401(k) · DOL Form 5500 · 2024

Ivy Hill Asset Management L.P. 401(k) Plan

Data updated 2026-08-25

$11M
Total assets Small plan by assets
15
Participants Small participant base
57th
Percentile by assets National rank
$713,642
Avg per participant High balance/head
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Official DOL plan name: Ivy Hill Retirement Savings Plan · Sponsored by Ivy Hill Asset Management L.P. · California · Finance & Insurance

$11M in assets, 15 participants

Ivy Hill Asset Management L.P.'s Ivy Hill Retirement Savings Plan reported $11M in total assets and 15 participants in its 2024 DOL Form 5500 filing, ranking in the 57th 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.

  • #3,515 in Finance & Insurance (8,549 peers)

Ivy Hill Asset Management L.P. multi-year trail

Ivy Hill Asset Management L.P.'s plans moved +32.3% in assets from 2022 to 2024; this filing shows Ivy Hill Retirement Savings Plan at $11M / 15 participants.

#3,515
in Finance & Insurance (8,549 peers)
+5.6%
assets growth YoY

Ivy Hill Retirement Savings Plan's mid-pack asset rank among Finance & Insurance and all filers

Ivy Hill Retirement Savings Plan vs every filed plan by assets

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

$10,704,627 Top 43% higher than 57% 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

Ivy Hill Retirement Savings 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. Ivy Hill Retirement Savings Plan is a small filing (15 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Ivy Hill Retirement Savings Plan reported net income fell from $3M in the plan year 2023 filing to $2M in the plan year 2024 filing.
  • Ivy Hill Retirement Savings Plan reported participants fell from 17 in the plan year 2023 filing to 15 in the plan year 2024 filing.
  • Ivy Hill Retirement Savings Plan end-of-year assets rose from $10M in the plan year 2023 filing to $11M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Published 5500 schedule card

Filing strip 261468377 · Ivy Hill Asset Management L.P. PY 2024 · 401(k)

Ivy Hill Retirement Savings Plan · $11M · 15 · 57th

  • 5500 $11M
  • ASSETS 15
  • PCT 57th
  • EIN 401(k)
  • RANK near Moka Corporation 401(k)/Retirement Plan
  • PHOTO ind #3515

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 Finance & Insurance retirement plans → · Plans in California →

Ivy Hill Retirement Savings Plan in the asset neighbourhood

M1 Holdings Inc. 401(k) Plan$11MRefinery Terminal Fire Company 401(k) Profit Sharing PlanRefinery Terminal Fire Compa…$11MIvy Hill Retirement Savings PlanIvy Hill Retirement Savings …$11MMoka Corporation 401(k)/Retirement PlanMoka Corporation 401(k)/Reti…$11MFabbrica, LLC 401(k) Plan$11M
End-of-year total assets ($M) among Ivy Hill Retirement Savings Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Ivy Hill Asset Management L.P. multi-year asset trail

Sponsor-wide plan assets over time

All Ivy Hill Asset Management L.P. plans reported in each filing year

Latest sponsor-wide plan assets
$11M 32.34823499040828% vs 2022
2024 filing year
$7M$8M$9M$10M$11M 202220232024 $8.09M $10.7M ▲ +32.3%
Year Plans Participants Total Assets
2022 1 17 $8M
2023 1 17 $10M
2024 1 15 $11M

Ivy Hill Asset Management L.P. filing trail (2024)

Total Assets (Beginning of Year)$10M
Net Assets (End of Year)$11M
Net Income$2M
Employer EIN261468377
Plan Effective Date2010-02-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in California

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

Ivy Hill Retirement Savings Plan vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -200204060 Total assets ($B) Participants Ivy Hill Retirement Savings Plan, Total assets ($B): 0.010704627 · Participants: 15Ivy Hill Retirement Savings PlanGoogle LLC 401(k) Savings Plan, Total assets ($B): 48.738057415 · Participants: 116712Google LLC 401(k) Savings PlanOracle Corporation 401(k) Savings and Investment Plan, Total assets ($B): 31.02646504 · Participants: 58962Oracle Corporation 401(k) Savings and Investment PlanIntel 401(k) Savings Plan, Total assets ($B): 24.850880304 · Participants: 55298Intel 401(k) Savings PlanApple 401(k) Plan, Total assets ($B): 24.714519387 · Participants: 101450Apple 401(k) PlanCisco Systems,Inc. 401(k) Plan, Total assets ($B): 22.728425546 · Participants: 40452Cisco Systems,Inc. 401(k) Plan
Ivy Hill Retirement Savings Plan vs. nearby 401(k) plans in California, assets vs. participants
Compare Ivy Hill Retirement Savings Plan side-by-side with 3 peers →

Ivy Hill Retirement Savings Plan's out-of-state 401(k) peers by assets and headcount

Outside California, the nearest 401(k) by assets is Moka Corporation 401(k)/Retirement Plan in MI ($11M); by covered participants it is Sanztosalas, Inc 401(k) Plan in NC (15 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($11M here).

Similar participant headcount

Nearest other-state filings by covered participants (15 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 Ivy Hill Retirement Savings Plan assets move in 2024? ▼
Ivy Hill Retirement Savings Plan grew at a solid clip - up 5.6% during 2024, from $10M to $11M. Reported net income was $2M.
How have Ivy Hill Asset Management L.P. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Ivy Hill Asset Management L.P.'s sponsor-wide assets grew 32.3%, from $8M to $11M.
Which 401(k) plans are similar in size to Ivy Hill Retirement Savings Plan? ▼
Among 401(k) plans in other states, the closest by assets is Moka Corporation 401(k)/Retirement Plan in MI ($11M, 341 participants).
Which 401(k) plans cover a similar participant headcount to Ivy Hill Retirement Savings Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Sanztosalas, Inc 401(k) Plan in NC (15 participants, $8K 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 261468377.

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.