401(k) · DOL Form 5500 · 2024

Instil Bio, Inc. 401(k) Plan

Data updated 2026-08-25

$8M
Total assets Small plan by assets
16
Participants Small participant base
52nd
Percentile by assets National rank
$520,840
Avg per participant High balance/head
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Official DOL plan name: Instil Bio Retirement Plan · Sponsored by Instil Bio, Inc. · Texas · Professional & Technical Services

$8M in assets, 16 participants

Instil Bio, Inc.'s Instil Bio Retirement Plan reported $8M in total assets and 16 participants in its 2024 DOL Form 5500 filing, ranking in the 52nd 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.

  • #10,092 in Professional & Technical Services (20,173 peers)

Instil Bio, Inc. multi-year trail

Instil Bio, Inc.'s plans moved -13.9% in assets from 2022 to 2024; this filing shows Instil Bio Retirement Plan at $8M / 16 participants.

#10,092
in Professional & Technical Services (20,173 peers)
+1.7%
assets growth YoY

Instil Bio Retirement Plan's mid-pack asset rank among Professional & Technical Services and all filers

Instil Bio Retirement Plan vs every filed plan by assets

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

$8,333,434 Top 48% higher than 52% 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

Instil Bio Retirement 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. Instil Bio Retirement Plan is a small filing (16 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Instil Bio Retirement Plan reported net income rose from -$1M in the plan year 2023 filing to $137K in the plan year 2024 filing.
  • Instil Bio Retirement Plan reported participants fell from 284 in the plan year 2023 filing to 16 in the plan year 2024 filing.
  • Instil Bio Retirement Plan end-of-year assets rose from $8M in the plan year 2023 filing to $8M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Published 5500 schedule card

Filing strip 832072195 · Instil Bio, Inc. PY 2024 · 401(k)

Instil Bio Retirement Plan · $8M · 16 · 52nd

  • EIN $8M
  • EIN 16
  • EIN 52nd
  • EIN 401(k)
  • EIN near Pacific Harbor Line, Inc. Union 401(k) Plan
  • EIN ind #10092

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 Professional & Technical Services retirement plans → · Plans in Texas →

Instil Bio Retirement Plan in the asset neighbourhood

Instil Bio Retirement Plan$8MPacific Harbor Line, Inc. Union 401(k) PlanPacific Harbor Line, Inc. Un…$8M403(b) Thrift Plan for Employees of People, Incorporated403(b) Thrift Plan for Emplo…$8MCti III LLC 401(k) Profit Sharing Plan and TrustCti III LLC 401(k) Profit Sh…$8MNorwich Commercial Group, Inc. 401(k) PlanNorwich Commercial Group, In…$8M
End-of-year total assets ($M) among Instil Bio Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Instil Bio, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Instil Bio, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$8M 13.85438396635813% vs 2022
2024 filing year
$8M$8.5M$9M$9.5M$10M 202220232024 $9.67M $8.33M ▼ -13.9%
Year Plans Participants Total Assets
2022 1 20 $10M
2023 1 284 $8M
2024 1 16 $8M

Instil Bio, Inc. filing trail (2024)

Total Assets (Beginning of Year)$8M
Net Assets (End of Year)$8M
Net Income$137K
Employer EIN832072195
Plan Effective Date2022-04-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Texas

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

Instil Bio Retirement Plan vs. nearby 401(k) plans in Texas, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -1001020304050 Total assets ($B) Participants Instil Bio Retirement Plan, Total assets ($B): 0.008333434 · Participants: 16Instil Bio Retirement 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
Instil Bio Retirement Plan vs. nearby 401(k) plans in Texas, assets vs. participants
Compare Instil Bio Retirement Plan side-by-side with 3 peers →

Instil Bio Retirement Plan's out-of-state 401(k) peers by assets and headcount

Outside Texas, the nearest 401(k) by assets is Pacific Harbor Line, Inc. Union 401(k) Plan in IL ($8M); by covered participants it is I. Schumann & Co. LLC 401(k) Profit Sharing Plan & Trust in OH (16 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (16 participants); asset peers above are excluded.

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 Instil Bio Retirement Plan assets move in 2024? ▼
Instil Bio Retirement Plan edged up modestly - up 1.7% during 2024, from $8M to $8M. Reported net income was $137K.
How have Instil Bio, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Instil Bio, Inc.'s sponsor-wide assets declined 13.9%, from $10M to $8M.
Which 401(k) plans are similar in size to Instil Bio Retirement Plan? ▼
Among 401(k) plans in other states, the closest by assets is Pacific Harbor Line, Inc. Union 401(k) Plan in IL ($8M, 149 participants).
Which 401(k) plans cover a similar participant headcount to Instil Bio Retirement Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is I. Schumann & Co. LLC 401(k) Profit Sharing Plan & Trust in OH (16 participants, $4M 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 832072195.

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.