401(k) · DOL Form 5500 · 2024

Innovative Capital Management 401(k) Plan

Data updated 2026-08-25

$5M
Total assets Small plan by assets
400
Participants Below avg headcount
41st
Percentile by assets National rank
$11,722
Avg per participant Low balance/head
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Official DOL plan name: Innovative Capital Management 401(k) Plans · Sponsored by Innovative Capital Management · Oklahoma · Finance & Insurance

$5M in assets, 400 participants

Innovative Capital Management's Innovative Capital Management 401(k) Plans reported $5M in total assets and 400 participants in its 2024 DOL Form 5500 filing, ranking in the 41st 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.

  • #2,345 in Finance & Insurance (8,549 peers)

Innovative Capital Management multi-year trail

Innovative Capital Management's plans moved +39.3% in assets from 2022 to 2024; this filing shows Innovative Capital Management 401(k) Plans at $5M / 400 participants.

#2,345
in Finance & Insurance (8,549 peers)
+15.5%
assets growth YoY

Innovative Capital Management 401(k) Plans's mid-pack asset rank among Finance & Insurance and all filers

Innovative Capital Management 401(k) Plans vs every filed plan by assets

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

$4,688,838 41st percentile higher than 41% 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

Innovative Capital Management 401(k) Plans 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 Capital Management 401(k) Plans sits mid-pack in the medium band (400 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Innovative Capital Management 401(k) Plans reported participants rose from 327 in the plan year 2023 filing to 400 in the plan year 2024 filing.
  • Innovative Capital Management 401(k) Plans end-of-year assets rose from $4M in the plan year 2023 filing to $5M in the plan year 2024 filing.
  • Innovative Capital Management 401(k) Plans reported net income fell from $696K in the plan year 2023 filing to $628K in the plan year 2024 filing.

See the national 2023→2024 release diff →

DOL schedule card

Filing strip 203889074 · Innovative Capital Management PY 2024 · 401(k)

Innovative Capital Management 401(k) Plans · $5M · 400 · 41st

  • ASSETS $5M
  • ASSETS 400
  • ASSETS 41st
  • ASSETS 401(k)
  • ASSETS near Rembrandt Venture Partners 401(k) Profit Sharing Plan
  • ASSETS ind #2345

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 Oklahoma →

Innovative Capital Management 401(k) Plans in the asset neighbourhood

Innovative Capital Management 401(k) PlansInnovative Capital Managemen…$5MRembrandt Venture Partners 401(k) Profit Sharing PlanRembrandt Venture Partners 4…$5MRoy Johnson, Inc Dba Mid-South Roller Employees 401(k) Profit Sharing PlanRoy Johnson, Inc Dba Mid-Sou…$5MThe Evergreen Advantage Management, Inc. 401(k) Profit Sharing PlanThe Evergreen Advantage Mana…$5MLamb Chevrolet, Inc. 401(k) Profit Sharing PlanLamb Chevrolet, Inc. 401(k) …$5M
End-of-year total assets ($M) among Innovative Capital Management 401(k) Plans and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Innovative Capital Management multi-year asset trail

Sponsor-wide plan assets over time

All Innovative Capital Management plans reported in each filing year

Latest sponsor-wide plan assets
$5M 39.34628316832507% vs 2022
2024 filing year
$3M$3.5M$4M$4.5M$5M 202220232024 $3.36M $4.69M ▲ +39.6%
Year Plans Participants Total Assets
2022 1 305 $3M
2023 1 327 $4M
2024 1 400 $5M

Innovative Capital Management filing trail (2024)

Total Assets (Beginning of Year)$4M
Net Assets (End of Year)$5M
Net Income$628K
Employer EIN203889074
Plan Effective Date2006-09-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Oklahoma

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

Innovative Capital Management 401(k) Plans vs. nearby 401(k) plans in Oklahoma, assets vs. participants Scatter plot of 6 data points. -5000050001000015000 -20246 Total assets ($B) Participants Innovative Capital Management 401(k) Plans, Total assets ($B): 0.004688838 · Participants: 400Innovative Capital Management 401(k) PlansQuiktrip Corporation Retirement Plan, Total assets ($B): 4.827423826 · Participants: 13369Quiktrip Corporation Retirement PlanThe Williams Investment Plus Plan, Total assets ($B): 1.978642425 · Participants: 5204The Williams Investment Plus PlanOneok, Inc. 401(k) Plan, Total assets ($B): 1.415489 · Participants: 4756Oneok, Inc. 401(k) PlanBok Financial 401(k) Plan, Total assets ($B): 1.190240873 · Participants: 4907Bok Financial 401(k) PlanDevon Energy Corporation Incentive Savings Plan, Total assets ($B): 1.073833495 · Participants: 1958Devon Energy Corporation Incentive Savings Plan
Innovative Capital Management 401(k) Plans vs. nearby 401(k) plans in Oklahoma, assets vs. participants
Compare Innovative Capital Management 401(k) Plans side-by-side with 3 peers →

Innovative Capital Management 401(k) Plans's out-of-state 401(k) peers by assets and headcount

Outside Oklahoma, the nearest 401(k) by assets is Rembrandt Venture Partners 401(k) Profit Sharing Plan in WY ($5M); by covered participants it is Epsilon, Inc. 401(k) Plan in NC (400 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (400 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 Innovative Capital Management 401(k) Plans assets move in 2024? ▼
Innovative Capital Management 401(k) Plans grew sharply - up 15.5% during 2024, from $4M to $5M. Reported net income was $628K.
How have Innovative Capital Management plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Innovative Capital Management's sponsor-wide assets grew 39.3%, from $3M to $5M.
Which 401(k) plans are similar in size to Innovative Capital Management 401(k) Plans? ▼
Among 401(k) plans in other states, the closest by assets is Rembrandt Venture Partners 401(k) Profit Sharing Plan in WY ($5M, 1 participant).
Which 401(k) plans cover a similar participant headcount to Innovative Capital Management 401(k) Plans? ▼
Among 401(k) plans in other states, the closest by covered participants is Epsilon, Inc. 401(k) Plan in NC (400 participants, $10M 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 203889074.

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.