401(k) · DOL Form 5500 · 2023

Innovive Health of Massachusetts, LLC 401(k) Plan

Data updated 2026-08-25

$12M
Total assets Small plan by assets
672
Participants Below avg headcount
62nd
Percentile by assets National rank
$17,243
Avg per participant Low balance/head
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Official DOL plan name: Innovive Health 401(k) Plan · Sponsored by Innovive Health of Massachusetts, LLC · Massachusetts · Healthcare & Social Assistance

$12M in assets, 672 participants

Innovive Health of Massachusetts, LLC's Innovive Health 401(k) Plan reported $12M in total assets and 672 participants in its 2023 DOL Form 5500 filing, ranking in the 62nd 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.

  • #11,884 in Healthcare & Social Assistance (17,684 peers)

Innovive Health of Massachusetts, LLC multi-year trail

Innovive Health of Massachusetts, LLC's plans moved +55.3% in assets from 2022 to 2024; this filing shows Innovive Health 401(k) Plan at $12M / 672 participants.

#11,884
in Healthcare & Social Assistance (17,684 peers)
+27.2%
assets growth YoY

Innovive Health 401(k) Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers

Innovive Health 401(k) Plan vs every filed plan by assets

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

$11,587,111 Top 38% higher than 62% 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

Innovive Health 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. Innovive Health 401(k) Plan sits mid-pack in the medium band (672 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Innovive Health 401(k) Plan reported net income rose from -$849K in the plan year 2022 filing to $2M in the plan year 2023 filing.
  • Innovive Health 401(k) Plan end-of-year assets rose from $9M in the plan year 2022 filing to $12M in the plan year 2023 filing.
  • Innovive Health 401(k) Plan reported participants fell from 709 in the plan year 2022 filing to 672 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 113731600 · Innovive Health of Massachusetts, LLC PY 2023 · 401(k)

Innovive Health 401(k) Plan · $12M · 672 · 62nd

  • PHOTO $12M
  • IND 672
  • EOY 62nd
  • 5500 401(k)
  • ASSETS near Jeffrey Chain, L.P. 401(k) Retirement Savings Plan
  • PCT ind #11884

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 Massachusetts →

Innovive Health 401(k) Plan in the asset neighbourhood

Innovive Health 401(k) Plan$12MJeffrey Chain, L.P. 401(k) Retirement Savings PlanJeffrey Chain, L.P. 401(k) R…$12MBronson 401(k) Retirement PlanBronson 401(k) Retirement Pl…$12MPennsylvania Transformer Technology, Inc. 401(k) Retirement PlanPennsylvania Transformer Tec…$12MRightline Equipment, Inc. 401(k) PlanRightline Equipment, Inc. 40…$12M
End-of-year total assets ($M) among Innovive Health 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Innovive Health of Massachusetts, LLC multi-year asset trail

Sponsor-wide plan assets over time

All Innovive Health of Massachusetts, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$14M 55.282392712264816% vs 2022
2024 filing year
$8M$10M$12M$14M$16M 202220232024 $9.11M $14.1M ▲ +55.2%
Year Plans Participants Total Assets
2022 1 709 $9M
2023 1 672 $12M
2024 1 659 $14M

Innovive Health of Massachusetts, LLC filing trail (2023)

Total Assets (Beginning of Year)$9M
Net Assets (End of Year)$12M
Net Income$2M
Employer EIN113731600
Plan Effective Date2006-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Massachusetts

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

Innovive Health 401(k) Plan vs. nearby 401(k) plans in Massachusetts, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -10010203040 Total assets ($B) Participants Innovive Health 401(k) Plan, Total assets ($B): 0.011587111 · Participants: 672Innovive Health 401(k) PlanFidelity Retirement Savings Plan, Total assets ($B): 28.649852331 · Participants: 62289Fidelity Retirement Savings PlanLiberty Mutual 401(k) Plan, Total assets ($B): 10.556596852 · Participants: 37052Liberty Mutual 401(k) PlanMassachusetts Institute of Technology Supplemental 401(k) Plan, Total assets ($B): 6.829912863 · Participants: 14094Massachusetts Institute of Technology Supplemental 401(k) PlanBoston Scientific Corporation 401(k) Retirement Savings Plan, Total assets ($B): 5.786107181 · Participants: 19881Boston Scientific Corporation 401(k) Retirement Savings PlanPhilips North America 401(k) Plan, Total assets ($B): 5.779286156 · Participants: 19120Philips North America 401(k) Plan
Innovive Health 401(k) Plan vs. nearby 401(k) plans in Massachusetts, assets vs. participants
Compare Innovive Health 401(k) Plan side-by-side with 3 peers →

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

Outside Massachusetts, the nearest 401(k) by assets is Jeffrey Chain, L.P. 401(k) Retirement Savings Plan in TN ($12M); by covered participants it is Apptio Retirement Plan in WA (672 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (672 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 Innovive Health 401(k) Plan assets move in 2023? ▼
Innovive Health 401(k) Plan grew sharply - up 27.2% during 2023, from $9M to $12M. Reported net income was $2M.
How have Innovive Health of Massachusetts, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Innovive Health of Massachusetts, LLC's sponsor-wide assets grew 55.3%, from $9M to $14M.
Which 401(k) plans are similar in size to Innovive Health 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Jeffrey Chain, L.P. 401(k) Retirement Savings Plan in TN ($12M, 201 participants).
Which 401(k) plans cover a similar participant headcount to Innovive Health 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Apptio Retirement Plan in WA (672 participants, $80M 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 113731600.

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.