401(k) · DOL Form 5500 · 2024

The Innovation Institute, LLC 401(k) Plan

Data updated 2026-08-25

$25M
Total assets Small plan by assets
133
Participants Small participant base
74th
Percentile by assets National rank
$185,011
Avg per participant Above avg balance/head
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Official DOL plan name: The Innovation Institute, LLC 401(k) Profit Sharing Plan · Sponsored by The Innovation Institute, LLC · California · Professional & Technical Services

$25M in assets, 133 participants

The Innovation Institute, LLC's The Innovation Institute, LLC 401(k) Profit Sharing Plan reported $25M in total assets and 133 participants in its 2024 DOL Form 5500 filing, ranking in the 74th 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.

  • #14,873 in Professional & Technical Services (20,173 peers)

Coverage in California

The Innovation Institute, LLC 401(k) Profit Sharing Plan covers 133 participants in California, about 21% of the average California filer (state average ~630 per filing). Assets: $25M.

#14,873
in Professional & Technical Services (20,173 peers)
+6.7%
assets growth YoY

The Innovation Institute, LLC 401(k) Profit Sharing Plan's outsized position by total assets

The Innovation Institute, LLC 401(k) Profit Sharing Plan vs every filed plan by assets

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

$24,606,520 Top 26% higher than 74% 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

The Innovation Institute, LLC 401(k) Profit Sharing 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. The Innovation Institute, LLC 401(k) Profit Sharing Plan sits mid-pack in the medium band (133 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • The Innovation Institute, LLC 401(k) Profit Sharing Plan reported net income rose from -$6M in the plan year 2023 filing to $1M in the plan year 2024 filing.
  • The Innovation Institute, LLC 401(k) Profit Sharing Plan reported participants fell from 358 in the plan year 2023 filing to 133 in the plan year 2024 filing.
  • The Innovation Institute, LLC 401(k) Profit Sharing Plan end-of-year assets rose from $23M in the plan year 2023 filing to $25M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Published 5500 schedule card

Filing strip 900745066 · The Innovation Institute, LLC PY 2024 · 401(k)

The Innovation Institute, LLC 401(k) Profit Sharing Plan · $25M · 133 · 74th

  • VS-ST $25M
  • VS-ST 133
  • VS-ST 74th
  • VS-ST 401(k)
  • VS-ST near Aero Test Group 401(k) Profit Sharing Plan and Trust
  • VS-ST ind #14873

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 California →

The Innovation Institute, LLC 401(k) Profit Sharing Plan in the asset neighbourhood

The Innovation Institute, LLC 401(k) Profit Sharing PlanThe Innovation Institute, LL…$25MAero Test Group 401(k) Profit Sharing Plan and TrustAero Test Group 401(k) Profi…$25MRedpath USA Corporation 401(k) PlanRedpath USA Corporation 401(…$25MMid-America Anesthesia Consultants, P.C. Profit Sharing and 401(k) PlanMid-America Anesthesia Consu…$25MEnvirotrac Ltd. 401(k) Plan$25M
End-of-year total assets ($M) among The Innovation Institute, LLC 401(k) Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

California filing particulars

Total Assets (Beginning of Year)$23M
Net Assets (End of Year)$25M
Net Income$1M
Employer EIN900745066
Plan Effective Date2012-02-01
Filing StatusFILING RECEIVED

Sponsor Plan History (The Innovation Institute, LLC)

Sponsor-wide plan assets over time

All The Innovation Institute, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$25M 15.673938993169617% vs 2022
2024 filing year
$22M$24M$26M$28M$30M 202220232024 $29.2M $24.6M ▼ -15.7%
Year Plans Participants Total Assets
2022 1 364 $29M
2023 1 358 $23M
2024 1 133 $25M

Nearby 401(k) Plans in California

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

The Innovation Institute, LLC 401(k) Profit Sharing Plan vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -200204060 Total assets ($B) Participants The Innovation Institute, LLC 401(k) Profit Sharing Plan, Total assets ($B): 0.02460652 · Participants: 133The Innovation Institute, LLC 401(k) Profit Sharing PlanGoogle LLC 401(k) Savings Plan, Total assets ($B): 48.738057415 · Participants: 116712Google LLC 401(k) Savings PlanOracle Corporation 401(k) Savings and Investment Plan, Total assets ($B): 31.02646504 · Participants: 58962Oracle Corporation 401(k) Savings and Investment PlanIntel 401(k) Savings Plan, Total assets ($B): 24.850880304 · Participants: 55298Intel 401(k) Savings PlanApple 401(k) Plan, Total assets ($B): 24.714519387 · Participants: 101450Apple 401(k) PlanCisco Systems,Inc. 401(k) Plan, Total assets ($B): 22.728425546 · Participants: 40452Cisco Systems,Inc. 401(k) Plan
The Innovation Institute, LLC 401(k) Profit Sharing Plan vs. nearby 401(k) plans in California, assets vs. participants
Compare The Innovation Institute, LLC 401(k) Profit Sharing Plan side-by-side with 3 peers →

The Innovation Institute, LLC 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside California, the nearest 401(k) by assets is Aero Test Group 401(k) Profit Sharing Plan and Trust in MI ($25M); by covered participants it is Daystar Products Int'l, Inc. 401(k) Profit Sharing Plan in AZ (133 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (133 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 The Innovation Institute, LLC 401(k) Profit Sharing Plan assets move in 2024? ▼
The Innovation Institute, LLC 401(k) Profit Sharing Plan grew at a solid clip - up 6.7% during 2024, from $23M to $25M. Reported net income was $1M.
How have The Innovation Institute, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), The Innovation Institute, LLC's sponsor-wide assets declined 15.7%, from $29M to $25M.
Which 401(k) plans are similar in size to The Innovation Institute, LLC 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Aero Test Group 401(k) Profit Sharing Plan and Trust in MI ($25M, 147 participants).
Which 401(k) plans cover a similar participant headcount to The Innovation Institute, LLC 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Daystar Products Int'l, Inc. 401(k) Profit Sharing Plan in AZ (133 participants, N/A 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 900745066.

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.