401(k) · DOL Form 5500 · 2024
Innovative Health, LLC 401(k) Plan
Data updated 2026-08-25
- $6M
- Total assets Small plan by assets
- 170
- Participants Small participant base
- 47th
- Percentile by assets National rank
- $37,802
- Avg per participant Low balance/head
Official DOL plan name: Innovative Health, LLC 401(k) · Sponsored by Innovative Health, LLC · Arizona · Manufacturing
$6M in assets, 170 participants
Innovative Health, LLC's Innovative Health, LLC 401(k) reported $6M in total assets and 170 participants in its 2024 DOL Form 5500 filing, ranking in the 47th 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.
- #5,386 in Manufacturing (17,777 peers)
Coverage in Arizona
Innovative Health, LLC 401(k) covers 170 participants in Arizona, about 30% of the average Arizona filer (state average ~564 per filing). Assets: $6M.
- #5,386
- in Manufacturing (17,777 peers)
- +27.9%
- assets growth YoY
Innovative Health, LLC 401(k)'s mid-pack asset rank among Manufacturing and all filers
Innovative Health, LLC 401(k) vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$6,426,322 47th percentile higher than 47% of 123,620 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2024
Innovative Health, LLC 401(k) 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. Innovative Health, LLC 401(k) sits mid-pack in the medium band (170 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Innovative Health, LLC 401(k) end-of-year assets rose from $5M in the plan year 2023 filing to $6M in the plan year 2024 filing.
EBSA filing schedule strip
Filing strip 472158920 · Innovative Health, LLC PY 2024 · 401(k)
Innovative Health, LLC 401(k) · $6M · 170 · 47th
- BOY $6M
- BOY 170
- BOY 47th
- BOY 401(k)
- BOY near Iconn 401(k) Plan
- BOY ind #5386
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 Manufacturing retirement plans → · Plans in Arizona →
Innovative Health, LLC 401(k) in the asset neighbourhood
Arizona filing particulars
| Total Assets (Beginning of Year) | $5M |
|---|---|
| Net Assets (End of Year) | $6M |
| Net Income | $1M |
| Employer EIN | 472158920 |
| Plan Effective Date | 2014-05-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Innovative Health, LLC)
Sponsor-wide plan assets over time
All Innovative Health, LLC plans reported in each filing year
- Latest sponsor-wide plan assets
- $6M 80.39710076579308% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 143 | $4M |
| 2023 | 1 | 171 | $5M |
| 2024 | 1 | 170 | $6M |
Nearby 401(k) Plans in Arizona
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Bechtel Trust & Thrift Plan $6.1B · 7,971
- Banner Health Employees 401(k) Plan $4.9B · 54,731
- Freeport-Mcmoran Inc. Employee Capital Accumulation Program $2.7B · 13,770
- Republic Services, Inc. 401(k) Plan $2.7B · 32,629
- Stantec 401(k) Plan $2.3B · 11,603
Innovative Health, LLC 401(k)'s out-of-state 401(k) peers by assets and headcount
Outside Arizona, the nearest 401(k) by assets is Iconn 401(k) Plan in IL ($6M); by covered participants it is Cgt U.S. Limited/Textileather Corporation 401(k) Profit Sharing Plan in TX (170 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($6M here).
- Iconn 401(k) Plan (IL) $6M · 95
- Sierra Auto Group 401(k) Retirement Plan (MA) $6M · 462
- Heritage Aviation, Inc.401(k) Retirement Plan (VT) $6M · 62
- Everdriven Technologies, LLC 401(k) Plan (UT) $6M · 259
Similar participant headcount
Nearest other-state filings by covered participants (170 participants); asset peers above are excluded.
- Cgt U.S. Limited/Textileather Corporation 401(k) Profit Sharing Plan (TX) 170 · 0 off
- Wb Engineering & Consulting, PLLC Retirement Savings Plan (NY) 170 · 0 off
- Wilbanks Trucking Services, LLC 401(k) Profit Sharing Plan (NM) 170 · 0 off
- Automation Components, Inc. 401(k) Profit Sharing Plan (WI) 170 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.