401(k) · DOL Form 5500 · 2023

Ivy Technology, LLC 401(k) Plan

Data updated 2026-08-25

$9M
Total assets Small plan by assets
470
Participants Below avg headcount
57th
Percentile by assets National rank
$19,588
Avg per participant Low balance/head
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Official DOL plan name: Ivy Technology 401(k) Retirement Savings Plan · Sponsored by Ivy Technology, LLC · Kentucky · Other Services

$9M in assets, 470 participants

Ivy Technology, LLC's Ivy Technology 401(k) Retirement Savings Plan reported $9M in total assets and 470 participants in its 2023 DOL Form 5500 filing, ranking in the 57th 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.

  • #5,900 in Other Services (7,857 peers)

Ivy Technology, LLC multi-year trail

Ivy Technology, LLC's plans moved +25.8% in assets from 2022 to 2024; this filing shows Ivy Technology 401(k) Retirement Savings Plan at $9M / 470 participants.

#5,900
in Other Services (7,857 peers)
+10.7%
assets growth YoY

Ivy Technology 401(k) Retirement Savings Plan's mid-pack asset rank among Other Services and all filers

Ivy Technology 401(k) Retirement Savings Plan vs every filed plan by assets

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

$9,206,435 Top 43% higher than 57% 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

Ivy Technology 401(k) Retirement Savings 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. Ivy Technology 401(k) Retirement Savings Plan sits mid-pack in the medium band (470 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Ivy Technology 401(k) Retirement Savings Plan reported net income rose from -$1M in the plan year 2022 filing to $891K in the plan year 2023 filing.
  • Ivy Technology 401(k) Retirement Savings Plan reported participants rose from 311 in the plan year 2022 filing to 470 in the plan year 2023 filing.
  • Ivy Technology 401(k) Retirement Savings Plan end-of-year assets rose from $8M in the plan year 2022 filing to $9M in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 832258671 · Ivy Technology, LLC PY 2023 · 401(k)

Ivy Technology 401(k) Retirement Savings Plan · $9M · 470 · 57th

  • PCT $9M
  • PCT 470
  • PCT 57th
  • PCT 401(k)
  • PCT near Gsp Marketing Technologies 401(k) Profit Sharing Plan
  • PCT ind #5900

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 Other Services retirement plans → · Plans in Kentucky →

Ivy Technology 401(k) Retirement Savings Plan in the asset neighbourhood

Ivy Technology 401(k) Retirement Savings PlanIvy Technology 401(k) Retire…$9MGsp Marketing Technologies 401(k) Profit Sharing PlanGsp Marketing Technologies 4…$9MLc Anderson, Inc. 401(k) Retirement PlanLc Anderson, Inc. 401(k) Ret…$9MHarbour Ridge 401(k) Plan$9MVenture 401(k) Plan$9M
End-of-year total assets ($M) among Ivy Technology 401(k) Retirement Savings Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Ivy Technology, LLC multi-year asset trail

Sponsor-wide plan assets over time

All Ivy Technology, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$10M 25.833021362833858% vs 2022
2024 filing year
$8M$9M$10M$11M 202220232024 $8.32M $10.5M ▲ +25.7%
Year Plans Participants Total Assets
2022 1 311 $8M
2023 1 470 $9M
2024 1 372 $10M

Ivy Technology, LLC filing trail (2023)

Total Assets (Beginning of Year)$8M
Net Assets (End of Year)$9M
Net Income$891K
Employer EIN832258671
Plan Effective Date2019-08-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Kentucky

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

Ivy Technology 401(k) Retirement Savings Plan vs. nearby 401(k) plans in Kentucky, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000100000 -20246810 Total assets ($B) Participants Ivy Technology 401(k) Retirement Savings Plan, Total assets ($B): 0.009206435 · Participants: 470Ivy Technology 401(k) Retirement Savings PlanCommonspirit Health 401(k) Retirement Savings Plan, Total assets ($B): 7.871320063 · Participants: 86688Commonspirit Health 401(k) Retirement Savings PlanHumana Retirement Savings Plan, Total assets ($B): 7.374962984 · Participants: 45938Humana Retirement Savings PlanUPS/Ipa 401(k) Savings Plan, Total assets ($B): 1.324958147 · Participants: 3159UPS/Ipa 401(k) Savings PlanScionhealth 401(k) Plan, Total assets ($B): 1.221134526 · Participants: 33226Scionhealth 401(k) PlanLexmark Savings Plan, Total assets ($B): 1.205127047 · Participants: 1968Lexmark Savings Plan
Ivy Technology 401(k) Retirement Savings Plan vs. nearby 401(k) plans in Kentucky, assets vs. participants
Compare Ivy Technology 401(k) Retirement Savings Plan side-by-side with 3 peers →

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

Outside Kentucky, the nearest 401(k) by assets is Gsp Marketing Technologies 401(k) Profit Sharing Plan in FL ($9M); by covered participants it is Central Iowa Sheet Metal Workers Supplemental Retirement 401(k) Plan in IA (470 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($9M here).

Similar participant headcount

Nearest other-state filings by covered participants (470 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 Ivy Technology 401(k) Retirement Savings Plan assets move in 2023? ▼
Ivy Technology 401(k) Retirement Savings Plan grew at a solid clip - up 10.7% during 2023, from $8M to $9M. Reported net income was $891K.
How have Ivy Technology, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Ivy Technology, LLC's sponsor-wide assets grew 25.8%, from $8M to $10M.
Which 401(k) plans are similar in size to Ivy Technology 401(k) Retirement Savings Plan? ▼
Among 401(k) plans in other states, the closest by assets is Gsp Marketing Technologies 401(k) Profit Sharing Plan in FL ($9M, 426 participants).
Which 401(k) plans cover a similar participant headcount to Ivy Technology 401(k) Retirement Savings Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Central Iowa Sheet Metal Workers Supplemental Retirement 401(k) Plan in IA (470 participants, $55M 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 832258671.

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.