401(k) · DOL Form 5500 · 2024

Ivs Intermediate, LLC 401(k) Plan

Data updated 2026-08-25

$55M
Total assets Below avg plan size
526
Participants Below avg headcount
85th
Percentile by assets National rank
$105,219
Avg per participant Below avg balance/head
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Official DOL plan name: First Fertility 401(k) Plan · Sponsored by Ivs Intermediate, LLC · Connecticut · Healthcare & Social Assistance

$55M in assets, 526 participants

Ivs Intermediate, LLC's First Fertility 401(k) Plan reported $55M in total assets and 526 participants in its 2024 DOL Form 5500 filing, ranking in the 85th 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.

  • #14,785 in Healthcare & Social Assistance (16,916 peers)

Where First Fertility 401(k) Plan sits by assets

First Fertility 401(k) Plan sits in the top quartile of all filed plans by assets, $55M for 526 participants (~$105,219/participant), up 22.4% in 2024.

#14,785
in Healthcare & Social Assistance (16,916 peers)
+22.4%
assets growth YoY
0.6×
vs typical plan assets (national mean)

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

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

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

$55,345,377 Top 15% higher than 85% 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

First Fertility 401(k) Plan 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. First Fertility 401(k) Plan sits mid-pack in the medium band (526 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • First Fertility 401(k) Plan reported net income rose from $4M in the plan year 2023 filing to $10M in the plan year 2024 filing.
  • First Fertility 401(k) Plan reported participants rose from 357 in the plan year 2023 filing to 526 in the plan year 2024 filing.
  • First Fertility 401(k) Plan end-of-year assets rose from $45M in the plan year 2023 filing to $55M in the plan year 2024 filing.

See the national 2023→2024 release diff →

EBSA filing schedule strip

Filing strip 851105470 · Ivs Intermediate, LLC PY 2024 · 401(k)

First Fertility 401(k) Plan · $55M · 526 · 85th

  • SCH $55M
  • SCH 526
  • SCH 85th
  • SCH 401(k)
  • SCH near Motor City Electric Co. Retirement Plan
  • SCH ind #14785

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 Connecticut →

First Fertility 401(k) Plan in the asset neighbourhood

First Fertility 401(k) Plan$55MMotor City Electric Co. Retirement PlanMotor City Electric Co. Reti…$55MAllegiance Benefit Plan Management, Inc. 401(k) PlanAllegiance Benefit Plan Mana…$55MOxford Staff 401(k) Retirement Savings PlanOxford Staff 401(k) Retireme…$55MManning & Kass, Ellrod, Ramirez, Trester LLP 401(k) PlanManning & Kass, Ellrod, Rami…$55M
End-of-year total assets ($M) among First Fertility 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Scale-class filing particulars (2024)

Total Assets (Beginning of Year)$45M
Net Assets (End of Year)$55M
Net Income$10M
Employer EIN851105470
Plan Effective Date2022-12-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Ivs Intermediate, LLC)

Sponsor-wide plan assets over time

All Ivs Intermediate, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$55M 311.53216892594514% vs 2022
2024 filing year
$0M$20M$40M$60M 202220232024 $13.5M $55.4M ▲ +311.5%
Year Plans Participants Total Assets
2022 1 128 $13M
2023 1 357 $45M
2024 1 526 $55M

Nearby 401(k) Plans in Connecticut

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

First Fertility 401(k) Plan vs. nearby 401(k) plans in Connecticut, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -20020406080 Total assets ($B) Participants First Fertility 401(k) Plan, Total assets ($B): 0.055345377 · Participants: 526First Fertility 401(k) PlanRtx Savings Plan, Total assets ($B): 58.647425 · Participants: 124876Rtx Savings PlanCiti Retirement Savings Plan, Total assets ($B): 23.241033081 · Participants: 78741Citi Retirement Savings PlanThe Hartford Investment and Savings Plan, Total assets ($B): 7.183243 · Participants: 18614The Hartford Investment and Savings PlanEversource 401(k) Plan, Total assets ($B): 4.046347175 · Participants: 10041Eversource 401(k) PlanXerox Corporation Savings Plan, Total assets ($B): 3.976943 · Participants: 9876Xerox Corporation Savings Plan
First Fertility 401(k) Plan vs. nearby 401(k) plans in Connecticut, assets vs. participants
Compare First Fertility 401(k) Plan side-by-side with 3 peers →

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

Outside Connecticut, the nearest 401(k) by assets is Motor City Electric Co. Retirement Plan in MI ($55M); by covered participants it is Onerorx, Inc. 401(k) Plan in IA (526 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (526 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 First Fertility 401(k) Plan assets move in 2024? ▼
First Fertility 401(k) Plan grew sharply - up 22.4% during 2024, from $45M to $55M. Reported net income was $10M.
How have Ivs Intermediate, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Ivs Intermediate, LLC's sponsor-wide assets grew 311.5%, from $13M to $55M.
Where does First Fertility 401(k) Plan rank by assets among Form 5500 filers? ▼
First Fertility 401(k) Plan ranks in the 85th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to First Fertility 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Motor City Electric Co. Retirement Plan in MI ($55M, 221 participants).
Which 401(k) plans cover a similar participant headcount to First Fertility 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Onerorx, Inc. 401(k) Plan in IA (526 participants, $18M 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 851105470.

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.