401(k) · DOL Form 5500 · 2024

Informativ, LLC 401(k) Plan

Data updated 2026-08-25

$3M
Total assets Small plan by assets
75
Participants Small participant base
33rd
Percentile by assets National rank
$38,007
Avg per participant Low balance/head
PlainRetire home → About this data

Official DOL plan name: Informativ Investment Plan · Sponsored by Informativ, LLC · Texas · Finance & Insurance

$3M in assets, 75 participants

Informativ, LLC's Informativ Investment Plan reported $3M in total assets and 75 participants in its 2024 DOL Form 5500 filing, ranking in the 33rd 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.

  • #1,856 in Finance & Insurance (8,549 peers)

What the 2024 filing shows

Informativ Investment Plan holds $3M for 75 participants - about $38,007 per participant, in the lower half of filed plans by assets.

#1,856
in Finance & Insurance (8,549 peers)
$1M
reported net income

Informativ Investment Plan among the smaller filed plans by assets

Informativ Investment Plan vs every filed plan by assets

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

$2,850,519 33rd percentile higher than 33% 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

Informativ Investment 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. Informativ Investment Plan is a small filing (75 participants) on this national headcount ladder.

DOL schedule card

Filing strip 061727084 · Informativ, LLC PY 2024 · 401(k)

Informativ Investment Plan · $3M · 75 · 33rd

  • PCT $3M
  • PCT 75
  • PCT 33rd
  • PCT 401(k)
  • PCT near Ukiah Natural Foods 401(k) Plan
  • PCT ind #1856

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 Texas →

Informativ Investment Plan in the asset neighbourhood

Informativ Investment Plan$3MUkiah Natural Foods 401(k) PlanUkiah Natural Foods 401(k) P…$3MCornea Cataract & Laser Center, P.C. 401(k) Plan and TrustCornea Cataract & Laser Cent…$3MJ. R. Mcgeachin, Inc 401(k) PlanJ. R. Mcgeachin, Inc 401(k) …$3MArea Five Agency 401(k) Plan$3M
End-of-year total assets ($M) among Informativ Investment Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Filing particulars (2024)

Total Assets (Beginning of Year)N/A
Net Assets (End of Year)$3M
Net Income$1M
Employer EIN061727084
Plan Effective Date2024-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Texas

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

Informativ Investment Plan vs. nearby 401(k) plans in Texas, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -1001020304050 Total assets ($B) Participants Informativ Investment Plan, Total assets ($B): 0.002850519 · Participants: 75Informativ Investment 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
Informativ Investment Plan vs. nearby 401(k) plans in Texas, assets vs. participants
Compare Informativ Investment Plan side-by-side with 3 peers →

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

Outside Texas, the nearest 401(k) by assets is Ukiah Natural Foods 401(k) Plan in CA ($3M); by covered participants it is Peppers Automotive Group 401(k) Plan in TN (75 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($3M here).

Similar participant headcount

Nearest other-state filings by covered participants (75 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

Which 401(k) plans are similar in size to Informativ Investment Plan? ▼
Among 401(k) plans in other states, the closest by assets is Ukiah Natural Foods 401(k) Plan in CA ($3M, 66 participants).
Which 401(k) plans cover a similar participant headcount to Informativ Investment Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Peppers Automotive Group 401(k) Plan in TN (75 participants, $2M 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 061727084.

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.