401(k) · DOL Form 5500 · 2023

Ivs Intermediate, LLC 401(k) Plan

Data updated 2026-08-25

$45M
Total assets Below avg plan size
357
Participants Below avg headcount
84th
Percentile by assets National rank
$126,641
Avg per participant Near avg balance/head
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Official DOL plan name: First Fertility 401(k) Plan · Sponsored by Ivs Intermediate, LLC · Connecticut · Healthcare & Social Assistance

$45M in assets, 357 participants

Ivs Intermediate, LLC's First Fertility 401(k) Plan reported $45M in total assets and 357 participants in its 2023 DOL Form 5500 filing, ranking in the 84th 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.

  • #15,347 in Healthcare & Social Assistance (17,684 peers)

Coverage in Connecticut

First Fertility 401(k) Plan covers 357 participants in Connecticut, about 50% of the average Connecticut filer (state average ~718 per filing). Assets: $45M.

#15,347
in Healthcare & Social Assistance (17,684 peers)
+236.2%
assets growth YoY
0.5×
vs typical plan assets (national mean)

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

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

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

$45,210,678 Top 16% higher than 84% 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

First Fertility 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. First Fertility 401(k) Plan sits mid-pack in the medium band (357 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • First Fertility 401(k) Plan reported net income rose from $166K in the plan year 2022 filing to $4M in the plan year 2023 filing.
  • First Fertility 401(k) Plan end-of-year assets rose from $13M in the plan year 2022 filing to $45M in the plan year 2023 filing.
  • First Fertility 401(k) Plan reported participants rose from 128 in the plan year 2022 filing to 357 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 851105470 · Ivs Intermediate, LLC PY 2023 · 401(k)

First Fertility 401(k) Plan · $45M · 357 · 84th

  • BOY $45M
  • SCH 357
  • EBSA 84th
  • PART 401(k)
  • TYPE near Hinman, Howard & Kattell, LLP Profit Sharing Plan and Trust No. 1
  • NET ind #15347

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 Connecticut →

First Fertility 401(k) Plan in the asset neighbourhood

First Fertility 401(k) Plan$45MHinman, Howard & Kattell, LLP Profit Sharing Plan and Trust No. 1Hinman, Howard & Kattell, LL…$45MHinman, Howard & Kattell, LLP Profit Sharing Plan and Trust No. 2Hinman, Howard & Kattell, LL…$45MDickson-Diveley Midwest Orthopaedic Clinic, LLC 401(k) Profit Sharing PlanDickson-Diveley Midwest Orth…$45MDeciphera 401(k) Plan$45M
End-of-year total assets ($M) among First Fertility 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Connecticut filing particulars

Total Assets (Beginning of Year)$13M
Net Assets (End of Year)$45M
Net Income$4M
Employer EIN851105470
Plan Effective Date2022-12-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Ivs Intermediate, LLC)

Sponsor-wide plan assets over time

All Ivs Intermediate, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$55M 311.53216892594514% vs 2022
2024 filing year
$0M$20M$40M$60M 202220232024 $13.5M $55.4M ▲ +311.5%
Year Plans Participants Total Assets
2022 1 128 $13M
2023 1 357 $45M
2024 1 526 $55M

Nearby 401(k) Plans in Connecticut

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

First Fertility 401(k) Plan vs. nearby 401(k) plans in Connecticut, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -200204060 Total assets ($B) Participants First Fertility 401(k) Plan, Total assets ($B): 0.045210678 · Participants: 357First Fertility 401(k) PlanRtx Savings Plan, Total assets ($B): 52.759784 · Participants: 123037Rtx Savings PlanCiti Retirement Savings Plan, Total assets ($B): 20.653030659 · Participants: 77865Citi Retirement Savings PlanThe Hartford Investment and Savings Plan, Total assets ($B): 6.478512 · Participants: 18377The Hartford Investment and Savings PlanXerox Corporation Savings Plan, Total assets ($B): 3.948866 · Participants: 10291Xerox Corporation Savings PlanEversource 401(k) Plan, Total assets ($B): 3.751712453 · Participants: 9504Eversource 401(k) Plan
First Fertility 401(k) Plan vs. nearby 401(k) plans in Connecticut, assets vs. participants
Compare First Fertility 401(k) Plan side-by-side with 3 peers →

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

Outside Connecticut, the nearest 401(k) by assets is Hinman, Howard & Kattell, LLP Profit Sharing Plan and Trust No. 1 in NY ($45M); by covered participants it is Nexius Solutions, Inc. 401(k) Plan in DE (357 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (357 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 First Fertility 401(k) Plan assets move in 2023? ▼
First Fertility 401(k) Plan surged - up 236.2% during 2023, from $13M to $45M. Reported net income was $4M.
How have Ivs Intermediate, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Ivs Intermediate, LLC's sponsor-wide assets grew 311.5%, from $13M to $55M.
Where does First Fertility 401(k) Plan rank by assets among Form 5500 filers? ▼
First Fertility 401(k) Plan ranks in the 84th 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 First Fertility 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Hinman, Howard & Kattell, LLP Profit Sharing Plan and Trust No. 1 in NY ($45M, 196 participants).
Which 401(k) plans cover a similar participant headcount to First Fertility 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Nexius Solutions, Inc. 401(k) Plan in DE (357 participants, $9M 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 851105470.

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.