401(k) · DOL Form 5500 · 2024

Katy Ivy Kids Inc. 401(k) Plan

Data updated 2026-08-25

$1M
Total assets Small plan by assets
30
Participants Small participant base
25th
Percentile by assets National rank
$43,203
Avg per participant Low balance/head
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Official DOL plan name: Katy Ivy Kids Inc. 401(k) Plan · Sponsored by Katy Ivy Kids Inc. · Texas · Healthcare & Social Assistance

$1M in assets, 30 participants

Katy Ivy Kids Inc.'s Katy Ivy Kids Inc. 401(k) Plan reported $1M in total assets and 30 participants in its 2024 DOL Form 5500 filing, ranking in the 25th 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.

  • #3,679 in Healthcare & Social Assistance (16,916 peers)

Katy Ivy Kids Inc. multi-year trail

Katy Ivy Kids Inc.'s plans moved +194.0% in assets from 2022 to 2024; this filing shows Katy Ivy Kids Inc. 401(k) Plan at $1M / 30 participants.

#3,679
in Healthcare & Social Assistance (16,916 peers)
+41.0%
assets growth YoY

Katy Ivy Kids Inc. 401(k) Plan among the smaller filed plans by assets

Katy Ivy Kids Inc. 401(k) Plan vs every filed plan by assets

End-of-year total assets · plan year 2024 · DOL Form 5500

$1,296,082 25th percentile higher than 25% of 123,620 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 2024

Katy Ivy Kids Inc. 401(k) Plan among smaller filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Katy Ivy Kids Inc. 401(k) Plan is a small filing (30 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Katy Ivy Kids Inc. 401(k) Plan end-of-year assets rose from $919K in the plan year 2023 filing to $1M in the plan year 2024 filing.
  • Katy Ivy Kids Inc. 401(k) Plan reported participants rose from 23 in the plan year 2023 filing to 30 in the plan year 2024 filing.
  • Katy Ivy Kids Inc. 401(k) Plan reported net income fell from $478K in the plan year 2023 filing to $377K in the plan year 2024 filing.

See the national 2023→2024 release diff →

DOL schedule card

Filing strip 271526643 · Katy Ivy Kids Inc. PY 2024 · 401(k)

Katy Ivy Kids Inc. 401(k) Plan · $1M · 30 · 25th

  • EIN $1M
  • EIN 30
  • EIN 25th
  • EIN 401(k)
  • EIN near Sea to Sea Holdings Corp. 401(k) Plan
  • EIN ind #3679

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 →

Katy Ivy Kids Inc. 401(k) Plan in the asset neighbourhood

Katy Ivy Kids Inc. 401(k) PlanKaty Ivy Kids Inc. 401(k) Pl…$1MSea to Sea Holdings Corp. 401(k) PlanSea to Sea Holdings Corp. 40…$1MCountyline Veterinary Hospital, Inc Profit Sharing PlanCountyline Veterinary Hospit…$1MCentral Park Insurance Agency, Inc. Employees' Profit Sharing Plan 401(k)Central Park Insurance Agenc…$1MLegacy Restaurant Group, L.L.C. Profit Sharing 401(k) PlanLegacy Restaurant Group, L.L…$1M
End-of-year total assets ($M) among Katy Ivy Kids Inc. 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Katy Ivy Kids Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Katy Ivy Kids Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$1M 194.03616234488078% vs 2022
2024 filing year
$0M$0.5M$1M$1.5M 202220232024 $0.44M $1.3M ▲ +195.5%
Year Plans Participants Total Assets
2022 1 21 $441K
2023 1 23 $919K
2024 1 30 $1M

Katy Ivy Kids Inc. filing trail (2024)

Total Assets (Beginning of Year)$919K
Net Assets (End of Year)$1M
Net Income$377K
Employer EIN271526643
Plan Effective Date2009-12-18
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Texas

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

Katy Ivy Kids Inc. 401(k) Plan vs. nearby 401(k) plans in Texas, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -1001020304050 Total assets ($B) Participants Katy Ivy Kids Inc. 401(k) Plan, Total assets ($B): 0.001296082 · Participants: 30Katy Ivy Kids Inc. 401(k) PlanAT&T Retirement Savings Plan, Total assets ($B): 43.121795 · Participants: 109889AT&T Retirement Savings PlanExxonmobil Savings Plan, Total assets ($B): 23.711 · Participants: 21990Exxonmobil Savings PlanChevron Employee Savings Investment Plan, Total assets ($B): 20.378704663 · Participants: 21505Chevron Employee Savings Investment PlanCaterpillar 401(k) Savings Plan, Total assets ($B): 18.81200478 · Participants: 43873Caterpillar 401(k) Savings PlanSouthwest Airlines Co. Retirement Savings Plan, Total assets ($B): 16.991748637 · Participants: 67820Southwest Airlines Co. Retirement Savings Plan
Katy Ivy Kids Inc. 401(k) Plan vs. nearby 401(k) plans in Texas, assets vs. participants
Compare Katy Ivy Kids Inc. 401(k) Plan side-by-side with 3 peers →

Katy Ivy Kids Inc. 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Texas, the nearest 401(k) by assets is Sea to Sea Holdings Corp. 401(k) Plan in NC ($1M); by covered participants it is Incentive Retirement Plan for the Employees of Laaco, Ltd., a California Limited Partnership in CA (30 participants). Same-state nearby plans are listed separately above.

DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Katy Ivy Kids Inc. 401(k) Plan assets move in 2024? ▼
Katy Ivy Kids Inc. 401(k) Plan surged - up 41.0% during 2024, from $919K to $1M. Reported net income was $377K.
How have Katy Ivy Kids Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Katy Ivy Kids Inc.'s sponsor-wide assets grew 194.0%, from $441K to $1M.
Where does Katy Ivy Kids Inc. 401(k) Plan rank by assets among Form 5500 filers? ▼
Katy Ivy Kids Inc. 401(k) Plan ranks in the 25th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the lower half of filed plans by assets).
Which 401(k) plans are similar in size to Katy Ivy Kids Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Sea to Sea Holdings Corp. 401(k) Plan in NC ($1M, N/A participants).
Which 401(k) plans cover a similar participant headcount to Katy Ivy Kids Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Incentive Retirement Plan for the Employees of Laaco, Ltd., a California Limited Partnership in CA (30 participants, N/A in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2024.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 271526643.

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.