401(k) · DOL Form 5500 · 2024

Ivxpress, Inc. Dba Ivx Health 401(k) Plan

Data updated 2026-08-25

$18M
Total assets Small plan by assets
551
Participants Below avg headcount
68th
Percentile by assets National rank
$32,180
Avg per participant Low balance/head
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Official DOL plan name: Ivx Health 401(k) Plan · Sponsored by Ivxpress, Inc. Dba Ivx Health · Tennessee · Healthcare & Social Assistance

$18M in assets, 551 participants

Ivxpress, Inc. Dba Ivx Health's Ivx Health 401(k) Plan reported $18M in total assets and 551 participants in its 2024 DOL Form 5500 filing, ranking in the 68th 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.

  • #12,296 in Healthcare & Social Assistance (16,916 peers)

Coverage in Tennessee

Ivx Health 401(k) Plan covers 551 participants in Tennessee, about 49% of the average Tennessee filer (state average ~1,126 per filing). Assets: $18M.

#12,296
in Healthcare & Social Assistance (16,916 peers)
+50.4%
assets growth YoY

Ivx Health 401(k) Plan's outsized position by total assets

Ivx Health 401(k) Plan vs every filed plan by assets

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

$17,731,423 Top 32% higher than 68% 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

Ivx Health 401(k) Plan 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. Ivx Health 401(k) Plan sits mid-pack in the medium band (551 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Ivx Health 401(k) Plan end-of-year assets rose from $12M in the plan year 2023 filing to $18M in the plan year 2024 filing.
  • Ivx Health 401(k) Plan reported participants rose from 398 in the plan year 2023 filing to 551 in the plan year 2024 filing.
  • Ivx Health 401(k) Plan reported net income rose from $5M in the plan year 2023 filing to $6M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Plan-year Form 5500 strip

Filing strip 461432420 · Ivxpress, Inc. Dba Ivx Health PY 2024 · 401(k)

Ivx Health 401(k) Plan · $18M · 551 · 68th

  • TYPE $18M
  • TYPE 551
  • TYPE 68th
  • TYPE 401(k)
  • TYPE near Kulzer, LLC 401(k) Savings and Profit Sharing Plan
  • TYPE ind #12296

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 Tennessee →

Ivx Health 401(k) Plan in the asset neighbourhood

Ivx Health 401(k) Plan$18MKulzer, LLC 401(k) Savings and Profit Sharing PlanKulzer, LLC 401(k) Savings a…$18MTechtrans International 401(k) PlanTechtrans International 401(…$18MVaden Holding, Inc. 401(k) Profit Sharing PlanVaden Holding, Inc. 401(k) P…$18MMax Surgical Specialty Managem 401(k) Profit Sharing Plan & TrustMax Surgical Specialty Manag…$18M
End-of-year total assets ($M) among Ivx Health 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Tennessee filing particulars

Total Assets (Beginning of Year)$12M
Net Assets (End of Year)$18M
Net Income$6M
Employer EIN461432420
Plan Effective Date2016-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Ivxpress, Inc. Dba Ivx Health)

Sponsor-wide plan assets over time

All Ivxpress, Inc. Dba Ivx Health plans reported in each filing year

Latest sponsor-wide plan assets
$18M 158.0587101214496% vs 2022
2024 filing year
$5M$10M$15M$20M 202220232024 $6.87M $17.7M ▲ +158.1%
Year Plans Participants Total Assets
2022 1 310 $7M
2023 1 398 $12M
2024 1 551 $18M

Nearby 401(k) Plans in Tennessee

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

Ivx Health 401(k) Plan vs. nearby 401(k) plans in Tennessee, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000400000 -100102030 Total assets ($B) Participants Ivx Health 401(k) Plan, Total assets ($B): 0.017731423 · Participants: 551Ivx Health 401(k) PlanFedex Corporation Retirement Savings Plan, Total assets ($B): 25.378065969 · Participants: 113079Fedex Corporation Retirement Savings PlanHca 401(k) Plan, Total assets ($B): 23.821303026 · Participants: 307086Hca 401(k) PlanFederal Express Corporation Pilots Retirement Savings Plan, Total assets ($B): 5.306930367 · Participants: 5830Federal Express Corporation Pilots Retirement Savings PlanInternational Paper Company Salaried Savings Plan, Total assets ($B): 4.993858777 · Participants: 12564International Paper Company Salaried Savings PlanChs/Community Health Systems, Inc. Retirement Savings Plan, Total assets ($B): 4.778242011 · Participants: 59441Chs/Community Health Systems, Inc. Retirement Savings Plan
Ivx Health 401(k) Plan vs. nearby 401(k) plans in Tennessee, assets vs. participants
Compare Ivx Health 401(k) Plan side-by-side with 3 peers →

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

Outside Tennessee, the nearest 401(k) by assets is Kulzer, LLC 401(k) Savings and Profit Sharing Plan in IN ($18M); by covered participants it is Hayden Beverage Company 401(k) Profit Sharing Plan in ID (551 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (551 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 Ivx Health 401(k) Plan assets move in 2024? ▼
Ivx Health 401(k) Plan surged - up 50.4% during 2024, from $12M to $18M. Reported net income was $6M.
How have Ivxpress, Inc. Dba Ivx Health plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Ivxpress, Inc. Dba Ivx Health's sponsor-wide assets grew 158.1%, from $7M to $18M.
Which 401(k) plans are similar in size to Ivx Health 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Kulzer, LLC 401(k) Savings and Profit Sharing Plan in IN ($18M, 112 participants).
Which 401(k) plans cover a similar participant headcount to Ivx Health 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Hayden Beverage Company 401(k) Profit Sharing Plan in ID (551 participants, $16M 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 461432420.

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.