401(k) · DOL Form 5500 · 2024

Innovation First International, Inc. 401(k) Plan

Data updated 2026-08-25

$25M
Total assets Below avg plan size
156
Participants Small participant base
74th
Percentile by assets National rank
$161,840
Avg per participant Above avg balance/head
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Official DOL plan name: Innovation First International 401(k) Profit Sharing Plan and Trust · Sponsored by Innovation First International, Inc. · Texas · Professional & Technical Services

$25M in assets, 156 participants

Innovation First International, Inc.'s Innovation First International 401(k) Profit Sharing Plan and Trust reported $25M in total assets and 156 participants in its 2024 DOL Form 5500 filing, ranking in the 74th 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.

  • #14,996 in Professional & Technical Services (20,173 peers)

Coverage in Texas

Innovation First International 401(k) Profit Sharing Plan and Trust covers 156 participants in Texas, about 23% of the average Texas filer (state average ~688 per filing). Assets: $25M.

#14,996
in Professional & Technical Services (20,173 peers)
+21.1%
assets growth YoY

Innovation First International 401(k) Profit Sharing Plan and Trust's outsized position by total assets

Innovation First International 401(k) Profit Sharing Plan and Trust vs every filed plan by assets

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

$25,247,074 Top 26% higher than 74% 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

Innovation First International 401(k) Profit Sharing Plan and Trust among mid-size filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Innovation First International 401(k) Profit Sharing Plan and Trust sits mid-pack in the medium band (156 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Innovation First International 401(k) Profit Sharing Plan and Trust reported net income rose from $4M in the plan year 2023 filing to $4M in the plan year 2024 filing.
  • Innovation First International 401(k) Profit Sharing Plan and Trust end-of-year assets rose from $21M in the plan year 2023 filing to $25M in the plan year 2024 filing.
  • Innovation First International 401(k) Profit Sharing Plan and Trust reported participants fell from 192 in the plan year 2023 filing to 156 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Form 5500 schedule snapshot

Filing strip 271530354 · Innovation First International, Inc. PY 2024 · 401(k)

Innovation First International 401(k) Profit Sharing Plan and Trust · $25M · 156 · 74th

  • RANK $25M
  • RANK 156
  • RANK 74th
  • RANK 401(k)
  • RANK near Holstein Association USA, Inc. Retirement Savings Plan
  • RANK ind #14996

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 →

Innovation First International 401(k) Profit Sharing Plan and Trust in the asset neighbourhood

Innovation First International 401(k) Profit Sharing Plan and TrustInnovation First Internation…$25MHolstein Association USA, Inc. Retirement Savings PlanHolstein Association USA, In…$25MApple River State Bank ESOP with 401(k) ProvisionsApple River State Bank ESOP …$25MLee Contracting, Inc. 401(k) Profit Sharing PlanLee Contracting, Inc. 401(k)…$25MAdvance Beverage Co., Inc. 401(k) Profit Sharing PlanAdvance Beverage Co., Inc. 4…$25M
End-of-year total assets ($M) among Innovation First International 401(k) Profit Sharing Plan and Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Texas filing particulars

Total Assets (Beginning of Year)$21M
Net Assets (End of Year)$25M
Net Income$4M
Employer EIN271530354
Plan Effective Date2012-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Innovation First International, Inc.)

Sponsor-wide plan assets over time

All Innovation First International, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$25M 45.91592650302153% vs 2022
2024 filing year
$15M$20M$25M$30M 202220232024 $17.3M $25.3M ▲ +46.0%
Year Plans Participants Total Assets
2022 1 178 $17M
2023 1 192 $21M
2024 1 156 $25M

Nearby 401(k) Plans in Texas

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

Innovation First International 401(k) Profit Sharing Plan and Trust vs. nearby 401(k) plans in Texas, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -1001020304050 Total assets ($B) Participants Innovation First International 401(k) Profit Sharing Plan and Trust, Total assets ($B): 0.025247074 · Participants: 156Innovation First International 401(k) Profit Sharing Plan and TrustAT&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
Innovation First International 401(k) Profit Sharing Plan and Trust vs. nearby 401(k) plans in Texas, assets vs. participants
Compare Innovation First International 401(k) Profit Sharing Plan and Trust side-by-side with 3 peers →

Innovation First International 401(k) Profit Sharing Plan and Trust's out-of-state 401(k) peers by assets and headcount

Outside Texas, the nearest 401(k) by assets is Holstein Association USA, Inc. Retirement Savings Plan in VT ($25M); by covered participants it is Z & Z Holding Company, Inc. 401(k) Profit Sharing Plan in OR (156 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (156 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 Innovation First International 401(k) Profit Sharing Plan and Trust assets move in 2024? ▼
Innovation First International 401(k) Profit Sharing Plan and Trust grew sharply - up 21.1% during 2024, from $21M to $25M. Reported net income was $4M.
How have Innovation First International, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Innovation First International, Inc.'s sponsor-wide assets grew 45.9%, from $17M to $25M.
Which 401(k) plans are similar in size to Innovation First International 401(k) Profit Sharing Plan and Trust? ▼
Among 401(k) plans in other states, the closest by assets is Holstein Association USA, Inc. Retirement Savings Plan in VT ($25M, 93 participants).
Which 401(k) plans cover a similar participant headcount to Innovation First International 401(k) Profit Sharing Plan and Trust? ▼
Among 401(k) plans in other states, the closest by covered participants is Z & Z Holding Company, Inc. 401(k) Profit Sharing Plan in OR (156 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 271530354.

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.