401(k) · DOL Form 5500 · 2023

Inception Fertility Corporate Services, LLC 401(k) Plan

Data updated 2026-08-25

$76M
Total assets Below avg plan size
1,307
Participants Near avg headcount
89th
Percentile by assets National rank
$58,272
Avg per participant Low balance/head
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Official DOL plan name: Inception Fertility 401(k) Plan · Sponsored by Inception Fertility Corporate Services, LLC · Texas · Healthcare & Social Assistance

$76M in assets, 1,307 participants

Inception Fertility Corporate Services, LLC's Inception Fertility 401(k) Plan reported $76M in total assets and 1,307 participants in its 2023 DOL Form 5500 filing, ranking in the 89th 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.

  • #16,054 in Healthcare & Social Assistance (17,684 peers)

Where Inception Fertility 401(k) Plan sits by assets

Inception Fertility 401(k) Plan sits in the top quartile of all filed plans by assets, $76M for 1,307 participants (~$58,272/participant), up 20.4% in 2023.

#16,054
in Healthcare & Social Assistance (17,684 peers)
+20.4%
assets growth YoY
0.8×
vs typical plan assets (national mean)

Inception Fertility 401(k) Plan's outsized position by total assets

Inception Fertility 401(k) Plan vs every filed plan by assets

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

$76,161,403 Top 11% higher than 89% 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

Inception Fertility 401(k) Plan's large-plan peer group by participant headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Inception Fertility 401(k) Plan lands in the large band (1,307 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Inception Fertility 401(k) Plan reported net income rose from -$4M in the plan year 2022 filing to $13M in the plan year 2023 filing.
  • Inception Fertility 401(k) Plan end-of-year assets rose from $63M in the plan year 2022 filing to $76M in the plan year 2023 filing.
  • Inception Fertility 401(k) Plan reported participants rose from 1,248 in the plan year 2022 filing to 1,307 in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 843102651 · Inception Fertility Corporate Services, LLC PY 2023 · 401(k)

Inception Fertility 401(k) Plan · $76M · 1,307 · 89th

  • VS-ST $76M
  • VS-ST 1,307
  • VS-ST 89th
  • VS-ST 401(k)
  • VS-ST near American Manufacturing Corporation 401(k) Plan
  • VS-ST ind #16054

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 Healthcare & Social Assistance retirement plans → · Plans in Texas →

Inception Fertility 401(k) Plan in the asset neighbourhood

American Manufacturing Corporation 401(k) PlanAmerican Manufacturing Corpo…$76MInception Fertility 401(k) PlanInception Fertility 401(k) P…$76MSutter North Medical Group, Inc. 401(k) Profit Sharing PlanSutter North Medical Group, …$76MInternational Association of Plumbing & Mechanical Officials 401(k) PlanInternational Association of…$76MAdvanced Engineering and Environmental Services, LLC Profit Sharing 401(k) PlanAdvanced Engineering and Env…$76M
End-of-year total assets ($M) among Inception Fertility 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$63M
Net Assets (End of Year)$76M
Net Income$13M
Employer EIN843102651
Plan Effective Date2016-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Inception Fertility Corporate Services, LLC)

Sponsor-wide plan assets over time

All Inception Fertility Corporate Services, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$91M 43.527921588742494% vs 2022
2024 filing year
$60M$70M$80M$90M$100M 202220232024 $63.3M $90.8M ▲ +43.5%
Year Plans Participants Total Assets
2022 1 1,248 $63M
2023 1 1,307 $76M
2024 1 1,413 $91M

Nearby 401(k) Plans in Texas

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

Inception Fertility 401(k) Plan vs. nearby 401(k) plans in Texas, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -1001020304050 Total assets ($B) Participants Inception Fertility 401(k) Plan, Total assets ($B): 0.076161403 · Participants: 1307Inception Fertility 401(k) PlanAT&T Retirement Savings Plan, Total assets ($B): 40.012012 · Participants: 119854AT&T Retirement Savings PlanExxonmobil Savings Plan, Total assets ($B): 21.917 · Participants: 23477Exxonmobil Savings PlanCaterpillar 401(k) Savings Plan, Total assets ($B): 16.496476432 · Participants: 41679Caterpillar 401(k) Savings PlanAmerican Airlines, Inc. 401(k) Plan, Total assets ($B): 14.680189879 · Participants: 88792American Airlines, Inc. 401(k) PlanDell Inc. 401(k) Plan, Total assets ($B): 13.529835 · Participants: 45686Dell Inc. 401(k) Plan
Inception Fertility 401(k) Plan vs. nearby 401(k) plans in Texas, assets vs. participants
Compare Inception Fertility 401(k) Plan side-by-side with 3 peers →

Inception Fertility 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Texas, the nearest 401(k) by assets is American Manufacturing Corporation 401(k) Plan in PA ($76M); by covered participants it is Majorel USA, Inc in CA (1,307 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (1,307 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 Inception Fertility 401(k) Plan assets move in 2023? ▼
Inception Fertility 401(k) Plan grew sharply - up 20.4% during 2023, from $63M to $76M. Reported net income was $13M.
How have Inception Fertility Corporate Services, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Inception Fertility Corporate Services, LLC's sponsor-wide assets grew 43.5%, from $63M to $91M.
Where does Inception Fertility 401(k) Plan rank by assets among Form 5500 filers? ▼
Inception Fertility 401(k) Plan ranks in the 89th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to Inception Fertility 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is American Manufacturing Corporation 401(k) Plan in PA ($76M, 296 participants).
Which 401(k) plans cover a similar participant headcount to Inception Fertility 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Majorel USA, Inc in CA (1,307 participants, $13M 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 843102651.

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.