401(k) · DOL Form 5500 · 2024

Inception Fertility Corporate Services, LLC 401(k) Plan

Data updated 2026-08-25

$91M
Total assets Below avg plan size
1,413
Participants Near avg headcount
90th
Percentile by assets National rank
$64,245
Avg per participant Low balance/head
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Official DOL plan name: Inception Fertility 401(k) Plan · Sponsored by Inception Fertility Corporate Services, LLC · Texas · Healthcare & Social Assistance

$91M in assets, 1,413 participants

Inception Fertility Corporate Services, LLC's Inception Fertility 401(k) Plan reported $91M in total assets and 1,413 participants in its 2024 DOL Form 5500 filing, ranking in the 90th 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.

  • #15,395 in Healthcare & Social Assistance (16,916 peers)

Coverage in Texas

Inception Fertility 401(k) Plan covers 1,413 participants in Texas, 2.1x the typical Texas plan (state average ~688 per filing). Assets: $91M.

#15,395
in Healthcare & Social Assistance (16,916 peers)
+19.2%
assets growth YoY
0.9×
vs typical plan assets (national mean)

Inception Fertility 401(k) Plan's outsized position by total assets

Inception Fertility 401(k) Plan vs every filed plan by assets

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

$90,778,481 Top 10% higher than 90% 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

Inception Fertility 401(k) Plan's large-plan peer group by participant headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Inception Fertility 401(k) Plan lands in the large band (1,413 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Inception Fertility 401(k) Plan end-of-year assets rose from $76M in the plan year 2023 filing to $91M in the plan year 2024 filing.
  • Inception Fertility 401(k) Plan reported net income rose from $13M in the plan year 2023 filing to $15M in the plan year 2024 filing.
  • Inception Fertility 401(k) Plan reported participants rose from 1,307 in the plan year 2023 filing to 1,413 in the plan year 2024 filing.

See the national 2023→2024 release diff →

EBSA filing schedule strip

Filing strip 843102651 · Inception Fertility Corporate Services, LLC PY 2024 · 401(k)

Inception Fertility 401(k) Plan · $91M · 1,413 · 90th

  • EBSA $91M
  • PART 1,413
  • TYPE 90th
  • NET 401(k)
  • BOOK near The Mil Corporation 401(k) Plan
  • VS-ST ind #15395

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 Healthcare & Social Assistance retirement plans → · Plans in Texas →

Inception Fertility 401(k) Plan in the asset neighbourhood

Sharecare, Inc. 401(k) Plan$91MThe Logical Retirement SolutionThe Logical Retirement Solut…$91MInception Fertility 401(k) PlanInception Fertility 401(k) P…$91MThe Mil Corporation 401(k) PlanThe Mil Corporation 401(k) P…$91MAuto-Chlor System, Inc. Profit Sharing and 401(k) PlanAuto-Chlor System, Inc. Prof…$91M
End-of-year total assets ($M) among Inception Fertility 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Texas filing particulars

Total Assets (Beginning of Year)$76M
Net Assets (End of Year)$91M
Net Income$15M
Employer EIN843102651
Plan Effective Date2016-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Inception Fertility Corporate Services, LLC)

Sponsor-wide plan assets over time

All Inception Fertility Corporate Services, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$91M 43.527921588742494% vs 2022
2024 filing year
$60M$70M$80M$90M$100M 202220232024 $63.3M $90.8M ▲ +43.5%
Year Plans Participants Total Assets
2022 1 1,248 $63M
2023 1 1,307 $76M
2024 1 1,413 $91M

Nearby 401(k) Plans in Texas

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

Inception Fertility 401(k) Plan vs. nearby 401(k) plans in Texas, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -1001020304050 Total assets ($B) Participants Inception Fertility 401(k) Plan, Total assets ($B): 0.090778481 · Participants: 1413Inception Fertility 401(k) 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
Inception Fertility 401(k) Plan vs. nearby 401(k) plans in Texas, assets vs. participants
Compare Inception Fertility 401(k) Plan side-by-side with 3 peers →

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

Outside Texas, the nearest 401(k) by assets is The Mil Corporation 401(k) Plan in MD ($91M); by covered participants it is 42 North Dental, LLC 401(k) Plan in MA (1,413 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($91M here).

Similar participant headcount

Nearest other-state filings by covered participants (1,413 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 Inception Fertility 401(k) Plan assets move in 2024? ▼
Inception Fertility 401(k) Plan grew sharply - up 19.2% during 2024, from $76M to $91M. Reported net income was $15M.
How have Inception Fertility Corporate Services, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Inception Fertility Corporate Services, LLC's sponsor-wide assets grew 43.5%, from $63M to $91M.
Where does Inception Fertility 401(k) Plan rank by assets among Form 5500 filers? ▼
Inception Fertility 401(k) Plan ranks in the 90th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top 10% of all filed plans by assets).
Which 401(k) plans are similar in size to Inception Fertility 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is The Mil Corporation 401(k) Plan in MD ($91M, 828 participants).
Which 401(k) plans cover a similar participant headcount to Inception Fertility 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is 42 North Dental, LLC 401(k) Plan in MA (1,413 participants, $60M 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 843102651.

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.