401(k) · DOL Form 5500 · 2024
Innovative Solutions Unlimited LLC 401(k) Plan
Data updated 2026-08-25
- $8M
- Total assets Small plan by assets
- 156
- Participants Small participant base
- 51st
- Percentile by assets National rank
- $50,683
- Avg per participant Low balance/head
Official DOL plan name: Innovative Solutions Unlimited 401(k) Retirement Plan · Sponsored by Innovative Solutions Unlimited LLC · Ohio · Administrative & Support Services
$8M in assets, 156 participants
Innovative Solutions Unlimited LLC's Innovative Solutions Unlimited 401(k) Retirement Plan reported $8M in total assets and 156 participants in its 2024 DOL Form 5500 filing, ranking in the 51st 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.
- #3,129 in Administrative & Support Services (4,368 peers)
Coverage in Ohio
Innovative Solutions Unlimited 401(k) Retirement Plan covers 156 participants in Ohio, about 20% of the average Ohio filer (state average ~765 per filing). Assets: $8M.
- #3,129
- in Administrative & Support Services (4,368 peers)
- +5.7%
- assets growth YoY
Innovative Solutions Unlimited 401(k) Retirement Plan's mid-pack asset rank among Administrative & Support Services and all filers
Innovative Solutions Unlimited 401(k) Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$7,906,593 Top 49% higher than 51% 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 Solutions Unlimited 401(k) Retirement 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. Innovative Solutions Unlimited 401(k) Retirement Plan sits mid-pack in the medium band (156 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Innovative Solutions Unlimited 401(k) Retirement Plan reported participants fell from 180 in the plan year 2023 filing to 156 in the plan year 2024 filing.
- Innovative Solutions Unlimited 401(k) Retirement Plan reported net income rose from $387K in the plan year 2023 filing to $428K in the plan year 2024 filing.
- Innovative Solutions Unlimited 401(k) Retirement Plan end-of-year assets rose from $7M in the plan year 2023 filing to $8M in the plan year 2024 filing.
Form 5500 schedule snapshot
Filing strip 061668377 · Innovative Solutions Unlimited LLC PY 2024 · 401(k)
Innovative Solutions Unlimited 401(k) Retirement Plan · $8M · 156 · 51st
- PHOTO $8M
- PHOTO 156
- PHOTO 51st
- PHOTO 401(k)
- PHOTO near Ubg 401(k) - Imperial
- PHOTO ind #3129
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 Administrative & Support Services retirement plans → · Plans in Ohio →
Innovative Solutions Unlimited 401(k) Retirement Plan in the asset neighbourhood
Ohio filing particulars
| Total Assets (Beginning of Year) | $7M |
|---|---|
| Net Assets (End of Year) | $8M |
| Net Income | $428K |
| Employer EIN | 061668377 |
| Plan Effective Date | 2012-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Innovative Solutions Unlimited LLC)
Sponsor-wide plan assets over time
All Innovative Solutions Unlimited LLC plans reported in each filing year
- Latest sponsor-wide plan assets
- $8M 11.432770531526582% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 273 | $7M |
| 2023 | 1 | 180 | $7M |
| 2024 | 1 | 156 | $8M |
Nearby 401(k) Plans in Ohio
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- GE Aerospace Retirement Savings Plan $14.7B · 45,620
- The Kroger Co. 401(k) Retirement Savings Account Plan $11.8B · 135,373
- The Progressive 401(k) Plan $11.5B · 62,521
- The Sherwin-Williams Company 401(k) Plan $10.6B · 47,459
- Parker Retirement Savings Plan $9.0B · 26,315
Innovative Solutions Unlimited 401(k) Retirement Plan's out-of-state 401(k) peers by assets and headcount
Outside Ohio, the nearest 401(k) by assets is Ubg 401(k) - Imperial in NE ($8M); by covered participants it is Z & Z Holding Company, Inc. 401(k) Profit Sharing Plan in OR (156 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($8M here).
Similar participant headcount
Nearest other-state filings by covered participants (156 participants); asset peers above are excluded.
- Z & Z Holding Company, Inc. 401(k) Profit Sharing Plan (OR) 156 · 0 off
- Wecare Tlc, LLC 401(k) Profit Sharing Plan (FL) 156 · 0 off
- Boone Drugs, Inc. Savings Plus Plan (NC) 156 · 0 off
- Bauer Equipment America Inc 401(k) Plan (TX) 156 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.