401(k) · DOL Form 5500 · 2023

Innventures Ivi LP 401(k) Plan

Data updated 2026-08-25

$13M
Total assets Small plan by assets
2,165
Participants Above avg headcount
65th
Percentile by assets National rank
$6,095
Avg per participant Low balance/head
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Official DOL plan name: Innventures Ivi LP 401(k) Profit Sharing Plan and Trust · Sponsored by Innventures Ivi LP · Washington · Management of Enterprises

$13M in assets, 2,165 participants

Innventures Ivi LP's Innventures Ivi LP 401(k) Profit Sharing Plan and Trust reported $13M in total assets and 2,165 participants in its 2023 DOL Form 5500 filing, ranking in the 65th 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.

  • #492 in Management of Enterprises (1,137 peers)

Management of Enterprises sector rank

Within Management of Enterprises, Innventures Ivi LP 401(k) Profit Sharing Plan and Trust ranks #492 of 1,137 2023 filers by assets (2694% of the sector average)-$13M for 2,165 participants.

#492
in Management of Enterprises (1,137 peers)
+23.6%
assets growth YoY

Innventures Ivi LP 401(k) Profit Sharing Plan and Trust's mid-pack asset rank among Management of Enterprises and all filers

Innventures Ivi LP 401(k) Profit Sharing Plan and Trust vs every filed plan by assets

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

$13,195,168 Top 35% higher than 65% 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

Innventures Ivi LP 401(k) Profit Sharing Plan and Trust'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. Innventures Ivi LP 401(k) Profit Sharing Plan and Trust lands in the large band (2,165 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Innventures Ivi LP 401(k) Profit Sharing Plan and Trust reported net income rose from -$841K in the plan year 2022 filing to $3M in the plan year 2023 filing.
  • Innventures Ivi LP 401(k) Profit Sharing Plan and Trust reported participants rose from 1,253 in the plan year 2022 filing to 2,165 in the plan year 2023 filing.
  • Innventures Ivi LP 401(k) Profit Sharing Plan and Trust end-of-year assets rose from $11M in the plan year 2022 filing to $13M in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 822983870 · Innventures Ivi LP PY 2023 · 401(k)

Innventures Ivi LP 401(k) Profit Sharing Plan and Trust · $13M · 2,165 · 65th

  • ASSETS $13M
  • PCT 2,165
  • EIN 65th
  • RANK 401(k)
  • PHOTO near Certilytics, Inc. 401(k) Plan
  • IND ind #492

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 Management of Enterprises retirement plans → · Plans in Washington →

Innventures Ivi LP 401(k) Profit Sharing Plan and Trust in the asset neighbourhood

Innventures Ivi LP 401(k) Profit Sharing Plan and TrustInnventures Ivi LP 401(k) Pr…$13MCertilytics, Inc. 401(k) Plan$13MHamcor, Inc. 401(k) Plan$13MLeesar Inc. 401(k) Profit Sharing Plan & TrustLeesar Inc. 401(k) Profit Sh…$13MRocky Mountain Infectious Disease Specialists, P .C. 401(k) Profit Sharing PlanRocky Mountain Infectious Di…$13M
End-of-year total assets ($M) among Innventures Ivi LP 401(k) Profit Sharing Plan and Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Management of Enterprises filing particulars

Total Assets (Beginning of Year)$11M
Net Assets (End of Year)$13M
Net Income$3M
Employer EIN822983870
Plan Effective Date1995-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Innventures Ivi LP)

Sponsor-wide plan assets over time

All Innventures Ivi LP plans reported in each filing year

Latest sponsor-wide plan assets
$14M 34.742262719929464% vs 2022
2024 filing year
$10M$12M$14M$16M 202220232024 $10.7M $14.4M ▲ +34.8%
Year Plans Participants Total Assets
2022 1 1,253 $11M
2023 1 2,165 $13M
2024 1 2,228 $14M

Nearby 401(k) Plans in Washington

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

Innventures Ivi LP 401(k) Profit Sharing Plan and Trust vs. nearby 401(k) plans in Washington, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000250000 -20020406080 Total assets ($B) Participants Innventures Ivi LP 401(k) Profit Sharing Plan and Trust, Total assets ($B): 0.013195168 · Participants: 2165Innventures Ivi LP 401(k) Profit Sharing Plan and TrustThe Boeing Company 401(k) Retirement Plan, Total assets ($B): 72.246135158 · Participants: 128910The Boeing Company 401(k) Retirement PlanMicrosoft Corporation Savings Plus 401(k) Plan, Total assets ($B): 53.225853429 · Participants: 123296Microsoft Corporation Savings Plus 401(k) PlanCostco 401(k) Retirement Plan, Total assets ($B): 33.384845813 · Participants: 192744Costco 401(k) Retirement PlanT-Mobile USA, Inc. 401(k) Retirement Savings Plan & Trust, Total assets ($B): 8.338937292 · Participants: 71538T-Mobile USA, Inc. 401(k) Retirement Savings Plan & Trust401(k) Savings Plan, Total assets ($B): 8.118808679 · Participants: 87590401(k) Savings Plan
Innventures Ivi LP 401(k) Profit Sharing Plan and Trust vs. nearby 401(k) plans in Washington, assets vs. participants
Compare Innventures Ivi LP 401(k) Profit Sharing Plan and Trust side-by-side with 3 peers →

Innventures Ivi LP 401(k) Profit Sharing Plan and Trust's out-of-state 401(k) peers by assets and headcount

Outside Washington, the nearest 401(k) by assets is Certilytics, Inc. 401(k) Plan in KY ($13M); by covered participants it is R.C. Willey Home Furnishings Combined Retirement Investment Savings Plan in UT (2,165 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (2,165 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 Innventures Ivi LP 401(k) Profit Sharing Plan and Trust assets move in 2023? ▼
Innventures Ivi LP 401(k) Profit Sharing Plan and Trust grew sharply - up 23.6% during 2023, from $11M to $13M. Reported net income was $3M.
How have Innventures Ivi LP plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Innventures Ivi LP's sponsor-wide assets grew 34.7%, from $11M to $14M.
Which 401(k) plans are similar in size to Innventures Ivi LP 401(k) Profit Sharing Plan and Trust? ▼
Among 401(k) plans in other states, the closest by assets is Certilytics, Inc. 401(k) Plan in KY ($13M, 101 participants).
Which 401(k) plans cover a similar participant headcount to Innventures Ivi LP 401(k) Profit Sharing Plan and Trust? ▼
Among 401(k) plans in other states, the closest by covered participants is R.C. Willey Home Furnishings Combined Retirement Investment Savings Plan in UT (2,165 participants, $167M 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 822983870.

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.