium band (156 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Infoverity Retirement Trust reported net income rose from $92K in the plan year 2022 filing to $5M in the plan year 2023 filing.
  • Infoverity Retirement Trust end-of-year assets rose from $11M in the plan year 2022 filing to $15M in the plan year 2023 filing.
  • Infoverity Retirement Trust reported participants rose from 125 in the plan year 2022 filing to 156 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 452428631 · Infoverity U.S., Inc. PY 2023 · 401(k)

Infoverity Retirement Trust · $15M · 156 · 67th

  • PHOTO $15M
  • IND 156
  • EOY 67th
  • 5500 401(k)
  • ASSETS near Johnson Service Group, Inc. Retirement Savings Plan - Contract Employees
  • PCT ind #13574

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 Ohio →

Infoverity Retirement Trust in the asset neighbourhood

Cabi LLC 401(k) Profit Sharing Plan & TrustCabi LLC 401(k) Profit Shari…$15MInfoverity Retirement Trust$15MJohnson Service Group, Inc. Retirement Savings Plan - Contract EmployeesJohnson Service Group, Inc. …$15MGraham-Ourisman Automotive 401(k) PlanGraham-Ourisman Automotive 4…$15MBrenk Brothers, Inc. 401(k) Plan Retirement PlanBrenk Brothers, Inc. 401(k) …$15M
End-of-year total assets ($M) among Infoverity Retirement Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Ohio filing particulars

Total Assets (Beginning of Year)$11M
Net Assets (End of Year)$15M
Net Income$5M
Employer EIN452428631
Plan Effective Date2011-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Infoverity U.S., Inc.)

Sponsor-wide plan assets over time

All Infoverity U.S., Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$20M 63.830080651590336% vs 2022
2024 filing year
$0M$20M$40M$60M 202220232024 $55.2M $20M ▼ -63.8%
Year Plans Participants Total Assets
2022 2 246 $55M
2023 1 156 $15M
2024 1 182 $20M

Nearby 401(k) Plans in Ohio

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

Infoverity Retirement Trust vs. nearby 401(k) plans in Ohio, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -50510152025 Total assets ($B) Participants Infoverity Retirement Trust, Total assets ($B): 0.015193567 · Participants: 156Infoverity Retirement TrustGE Retirement Savings Plan, Total assets ($B): 19.485469047 · Participants: 59766GE Retirement Savings PlanThe Sherwin-Williams Company 401(k) Plan, Total assets ($B): 10.12932701 · Participants: 47362The Sherwin-Williams Company 401(k) PlanThe Progressive 401(k) Plan, Total assets ($B): 9.225573063 · Participants: 56176The Progressive 401(k) PlanThe Kroger Co. 401(k) Retirement Savings Account Plan, Total assets ($B): 8.445085 · Participants: 129769The Kroger Co. 401(k) Retirement Savings Account PlanNationwide Savings Plan, Total assets ($B): 7.618883027 · Participants: 24715Nationwide Savings Plan
Infoverity Retirement Trust vs. nearby 401(k) plans in Ohio, assets vs. participants
Compare Infoverity Retirement Trust side-by-side with 3 peers →

Infoverity Retirement Trust's out-of-state 401(k) peers by assets and headcount

Outside Ohio, the nearest 401(k) by assets is Johnson Service Group, Inc. Retirement Savings Plan - Contract Employees in IL ($15M); by covered participants it is Motivating Graphics 401(k) Retirement Plan in TX (156 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (156 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 Infoverity Retirement Trust assets move in 2023? ▼
Infoverity Retirement Trust surged - up 43.1% during 2023, from $11M to $15M. Reported net income was $5M.
How have Infoverity U.S., Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Infoverity U.S., Inc.'s sponsor-wide assets declined 63.8%, from $55M to $20M.
Which 401(k) plans are similar in size to Infoverity Retirement Trust? ▼
Among 401(k) plans in other states, the closest by assets is Johnson Service Group, Inc. Retirement Savings Plan - Contract Employees in IL ($15M, 2,118 participants).
Which 401(k) plans cover a similar participant headcount to Infoverity Retirement Trust? ▼
Among 401(k) plans in other states, the closest by covered participants is Motivating Graphics 401(k) Retirement Plan in TX (156 participants, $1M 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 452428631.

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.