401(k) · DOL Form 5500 · 2024

Infoverity U.S., Inc. 401(k) Plan

Data updated 2026-08-25

$20M
Total assets Small plan by assets
182
Participants Below avg headcount
70th
Percentile by assets National rank
$109,638
Avg per participant Below avg balance/head
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Official DOL plan name: Infoverity Retirement Trust · Sponsored by Infoverity U.S., Inc. · Ohio · Professional & Technical Services

$20M in assets, 182 participants

Infoverity U.S., Inc.'s Infoverity Retirement Trust reported $20M in total assets and 182 participants in its 2024 DOL Form 5500 filing, ranking in the 70th 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.

  • #14,019 in Professional & Technical Services (20,173 peers)

Coverage in Ohio

Infoverity Retirement Trust covers 182 participants in Ohio, about 24% of the average Ohio filer (state average ~765 per filing). Assets: $20M.

#14,019
in Professional & Technical Services (20,173 peers)
+31.3%
assets growth YoY

Infoverity Retirement Trust's outsized position by total assets

Infoverity Retirement Trust vs every filed plan by assets

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

$19,954,190 Top 30% higher than 70% 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

Infoverity Retirement 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. Infoverity Retirement Trust sits mid-pack in the medium band (182 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Infoverity Retirement Trust end-of-year assets rose from $15M in the plan year 2023 filing to $20M in the plan year 2024 filing.
  • Infoverity Retirement Trust reported participants rose from 156 in the plan year 2023 filing to 182 in the plan year 2024 filing.
  • Infoverity Retirement Trust reported net income rose from $5M in the plan year 2023 filing to $5M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Plan-year Form 5500 strip

Filing strip 452428631 · Infoverity U.S., Inc. PY 2024 · 401(k)

Infoverity Retirement Trust · $20M · 182 · 70th

  • EIN $20M
  • EIN 182
  • EIN 70th
  • EIN 401(k)
  • EIN near Sun Belle, LLC. 401(k) Profit Sharing Plan
  • EIN ind #14019

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 Ohio →

Infoverity Retirement Trust in the asset neighbourhood

Infoverity Retirement Trust$20MSun Belle, LLC. 401(k) Profit Sharing PlanSun Belle, LLC. 401(k) Profi…$20MBeachner Employees Savings and Retirement PlanBeachner Employees Savings a…$20MNbs Retirement Readiness Plan$20ME.a. Langenfeld Associates, Ltd. 401(k) Savings PlanE.a. Langenfeld Associates, …$20M
End-of-year total assets ($M) among Infoverity Retirement Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Ohio filing particulars

Total Assets (Beginning of Year)$15M
Net Assets (End of Year)$20M
Net Income$5M
Employer EIN452428631
Plan Effective Date2011-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Infoverity U.S., Inc.)

Sponsor-wide plan assets over time

All Infoverity U.S., Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$20M 63.830080651590336% vs 2022
2024 filing year
$0M$20M$40M$60M 202220232024 $55.2M $20M ▼ -63.8%
Year Plans Participants Total Assets
2022 2 246 $55M
2023 1 156 $15M
2024 1 182 $20M

Nearby 401(k) Plans in Ohio

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

Infoverity Retirement Trust vs. nearby 401(k) plans in Ohio, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -505101520 Total assets ($B) Participants Infoverity Retirement Trust, Total assets ($B): 0.01995419 · Participants: 182Infoverity Retirement TrustGE Aerospace Retirement Savings Plan, Total assets ($B): 14.738724553 · Participants: 45620GE Aerospace Retirement Savings PlanThe Kroger Co. 401(k) Retirement Savings Account Plan, Total assets ($B): 11.809161 · Participants: 135373The Kroger Co. 401(k) Retirement Savings Account PlanThe Progressive 401(k) Plan, Total assets ($B): 11.533546294 · Participants: 62521The Progressive 401(k) PlanThe Sherwin-Williams Company 401(k) Plan, Total assets ($B): 10.563559628 · Participants: 47459The Sherwin-Williams Company 401(k) PlanParker Retirement Savings Plan, Total assets ($B): 9.010073432 · Participants: 26315Parker Retirement Savings Plan
Infoverity Retirement Trust vs. nearby 401(k) plans in Ohio, assets vs. participants
Compare Infoverity Retirement Trust side-by-side with 3 peers →

Infoverity Retirement Trust's out-of-state 401(k) peers by assets and headcount

Outside Ohio, the nearest 401(k) by assets is Sun Belle, LLC. 401(k) Profit Sharing Plan in IL ($20M); by covered participants it is Fortis Lux Advantage 401(k) in FL (182 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (182 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 Infoverity Retirement Trust assets move in 2024? ▼
Infoverity Retirement Trust surged - up 31.3% during 2024, from $15M to $20M. Reported net income was $5M.
How have Infoverity U.S., Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Infoverity U.S., Inc.'s sponsor-wide assets declined 63.8%, from $55M to $20M.
Which 401(k) plans are similar in size to Infoverity Retirement Trust? ▼
Among 401(k) plans in other states, the closest by assets is Sun Belle, LLC. 401(k) Profit Sharing Plan in IL ($20M, 135 participants).
Which 401(k) plans cover a similar participant headcount to Infoverity Retirement Trust? ▼
Among 401(k) plans in other states, the closest by covered participants is Fortis Lux Advantage 401(k) in FL (182 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 452428631.

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.