401(k) · DOL Form 5500 · 2024

Ivision Scale, LLC 401(k) Plan

Data updated 2026-08-25

$31M
Total assets Below avg plan size
274
Participants Below avg headcount
78th
Percentile by assets National rank
$112,360
Avg per participant Below avg balance/head
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Official DOL plan name: Ivision Scale, LLC 401(k) Profit Sharing Plan & Trust · Sponsored by Ivision Scale, LLC · Georgia · Professional & Technical Services

$31M in assets, 274 participants

Ivision Scale, LLC's Ivision Scale, LLC 401(k) Profit Sharing Plan & Trust reported $31M in total assets and 274 participants in its 2024 DOL Form 5500 filing, ranking in the 78th 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.

  • #15,697 in Professional & Technical Services (20,173 peers)

Coverage in Georgia

Ivision Scale, LLC 401(k) Profit Sharing Plan & Trust covers 274 participants in Georgia, about 25% of the average Georgia filer (state average ~1,096 per filing). Assets: $31M.

#15,697
in Professional & Technical Services (20,173 peers)
+19.3%
assets growth YoY
0.3×
vs typical plan assets (national mean)

Ivision Scale, LLC 401(k) Profit Sharing Plan & Trust's outsized position by total assets

Ivision Scale, LLC 401(k) Profit Sharing Plan & Trust vs every filed plan by assets

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

$30,786,628 Top 22% higher than 78% 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

Ivision Scale, LLC 401(k) Profit Sharing Plan & 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. Ivision Scale, LLC 401(k) Profit Sharing Plan & Trust sits mid-pack in the medium band (274 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Ivision Scale, LLC 401(k) Profit Sharing Plan & Trust reported net income fell from $9M in the plan year 2023 filing to $5M in the plan year 2024 filing.
  • Ivision Scale, LLC 401(k) Profit Sharing Plan & Trust end-of-year assets rose from $26M in the plan year 2023 filing to $31M in the plan year 2024 filing.
  • Ivision Scale, LLC 401(k) Profit Sharing Plan & Trust reported participants fell from 284 in the plan year 2023 filing to 274 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Form 5500 schedule snapshot

Filing strip 200732041 · Ivision Scale, LLC PY 2024 · 401(k)

Ivision Scale, LLC 401(k) Profit Sharing Plan & Trust · $31M · 274 · 78th

  • IND $31M
  • IND 274
  • IND 78th
  • IND 401(k)
  • IND near Burns Industrial Equipment, Inc. 401(k) Savings Plan
  • IND ind #15697

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 Georgia →

Ivision Scale, LLC 401(k) Profit Sharing Plan & Trust in the asset neighbourhood

Ivision Scale, LLC 401(k) Profit Sharing Plan & TrustIvision Scale, LLC 401(k) Pr…$31MBurns Industrial Equipment, Inc. 401(k) Savings PlanBurns Industrial Equipment, …$31MTruvista 401(k) Retirement PlanTruvista 401(k) Retirement P…$31MHoly Cross Anesthesiology Associates, P.a. Profit SharingHoly Cross Anesthesiology As…$31MGrace Health 401(k) Plan$31M
End-of-year total assets ($M) among Ivision Scale, LLC 401(k) Profit Sharing Plan & Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Georgia filing particulars

Total Assets (Beginning of Year)$26M
Net Assets (End of Year)$31M
Net Income$5M
Employer EIN200732041
Plan Effective Date2005-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Ivision Scale, LLC)

Sponsor-wide plan assets over time

All Ivision Scale, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$31M 79.24447659567035% vs 2022
2024 filing year
$15M$20M$25M$30M$35M 202220232024 $17.2M $30.8M ▲ +79.2%
Year Plans Participants Total Assets
2022 1 232 $17M
2023 1 284 $26M
2024 1 274 $31M

Nearby 401(k) Plans in Georgia

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

Ivision Scale, LLC 401(k) Profit Sharing Plan & Trust vs. nearby 401(k) plans in Georgia, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000400000500000 -50510152025 Total assets ($B) Participants Ivision Scale, LLC 401(k) Profit Sharing Plan & Trust, Total assets ($B): 0.030786628 · Participants: 274Ivision Scale, LLC 401(k) Profit Sharing Plan & TrustThe Teamster - UPS National 401(k) Tax Deferred Savings Plan, Total assets ($B): 19.309174243 · Participants: 452126The Teamster - UPS National 401(k) Tax Deferred Savings PlanDelta 401(k) Retirement Plan, Total assets ($B): 18.985170319 · Participants: 89836Delta 401(k) Retirement PlanDelta 401(k) Retirement Plan for Pilots, Total assets ($B): 15.928334925 · Participants: 14473Delta 401(k) Retirement Plan for PilotsUPS 401(k) Savings Plan, Total assets ($B): 14.192071511 · Participants: 95250UPS 401(k) Savings PlanThe Home Depot Futurebuilder, Total assets ($B): 14.149677171 · Participants: 398464The Home Depot Futurebuilder
Ivision Scale, LLC 401(k) Profit Sharing Plan & Trust vs. nearby 401(k) plans in Georgia, assets vs. participants
Compare Ivision Scale, LLC 401(k) Profit Sharing Plan & Trust side-by-side with 3 peers →

Ivision Scale, LLC 401(k) Profit Sharing Plan & Trust's out-of-state 401(k) peers by assets and headcount

Outside Georgia, the nearest 401(k) by assets is Burns Industrial Equipment, Inc. 401(k) Savings Plan in PA ($31M); by covered participants it is Phenomebio Inc. 401(k) Plan in CA (274 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (274 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 Ivision Scale, LLC 401(k) Profit Sharing Plan & Trust assets move in 2024? ▼
Ivision Scale, LLC 401(k) Profit Sharing Plan & Trust grew sharply - up 19.3% during 2024, from $26M to $31M. Reported net income was $5M.
How have Ivision Scale, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Ivision Scale, LLC's sponsor-wide assets grew 79.2%, from $17M to $31M.
Where does Ivision Scale, LLC 401(k) Profit Sharing Plan & Trust rank by assets among Form 5500 filers? ▼
Ivision Scale, LLC 401(k) Profit Sharing Plan & Trust ranks in the 78th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to Ivision Scale, LLC 401(k) Profit Sharing Plan & Trust? ▼
Among 401(k) plans in other states, the closest by assets is Burns Industrial Equipment, Inc. 401(k) Savings Plan in PA ($31M, 239 participants).
Which 401(k) plans cover a similar participant headcount to Ivision Scale, LLC 401(k) Profit Sharing Plan & Trust? ▼
Among 401(k) plans in other states, the closest by covered participants is Phenomebio Inc. 401(k) Plan in CA (274 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 200732041.

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.