401(k) · DOL Form 5500 · 2023

Innovativerx US Holdings, Inc D/ 401(k) Plan

Data updated 2026-08-25

$2M
Total assets Small plan by assets
69
Participants Small participant base
30th
Percentile by assets National rank
$28,148
Avg per participant Low balance/head
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Official DOL plan name: Innovativerx US Holdings, Inc 401(k) Plan · Sponsored by Innovativerx US Holdings, Inc D/ · Indiana · Retail Trade

$2M in assets, 69 participants

Innovativerx US Holdings, Inc D/'s Innovativerx US Holdings, Inc 401(k) Plan reported $2M in total assets and 69 participants in its 2023 DOL Form 5500 filing, ranking in the 30th 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.

  • #3,550 in Retail Trade (8,414 peers)

Innovativerx US Holdings, Inc D/ multi-year trail

Innovativerx US Holdings, Inc D/'s plans moved +22.8% in assets from 2022 to 2023; this filing shows Innovativerx US Holdings, Inc 401(k) Plan at $2M / 69 participants.

#3,550
in Retail Trade (8,414 peers)
+22.8%
assets growth YoY

Innovativerx US Holdings, Inc 401(k) Plan among the smaller filed plans by assets

Innovativerx US Holdings, Inc 401(k) Plan vs every filed plan by assets

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

$1,942,190 30th percentile higher than 30% 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

Innovativerx US Holdings, Inc 401(k) Plan among smaller filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Innovativerx US Holdings, Inc 401(k) Plan is a small filing (69 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Innovativerx US Holdings, Inc 401(k) Plan reported net income rose from -$235K in the plan year 2022 filing to $360K in the plan year 2023 filing.
  • Innovativerx US Holdings, Inc 401(k) Plan end-of-year assets rose from $2M in the plan year 2022 filing to $2M in the plan year 2023 filing.
  • Innovativerx US Holdings, Inc 401(k) Plan reported participants fell from 87 in the plan year 2022 filing to 69 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 990382485 · Innovativerx US Holdings, Inc D/ PY 2023 · 401(k)

Innovativerx US Holdings, Inc 401(k) Plan · $2M · 69 · 30th

  • EIN $2M
  • RANK 69
  • PHOTO 30th
  • IND 401(k)
  • EOY near Control Tech Ltd USA 401(k) Plan
  • 5500 ind #3550

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 Retail Trade retirement plans → · Plans in Indiana →

Innovativerx US Holdings, Inc 401(k) Plan in the asset neighbourhood

Innovativerx US Holdings, Inc 401(k) PlanInnovativerx US Holdings, In…$2MControl Tech Ltd USA 401(k) PlanControl Tech Ltd USA 401(k) …$2MTr Spa Inc 401(k) Plan$2MCaribbean Sun Airlines, Inc. Dba World Atlantic Airlines 401(k) PCaribbean Sun Airlines, Inc.…$2MTpg Holdings, LLC 401(k) Plan$2M
End-of-year total assets ($M) among Innovativerx US Holdings, Inc 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Innovativerx US Holdings, Inc D/ multi-year asset trail

Sponsor-wide plan assets over time

All Innovativerx US Holdings, Inc D/ plans reported in each filing year

Latest sponsor-wide plan assets
$2M 22.757229295276836% vs 2022
2023 filing year
$1.4M$1.6M$1.8M$2M 20222023 $1.58M $1.94M ▲ +22.8%
Year Plans Participants Total Assets
2022 1 87 $2M
2023 1 69 $2M

Innovativerx US Holdings, Inc D/ filing trail (2023)

Total Assets (Beginning of Year)$2M
Net Assets (End of Year)$2M
Net Income$360K
Employer EIN990382485
Plan Effective Date2016-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Indiana

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

Innovativerx US Holdings, Inc 401(k) Plan vs. nearby 401(k) plans in Indiana, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000100000 -5051015 Total assets ($B) Participants Innovativerx US Holdings, Inc 401(k) Plan, Total assets ($B): 0.00194219 · Participants: 69Innovativerx US Holdings, Inc 401(k) PlanThe Lilly Employee 401(k) Plan, Total assets ($B): 11.133214731 · Participants: 17583The Lilly Employee 401(k) PlanElevance Health 401(k) Plan, Total assets ($B): 11.042395257 · Participants: 76590Elevance Health 401(k) PlanCummins Retirement and Savings Plan, Total assets ($B): 5.730057183 · Participants: 28381Cummins Retirement and Savings PlanIu Health 401(k) Savings Plan, Total assets ($B): 3.907792365 · Participants: 38575Iu Health 401(k) Savings PlanSteel Dynamics, Inc. Profit Sharing and Retirement Savings Plan, Total assets ($B): 2.573079703 · Participants: 9015Steel Dynamics, Inc. Profit Sharing and Retirement Savings Plan
Innovativerx US Holdings, Inc 401(k) Plan vs. nearby 401(k) plans in Indiana, assets vs. participants
Compare Innovativerx US Holdings, Inc 401(k) Plan side-by-side with 3 peers →

Innovativerx US Holdings, Inc 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Indiana, the nearest 401(k) by assets is Control Tech Ltd USA 401(k) Plan in PA ($2M); by covered participants it is Aquiline Management Holdings LP 401(k) Retirement Plan in NY (69 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($2M here).

Similar participant headcount

Nearest other-state filings by covered participants (69 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 Innovativerx US Holdings, Inc 401(k) Plan assets move in 2023? ▼
Innovativerx US Holdings, Inc 401(k) Plan grew sharply - up 22.8% during 2023, from $2M to $2M. Reported net income was $360K.
How have Innovativerx US Holdings, Inc D/ plan assets changed over time? ▼
Across 2 plan years on file (2022-2023), Innovativerx US Holdings, Inc D/'s sponsor-wide assets grew 22.8%, from $2M to $2M.
Which 401(k) plans are similar in size to Innovativerx US Holdings, Inc 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Control Tech Ltd USA 401(k) Plan in PA ($2M, 86 participants).
Which 401(k) plans cover a similar participant headcount to Innovativerx US Holdings, Inc 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Aquiline Management Holdings LP 401(k) Retirement Plan in NY (69 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 990382485.

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.